The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok?!

Let's talk about Larry and David Ellison. They're making massive media moves both in legacy and social media. Oracle is now the heavy favorite to acquire Tik Tok. Here's what our partner Poly Market, shout out to my guy Shane, 84% Larry Ellison or Oracle, acquire Tik Tok, that's up over 20 percentage points in the last couple of days. Paramount Sky Dance merger is basically a month old and already CEO David Ellison, that's Larry Ellison's son, is looking to acquire Warner Brothers Discovery. As you probably know, they're run by David Zazlov. They own CNN, HBO, DC Comics, Discovery, a bunch of other brands. And that would put the Ellison's in charge

of not just CBS News, which owns 60 Minutes. They would also own CNN. If you put those assets together, 200 million paid subs, I mean, what do you do when you're worth a couple hundred billion and you're 81 years old and you're thinking about what legacy you want to leave behind, except to perhaps empower your kid to build the largest, most influential media company in history. So, if you take the incredibly rich content and production capabilities of HBO and all the Warner Brother discovery media properties and you combine that with the direct to consumer distribution of Tik Tok, there

may in the future be a merger between this media company and Tik Tok or a deep commercial relationship where imagine going on Tik Tok and you can now get premium content for 10 bucks a month or two bucks an episode and watch all of your HBO shows in the Tik Tok app or watch all of the Discovery shows or all of the other content that's available. So, I do think that the distribution that has been delivered by this kind of social media model like YouTube and Tik Tok with the premium model may end up creating a real category killer that can challenge both YouTube and Netflix. And so I would kind of look at this story as like a beginning of an unfolding of something that may rewrite the entire

media landscape.