Happy Friday, and welcome back to The Daily Courant, your afternoon assortment of Puck’s best new reporting.

First up today, Julia Alexander previews the next chapter for Netflix as the industry bogeyman reaches the upper limits of subscriber saturation, and pivots from attracting new viewers to increasing viewing hours—a bid to own every waking moment of your day. As the platform expands further into gaming, podcasts, and live sports, how close is Netflix to realizing its potential as an all-encompassing, attention-maximizing machine?

Plus, below the fold: Peter Hamby chats with Gov. Josh Shapiro about his Election Day takeaways and playbook for winning back voters who’ve drifted away from the Democratic Party in the Trump era. John Ourand and Julia break down the watershed YouTube TV–Disney carriage dispute. Ian Krietzberg looks at the A.I. startups trying to build data centers in space. And exclusively for Inner Circle members, Sarah Shapiro digs into the escalating turf war between Nordstrom and Bloomingdale’s.

Meanwhile, on the pods: Dylan Byers and Julia rate Zohran Mamdani’s social media strategy and MSNBC’s facelift on The Grill Room. On Fashion People, Lauren Sherman rings up casting agent Greg Krelenstein to discuss the evolution of cool hunting. And on The Powers That Be, Kim Masters explains the latest twist in the Warner Bros. Discovery saga.

As the O.G. streamer approaches the upper limits of subscriber saturation, and daily screen time rates threaten to plateau, Netflix is expanding beyond live sports into video podcasts and video games in a bid to own every waking hour of your day.

A candid conversation with Pennsylvania’s governor as he ramps up for reelection and beyond, including what he really thinks of Gavin Newsom, his stance on Israel, and how Democrats can win back white men.

Last year, Instagram launched Teen Accounts, which default teens into automatic protections. Now, a stricter “Limited Content” setting is available for parents who prefer extra controls.  

Instagram will continue adding new safeguards, giving parents more peace of mind. 

Learn more.

As the YouTube TV–Disney rights feud stretches into its second weekend, a talmudic reading of the legacy behemoth’s leverage, the challenges posed by Google’s dry powder, and the various ways this battle could influence the next skirmish.

As the companies at the heart of the A.I. race search for inventive, cost-efficient ways to satisfy demand, a number of them are beginning to look to outer space as the next frontier for chip and data center development.

With Saks preoccupied with post-merger integration and financial restructuring, Nordstrom and Bloomingdale’s are battling it out to scoop up as much of its market share as possible. That means retail talent is up for grabs, brands are being wooed, and the fight for number two is heating up.

Julia and Dylan dive into this week’s media firestorm: Zohran Mamdani’s social media–fueled campaign to become New York’s next mayor, the prolonged YouTube TV–Disney carriage standoff, ESPN’s latest play with DraftKings, MSNBC’s rebrand as MS NOW, and much more.

Instagram Teen Accounts default teens into automatic protections for who can contact them and the content they can see.

Nearly 95% of parents say Teen Accounts help them safeguard their teens online. And we’ll continue adding new protections, giving parents more peace of mind.

Explore our ongoing work to keep teens safe online.

Lauren is joined by casting agent Greg Krelenstein, founder of GK-LD and a founding member of the Misshapes. They discuss the state of campaign casting, from the celebrity ambassador racket to the death of street casting. They also get into Greg’s life as a Misshape and the D.J. group’s legendary weekly party at Don Hill’s, what it was like when Madonna showed up, and plenty more.

Kim Masters drops in to debrief Peter on the latest developments in the Warner Bros. Discovery bidding bonanza, explaining why Hollywood insiders are still betting on the Ellisons and Paramount Skydance to outplay Comcast, Netflix, and maybe even Amazon. Yet, as Kim explains, the Town remains wary of David Ellison’s grand promises—and his not-so-subtle public musings about what he’d do with WBD’s iconic studio.

Need help? Review our FAQ page or contact us for assistance. For brand partnerships, email ads@puck.news.

You received this email because you signed up to receive emails from Puck, or as part of your Puck account associated with {{customer.email}}. To stop receiving this newsletter and/or manage all your email preferences, click here.

Puck is published by Heat Media LLC. 107 Greenwich St., New York, NY 10006