Amazon and Netflix Are Winning: Can Old-School Media Compete? @WSJPodcasts
Amazon and Netflix Are Winning: Can Old-School Media Compete?  @WSJPodcasts
Uploaded November 2025 | Updated September 2026, 2 weeks ago
In this week's episode of WSJ’s Take On the Week, co-host Telis Demos and guest host Miriam Gottfried discuss the Supreme Court case challenging President Trump's reciprocal tariffs and how that’s playing out in the markets. Next, they look at affordability as the winning message from recent elections, such as Zohran Mamdani’s successful campaign to be the next mayor of New York City. Plus, they explore the recent drama in the private credit market after executives at Blackstone downplayed the “cockroach” fears sparked by JPMorgan Chase CEO Jamie Dimon.

After the break, Miriam is joined by Michael Nathanson and Robert Fishman, senior media analysts at MoffettNathanson, to break down the potential Paramount Skydance and Warner Discovery merger. First, the analysts explain why global scale is a necessity for traditional media companies to compete with Disney, and big tech giants like Netflix, Amazon and Google’s YouTube. Later, the analysts discuss whether a merger will follow historical examples and fail to generate value for shareholders or whether this time truly is different.
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Amazon and Netflix Are Winning: Can Old-School Media Compete?

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