Introducing Next TMT Networks: SpaceX IPO, Starlink's Terrestrial Problem & the AI-RAN War

Introducing Next TMT Networks: SpaceX IPO, Starlink's Terrestrial Problem & the AI-RAN War

Next TMT Networks with Dan Jones Your weekly deep dive into the infrastructure powering everything — wireless, broadband, satellite, and the networks being reshaped by AI, big tech, and government policy. Hosted by veteran telecom reporter Dan Jones, formerly of Light Reading and Fierce Network, Next TMT Networks covers the stories that don't make the mainstream tech press but determine how the internet gets built, who controls it, and what it costs. From Starlink's battle to crack the terrestrial wireless market and the AI-RAN turf war between Nvidia and Intel, to 5G stadium buildouts, spectrum policy, and the cable-wireless convergence nobody can stop — this is the newsletter and podcast for anyone who wants to understand what's happening under the hood. New episodes weekly. Part of the Next TMT family in partnership with Media Play News. Subscribe at nexttmt.com [https://nexttmt.com] 00:02 Introduction to Next TMT Networks 01:44 Deep Dive into Satellite Internet and Starlink 04:45 The Role of AI in Telecom 07:56 Disruption in the Telecom Industry 09:17 Future of Handsets and Starlink 10:46 Verizon's Innovations and the World Cup 12:43 Conclusion and Future Insights

Hollywood vs AI, Peacock Goes TikTok & Bari Weiss Breaks 60 Minutes | Next TMT Sunday

Daniel Frankel and David Bloom dig into the biggest stories in media, tech, and streaming — from Hollywood's complicated relationship with AI to Peacock's TikTok pivot, the slow-motion unraveling of 60 Minutes, and the Paramount-WBD mega-merger's legal landmines. 🤖 Hollywood's AI Civil War — Two of three filmmakers who won Amazon's Project Nara grants backed out after peer pressure from anti-AI colleagues. Meanwhile Gareth Edwards (The Creator, Godzilla, Star Wars) says AI is a creative accelerator — "an assistant director that's a billionaire on acid." And Kane Parsons, a 20-year-old YouTube creator, just opened Backrooms to $120M on a $10M budget. 🎬 YouTube Creators Are the New Studio System — Backrooms. Iron Lung. Obsession. Three films made by creators with built-in audiences, tiny budgets, and no studio gatekeepers — all outperforming legacy Hollywood franchises. Meanwhile The Mandalorian & Grogu spent $200M+ and stalled at $240M. 📺 Peacock Goes Full TikTok — Vertical NBA game highlights, micro-dramas, Bravo content, Real Shorts — Peacock's new mobile app is engineered to reclaim the 30% of Love Island's audience that drifts to YouTube. It's further along than Netflix or Disney on this. 📰 Bari Weiss Is Breaking 60 Minutes — A fifth-place broadcast institution. A new EP with zero broadcast experience. Sharon Alphonse pushed out in what looks like retribution. CBS News ranked 27th in the season's newscast ratings while ABC finished first. And now she may get her hands on CNN too — if the Paramount-WBD merger clears 13 state AGs. ⚖️ The Nexstar-Tegna Injunction & Media Consolidation — California's injunction is being appealed, Nexstar wants August hearings, and Tegna already cleared out its senior management. Who broke the rules and who has to live with it? 🏈 College Football Playoff Expansion: Fox's $100M Play — The Big Ten wants 24 teams. The SEC wants to protect its $50-100M conference championship. Fox — which missed the last broadcast rights round — is the hidden hand pushing the whole thing. 🤫 ByteDance at AI on the Lot: "Don't Quote Us" — Seed Dance told journalists not to write about Gareth Edwards' talk. Within 12 hours, two stories ran. A masterclass in bad PR — or a very weird counterintuitive strategy. 🎙️ Hosted by David Bloom & Daniel Frankel | Next TMT × Media Play News 🔔 Subscribe → https://nexttmt.com [https://nexttmt.com] 🎧 Spotify & Apple Podcasts — Also launching: Next TMT Networks covering wireless, broadband & compute with Dan Jones 00:00 Hollywood's Fear of AI 02:59 Young Filmmakers and AI Concerns 06:05 The Rise of YouTube Creators 09:05 The Future of Star Wars 12:08 Environmental Concerns in AI 14:52 Gareth Edwards and the Role of AI in Creativity 17:56 CBS News and Barry Weiss's Controversial Moves 20:48 The Future of Broadcast News 23:12 Diversity in News Opinion 24:34 Regulatory Challenges in Media Mergers 26:49 Legal Implications of Media Ownership 30:24 Streaming Wars: The Rise of TikTok-like Features 34:44 The Future of Journalism and Media Integrity 41:01 College Sports and the Future of TV Rights

