> that everyone else is missing?

To be fair, sometimes they do. Musk saw genuine bloat at Twitter. I’m doubtful one can optimize that much out of WarnerBrothers. But Hollywood isn’t exactly known for being efficient.

I mean he bought Twitter for clout / soft power, the business is mostly irrelevant.

He arguably single handedly shifted the entire Overton window in the US to the right, and got his preferred candidate elected.

It's reasonable to assume that Ellison is interested in the exact same kind of power, but over the broader culture.

Ya, I totally agree, given that both CEOs see some significant value here, and I trust one to be fairly calculated, I assume they’re at least partially correct. But I sincerely don’t know _what_ they think they see. If it’s just layoffs, then why doesn’t WBD see the same thing and do the layoffs themselves? If it’s IP, then why do shareholders disagree? Wtf is it, lol

Can’t you replace a lot of Hollywood with AI now? What am I missing?