@garyHeff

individually investing

 MA
garyheff.substack.com
Joined November 2019
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1KMedia
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Gary@garyHeff6h
Replying to @garyHeff @ReadyfortheRun
How much of Skydance's "production function" -- and therefore cost base -- will be offloaded to Oracle's Media Fabric? $SKYD $ORCL
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Oracle co-CEO Clay Magourk and OpenAI CEO Sam Altman speak at Oracle AI ... youtube.com/live/M_Dw4r-y1xM… via @YouTube

Oracle co-CEO Clay Magourk and OpenAI CEO Sam Altman speak at Oracle...

Oracle on Tuesday announced an expanded collaboration with OpenAI t...

youtube.com
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Hello @MattBelloni in yesterday's pod, you (and @Lucas_Shaw ) asked about the "technology pixie dust" that's about to be sprinkled over the Skydance assets. Check out the Oracle Media Fabric video above for a preview of what's coming.
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Gary retweeted
Gary@garyHeff6h
Replying to @garyHeff @ReadyfortheRun
How much of Skydance's "production function" -- and therefore cost base -- will be offloaded to Oracle's Media Fabric? $SKYD $ORCL
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History rhymes? Oracle Media Fabric announced today $ORCL $SKYD
Gary@garyHeff10 Sep 2025
1997 Bill Gates : Cable Industry set top box / Comcast stake :: 2025 Larry Ellison : Streaming Industry Cloud Infra / Paramount stake ? $PSKY $ORCL $CMCSA $MSFT
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Hello @ReadyfortheRun ... curious if you'd be willing to share ... what's your take on Oracle Media Fabric (announced today at oracle ai world)? $SKYD
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I have wondered if AI subscriptions would eventually crowd out streaming subscriptions. Given Musk's involvement in Skydance, maybe we see a Grok / Skydance bundle in the future. "Finish work faster, then watch" ... agrees w/ Ari Emanuel's view of ⬆️ leisure time = ⬆️ ent consump
Ashlee Vance
@ashleevanceOct 23
It is hilarious that super intelligence costs the same as Netflix
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Looks like @vgr had a similar thought though he doesn’t land on the bundle
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Perhaps Starlink will repurpose CBS stations' "beach front spectrum" (a term I stole from @John_Hempton) Funny enough, Netflix saw this future as far back as 2013
La scatola Illuminante@Derelex21Oct 23
Replying to @garyHeff
If the FCC approves the transition to next-gen TV, Skydance would have approximately 110–120 MHz to lease or sell to Starlink out of a total of 168 MHz. Sinclair’s base-case estimate is $2.50–$3.00 per MHz-POP. This would bring the base-case value to around $4–5 billion if sold.
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"as linear TV is viewed less, the spectrum it now uses on cable and fiber will be reallocated to expanding data transmission. Sat TV subs will be fewer, and mostly be in places where high-speed Internet ... is not available. The importance of high-speed Internet will increase."
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and here's the @John_Hempton link where he uses the term "beach front spectrum" for anyone who cares (funny the things that stay with you over time. why did i remember this post? who knows, but thanks, john!) brontecapital.blogspot.com/2…
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Netflix wrote this about Fox's strategy in 2018: "New Fox [Fox Corp] appears to have a great strategy, which is to focus on large simultaneous-viewing sports and news. These content areas are not transformed by on-demand personalization in the way that TV series and movies are,
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so they are more resistant to the rise of the internet. Other linear networks are likely to follow this model over time." $NFLX $FOX s22.q4cdn.com/959853165/file…
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“…people close to the company say Ellison and Musk have discussed a distribution deal. The details are still being worked out and a deal is far from certain. One option … could be tapping Starlink’s network to deliver live television to viewers’ homes.”
Rohan Goswami
@rogoswamiOct 23
You should all be subscribed to Semafor Business. Now in the mornings! $SKYD $SPCX
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Elon's in at "roughly the same time as" Jobs ... so did he buy at $12 on an ex-warrant basis? And did he take a piece of Larry's commitment?
Semafor
@semaforOct 22
Replying to @semafor
Read the full scoop from @rogoswami in Semafor Business: semafor.com/article/10/22/20…

Exclusive: Elon Musk makes $1 billion investment in Ellison’s Skydance

Skydance has tapped equity investments from an array of sources, including Middle East sovereign wealth funds.

semafor.com
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Gary retweeted
Gary@garyHeffOct 22
I believe it’s the only linear network that Skydance could sell that de-leveraged the company As far as I can tell it’s non core to the company’s strategy (they won’t agree) And this: xitter.cf/elonmusk/status/211293…
Elon Musk
@elonmuskOct 21
Some fools still think the legacy news is real. Amazing.
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In addition to a global output deal, I'm surprised there was no mention of a deal on the content library e.g. SpaceXSI receives exclusive rights to train on Skydance's library
The Hollywood Reporter
@THROct 21
John Malone Predicts a Major Deal Between Skydance and Elon Musk's SpaceX hollywoodreporter.com/busine…

John Malone Predicts a Major Deal Between Skydance and Elon Musk’s SpaceX

The mogul suggested that SpaceX could invest billions into Skydance to help it delever.

hollywoodreporter.com
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more replies
The $8-10B figure mentioned by Malone is what CNN would fetch
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I believe it’s the only linear network that Skydance could sell that de-leveraged the company As far as I can tell it’s non core to the company’s strategy (they won’t agree) And this: xitter.cf/elonmusk/status/211293…
Elon Musk
@elonmuskOct 21
Some fools still think the legacy news is real. Amazing.
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Gary retweeted
Gary@garyHeffOct 22
The $8-10B figure mentioned by Malone is what CNN would fetch
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