What podcasters are saying about Media, music & entertainment

Summary

In the past 30 days, 6 speakers on 3 finance podcasts discussed Media, music & entertainment in 6 views. Chorus has followed Media, music & entertainment since September 30, 2026: 7 views from 6 speakers on 3 shows.

Who talks about it most

• Ben Carlson · 2
• Nicole Polinross · 1
• Ben Horowitz · 1
• Chris Dixon · 1
• Marc Andreessen · 1
• Michael Batnick · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Nicole Polinross · Goldman Sachs

  Streaming's rising share of sports media rights should keep lifting team valuations.

  Polinross says streaming platforms already account for about 20% of the media rights space, and that media rights are a big driver of sports valuations. As fans struggle to find games across platforms, she expects streamers to remain a meaningful and growing contributor, which should keep pushing valuations higher.

  “we expect to see growth continue there as well. Today, the streaming platforms are 20% of the media rights space”at 31:06

  CNBC Closing Bell: Closing Bell: 10/29/26 · October 29, 2026

• Chris Dixon · Andreessen Horowitz (a16z)

  AI adoption in game development is inevitable and will be great for consumers, starting with Epic.

  Dixon cites Epic's statement that it would have no more humans, and says there has been cultural resistance in video games but this is the first domino to fall. He argues AI is a much better way to build things, so adoption is inevitable. He expects independent developers to build with large-team output while keeping room for human creativity, which he expects to benefit consumers.

  “I think that's the first of the dominoes to fall because it's just inevitable because it's a much better way to build things... It's gonna be great for consumers.”at 32:35

  a16z Podcast: The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon · October 22, 2026

• Marc Andreessen · Andreessen Horowitz (a16z)

  AI slashes film budgets, so creative films like Digger would be profitable rather than huge losses.

  Digger was a creative achievement but lost about $200M on a roughly $180M production budget. Andreessen argues that with AI the same level of art could be made at a $20M or even $2M budget, and a $2M film would have returned investors about 10x. He concludes there is a huge opportunity opening up in the entertainment business.

  “...it's a $200,000,000 cash loss for the studio... production budget. And so it's like with AI, what if that movie had had a $20,000,000 production budget...”at 33:50

  a16z Podcast: The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon · October 22, 2026

• Ben Horowitz · Andreessen Horowitz (a16z)

  AI will create a new media form that is not a movie, with stories that were previously unviable.

  Horowitz says some in the film industry have embraced AI while others have buried their heads in the sand. He expects AI to create a new media, with AI films being something very different from movies. AI will also make regular movies more efficient, but the stories that can be told will be completely different. He argues that this kind of filmmaking has been barely viable even for a director like Christopher Nolan, and now everybody will be able to do it.

  “what's going to happen with movies is there's going to be a new media... I think the AI film is not going to be a movie. It's going to be something very, very different.”at 36:34

  a16z Podcast: The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon · October 22, 2026

• Michael Batnick · Ritholtz Wealth Management

  Hollywood has a major problem: senior executives often leave within two years of appointment.

  Michael uses a chart from Matt Belloni showing the share of senior executives gone within two years of appointment, at up to 30%. He takes this as evidence of a structural problem in Hollywood, not one-off bad hires, and cites the departure of Netflix's head of content as an example.

  “But Hollywood in general, I mean, not breaking news here, has a major, major problem. ... At max, it's 30% are gone within two years.”at 55:03

  Animal Spirits: It's a Bloodbath (EP. 487) · October 21, 2026

• Ben Carlson · Ritholtz Wealth Management

  AI and CGI make modern action movies worse than 1990s films with real stunts and practical effects.

  Ben responds to Ari Emanuel's claim that AI will save time on makeup and editing. He argues 1990s action films were better because they used real stunts and explosions, not green-screen fakes that the audience knows are fake. He says there have been very few good action movies in the last decade because everything is now fake, and that this is a loss in exchange for the gains from technology.

  “I think that's what made nineties action movies so good is that they had to do a lot of real stuff.”at 58:43

  Animal Spirits: It's a Bloodbath (EP. 487) · October 21, 2026

• Ben Carlson · Ritholtz Wealth Management

  Spending on movies and video has structurally collapsed and will not recover.

  Carlson shows charts from Joey Politano's piece on video spending as a share of consumer spending, covering movies, streaming, cable and theatre tickets. Theatre tickets dropped sharply in COVID and have not come back, and they had been falling for decades. Batnick agrees the decline is not coming back.

  “The spending on this type of entertainment has fallen off of a cliff, you can see.”at 44:13

  Animal Spirits: Will Higher Rates Kill the Stock Market? (EP. 484) · September 30, 2026