Agentic AI is getting a lot of buzz but there are great big red flags waving. Plus the perils of fandom in the age of Feudal Media

The future of Warner Bros seems to be a sale, but who the buyer will be is an open question. Alan has ideas plus a take on OTT.X.

Disney and Charter are locked in an impasse that could reshape the cable TV and sports industries. But one analyst suggests Disney needs to give in, and figure out a new cable paradigm, because it needs the money, and fast.