Dem Senate Knife Fights, Fox vs. YouTube, Connecticut’s Art Moment
Welcome back to The Daily Courant, your afternoon guide to Puck’s best new reporting. Here’s what you need to
know… and stick around for more from Bill Cohan’s chat with Goldman C.E.O. David Solomon.
Dry Powder: Goldman Sachs is set to manage the upcoming I.P.O.s of SpaceX, Anthropic, and OpenAI, with revenue projected to hit $75 billion this year. Bill sits down with C.E.O. David Solomon to discuss the A.I. capital boom, the energy shock from the war in Iran, and potential economic softness in the second half of the year.
[Read More]
In the Room: Future WarnerMount boss David Ellison is quietly planning to hire a seasoned executive to help Bari Weiss, the embattled CBS News chief, manage the network—and
eventually CNN, too. Dylan Byers has fresh reporting on the candidate pool dynamics and when the hire will likely be announced. [Read More]
What I’m Hearing: Hollywood still doesn’t know what to do about
YouTube, but Fox’s new Creator Studios is betting that the best strategy is via indirect competition. Julia Alexander explains why the contrarian, platform-agnostic bet might be the smartest response yet. [Read More]
The Best & The Brightest: This week, acting Attorney General Todd Blanche was nominated for the big job after defending the president’s $1.776 billion slush fund and I.R.S. settlement. John Heilemann shares his unfiltered conversation with former Mueller prosecutor Andrew Weissmann about the real prize buried in the
D.O.J. deal. [Read More]
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‘The Boys’ EP / showrunner breaks down the series finale’s boldest choices and the scene he was planning from the very beginning. “It was so satisfying to bring together threads that we’ve been planting for seven years now,” said Eric Kripke. “It was really important to us for Homelander to at least experience a little bit of time powerless.”
Line Sheet: Matthieu Blazy’s Chanel has been remarkably successful, but insiders wonder whether the magic will impact the fashion giant’s $6 billion beauty division, which hasn’t been a meaningful cultural player in two decades. Rachel Strugatz reveals how Blazy could kickstart the skincare and makeup categories.
[Read More]
Wall Power: Connecticut’s Aldrich Contemporary Art Museum is launching its first decennial—an attempt to recast the state as more than a suburb of New York. Marion Maneker chats with executive director
Cybele Maylone about the institution’s unexpected thesis. [Inner Circle Exclusive]
Meanwhile, on the pods…
The Powers That Be: Peter Hamby and Abby Livingston break down the key Democratic Senate races, from the Platner–Mills showdown in Maine to James Talarico’s slim Texas lead.
[Watch Here and Listen Here]
And now, a little more on David Solomon’s Goldman playbook…
Everything seems to be coming together for David Solomon, now in his eighth year as C.E.O.
of Goldman Sachs. The firm is co-lead managing the SpaceX I.P.O.; recently joint-managed the $85 billion equity raise for Alphabet; is a lead manager on the Anthropic I.P.O.; and will likely be involved in the OpenAI offering, too. Meanwhile, the firm’s revenue will probably come in at around $75 billion this year, and, correspondingly, the stock price is up 68 percent in the past year alone.
During a candid chat with Bill, David shared he was “quite optimistic” that the
world economy was “set up” for real economic growth at the beginning of the year—but that the Iran war might lead to “a little bit of softness” in the second half. However, he’s been telling clients this is a rare, perfect moment to raise capital, given the “risk off” mentality of many investors, among other things. He also told Bill that the tech boom could “unlock a productivity acceleration in the United States,” and that right now, our capital markets are “so far ahead of everyone.” Indeed,
that optimism pervaded the entire conversation. “The world is a magical place,” he said. “There’s so much opportunity.”
By all accounts, Bari Weiss could use some help running CBS News. But hiring the right executive with the right skills will be tricky,
especially when the usual suspects are probably too cautious, myopic, or smart to join the gang.
Studios and streamers have had mixed success trying to graft YouTube stars onto their own platforms. Fox’s new Creator Studios is trying
something different: investing in I.P. across the internet, regardless of where it shows up.
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From Oscar and Emmy® winner Riz Ahmed comes ‘Bait,’ a comedy about Shah Latif, a struggling actor. His last chance to hit it big comes in the form of an audition of a lifetime. We follow him over the course of four wild days as his life spirals out of control and his family, ex-lover and the entire world weigh in on whether he is the right man for the job.
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An extremely candid conversation with Andrew Weissmann, the former lead prosecutor in the Mueller investigation, about Trump’s slush fund,
the Comey indictment, and a man for whom he has special loathing: acting Attorney General Todd Blanche.
The director of Ridgefield’s overachieving contemporary art museum is turning her institution’s gaze to Connecticut artists, making a case
for the Constitution State as something more than the land of finance bros and old WASPs.
Abby Livingston joins Peter to break down the key Democratic Senate races, from the Platner–Mills showdown in Maine to Abdul El-Sayed’s
Michigan wild card and James Talarico’s slim lead in Texas. Then they discuss the surprisingly deep Democratic bench—and why this cycle is starting to look like 2010 in reverse.
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