Bloomberg Tech Larry Ellison Guarantees Paramount’s Bid for WBD
17 snips
Dec 22, 2025 John Klein, a former CNN executive and media veteran, joins to discuss Larry Ellison's bold guarantee of Paramount Skydance's bid for Warner Bros. Discovery. Klein offers insight into how various acquirers value cable networks and the complexities of potential outcomes if Paramount takes over. He also explores the long-term shifts in media distribution as tech giants like YouTube dominate the landscape, reshaping economics in the industry. This conversation dives deep into the future of media amid seismic changes in ownership and technology.
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Kevin Mayer's Cautionary Tale
- Kevin Mayer warned not to count Paramount out, praising the Ellisons and other serious bidders.
- He predicted Paramount or other suitors could return with a higher offer and still sway shareholders.
Hyperscalers Want In-House Power
- Google bought Intersect Power to pair clean power buildouts directly with data centers and speed capacity growth.
- Owning energy assets avoids long transmission permitting and lets hyperscalers align generation with AI demand.
China's Chip Push Still Faces Key Gaps
- China is pouring capital into domestic chip champions but still depends on foundries like TSMC and memory from Korea.
- The path to self-reliance hinges on improving yields and domestic equipment makers.
