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The Daily Courant

Bilton’s 60 Minutes Shocker, NBA’s Wemby Boomlet, Fear of God Founderitis

Welcome back to The Daily Courant, your afternoon guide to Puck’s best new reporting. Here’s what you need to know… and stick around for the latest on Hollywood’s A.I. vibe shift.

  • What I’m Hearing: A.I. was the villain of Hollywood’s 2023 strikes, but the creative class is quietly moving from outright resistance to reluctant accommodation. Matt Belloni investigates the vibe shift and a new “quality” metric that could reframe how the streaming wars are measured. [Read More]
  • The Best & The Brightest: Endlessly shifting goalposts and an increasingly violent ceasefire with Iran have created the perfect conditions for a new kind of forever war in the Middle East. Julia Ioffe reveals why the only beneficiary may be Trump, himself. [Read More]
  • The Varsity: A verbal pissing match between the SEC’s Greg Sankey and the Big Ten’s Tony Petitti exposed simmering tensions between college sports’ two most powerful officials. John Ourand chats with sports executives about the feud—and why the real battle is between Fox and ESPN. [Inner Circle Exclusive]
  • The Hidden Layer: Michigan U.S. Senate candidate Mallory McMorrow is jumping in front of the unstoppable A.I. freight train, betting that anxious voters are hungry for a more pragmatic political approach. Ian Krietzberg breaks down her 12-point “People Over A.I.” plan (and whether it can survive the super PACs). [Read More]
  • Line Sheet: In April, Fear of God founder Jerry Lorenzo ousted C.E.O. Bastien Daguzan and took over the business’s strategic and operational direction. Malique Morris explores the next chapter for a sui generis creative director with aspirations to be the next Armani. [Inner Circle Exclusive]
 

Meanwhile, on the pods…

  • The Town: Matt Belloni is joined by North Road and Chernin Group founder Peter Chernin to discuss the new low-budget horror sensation Backrooms, whether the content recession is ending, and why running a studio isn’t as fun as it used to be. [Listen Here]
  • The Grill Room: Dylan Byers and Julia Alexander chew over the latest twists in the Bari Weiss–CBS News psychodrama—and if the surprise appointment of magazine journalist Nick Bilton will save or kill 60 Minutes. [Listen Here]
  • The Powers That Be: Peter Hamby and John Ourand discuss the NBA’s buzzy postseason before assessing how the NFL, MLB, and Apple are tweaking their strategies ahead of the 2028 media rights cycle. [Listen Here or Watch Here]

And now, a little more on Hollywood’s A.I. thaw…

 

HOLLYWOOD

The Hollywood A.I. Appeasement Vibe Shift

The Hollywood A.I. Appeasement Vibe Shift

It’s bus tour season in L.A., a time when New York media analysts chauffeur their investor clients around to meet with studio executives. And, as Matt reports, the topic everyone wants to discuss is the A.I. takeover. Sure, the technology was the villain of Hollywood’s 2023 strikes, but studios and streamers are no longer shy about touting its usage: Josh D’Amaro heralded A.I. “efficiencies” on his first earnings call, Paramount Skydance keeps hyping up A.I.-driven cost reductions at WarnerMount, and Amazon MGM just doubled attendance at its “A.I. on the Lot” symposium, to 2,400.

More surprisingly, an unexpected vibe shift among the creative class is also starting to emerge. Whether out of resignation, exhaustion, or opportunism, Hollywood is inching from outright resistance to cautiously optimistic engagement—a phenomenon visible on red carpets, at the labor guilds, and at agencies suddenly eager to sign A.I. creators. Even efforts like Cate Blanchett’s RSL Media, a nonprofit focused on building a “consent framework” for the use of creative work and N.I.L. rights in training models, frame the détente in pragmatic terms. “We are not anti-A.I.,” RSL C.E.O. Nikki Hexum told Matt. “We are just very much pro-consent.”

Click here to read Matt's full story.

WASHINGTON

Julia Ioffe Julia Ioffe
Schrödinger’s War

Schrödinger’s War

Endlessly shifting goalposts and an increasingly violent ceasefire with Iran have created the perfect conditions for a new kind of forever war in the Middle East—a frozen conflict in which the only beneficiary may be Trump, himself.

SPORTS

John Ourand John Ourand
Sankey Is From Mars, Petitti Is From Venus
Inner Circle Exclusive

Sankey Is From Mars, Petitti Is From Venus

The commissioners of college sports’ two biggest conferences have thrown a stray shot or two at each other this spring over the College Football Playoff. But as just about everyone acknowledges, they both know they’ll have to be much more aligned to tackle the myriad issues they face.

A.I.

Ian Krietzberg Ian Krietzberg
The First A.I. Candidate

The First A.I. Candidate

Michigan Senate candidate Mallory McMorrow is jumping in front of the unstoppable A.I. freight train, betting that anxious voters are hungry for a pragmatic, informed approach that finds a reasonable sweet spot between Bernie Sanders and David Sacks. Herewith, the details of her plan.

FASHION

Malique Morris Malique Morris
Jerry Lorenzo’s Fear of God Complex
Inner Circle Exclusive

Jerry Lorenzo’s Fear of God Complex

The sui generis luxury basics founder recently eliminated his C.E.O. and took over strategic and operational direction of the business himself. Profits are up, but can a creative director with aspirations to be the next Armani actually will himself to become a C.E.O., too?

HOLLYWOOD

Matthew Belloni Matthew Belloni
The Town with Matt Belloni

Peter Chernin on Backrooms and Where the Smart Money is Going in Hollywood

Matt is joined by Peter Chernin, founder of North Road and the Chernin Group, to discuss the production of the new horror film Backrooms, the biggest problems in Hollywood, whether the content recession is ending, his thoughts on where digital media is going, and why the life of a studio head isn’t as fun as it used to be.

MEDIA

Dylan Byers Dylan Byers
Julia Alexander Julia Alexander
The Grill Room with Dylan Byers & Julia Alexander

Can Nick Bilton Fix 60?

Dylan and Julia get right down to brass tacks with the latest shocks in the Bari Weiss–CBS News psychodrama: the firing of Sharyn Alfonsi and Cecilia Vega, and the stunning appointment of Nick Bilton—a magazine journalist without TV news experience—to replace Tanya Simon as executive producer. Then they turn to the challenges of managing a news program, the friction between staff and new leadership at 60 Minutes, and whether Bari and Bilton will save or kill the half-century-old franchise.

SPORTS

Peter Hamby Peter Hamby
John Ourand John Ourand
The Powers that Be Daily, Starring Peter Hamby

The NBA’s Wemby Ratings Rocket

John Ourand joins Peter to chew over the NBA’s buzzy postseason and assess how the league’s media rights-holders are faring: NBC and Peacock pulling 9 million-plus per game, ESPN nursing a four-game-sweep hangover, and Amazon a distant third in ratings. Then they discuss how the NFL, MLB, and Apple are adjusting their playbooks ahead of the 2028 rights cycle.

Puck
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