🎧 Next TMT Talks: The Week in Tech, Media & Telecom
David Bloom and Daniel Frankel return with sharp insight and humor as they break down another week of high-stakes moves across the TMT landscape.
đź’Ą This episode covers:
• Comcast–Warner Bros Discovery deal: Can another mega-merger really happen?
• YouTube TV–Disney blackout: Millions lose access — what this means for live sports and cable’s future.
• Charter & Comcast broadband losses: Is cable finally stabilizing?
• Paramount–Skydance layoffs and Taylor Sheridan’s Landman: Hollywood’s talent shuffle amid industry contraction.
• Adobe MAX 2025: AI tools reshape creativity — from Firefly to film production.
• Richard Linklater’s Nouvelle Vague (Netflix): Awards buzz meets French New Wave nostalgia.
• Nvidia hits $5 trillion, Apple $4 trillion: Big Tech’s trillion-dollar showdown.
• Google Gemini AI & YouTube Shorts: How search, creators, and AI are converging.
• AI in Hollywood: From production pipelines to storytelling, the future is already here.
Hosted by David Bloom and Daniel Frankel, Next TMT Talks delivers weekly analysis of the global media, streaming, and telecom ecosystem — where creativity meets technology and money meets disruption.
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chapters:
00:00 Introduction to Current Trends in Media and Tech
02:56 The Shifting Landscape of Cable and Streaming
05:53 The Impact of AI on Creative Industries
09:00 Corporate Strategies and Market Dynamics
11:52 The Evolution of Apple and Nvidia
15:03 Insights from Adobe Max Conference
18:00 Richard Linklater's Nouvelle Vague and Awards Season
21:01 The Future of Cable and Broadband Services
24:31 The Streaming Wars: Disney vs. YouTube
30:02 The Impact of Sports on Streaming Services
34:20 AI's Influence on the Future of Media
37:08 Earnings Insights: Alphabet and the AI Boom
40:42 Adobe and YouTube: A New Era of Content Creation
45:34 Wrap-Up: Trends in Telecom, Media, and Technology