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Let's talk about Larry and David
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Ellison. They're making massive media
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moves both in legacy and social media.
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Oracle is now the heavy favorite to
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acquire Tik Tok. Here's what our partner
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Poly Market, shout out to my guy Shane,
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84% Larry Ellison or Oracle, acquire Tik
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Tok, that's up over 20 percentage points
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in the last couple of days. Paramount
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Sky Dance merger is basically a month
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old and already CEO David Ellison,
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that's Larry Ellison's son, is looking
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to acquire Warner Brothers Discovery. As
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you probably know, they're run by David
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Zazlov. They own CNN, HBO, DC Comics,
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Discovery, a bunch of other brands. And
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that would put the Ellison's in charge
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of not just CBS News, which owns 60
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Minutes. They would also own CNN. If you
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put those assets together, 200 million
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paid subs,
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I mean, what do you do when you're worth
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a couple hundred billion and you're 81
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years old and you're thinking about what
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legacy you want to leave behind, except
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to perhaps empower your kid to build the
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largest, most influential media company
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in history. So, if you take the
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incredibly rich content and production
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capabilities of HBO and all the Warner
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Brother discovery media properties and
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you combine that with the direct to
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consumer distribution of Tik Tok, there
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may in the future be a merger between
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this media company and Tik Tok or a deep
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commercial relationship where imagine
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going on Tik Tok and you can now get
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premium content for 10 bucks a month or
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two bucks an episode and watch all of
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your HBO shows in the Tik Tok app or
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watch all of the Discovery shows or all
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of the other content that's available.
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So, I do think that the distribution
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that has been delivered by this kind of
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social media model like YouTube and Tik
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Tok with the premium model may end up
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creating a real category killer that can
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challenge both YouTube and Netflix. And
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so I would kind of look at this story as
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like a beginning of an unfolding of
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something that may rewrite the entire
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media landscape.
