WEBVTT - The Two Strikes That Ground Hollywood to a Halt

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<v Speaker 1>Hello, and welcome to another episode of the Odd Lots Podcast.

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<v Speaker 2>I'm Joe Wisenthal and I'm Tracy Alloway.

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<v Speaker 1>Tracy, you watching anything good on TV these days? No,

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<v Speaker 1>I'm serious.

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<v Speaker 2>I just finished watching The Bear, which I know you

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<v Speaker 2>also watched, right I did.

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<v Speaker 1>I switch off usually between watching like some new show

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<v Speaker 1>and then going back and watching all six seasons of

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<v Speaker 1>The Sopranos, and then watching a new show and then

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<v Speaker 1>the Sopranos again. So I think I recent right before

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<v Speaker 1>The Bear, I did my seventh viewing of The Sopranos.

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<v Speaker 1>It's one of these things I never I don't know

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<v Speaker 1>what to watch now. I don't have a new show.

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<v Speaker 2>Do you need suggestions?

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<v Speaker 1>I need suggestions.

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<v Speaker 2>Actually, I just finished watching all of Cheers, which I've

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<v Speaker 2>never seen really like it was kind of it was

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<v Speaker 2>always in the background. I was a big Frasier fan,

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<v Speaker 2>so I thought I should try Cheers, and I really

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<v Speaker 2>enjoyed it.

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<v Speaker 1>I want to watch Northern Exposure, but it's not on

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<v Speaker 1>any of the streaming sage.

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<v Speaker 2>Yeah, I would love to rewatch that too. I remember

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<v Speaker 2>my mother loved that show. Okay, well we are not

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<v Speaker 2>actually doing TV reviews, are we?

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<v Speaker 3>We?

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<v Speaker 4>Good?

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<v Speaker 3>But you know.

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<v Speaker 1>It is true, there is a lot of archive TV

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<v Speaker 1>material to watch. You don't even need to watch new shows.

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<v Speaker 2>No, that is true. You could endlessly watch the back

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<v Speaker 2>catalogs of old TV, which is fun and entertaining, but

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<v Speaker 2>has also given rise to a new issue for us

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<v Speaker 2>to worry about.

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<v Speaker 1>Right, and so you know, right now we are in

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<v Speaker 1>the midst of sort of, I think at least two strikes.

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<v Speaker 1>I think that the writers, the screenwriters in Hollywood have

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<v Speaker 1>been on strike for at least a few months now.

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<v Speaker 1>The actors are on strike. So while there's plenty to watch,

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<v Speaker 1>and actually people are excited about going to the movies

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<v Speaker 1>again for the first time in a while, Like, my

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<v Speaker 1>understanding is that basically nothing is getting made right now.

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<v Speaker 2>Yeah, this is actually I know we said there's tons

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<v Speaker 2>of TV to get through, but I do also worry

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<v Speaker 2>about what if some of the good stuff shuts down?

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<v Speaker 2>But more broadly, and.

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<v Speaker 1>I do want to know whether the guy gets out

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<v Speaker 1>of the freezer after in the Bear, right, because he

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<v Speaker 1>got caught in the freezer at the end. So I

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<v Speaker 1>hope there's a third season that resolves that.

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<v Speaker 2>You know how they call everyone chef on the Bear,

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<v Speaker 2>It's like, yes, chef. Okay, chef, should we start calling

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<v Speaker 2>each other?

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<v Speaker 3>Co host?

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<v Speaker 1>Yeah, yes, yes, co host, guest host, guess host okay.

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<v Speaker 2>All right, okay, So there is a concern over future content,

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<v Speaker 2>but this also fits more broadly into some of the

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<v Speaker 2>more active labor discussions and things that we've seen going

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<v Speaker 2>on recently. And we just finished up that episode about

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<v Speaker 2>the United Auto Workers Union and their fight against the

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<v Speaker 2>Big Three, and it feels like these are two very

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<v Speaker 2>different industries car manufacturers and you know, content creators for Hollywood,

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<v Speaker 2>but there are some similarities and also key differences underlying

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<v Speaker 2>both of these labor movements.

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<v Speaker 1>Yes, host, let you know what, let's just get started.

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<v Speaker 1>We have two perfect guests to describe to help us

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<v Speaker 1>understand what's going on with Hollywood and the unions right now,

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<v Speaker 1>both of them in house. Here are colleagues. We're going

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<v Speaker 1>to be speaking with. Lucas Shaw, here's the managing editor

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<v Speaker 1>for Media and Entertainment at Bloomberg and the author of

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<v Speaker 1>the excellent screen Time newsletter. And we also have Josh Iidelson,

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<v Speaker 1>senior reporter for Bloomberg and BusinessWeek, who covers organized labor.