Inside AI on the Lot 2025: Amazon's Project Nara, Google Gemini & Hollywood's AI Revolution

David Bloom reports live from AI on the Lot in Culver City — the fastest-growing AI filmmaking conference in Hollywood — with 2,000 filmmakers, technologists, and studios gathered next to Amazon MGM's virtual production stage. Amazon's Project Nara is now open to independent filmmakers via a new grant program, with three animated series already greenlit. Google's Gemini Omni Flash tool is reshaping multimodal production workflows. A Spanish-Brazilian co-production called Miasma used AI for costume design and set building at a fraction of traditional cost — and a $500K horror film that ran $400K in compute tokens just screened at Cannes. Markiplier's Iron Lung — a $3M self-distributed film that made $35M — shows what happens when YouTube creators with built-in audiences get access to serious production tools. The creator economy just got a film studio. David also moderates a panel at Car App World on the explosion of in-vehicle apps, and why it mirrors the early days of connected TV. Plus: Cineverse's Matchpoint technology maps every emotional beat of a film for contextual ad placement — so Delta never ends up next to the plane crash scene. The real story from AI on the Lot: Hollywood isn't uniformly afraid of AI. Two thousand people showed up voluntarily. The question is whether the industry can adapt faster than the tools can replace it. Next TMT Talks is produced in partnership with Media Play News. New episodes twice a week on YouTube, Spotify, and Apple Podcasts. Subscribe to the newsletter at nexttmt.com [https://nexttmt.com].

Sports TV Chaos, AI Video, Cars as Screens Colbert's End

Daniel Frankel and David Bloom dig into the biggest stories in streaming, sports rights, media consolidation, and the AI video revolution in this week's flagship Sunday edition. 🚗 Cars Are the New TVs — The modern vehicle is a rolling screen. What that means for content creators, advertisers, and the future of in-vehicle entertainment. ⚖️ NFL Antitrust Exemption Under Fire — The DOJ expands its probe to include baseball. A bipartisan "Save Our Sports" bill targets streaming deals. But is this a genuine consumer revolt — or broadcast TV using Washington to protect its turf? Rupert Murdoch's fingerprints are everywhere. ⚾ Local Sports Networks Aren't Dead — They're Just Different — Up to 15 MLB teams are now streaming refugees. But if you know where to look, fans can cut their sports bill in half. The real problem: misinformation from people with a financial interest in keeping things confusing. 🏈 College Football Playoff Expansion: Fox's Power Play — The push for a 24-team playoff isn't coming from fans. It's coming from Fox, which missed out on the championship broadcast rights and wants back in. The SEC is holding firm to protect its $100M championship game. ⚽ Arsenal Wins the Premier League — The Kroenke-owned club will generate $1B this year. But sports rights spending globally is wildly outpacing revenue — from the EPL to cricket's $6B bubble. 📺 Stephen Colbert's Exit & the Future of Late Night — CBS cancels The Late Show. What replaces it? Charlemagne tha God's morning show goes to Netflix, TBPN hits 70K subscribers, and the lines between journalism, entertainment, and tech-backed media keep blurring. 🎬 Netflix Keeps Grabbing Everything — A Brad Pitt/Quentin Tarantino prequel (Cliff Booth) gets a two-week IMAX run. Narnia is theatrical. iHeart's morning show is streaming. Netflix is now in breakfast TV, premium cinema, and live sports. What's left? 💸 Paramount + WBD Merger Debt Reality Check — S&P rates the combined entity BB+ (borderline junk). $84B in combined debt. Thirty percent of all TV viewership under one roof. An economic downturn could be catastrophic. 🤖 AI Video at YouTube, the White House & AI on the Lot — The latest from the front lines of AI-generated content, plus what it means for Hollywood production. 🎙️ Hosted by David Bloom & Daniel Frankel | Next TMT × Media Play News 🔔 Subscribe → https://nexttmt.com [https://nexttmt.com] 🎧 Spotify & Apple Podcasts

