The $4.2 Trillion Dollar Question

The global entertainment and media industry will hit US$4.2 trillion in revenues in 2030.

Private Equity takes full control of Wasserman/The Team

Providence Private Equity has secured additional investment into The Team, finalising the takeover from Wasserman.

Mattel receives a $6 Billion unsolicited offer, at nearly double the company's market cap.

Authentic Brands Group is looking to buy Mattel for $6 Billion, somewhat north of the firms $3.8 billion market cap.

Redbird takes majority stake of Puck at $250 Million valuation

Redbird becomes an owner of Puck and Airmail to expand and cement the direction of the publishing platform founded by Kelly and Shapiro.

WME Makes Strategic Investment to launch Creator Labs

As more personalities own their content WME is investing into helping creators build and scale their businesses.

The True Cost of AI: Big Tech Starts to Remove Token Subsidies Pre-IPO.

How compute economics, throttling and variable intelligence could reshape the AI business model.

MOATT BLACK: REPORT 01 AI Regression and how variable intelligence could reshape the AI Business Model

How compute economics, throttling and variable intelligence could reshape the AI business model.

THE SUCCESSION PROBLEM

A thesis we coined in May this year, as firms continue to replace junior staff with AI, cutting costs for PR headlines to improve stock prices. It goes without saying that big tech loves to follow a trend, and this is the current misplaced party line.

THE DOCKET: AUGUST

Hidden fees, phantom managers, and media giants at the bar: Court's in session.

Josh Kushner Is Pouring Capital into Culture

At Moatt Capital we believe that as AI and LLMs grow in capability and strength; brand, culture and discernment of taste become the most important plays, and are increasingly the only differentiating factor.