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<v Speaker 1>So Lucas and Josh, thank you both. So much for

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<v Speaker 1>coming on o.

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<v Speaker 4>Locks, thanks for having us, Thank you for having us, Lucas.

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<v Speaker 1>Why don't you give us the state of play generally

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<v Speaker 1>right now on Hollywood, Like how many strikes are going on,

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<v Speaker 1>who's on strike, who isn't on strike, Where are talks?

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<v Speaker 1>How long have they been going on? Give us like

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<v Speaker 1>the quick summation of where things stand.

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<v Speaker 3>There are two strikes happening right now, which is the

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<v Speaker 3>first time that that has happened since nineteen sixty. The

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<v Speaker 3>first union to go on strike was the Writers Guild,

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<v Speaker 3>which was at the beginning of May, so they've been

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<v Speaker 3>on strike for about three months. The last writer's strike

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<v Speaker 3>was in two thousand and seven, two thousand and eight

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<v Speaker 3>that lasted for one hundred days. This one looks almost

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<v Speaker 3>certain to blow past that. The actors join the writers

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<v Speaker 3>on strike in the middle of lie and so that's

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<v Speaker 3>been going on for a couple of weeks. The other

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<v Speaker 3>guild that had a deal coming up this year that

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<v Speaker 3>was a big deal with the directors. They did make

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<v Speaker 3>a deal with the studios, and so they are not

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<v Speaker 3>on strike. But you've now got you know, we've had

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<v Speaker 3>months of writers on the picket lines outside of studios

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<v Speaker 3>chanting and getting attention, and now the actors have joined them,

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<v Speaker 3>and the studios haven't made a lot of progress in

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<v Speaker 3>trying to sort it out with the actors. They are

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<v Speaker 3>now trying to get back at the table with the writers.

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<v Speaker 3>But from everything we've seen, the studios and the writers

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<v Speaker 3>were really far apart, not even close. The studios and

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<v Speaker 3>the actors were a little bit closer, but still a

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<v Speaker 3>lot of ground to make up, and nobody's really certain

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<v Speaker 3>when this is going to end, which is incredibly disorienting

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<v Speaker 3>and de stabilizing for most of the people who work

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<v Speaker 3>in the entertainment business and all of the industries that

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<v Speaker 3>work around it, whether it's you know, restaurants or stylists

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<v Speaker 3>or transportation.

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<v Speaker 2>So talk to us a little bit about the issues

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<v Speaker 2>at play here, and you know, Joe brought up the

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<v Speaker 2>idea of the back catalogs, which I guess have become

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<v Speaker 2>more valuable given the right of streaming, and it seems

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<v Speaker 2>like writers or actors involved with those want a bigger

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<v Speaker 2>piece of the pipe. So what exactly are the complaints

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<v Speaker 2>here and how do they tie in with the way

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<v Speaker 2>the media business has sort of changed over time.

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<v Speaker 3>Yeah, so the writers and actors have slightly different asks

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<v Speaker 3>or proposals, but the unifying theme under girding this dispute

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<v Speaker 3>is there's been this dramatic transformation in the entertainment business

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<v Speaker 3>which every consumer, every viewer knows about because it's streaming.

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<v Speaker 3>Streaming has replaced cable TV, or is in the process

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<v Speaker 3>of replacing cable TV. That has changed how projects are made,

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<v Speaker 3>how they are funded, and how talent gets paid. And

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<v Speaker 3>the writers and actors feel that they are not receiving

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<v Speaker 3>enough money from these big media companies and from streaming

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<v Speaker 3>services in particular, and that the ways in which they

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<v Speaker 3>are paid make the job, which was already not the

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<v Speaker 3>most secure position, even less secure, and so they are

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<v Speaker 3>looking for ways that protect themselves a bit more. At

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<v Speaker 3>the same time, the biggest reason that I think there's

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<v Speaker 3>so much labor unrest is because of that transition. Most

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<v Speaker 3>of these media companies also are not making as much

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<v Speaker 3>money as they used to because their cable networks are

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<v Speaker 3>less profitable, and they're pooring a ton of money into

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<v Speaker 3>the streaming services, most of which other than Netflix, lose money.

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<v Speaker 1>Josh, let me bring you in. You know, one of

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<v Speaker 1>the themes that we've been talking about on recent episodes and

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<v Speaker 1>just out a lot. Is this sort of like this

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<v Speaker 1>idea of newfound energy in the labor movement more broadly?

