Pivot

Podbit · Pivot

Netflix Chases YouTube, Meta's AI Photo Grab, and Disney Fights the FCC

Explore episode Jul 10, 2026

Where this was said

Could Netflix Buy NBCUniversal?

At 45:50 · chapter starts 44:40

Building on the Netflix engagement conversation, Kara asks what big acquisition Netflix might look at next after the Warner Bros. flirtation. Matt argues NBCUniversal is the most logical target: it has Sunday Night Football, the NBA, MLB, and golf — the second-best US sports rights portfolio behind ESPN — but Peacock has only 47 million subscribers, suggesting the asset is underutilized. Netflix needs IP depth and sports to grow. The complicating factor is that NBC also has linear networks Netflix would hate to own. Apple is flagged as perennially speculated but repeatedly declining; Disney is considered unlikely to pursue a traditional media merger under D'Amaro.

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