YouTube vs. Disney: Who Needs Whom More?

The Town with Matthew Belloni

The Ringer

Society & Culture

4.3 • 1.1K Ratings

🗓️ 10 November 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Matt is joined by Bloomberg’s Lucas Shaw to discuss the ongoing dispute between YouTube and Disney, which has resulted in the removal of ESPN and other Disney properties from YouTube TV for the past week. They break down why this dispute is different from others that have come before it, focusing on the leverage a tech company like Google has over traditional cable operators. Later, they touch on the recent Warner Bros. Discovery earnings report and give an update on the state of the company's sale (03:04). Matt finishes the show with a prediction about Ryan Murphy’s newest TV show, ‘All’s Fair’ (22:08). For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Email us your thoughts! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thetown@spotify.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Host: Matt Belloni Guest: Lucas Shaw Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	If you care about Hollywood, and I assume you do if you're listening to the town, you should really be getting the whole story about Hollywood. That's what you get with Puck. I'm a founding partner at Puck, and I write a newsletter called What I'm Hearing. It's got exclusive news for insiders and analysis of the biggest stories. Puck has a bunch of great journalists. We just hired Kim Masters, who also covers Hollywood from the inside, plus media, sports, fashion,
0:21.7	politics, and finance. It's a must-have for plugged-in people. Fans of the town get a
0:26.6	discount on the description page of this episode or at puck.news slash the town. Go further into
0:32.1	Hollywood by becoming a puck member today. Ready to launch your business? Get started with the commerce platform made for
0:39.6	entrepreneurs. Shopify is specially designed to help you start, run and grow your business
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0:53.3	startups to scaleups, online, in person, and on the go.
0:57.7	Shopify is made for entrepreneurs like you.
1:00.2	Sign up for your $1 a month trial at Shopify.com slash setup.
1:06.2	It is Monday, November 10th.
1:08.9	As longtime listeners know, there are few genres of Hollywood business news that I hate more than carriage disputes.
1:15.8	We all know how they go.
1:17.1	TV channel owners want a big fee increase in a new deal.
1:20.6	They usually expire right around the major sporting events of the season or the start of the NFL season.
1:26.5	Distributors push back.
1:27.6	They go down to the wire.
1:28.5	Sometimes the networks even go dark for a few days or weeks, then a negotiation breakthrough
1:32.9	and everyone's friends again.
1:34.7	This latest standoff between Disney and YouTube TV, which is now in its second week of
1:39.6	no ESPN or ABC or F-fax for the 10 million subscribers that get that service, including Craig,
1:45.5	he's very pissed.
	...

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