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On with Kara Swisher

Matt Belloni on WarnerMount, Disney Succession, Oscars & More

On with Kara Swisher

New York Magazine

Society & Culture

4.23.2K Ratings

🗓️ 12 March 2026

⏱️ 82 minutes

🧾️ Download transcript

Summary

Kara sits down with Matthew Belloni, author of the flagship Puck newsletter What I’m Hearing and host of The Town podcast, to take the entertainment industry’s temperature just a few days before the Academy Awards. They dig into the Warner Bros. Discovery/Paramount/Netflix saga and the consequences of the Ellison-backed deal for creatives and crews. Then Kara and Matt debate whether consolidation can fix Hollywood’s broken economics and why legacy companies are facing a “Titanic-esque” moment as linear TV collapses. They also unpack the streaming wars, Netflix’s next moves, Disney’s succession questions and how AI could reshape filmmaking from visual effects to writers’ rooms. Plus, they make their predictions for the Oscars. Questions? Comments? Email us at on@voxmedia.com or find us on YouTube, Instagram, TikTok, Threads, and Bluesky @onwithkaraswisher. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

You're a snarky person, which I love.

0:02.0

But, and I love that part, but at your heart, you're an excellent reporter.

0:05.3

And that's the critical part.

0:19.3

Hi, everyone, from New York Magazine and the Vox Media Podcast Network.

0:20.6

This is On with Kara Swisher, and I'm Kara Swisher.

0:23.8

My guest today is Matt Bellany, author of Puck's flagship newsletter, What I'm Hearing,

0:28.7

and the host of the podcast, The Town.

0:31.0

It covers the, quote, real inside conversation about money and power in Hollywood,

0:35.7

and amazingly, it actually delivers on that promise. Everyone in

0:39.3

Hollywood reads and listens to Matt, whether they like him or not. He doesn't mince his words, which

0:43.9

has made him both very popular and a little more than polarizing. I can relate. I'm excited to talk to him

0:50.2

because he always has such smart takes on stuff, and Matt at his heart is a great reporter. He also has a point of view, and it's reformed by reporting, and I really enjoy talking to him.

0:58.4

And of course, we're at a real moment for Hollywood and media in general. And so I couldn't

1:03.2

think of someone smarter to talk to about the topic than Matt. Streaming has upended the

1:08.1

traditional Hollywood revenue model. Consolidation has become essential to survival.

1:12.0

President Trump is then weighing in on editorial decisions and mergers.

1:16.0

An AI-generated video is likely to make an already tricky business environment even more complicated.

1:21.9

So it's great to have an insider like Matt on to unpack it all, and of course we'll talk about the Oscars, not the outfits,

1:28.6

but the business. Our expert question comes from Richard Pelleplepler, the founder and CEO of

1:33.6

Eden Productions and the former CEO of HBO, another person who knows a thing or two about Hollywood.

1:40.3

So stick around.

1:53.5

Security program on spreadsheets, new regulations piling up, and audit dread?

...

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