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Why the "great rebundling" isn't the return of the cable bundle; recalibrating how talent is paid for streaming shows; Paramount twists in the wind; Spulu gets a real name; the NFL makes a deal with Netflix; and Diamond Sports meets with skepticism.

We revisit the philosophy of binge drops versus weekly releases--because it's complicated. [Downstream+ members also get to hear us discuss the future of Paramount, complicated NBA rights negotiations, and more RSN drama.]

Is this phase of the streaming wars reaching an endgame? We discuss the fates of Peacock and Paramount+, and consider Max after a year under its new name. Also, we share more listener streaming suggestions!

Is it time for a Disney pep talk? We discuss what's working and not working, and how Disney's ready for streaming success if it's willing to change. Plus, streaming advice! [For Downstream+ subscribers only: Disney/Apple bundling and Baseball streaming.]

Lots of Disney this time! We talk Disney's big succession question, Taylor Swift's Disney+ numbers, and Disney's deal in India. Also, a quick Sports Corner on NFL streaming rights, Spulu, and ESPN as a streaming aggregator.

Someone new is in charge of Netflix's film output, which lets us ponder the company's past and future film strategy. [Downstream+ members get: Max's new Harry Potter approach, and lessons we could learn from The CW's mid-budget approach to superhero TV.]