The Town with Matthew Belloni The Hollywood Stock Market: The Rock, Louis C.K., Kevin Feige, Sora 2, and More!
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Oct 13, 2025 
Lucas Shaw, an entertainment reporter at Bloomberg and host of its Screen Time event, joins to break down the Hollywood Stock Market. They discuss whether AI's 'Sora' is overhyped and why Comcast is looking vulnerable. Shaw argues for Dwayne Johnson's ongoing box office appeal while selling Glenn Powell as potentially overvalued. The duo predicts Louis C.K.'s strong comeback due to successful touring and debates the future of scripted shorts versus microdramas. They also touch on Kevin Feige's precarious position at Marvel, making bold bets on entertainers and trends.
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Dwayne Johnson's Enduring Commercial Appeal
- Dwayne Johnson remains a durable commercial star despite individual flops.
- He will continue to generate box-office and franchise value across big tentpole films.
Disney Park Price Power Is Intentional
- Josh D'Amaro shows a willingness to extract pricing power from Disney parks.
- That pricing-first stance signals focus on near-term revenue over accessibility concerns.
Avoid Media Hype Around Microdramas
- Don't chase microdrama hype as a global trend story; it's niche and media-driven.
- Focus on scripted short-form where actual audiences and creators exist, like YouTube and TikTok.