William D. Cohan • October 27, 2021
Portrait of The Zaz as a Young Dealmaker
Decades before he christened the deal of the streaming age, David Zaslav cut his teeth under the tutelage of Jack Welch, Bob Wright and John Malone. The formative years of his career explain as much about the history of cable as they portend about the future of streaming.
William D. Cohan • October 24, 2021
Inside the Trump Meme-SPAC Clown Car
As a business, the DWAC-TMTG merger is full of red flags: peripatetic sponsor, nonexistent product, outrageous valuation. But a mysterious bulk order, made just before the merger announcement sent the stock flying, may be the most telling market signal of all.
Dylan Byers • October 22, 2021
The New York Times Succession Sweepstakes Is Probably Settled
The inside scoop on the three media stories that everyone is talking about this Friday: The New York Times’ forthcoming succession horse race, Axel’s consummation of Politico, and a little more juice about Facebook’s new identity.
NEW & NOTEWORTHY
William D. Cohan • October 20, 2021
“As Good as It Gets”: Wall Street Eats Its Cake
A decade ago, Congress and the vox populi banded together to try to send Wall Street bankers to the clink and chasten the industry for a generation. How’d that go? Re-regulation made the industry stronger and richer than ever—just as the mob moved on to Silicon Valley.
William D. Cohan • October 17, 2021
Jamie’s Bitcoin Call and the New Barbarians at the Gate
Regarding the most pressing questions on Wall Street and in my inbox.
Dylan Byers • October 15, 2021
Will Disney and ESPN Consciously Uncouple?
Bob Chapek has asked some of his closest deputies to explore the strategic rationale for potentially spinning off the sports network, sources say. As one person with knowledge of the discussions told me, “There are now conversations happening regularly at Disney about whether or not to spin off ESPN.”