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Welcome back to What I’m Hearing, delayed from Thursday night to Friday morning due to a complete creative overhaul and skyrocketing production overages. Apologies!
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What I'm Hearing

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Welcome back to What I’m Hearing, delayed from Thursday night to Friday morning due to a complete creative overhaul and skyrocketing production overages. Apologies!

Events P.S.A.: Wednesday night I hosted the first of my new off-the-record Leadership Series receptions in L.A. with Tendo Nagenda, producer and former Netflix and Disney film executive. Thanks to everyone who came out for a fun evening, thanks to Manatt and Max for sponsoring, and thanks to the team at Puck for producing a great event. We’ll do more of these.

More: Focus Features is hosting a screening of The Holdovers, the new Alexander Payne movie, exclusively for Puck members in New York on Nov. 2. Signups are limited, so click here if you’d like to attend.

As always, if you were forwarded this email, click here to join Puck.

Let’s begin…

Thursday Thoughts…
  • Disney vs. Charter: The Aftermath: We now know the new cost of a massive carriage fight with Disney...

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Latest Articles from Hollywood

NYT Columnist Andrew Ross Sorkin and C.E.O. of The Walt Disney Company Bob Iger speak during the New York Times annual DealBook summit on November 29, 2023 in New York City.
Matthew Belloni • December 1, 2023
Iger’s Disney De-Wokening
The “go woke, go broke” narrative persists, despite its origins as social media and Fox News noise. And now it’s clear that Disney C.E.O. Bob Iger himself believes that, whether it’s B.S. or not, the company’s progressive “messaging” has become a problem.
Was Amazon’s Black Friday game a gimmick, or the future of sports?
Julia Alexander • November 28, 2023
Amazon’s NFL Retail Therapy Experiment
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Final Strike Jitters, Disney Blame Game & A Shari-Ellison Scenario
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The Christmas Streaming Miracle
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Matthew Belloni • November 20, 2023
And the Golden Globes Go to… CBS
In a last-ditch, third-try effort, Jay Penske sold the Golden Globes telecast to CBS. The deal is a huge discount from NBC’s previous $60 million-per-year offering, but it prevents the awards from being the Billboards—at least for now.


Brie Larson in 'The Marvels.'
Matthew Belloni • November 19, 2023
Apple, Marvel, and the Great Box Office Fallacy
In a perverse side effect of the streaming age, Hollywood seems unwilling to call a flop a flop. Instead, the question of what is “profitable” or “value-additive” has become convoluted—especially if it involves a pure-play streamer or a Scorsese movie.


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Latest Articles from Hollywood

SAG-AFTRA President Fran Drescher speaks as SAG-AFTRA National Executive Director Duncan Crabtree-Ireland looks on at a press conference discussing their strike-ending deal with the Hollywood studios on November 10, 2023, in Los Angeles.
Jonathan Handel • November 16, 2023
Are Actors Overthinking the A.I. Threat?
A close look at the three primary concerns raised by SAG-AFTRA members regarding how “synthetic performers” and other computer-generated replacements could threaten their livelihoods.
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William D. Cohan • November 15, 2023
Iger’s Living Peltz
Will embattled Disney chief Bob Iger manage to ward off a looming proxy fight with Trian’s hyper-aggressive activist investor Nelson Peltz after his latest incursion into Disney’s cap table?
Neal Mohan, the C.E.O. of YouTube.
Julia Alexander • November 14, 2023
The Apple-Amazon-Google Streaming O.S. Mega War
The streaming conversation is consumed with a juxtaposition of Max, D+, Par+, Peacock, and Netflix. But the tech companies are playing Vulcan chess with higher stakes.
The Brie Larson-led ‘The Marvels’ vastly underperformed Disney’s hopes at the box office.
Matthew Belloni • November 13, 2023
Marvel Enters Its Age of Reduced Expectations
When did Marvel lose its automatic connection with casual movie fans, and what can Disney do to get audiences excited again about superhero films?
Warner Bros. film chiefs Mike De Luca and Pam Abdy
Matthew Belloni • November 13, 2023
Warners Reverses Course in ‘Coyote vs. Acme’ Fight
In a surprising about-face, Warner Bros. executives will allow the filmmakers of Coyote vs. Acme, a $70 million live action/CGI hybrid Looney Tunes film, to shop the movie to other potential distributors.
The 16 pages of contract language surrounding A.I. are by far the most intricate provisions in the new agreement.
Jonathan Handel • November 13, 2023
What the Actors Really Won on A.I.
A detailed look at the tentative SAG-AFTRA deal, from streaming residuals to health benefits to the extraordinary restrictions on the use of A.I.
SAG-AFTRA National Executive Director and chief negotiator Duncan Crabtree-Ireland (C) raises his fist while speaking at the conclusion of picketing outside Paramount Studios on day 113 of their strike against the Hollywood studios on November 3, 2023, in Los Angeles, California.
Matthew Belloni & Jonathan Handel • November 10, 2023
Are There Still More Strikes Ahead?
Hollywood is rejoicing after an awful six months, but as 2024 negotiations loom, will C.E.O.s take the high road?

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