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Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded

2025/6/10

Prof G Markets

AI Deep Dive AI Chapters Transcript

People

Bill Selesky

Ed Elson

与 Scott Galloway 合作主持《No Mercy / No Malice》播客，分析市场和政治事件。

Ray Wong

Scott Galloway

一位结合商业洞察和个人故事的畅销书作者、教授和企业家。

Topics

Ed Elson: 华纳兄弟探索公司（WBD）承认过去三年的合并是一场灾难，现在正在撤销合并。将公司拆分为有线电视和流媒体两部分，这实际上是承认有线电视业务的衰落。虽然华尔街最初对此举表示欢迎，但长期来看，WBD的股价自合并以来已大幅下跌，表明公司面临严峻挑战。我认为公司管理层过去三年的工作基本上都白费了，现在又回到了原点。 Scott Galloway: 华纳兄弟探索公司将有增长潜力的流媒体业务和正在衰退的电视有线业务拆分，这是一个明智之举。但更令人关注的是，这一系列并购交易让银行家和律师赚取了巨额费用，而股东的利益却受到了损害。我认为华纳兄弟探索公司CEO更关注个人生活方式，而非股东价值。有线电视业务虽然在衰退，但如果能有效控制成本，仍然可能是一个不错的投资选择。我认为投资者最终会意识到华纳兄弟探索公司CEO的增长故事是虚假的，这个公司存在很多问题。

Deep Dive

Chapters

Warner Bros. Discovery is splitting into two companies, one for cable assets and one for streaming. This decision, while initially welcomed by Wall Street, reflects the declining cable TV market and the challenges of merging disparate business models. The move is analyzed with insights from Scott Galloway, who predicted this outcome.

Warner Bros. Discovery to split into two companies: one for cable, one for streaming
Initial positive market reaction followed by a decline
Scott Galloway's accurate prediction of the split
Analysis of the financial implications and strategic rationale behind the split

Shownotes Transcript

Ed takes a look at Warner Bros Discovery’s move to split into two companies, breaks down the highlights from the opening day of Apple’s Worldwide Developers Conference, and unpacks why two analysts decided to downgrade Tesla’s stock.

Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded 31:00 Share

Prof G Markets

Deep Dive

Shownotes Transcript

Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded