Paramount

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• neutral fact_claim Unattributed

  And we know how crucial stuff like that has been for Paramount, where it's a TV show, it's a series of films, and the merch.

• bearish criticism Unattributed

  I think throughout the streaming era, Sony's kind of seemed like the smart one, like NBC Universal, Paramount, Disney. They spent billions of dollars on these streaming platforms, and they're still lagging behind Netflix.

• neutral assessment Unattributed

  the reason this hasn't already happened would be because they want people who still have cable to pay for showtime as a premium network... but at this point i think that's that's becoming a minor enough concern

• mixed assessment Unattributed

  they don't make enough content to live on their own and compete on their own but they make enough good stuff that it's not just throw away

• neutral fact_claim Unattributed

  the wall street journal earlier this week published a report that was basically within paramount global they're having a lot of discussions about dropping showtime as a freestanding streaming service and just roping it in as part of your paramount plus subscription

• neutral assessment Unattributed

  they did model you could tell me if i'm wrong or not did they not model netflix when they first went out as hbo prestige netflix would cite casey boy's stuff at hbo as like the north star and you could tell when you look at left like house of cards that initial pack of shows ozark they were obviously basing it on prestige tv from hbo places like amc you know that that was what they were aiming for

• bullish assessment Unattributed

  that's all they want they want hbo max and they want the dc characters that's that's my theory

• neutral fact_claim Unattributed

  just a clarification netflix pays the 5.8 billion dollars breakup fee if the deal falls apart

• bullish assessment Unattributed

  this is all elaborate game theory by netflix they knew they were going to get rejected they didn't think they were going to make the acquisition go through but you tie up your main rival in the streaming marketplace for a year and a half two years while they can't do anything else they can't get acquired by anyone else they can't acquire anyone else yes you're sort of freezing them out for a year or two while you continue growing expanding there are people in hollywood who think that's what's go

• bearish criticism Unattributed

  if he were to give it to paramount and he were involved in it then you've got the lawsuit of all lawsuits netflix can come in and say listen he said it right here

• mixed fact_claim Unattributed

  the board opted to go for netflix but now ellison is trying to basically do a hostile takeover go directly to the shareholders

• neutral prediction Unattributed

  i think he just wants this thing to be over he's saying he's going to be involved in it that basically makes it like okay we just got to give this to netflix get this thing done boom it's done it's going to netflix

• bullish assessment Unattributed

  netflix is a much healthier company in 2025 paramount can make this deal but they're basically just putting themselves in a very very deep hole of debt taking this money from you know sovereign wealth funds and red point capital anywhere they could get it uh whereas netflix i mean they are also taking on loans and they've got banks on board to help them but they're a company that can afford to just sort of exactly so i do think there's an argument for netflix over paramount which is just going t

• bullish prediction Jason Calacanis

  i missed the hail mary and it would have been i think a double up for me at the current share price could have 2x in three years

• mixed fact_claim Unattributed

  he's not happy with them over a 60 minutes uh segment that aired... trump did not like that... it was the new ownership of 60 minutes paramount would allow a show like this to air... they are no better than the old ownership... since they bought it 60 minutes has actually gotten worse

• mixed fact_claim Unattributed

  president trump has weighed in... he could share some of these antitrust concerns... i'll be involved in the decision... a lot of people are reading that as very favorable to paramount

• bullish assessment Unattributed

  paramount still believes they will have an easier time getting through these regulatory hurdles than netflix will because their businesses are more aligned and less directly competitive paramount plus isn't the chief rival for netflix the way hbo max is

• bullish fact_claim Unattributed

  we are offering shareholders 17.6 billion dollars more cash than the deal they currently have signed up with netflix and we believe when they see what is currently on our offer then that's what they'll vote for

• neutral fact_claim Unattributed

  film and tv studio and those are both enterprise valuations

• neutral fact_claim Unattributed

  the paramount offer 108.4 billion for all of wvd the netflix offer 82.7 billion just for the warner brothers

• neutral fact_claim Jason Calacanis

  will there be ads in chat gpt by december 31st the market has decided that that's not going to happen currently at four percent and dropping over four hundred thousand dollars in volume there what is interesting though is the fact that they added this march 31st timeline now there's not a lot of betting yet on the extended time frame for will there be ads in chat gpt by then the end of q1 but still not a lot of optimism here people really don't think it's coming so these folks think that it's go

• neutral prediction Jason Calacanis

  we have a bet that we put in place on august 15th 2025 open ai advertising uh launched in chat gpt 12 months less or more i took the under

