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Sep 5, 2025

In The Room
Dylan Byers Dylan Byers

Greetings from Los Angeles and welcome back to In the Room. I’m en route to New York and looking forward to seeing many of you at the U.S. Open men’s final in Flushing Meadows. (Sounds like the president will be joining us.) I’ll be in town ’til Thursday, and still have a few open windows on my calendar if you’d like to get together. Shoot me a text.

In tonight’s issue, news and notes on The New York Times’s ongoing metamorphosis from a text-based news service into a diversified, multiplatform, and increasingly audiovisual news and lifestyle “super app”—a reminder, as if any were needed, of how the digital age has leveled the playing field among once-disparate media companies—or, rather, dumped them all onto the same field.

🍸 Plus, on today’s edition of The Grill Room, Julia Alexander and I broke down David Ellison’s imminent acquisition of Bari Weiss’s The Free Press—and how Weiss’s anti-establishment worldview could reverberate through the editorial DNA of CBS News. We also explored how the nine-figure deal could spark a fresh cycle of digital media M&A, and what it augurs for the Substack economy and the creator economy in general. Plus, some observations on the landmark Google antitrust ruling that effectively sanctified the company’s “pay-to-play” strategy. Follow The Grill Room on Apple, Spotify, or wherever you prefer to listen.

Mentioned in this issue: David Ellison, Roger Goodell, Sam Dolnick, Dave Portnoy, Dude Perfect, Evan Spiegel, Ezra Klein, Mark Thompson, Maggie Haberman, Michael Barbaro, MrBeast, and many more…

Let’s get started…

  • Call me by your Noem: CBS News announced on Friday that Face the Nation will only broadcast full, unedited videos of interviews amid pressure from Homeland Security Secretary Kristi Noem, who charged the show with “shamefully” and “deceptively” editing her recent interview. I’m reliably told that the D.H.S. had been threatening litigation over the matter, which no doubt helped spur this latest round of acquiescence from Paramount. Presumably, new boss David Ellison didn’t see any reason to die on this hill.

    Anyway, it’s a fitting coda to the Kamala Harris–60 Minutes editing saga, which resulted in Shari Redstone’s $16 million settlement with President Trump. And, as you can imagine, most folks I talked to inside the newsroom are predictably miffed—and fear that the network will become even more cautious in its approach to all Trump administration–related coverage. But, politics aside, aren’t we better off without edits? Editing was necessitated by the TV format but made for stilted and inauthentic interviews—and the news media, thank god, is increasingly breaking free from those constraints. And, sure, that’ll put enormous pressure on executive producer Mary Hager and her team given the time constraints… but maybe that’s just the sort of catalyst for innovation the show needs. After all, Tim Russert often did it live on Meet The Press—and quite well, as you might recall.
John Ourand John Ourand
  • A few thoughts on tonight’s YouTube NFL game: The NFL, like every sports league, has made it a priority to court younger fans, which is the main reason why Roger Goodell starred in a commercial this week with a bunch of YouTube influencers your kids know—MrBeast, Dude Perfect, SKabeche, Haley Kalil, Hannah Stocking, etcetera.

    In the past, the NFL has been very particular about who the networks use to call their games—don’t expect Dave Portnoy to show up in the Fox booth on Sundays anytime soon. But the embrace of YouTube influencers suggests that the Shield may be getting comfortable with the unstoppable march away from traditional linear television. And yet my sources have preached caution about amplifying the significance of one Friday night game in September. The NFL’s coffers will remain lined with linear TV dollars for the foreseeable future, even as it dabbles in new media.

    Take this year. YouTube has one NFL game, Peacock has one, Netflix has two, and Amazon carries the Thursday package. Meanwhile, CBS and Fox will produce 101 games each, and NBC’s Sunday Night Football will be the most viewed primetime show for the 15th year in a row. “Let’s keep things in perspective here,” one source told me. “The NFL is still about broadcast TV and massive reach there. They are dabbling elsewhere to make sure that the people who aren’t in the linear ecosystem have access to the games. But that’s only a game here or a game there. Don’t get so worked up about it.”

    This guy was right: The NFL still mandates that all games are available on local broadcast channels in the home markets. However, the league has long proved that it moves in only one direction—the path of its own self-interest—and telegraphs decisions with political precision, whether that was the 17th (and, some day soon, 18th) regular season game or the extended playoff format. It would be hyperbolic to suggest that the NFL would ever consider abandoning a legacy media platform that has turned it into the mightiest sport in the land, but it would also be naive to assume it isn’t considering its options in its next media rights negotiations. Sure, tonight’s live YouTube broadcast of Chiefs vs. Chargers is just one random game in São Paulo, but who might the league entrust with an entirely hypothetical league-wide, internationalized 18th game? YouTube, with its global audience and fortress capitalization, might seem like an obvious choice.

And now, the main event…

The Times Enters Its Post-Text Era

The Times Enters Its Post-Text Era

The paper of record is quickly evolving from a lifestyle product into a walled-garden multimedia platform, turning its biggest stars—Ezra, Swan, Maggie—into talking heads, and transforming itself into CNN faster than CNN can become the Times. 

Dylan Byers Dylan Byers

This week, The New York Times announced that it would be shuttering its standalone audio app—a not-at-all-surprising, if a tree falls in a forest development since, I’d hazard to guess, you probably get your Barbaro or Ezra fix on Apple or Spotify. Also, media companies have been tidying up their SKU count since the days of HBO Go and HBO Now. Disney, many predict, will eventually be incentivized to do the same with its bewildering collection of D+, Hulu, ESPN, and eventually Fubo. Yes, the Times has a standalone cooking app, but it long ago shuttered NYT Opinion, which proved to be the final blow in the dusty Andy Rosenthal era. These decisions happen, they’re data-driven, and they’re obvious.

On closer inspection, however, the move signaled something important about the changing nature of the Times, and the news media industry writ large. For about, say, 175 years, the Times experience—on the app, the website, or, of course, the paper—has been built around text. Today, as you’ll notice from a cursory glance at the homepage, it is increasingly incorporating audio, video, and moving images into that experience. For a few years, the company has been platforming its biggest stars—Ezra, Jonathan Swan, Maggie, etcetera—as straight-to-camera talking heads, leveraging their stardom and years of green room experience to excite the erogenous zones of the paper’s liberal audience.

Yes, this also seems like a bit of a facile observation, but it’s the sign of a long-overdue format innovation that represents another minor sea change in the institution’s philosophy. As any lug who has ever wielded a pencil knows, talking is easier than writing, and it’s often more engaging—it’s certainly more compelling than the traditional inverted-pyramid news story or thumbwritten-on-the-toilet, research-free column. Reporters like to show their work and demonstrate the assiduousness of their reporting, but the end user prefers casual and authentic. I’m just sharing the insights that Evan Spiegel et al. unearthed more than a decade ago.

The CNN Void

Anyway, the point is that it’s working for the Times—a journalism institution that has spent the last few years morphing into a modern media company more excited about winning the future than defending the past. In the Meredith Kopit Levien era, the joint really has built a cordon sanitaire of lifestyle products around the newsroom, where consumers come to its hard journalism expecting an audio or video experience. So, long story short, the decision to shutter NYT Audio wasn’t a sign of audio’s failure, but rather a recognition of its integral role in the core product. “I see this as audio graduating from Off-Broadway to Broadway,” Sam Dolnick, the paper’s deputy managing editor and Sulzberger clansman, told Adweek. “But now audio journalism has become so central to what the Times does that it belongs on the main stage.”

This gradual transition has been facilitated by a number of factors—the success of The Daily, of course, but also the widespread disrobement of the cable news infrastructure. A generation ago, the Times’s experiments with video failed partly because they seemed like cheap imitations of cable news. Now, cable seems like an unimaginably cheap version of cable, with anchors zooming in from their beach houses or Palm Beach residences, and guests appearing via Blair Witch–quality Webex. “In two years, The New York Times will be CNN,” one media executive texted me in response to the news. “They want audio—and more importantly, video—across the entire app. It’s safe to assume their future is ‘streaming news’ via video and audio. Cable over.”

Indeed, Dolnick and his colleagues on the Times masthead seem to see it the same way. “Audio used to be seen as a way to bring in new people, and kind of adjacent to our core platforms, not fully part of them. And video used to be pretty ancillary, too,” Sam told me today. “Now audio and video are both front and center. Some days, some of our biggest stories are audio or video. We couldn’t have imagined that not that long ago. And so the news app has become more of a super app, where you can watch, listen, read, play games, etcetera… rather than an app with a list of news articles.”

At the broadest level, of course, the Times’s super app ambitions are a reminder of how much digital media has leveled the playing field among once disparate media companies—or, rather, dumped them all onto the same field. At the same time that the Times is incorporating audiovisual elements that have long been core to broadcast and cable, CNN—now run by former Times C.E.O. Mark Thompson—is trying, albeit not so successfully, to create the kind of lifestyle offerings the Times used to chart its own digital reinvention, as well as the subscription business that has sustained the Times almost since its inception. To borrow Ted Sarandos’s old adage about Netflix and HBO, the Times is trying to become CNN before CNN can become the Times. (I’m sure you can tell who’s winning.)

The disruption of the news business has, in essence, arrived in three waves: First, the national newspapers got whacked; then the less frequent periodicals; and now the once-impenetrable TV players are suffering their time in the barrel. In retrospect, however, it’s clear that the first reckoning of the national papers wasn’t the final word. A mere few years ago, it seemed like nearly a dozen brands—the Times, the Journal, The Washington Post, the FT, AP, Bloomberg, etcetera—were safe. These days, though, it’s not as clear. The New York Times Company has indeed pulled away from its peers just as the NFL has separated itself from its comp set in the American sports media.

After denting its balance sheet to acquire The Athletic, the move now truly appears to have paid off. The Times has morphed into a veritable platform for left-leaning fandom, and it will likely continue to be acquisitive. And yet its future headaches may replicate those of the competitors it’s vanquishing. As it builds its audiovisual business around stars, it will need to pay them like stars, too. 

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