Apr 26, 2022 · Episode 297

Twitter! CNN+! Unions!

5 predictions · 3–2 · 60% accuracy

Scott's predictions5

Read the transcript →

There will be significant layoffs across the streaming/content industry.
“There's gonna be so many layoffs all of a sudden,”
Media · Checkable · by Apr 26, 2023 (inferred)
Came trueResolved Apr 2022
The streaming/content market will undergo major consolidation and radical cost-cutting among nearly all major players, with Apple TV+ and Amazon Prime Video being exceptions due to their deep financial resources.
“You're about to see enormous consolidation and radical cost cutting at the biggest and strongest. I mean, it'll be everyone, maybe with the exception of Apple TV plus and Amazon Prime Video, because they have just literally infinitely deep pockets.”
Media · Judgment call · by Apr 26, 2023 (inferred)
Came trueResolved Feb 2023
The current corporate structure of Warner Bros. Discovery will not survive 24 months from April 2022 (i.e., by April 2024).
“The current structure of discovery is not... Does not survive twenty four months.”
Media · Judgment call · by Apr 26, 2024
Didn’t happenResolved Apr 26, 2024
Warner Bros. Discovery will sell off or monetize some of its assets, and doing so will be financially beneficial (accretive) to the company.
“I think they're gonna they're gonna have to find ways to monetize some of these assets and that the disposition of some of these assets will be accretive.”
Media · Judgment call · by Apr 26, 2024 (inferred)
Came trueResolved 2023
An activist investor will take a stake in Warner Bros. Discovery and push for changes.
“I think you're gonna see an activist come in when the stock hits”
Markets · Checkable · by Apr 26, 2023 (inferred)
Didn’t happenResolved Apr 26, 2023