The Surprising Winners of the AI-Enabled Entertainment Economy

The Surprising Winners of the AI-Enabled Entertainment Economy

Author: The Ringer July 25, 2026 Duration: 37:16
Matt is joined by Sean Diffley, head of media and entertainment as well as cable and telecom research at Morgan Stanley to discuss a new system for stock picking called the MS Media Matrix, which ranks publicly traded entertainment companies based on audience and engagement, their interactivity, urgency of the content, pricing power, IP, and AI positioning, and then compares these strengths and weaknesses to the companies’ relative share price. They discuss the importance of ownership within these companies, AI's role in content creation and the future of leisure time, and AI's impact on content consumption (02:56). Matt finishes the show with a prediction on what will be the second weekend drop of ‘The Odyssey’ (30:33). Host: Matt Belloni Guest: Sean Diffley Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez Theme Song: Devon Renaldo This episode is brought to you by AMC+. Start your free trial today at join.amcplus.com This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ever wonder what Hollywood executives are really arguing about in their private meetings, or how the fate of a billion-dollar franchise gets decided over a tense lunch? That’s the kind of access you get with The Town with Matthew Belloni. Hosted by Puck founding partner Matt Belloni, this isn't just industry gossip-it's a direct line to the mechanics of entertainment, powered by exclusive reporting and decades of insight. Each episode pulls back the curtain on the stories behind the stories, whether it's the strategy of the latest streaming war or the creative battles inside a Marvel movie. Several times a week, Belloni sits down with the major players themselves: the dealmakers, studio heads, and journalists who are shaping what we watch. Their conversations cut straight to the core of what’s getting made and why, pinpointing who’s winning and who’s losing in real time. Listening to this podcast feels like having a front-row seat to the most important conversations in show business, the ones that happen after the cameras stop rolling. For anyone fascinated by the intersection of power, money, and creativity in culture, The Town delivers the unfiltered context that turns headlines into understanding.
Author: Language: English Episodes: 50

The Town with Matthew Belloni
Podcast Episodes
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