# Lucas Shaw on Warner Bros' Limbo, Netflix's Anxiety, and Hollywood’s Sort-of Comeback

Page: https://stenobird.com/podcast/channels-with-peter-kafka-487706/lucas-shaw-on-warner-bros-limbo-netflix-s-anxiety-and-hollywood-s-sort-of-comeback
Text version: https://stenobird.com/podcast/channels-with-peter-kafka-487706/lucas-shaw-on-warner-bros-limbo-netflix-s-anxiety-and-hollywood-s-sort-of-comeback.md
Podcast: [Channels with Peter Kafka](https://stenobird.com/podcast/channels-with-peter-kafka-487706)
Published: 2026-07-29T10:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP6849638582.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP6849638582.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/channels-with-peter-kafka-487706/episodes/lucas-shaw-on-warner-bros-limbo-netflix-s-anxiety-and-hollywood-s-sort-of-comeback
Duration seconds: 2656

## Resource

When I last talked to Bloomberg’s Lucas Shaw, Netflix was buying Warner Bros. Discovery. Six months later, Paramount has the deal — but, surprisingly, it’s on hold while a group of states tries to block it in court.Lucas and I talk about whether Larry and David Ellison can still muscle the acquisition through, how long the fight could drag on, and what this fall’s elections could mean for the would-be deal.Then: Netflix says it doesn’t have an engagement problem, even as it gives investors less data and searches for its next big source of growth. And Hollywood is celebrating a blockbuster summer — but moviegoing remains far below its historic peak. Are the movies actually back?Also discussed: YouTube’s emergence as Hollywood’s new farm system, and why Comcast decided to get out of the media business. Learn more about your ad choices. Visit podcastchoices.com/adchoices

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/channels-with-peter-kafka-487706/episodes/lucas-shaw-on-warner-bros-limbo-netflix-s-anxiety-and-hollywood-s-sort-of-comeback/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/channels-with-peter-kafka-487706/lucas-shaw-on-warner-bros-limbo-netflix-s-anxiety-and-hollywood-s-sort-of-comeback.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.