LionTree Founder Aryeh Bourkoff's Top Media Predictions for 2020

The transcript discusses the consolidation and strategic shifts in the media industry, focusing on the transition to direct-to-consumer models and the importance of content production. It highlights the strategies of major players like Disney, Viacom CBS, and the impact of leadership changes. The discussion also covers the role of 5G and broadband in connectivity and explores opportunities for consolidation in sectors like video games and digital outdoor advertising.

What role does local content play in the media landscape?

How does the consumer's media consumption behavior influence content production strategies?

In what ways might the media industry consolidate in the future?