SpaceX $1.75T Valuation, Disney Bundle Dominance & CBS News Civil War

David Bloom and Daniel Frankel break down the week's biggest stories in media, tech, and telecom. 🚀 SpaceX's $1.75 Trillion Valuation — What's actually driving it: Starlink's satellite-to-device dominance, NASA contracts, and government policy tailwinds from the FCC. Plus, what it means for Elon Musk becoming the world's first trillionaire — and why Daniel has complicated feelings about it. 🌊 Undersea Cables & the Internet's Hidden Fragility — 95% of global data runs through fiber optic cables clustered in geopolitical chokepoints like the Strait of Hormuz and the Baltic Sea. How vulnerable is the infrastructure that powers everything? 🎯 Authentic Brands Group Goes Public — The $38B brand machine behind Shaq, Kevin Hart, and David Beckham is heading to market. Their pitch: "content drives commerce." What that means for celebrity IP and the future of brand licensing. 📺 The Disney Bundle Actually Works — Hub Research confirms 59% of Disney+/Hulu/ESPN subscribers have zero plans to cancel. David and Daniel dig into how ESPN Plus transformed from obscure college softball to must-have sports streaming. 📰 CBS News Civil War: Is Bari Weiss Getting Edged Out? — Anderson Cooper's exit from 60 Minutes, Paramount's crushing debt load, the Skydance merger hanging on 13 state attorneys general, and why the real issue isn't who runs CBS News. 🎬 The Mandalorian & Grogu: Can a TV Show Survive as a Movie? — The biggest test yet of whether streaming-native IP can convert audiences to the theater. 🎰 Banning Gambling Ads for Under-18s — A bipartisan bill takes aim at digital gambling advertising targeting minors. The leagues made a Faustian deal. Now the cleanup begins. 🏀 NBA Playoffs & Victor Wembanyama — Is Wemby already the most dominant player anyone has ever seen? Plus: the $76B TV rights deal is looking very smart right now. 🎙️ Hosted by David Bloom & Daniel Frankel | Next TMT × Media Play News 🔔 Subscribe → https://nexttmt.com [https://nexttmt.com] 🎧 Spotify & Apple Podcasts 00:00 SpaceX Valuation and Market Dynamics 05:58 Authentic Brands and Celebrity Influence 12:02 Fiber Optics and Global Connectivity 17:54 Disney Bundle Effectiveness and Star Wars Future 21:06 The Future of Star Wars and Development Challenges 22:08 Leadership Changes in News Organizations 23:59 The State of Broadcast News Ratings 25:03 Political Dynamics and Future Prospects 26:30 The Impact of Talent on News Organizations 27:19 The Evolution of 60 Minutes and Its Talent 28:56 Mergers and Acquisitions in Media 30:31 The Future of the NBA and Emerging Stars 35:34 The Influence of Gambling on Sports Broadcasting 39:29 Upcoming Events and Opportunities in Streaming