Welcome back to What I’m Hearing, coming at you from TIFF, where I’m hosting a Puck private dinner tonight with great filmmakers, producers, and execs from Universal/Focus, Neon, A24, Bleecker Street, Cinetic, WME, 30West, and more.

Lots of calls tonight on the Showrunner alliance forming… I expect that will be a big story this week…

Programming note: I’m back on CNBC Squawk Box at 6:50 a.m. Eastern tomorrow. This week on The Town: Lucas Shaw and I discussed why the Charter/Disney standoff is like Taylor Swift, and TIFF C.E.O. Cameron Bailey explained how Toronto audiences pick Oscar winners. Subscribe here and here.

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Discussed in this issue: François Henri-Pinault, Bob Iger, Ken Griffin, Jimmy Fallon, Dana Walden, Tom Rothman, Taylor Swift, Duncan Crabtree-Ireland, Robbie Brenner, Steve Schwarzman, Teddy Schwarzman, Richard Lovett, Mila Kunis, and the most Hollywood Times correction of the year.

But first…