As a transformative summer in the media industry winds down, Puck partners Matthew Belloni and Bill Cohan exchanged notes on the most impactful storylines they’re tracking this fall: whether Netflix and Disney+’s forthcoming ad-supported tiers will actually juice revenue and subs; how David Zaslav’s controversial WBD maneuvers are reverberating through Wall Street and Hollywood; and whether Brian Roberts’s low-key Q2 foreshadows any big plays at Comcast. That and more in the following conversation, which has been lightly edited for length and clarity.
Netflix’s U-Turn & The Next CNN Purge