• bearish criticism Michael Burry

  everyone that knows anything knows this open ai is the next netscape doomed and hemorrhaging cash microsoft is trying to keep it afloat while keeping it off balance sheet and sucking out the ip not wrong so why do they keep getting funded the whole industry needs a 500 billion dollar ipo asap

• mixed prediction Jason Calacanis

  if i was open ai i would be working to get ads on there faster and have it ready to go when they said they were pausing it or not focusing on it i call bs i call i think they're tripling down on it and having it ready so that the second somebody else puts ads in i.e google they'll have it ready to go

• bearish assessment Jason Calacanis

  they realize they don't have a better mousetrap they have the same mousetrap as everybody else that everybody's mousetrap is getting five percent better every three months

• bearish assessment Jason Calacanis

  because of the code red they called because the llm is falling behind gemini and other rock and claude are making better products and leapfrogging open ai they're in a panic mode

• bearish assessment Jason Calacanis

  people are going to stop paying for these things when chat gpt was one of one people paid for it of course now that you have gemini grok you know and everything in between they're going to stop paying

• bearish prediction Jason Calacanis

  my belief is the 75 of the revenue at open ai that's coming from consumers is going to go down to you know at least 50 in the next two years

• bullish prediction Jason Calacanis

  it's coming folks and it's going to be awesome and if you want free chat gpt and you want to burn you know an h100 to make your funny memes somebody's got to pay for it and it's going to come from advertising

• neutral assessment Jason Calacanis

  now what they're going to need to have is a partnerships coordinator who is just responsible for how this stuff looks in the end product

• bearish criticism Jason Calacanis

  they don't have a person deputized to think about how advertising or in-house ads cross promotion should exist inside of the product so sometimes when you're running a company there'll be like two outfielders you know and okay you know one person's in left field one person's in centerfield and there's a shortstop and whatever the ball kind of is in between those three players and it just drops in between all three and they all look at each other and that's what happened here

• bearish criticism Alex Wilhelm

  what they tried to do here was a partnership and a connection tool and it ended up just being sloppy and kind of gross which doesn't give me a ton of confidence jason in their uh product decisions to be honest

• neutral fact_claim Alex Wilhelm

  right now we are not seeing ads in open ai as we expected them to

• neutral fact_claim Alex Wilhelm

  it's an ad it's not a targeted ad it's in-house promotion it's an in-house ad

• neutral fact_claim Alex Wilhelm

  open ai and target partnered to bring new ai powered experiences across retail

• mixed assessment Jason Calacanis

  Yeah, it's obviously Netflix. That's the best offer, the fastest offer. They're going to just go with Netflix. I don't think they want to deal with all the potential legal hand-wringing around the Paramount deal, but should go to the highest bidder. And the best deal terms, the most secure deal terms, at some point you could ask people to put stuff in escrow, the breakup fees, all of these things add up to making what is the technical best deal. And we'll probably see a late flurry here of peopl

• bullish prediction David Friedberg

  I mean, what do you do when you're worth a couple hundred billion dollars and you're 81 years old and you're thinking about what legacy you want to leave behind, except to perhaps empower your kid to build the largest, most influential media company in history? And I think that's the story that's unfolding in front of us. Not to mention, I think that the TikTok deal and Ellison's role in TikTok is going to be instrumental in realizing potential future distribution.

• bullish assessment Chamath Palihapitiya

  an enormous sign of confidence about how there isn't going to be a competitive threat for Paramount to just say, we'll take the whole thing because they're subjecting themselves to a level of scrutiny that they wouldn't if they felt there was any shred of a good argument for competitive antitrust.

• bullish assessment David Sacks

  Paramount's offering more. It's 108 billion versus around 80, or it's like $30 a share versus 27. And they're also buying the whole company. Whereas Netflix just wants Warner's studio assets and streaming assets is like HBO, but not the cable assets, which are considered a little bit of a co. So I think if you're a shareholder in Warner's, you probably want to sell the whole thing that you don't want to just be stuck with the bad assets. So yeah, I'm a little surprised actually, that the Warner'

1. 2028-02-05 it's coming folks and it's going to be awesome and if you want free chat gpt and you want to burn you know an h100 to make your funny memes somebody's got to pay for it and it's going to come from advertising · Prediction · confirmed
2. 2028-02-05 my belief is the 75 of the revenue at open ai that's coming from consumers is going to go down to you know at least 50 in the next two years · Prediction · pending
3. 2028-02-05 i missed the hail mary and it would have been i think a double up for me at the current share price could have 2x in three years · Prediction · confirmed

VentureSignalScore 79/100 for paramount, composed from 1 of 4 components (index v0 cross-signal), discounted ×0.79 for 30% signal coverage