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The inside conversation in Hollywood and on Wall Street, about Warners’ synergies, HBO layoffs, and the activist investor putting Disney on notice.
With major convulsions coming to the streaming landscape, ace media reporter Dylan Byers and Julia Alexander, director of strategy at Parrot Analytics and author of Puck’s What I’m Hearing+, exchange notes on the latest news about Disney and Warner Bros. Discovery, the Max-Discovery roll-up, the downsizing of HBO, and whether hedge fund activist Dan Loeb’s $1 billion stake can convince Bob Chapek to spin ESPN.
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