Warner Brothers

part of Warner Brothers Discovery

12 statements across 9 episodes · 5 bullish · 0 bearish · 2 people on the record · first statement Dec 10, 2025 by Jordi Hays · across every show →

Everything said about Warner Brothers, oldest first

Dec 10, 2025 neutral
Assertion Supported
Hays: Paramount and Ellison offered over $100B for Warner Bros. Discovery
“Like yesterday, we saw that that Ellison and Paramount came in with over a hundred billion. Of course, that included the CNN, the TV assets, but even when you broke it out, it seemed like It was very clear that Ellison was willing to pay more money and make a …”
Jordi Hays Dec 10, 2025 ▶ 1:41 Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
Dec 10, 2025 neutral
Assertion Supported
Hays: Paramount Launches Hostile All-Cash Takeover Bid for Warner Bros.
“The deal has gone hostile. Paramount Has launched a hostile bid to acquire Warner Brothers. That's an all cash offer.”
Jordi Hays Dec 10, 2025 ▶ 0:26 Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
Dec 11, 2025 bullish
Prediction Open · timeframe Dec 2028
Coogan: Netflix Will Ultimately Win Bidding War for Warner Bros. Discovery
“I feel like it's going to land with Netflix.”
John Coogan Dec 11, 2025 ▶ 16:33 Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
Dec 11, 2025 neutral
Assertion Supported
Hays: WBD faces $2.8B termination fee to exit Netflix deal
“Doing so would require Warner Brothers to pay Netflix a 2.8 billion termination fee.”
Jordi Hays Dec 11, 2025 ▶ 15:37 Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
Jan 9, 2026
Assertion Supported
Hayes: Warner Bros. Rejects Paramount's $108.4B Hostile Bid
“Warner Brothers has rejected Paramount's latest 108.4 billion dollar hostile bid and remain committed.”
Jordi Hays Jan 9, 2026 ▶ 21:37 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Feb 14, 2026 bullish
Prediction Not checkable as stated
Hays: Content IP holders will benefit from falling AI production costs
“I think if you have a lot of IP right now, And the cost to produce great content drops dramatically. You're going to benefit from that.”
Jordi Hays Feb 14, 2026 ▶ 7:08 Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
Feb 18, 2026
Assertion Supported
Hays: Warner Bros. resumes talks with Paramount after two-month standoff
“He says this morning, Warner Brothers is going to resume talks with Paramount after two months of rejecting them, playing mind games.”
Jordi Hays Feb 18, 2026 ▶ 22:52 The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
Feb 20, 2026 neutral
Assertion Supported
Coogan: Netflix and Paramount launch competing mega-bids for Warner Bros.
“Netflix has bid 27 75 a share or 82.7 billion for Warner Brothers studio and streaming businesses, while Paramount has offered 30 dollars a share or one hundred and eight billion for the whole company.”
John Coogan Feb 20, 2026 ▶ 17:04 The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
Feb 21, 2026 positive
Opinion
Coogan: Paramount-Warner Bros merger presents no legitimate antitrust issues
“I have no idea why there would be any antitrust worries here. The antitrust question is always that there's no antitrust with Paramount here and Warner Brothers.”
John Coogan Feb 21, 2026 ▶ 20:13 Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
Feb 27, 2026 positive
Assertion Supported
Warner Bros. declares Paramount's new acquisition offer is superior
“And the breaking news is that Warner Brothers says Paramount's new offer is superior.”
John Coogan Feb 27, 2026 ▶ 22:13 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Feb 27, 2026 bullish
Assertion Partly supported
Prediction markets give Paramount a 62% chance to acquire Warner Bros.
“When we started tracking this, Netflix was up at 50%, Paramount at 40%. Now, Paramount is starting to run away with it. They're at 62%, and Netflix is down at 33.”
John Coogan Feb 27, 2026 ▶ 22:26 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Jul 11, 2026 neutral
Assertion Supported
Coogan: Warner Bros. Bought 'Siren Head' Movie Rights for Over $1M
“So he's a forty-year-old illustrator, and he told, he sold the Siren Head movie rights to Warner Brothers for more than a million dollars.”
John Coogan Jul 11, 2026 ▶ 30:47 GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
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