• 21 Posts
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Joined 2 years ago
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Cake day: July 5th, 2023

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  • I definitely agree that this is a big problem happening way too often, but not sure if it is the case here.

    First of all we need to remember that the majority of debt came from AT&T splitting off Warner and saddling it with billions of debt (this is where i see the root for many of the problems), not from the Discovery side at their merger or the split now. Secondly as i understand it the linerar networks are obviously the declining assets, but still the ones with more profit/revenue.

    That makes it a judgment call whether one believes that those will be able to pay off this debt, before they become irrelevant. This might indeed involve cost cutting measures and negative effects, but who would invest in this business today? So long as there are no public bailouts involved i’d be fine with letting the debt holders judge by themselfes if they are fine with this (i assume they had a say in allowing this?). I guess this might be sad for CNN and some of the sports programs, but i feel like most people here won’t care too much what happens with the likes of TCL or HGTV.

    The part we probably care more about (Warner/HBO) is the one getting the clean slate. Whether they try to make it work as a studio with streaming service on its own or try to sell it to someone else we will see. So presumably not a situation like JoAnn fabrics or Toys’R’Us where a liked company was saddled with debt and bled dry.



  • So after this brief merger they are already splitting again? But this time Discovery gets loaded up with the declining linear television parts and I assume also the huge pile of debt?

    Obviously share ownership adjusted accordingly, but I guess there would have been no other way to transfer the debt and declining business parts directly to discovery or someone else. Because no one would take that deal even for free.

    I might actually see this as a win for movie/television fans as I doubt there’d been a faster way for warner/HBO to become separated from the debt and cable stuff.

    The re-rebranding back to HBOmax makes more sense now.

    It’ll be interesting to see how this changes CEO pay. Does Zaslav take a pay cut since he now manages a much smaller company? I doubt it. I bet he gets another performance bonus and on the other side the former CFO now CEO of the new company will also be paid handsomely to handle the crappy parts. Leading to overall even more management salary.



  • Ich weiß immer noch nicht ganz was ich davon halten soll.

    Einerseits glaube ich, dass es praktisch relativ wenig Unterschied macht, wen wir da tatsächlich hinschicken, andererseits bleibt bei mir der EIndruck, als wäre das mal wieder ein Beispiel wo Personen, wenn sie erstmal gewisse Kreise erreicht haben, mehr oder weniger Narrenfreiheit haben. Da werden Dinge zurechtgebogen wie es einem am besten passen, anstatt dass man halt mal Pech hat, wenn es nicht genau so läuft wie man es sich wünscht. Und der “Normalo” in dem Fall Helga Schmid (die dafür ja wohl ebenfalls bestens qualifiziert und schon ausgewählt war) hat dann das Nachsehen, ohne zumindest mir offensichtliche fachliche Gründe, sondern nur weil sie halt nicht im Richtigen Club war.

    Es ist ja nicht so als ob Baerbock nicht auch einfach nochmal ne runde im Parlament hätte sitzen können. Über die Liste wäre sie sicher eingezogen und finanziell wäre das eventuell sogar lukrativer für sie gewesen. Wenn sie sich jetzt als Außenministerin besonders verdient gemacht hätte, dann würde ich es vielleicht noch einsehen. Aber bei mir hat sie keinen Nennenswerten Eindruck hinterlassen und ich weiß nicht ob sie irgendwas mit ihrer “feministischen” Außenpolitik erreicht hat.




  • I am honestly not sure about that. Similar to the ASML restrictions this does hinder them in the short term, but it also means they have all the more reason to double their efforts to make a domestic product. And it also means the chinese firms get this whole market by default and the western ones lose it, which in return means less revenue/profit to keep pushing ahead.

    I guess at this stage it might be all that’s left as a counter measure, but I feel like the west in general really dropped the ball pushing for general equal access and opportunities, when it still had a stronger hand.





  • Ich muss gestehen, dass ich mich nicht wirklich mit der Materie auskenne, und lasse mich deswegen gerne eines besseren belehren, aber ich stehe dem ganzen sehr negativ gegenüber.

    Letztlich kann FlixTrain hier doch einfach Rosinenpickerei betreiben und sich nur die besten und profitablen Strecken und Zeitslots heraussuchen. Falls sich eine Fahrt als unprofitable heraus stellt, bietet man sie nicht mehr an. Das kann die Bahn nicht, denn sie muss gesellschaftlichen und politischen Zielen folgen.

    Wenn der Lokführer der DB vorher eine andere unprofitable Stecke bedienen muss, kann es dadurch zu Dominoeffekten kommen. Ein weiteres Problem das es für FlixTrain nicht gibt.

    Und ich bin mir 100%ig sicher, dass wenn FlixTrain als Unternehmen doch auf die Nase fliegen sollte, dann werden sie sofort Wettbewerbsverzerrung schreien und entweder Schadensersatz verlangen oder, dass die Bahn ihren Service verschlechtert.



  • When watching the machete order, did you skip episode 1 like suggested here? Because if yes, then watching it this way and then adding the sequels seems like a contradiction to me. Episode 1 may be a failure in execution, but the core concept imo is solid. Can’t say the same about the sequels, even if they look prettier (to the point of doing stupid scenes just for the visuals).


  • Murderbot: Loved the books, not quite sold on the series yet. The lead being male didn’t take me out as much as i expected (murderbot’s gender is never mentioned in the books and i always imagined it female). My biggest gripe is how short the episodes are, especially when they release weekly (after getting 2 in the first week). For anyone considering it i would probably recommend to just wait until the season is done and then watch it all at once. I planned to do that after the first two, but ended up watching the third this week aswell. Episode 3 is only 23min long opening credits included, for which you can substract another 1.5min or so. The first book is relatively short with 144 pages (according to goodreads), but if that is not enough for a proper season, then they should have maybe just combined the first two?

    The Last of Us: Good, but not great. Maybe having the comparison to absolutely outstanding shows like Severence, the Pitt or Andor this year makes it feel weaker.

    Love, Death & Robots: Very weak season. Opening it with what is basically just a Red Hot Chili Pepper music video kind of set the tone as to what quality to expect from it.


  • They overinvested funds into stuff they didn’t need (disney buying lucasarts and such)

    I do agree that they overspend on a lot of things, but in my book buying Lucas Arts for $4b was a steal. I think they mostly got it for so cheap because George Lucas wanted to be done with it. Even with the way misshandeld it (bar some highlights like Andor), this was most certainly a good investment.

    I mean the sequels were bad and yet those alone made more than $4b at the boxoffice (yes I know that isn’t profit, but just to give some perspective). And star wars is also a powerhouse in terms of merchandise sales, think of the amount of baby Yoda toys being sold.


  • That depends on whether you believe that a ban leads to an overall reduction of such problematic imbalances, rather than just shifting shifting the whole industry into illegal markets that are unregulated and hidden, where they might actually get amplified. By banning it you are also giving up your opportunity to regulate.

    Prostitution presents a similar dilemma, which countries handle in various ways. Some ban it completely, others like sweden have the “nordic/swedish” model where only the buyer gets penalized, and in some contries like Germany it is legal (either with or without additional regulations in place). Based on a brief search i think it’s still up for debate whether the nordic model has the desired effects, with the opaqure nature of illegal markets making it hard to properly study the subject.