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<v Speaker 1>And I don't know if there are actual number of

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<v Speaker 1>strikes is up, but we definitely see a new attitude,

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<v Speaker 1>or we saw it with the ups we see with

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<v Speaker 1>UAW et cetera. When you look at the unions in Hollywood,

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<v Speaker 1>how similar is this, Like, you know, is the vibe

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<v Speaker 1>is these sort of political stance sort of similar to

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<v Speaker 1>what it was maybe in two thousand and six, or

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<v Speaker 1>has there been also a change to and the sort

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<v Speaker 1>of leadership and tactics that we see with some of

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<v Speaker 1>these Hollywood unions.

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<v Speaker 5>So, having covered the labor movement for more than a

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<v Speaker 5>decade now, it has often felt like every six months

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<v Speaker 5>or year or so, someone wants to grab something to

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<v Speaker 5>declare that the long declining labor movement in the US

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<v Speaker 5>is revived. And so I come at this generally with

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<v Speaker 5>a sense of skepticism. And we could go year by

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<v Speaker 5>year and I could tell you what the cool thing

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<v Speaker 5>was that was supposedly going to reverse the decline of

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<v Speaker 5>US labor unions and didn't. That said, what's been happening

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<v Speaker 5>in the past year and a half really is remarkable.

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<v Speaker 5>The most stunning thing that we've seen is at longtime

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<v Speaker 5>non union companies, the most famous companies in the United

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<v Speaker 5>States in many cases where for the first time workers

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<v Speaker 5>actually won union recognition at Starbucks, Amazon, Apple, other places

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<v Speaker 5>like Trader Joe's, Microsoft, and those workers so far have

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<v Speaker 5>not won union contracts. But the fact that these places

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<v Speaker 5>that were seen, often including by union organizers, as impregnable,

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<v Speaker 5>suddenly now have legally recognized unions is a very significant shift,

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<v Speaker 5>and one that has impacted how workers think about their

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<v Speaker 5>jobs and about what's possible at other places, and also

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<v Speaker 5>I think has impacted the sense of ambition and possibility

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<v Speaker 5>for workers who've had a union for a long time.

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<v Speaker 5>And some people may remember in twenty twenty one there

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<v Speaker 5>was discussion about what was being called strike Tober, where

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<v Speaker 5>there were lots of union members authorizing or going on strikes.

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<v Speaker 5>What's happened since then is more significant. By the numbers,

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<v Speaker 5>this year has been a big year for strikes already,

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<v Speaker 5>not compared to the nineteen fifties. If you go to

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<v Speaker 5>When I Love Lucy was on, we may remember that as.

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<v Speaker 2>It's a great show, which I have rewatched.

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<v Speaker 5>Probably on streaming. I'm guessing, although there could be an

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<v Speaker 5>I Love Lucy channel, I don't know about because I

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<v Speaker 5>cut the cord a long time ago. Every year that

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<v Speaker 5>I Love Lucy was on TV, there were, by current standards,

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<v Speaker 5>tons of people going on strike in the US. There

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<v Speaker 5>were close to or over a million people involved in

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<v Speaker 5>work stoppages every one of those years in the fifties.

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<v Speaker 5>We are far from that because unions are a much

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<v Speaker 5>smaller share of the US workforce these days in terms

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<v Speaker 5>of the workers they represent. But by recent standards, this

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<v Speaker 5>has been a big year for strikes and for potential

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<v Speaker 5>strikes like the one that almost happened at UPS, the

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<v Speaker 5>ones that could happen in the auto industry, the one

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<v Speaker 5>that hypothetically could still happen at UPS if the teamsters

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<v Speaker 5>rejected the contract. And I think we're seeing that for

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<v Speaker 5>a number of reasons, including how the pandemic changed people's mindsets,

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<v Speaker 5>including what's been going on on with the labor market,

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<v Speaker 5>and also changes in leadership at some of these unions,

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<v Speaker 5>as workers have elected more militant leaders to represent them,

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<v Speaker 5>or as with the actors, members have been pressuring the

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<v Speaker 5>leadership to take a more aggressive posture so I think

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<v Speaker 5>it's fair now to say that, at a minimum, the

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<v Speaker 5>vibes have shifted here.

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<v Speaker 2>So one of the things that came up in our

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<v Speaker 2>recent episode on the UAW strikes or potential strikes was

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<v Speaker 2>this idea of you know, workers actively banding together, but

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<v Speaker 2>not just in their own industry, but with other industries.

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<v Speaker 2>And I think this is something I actually learned a

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<v Speaker 2>term for it, horizontal solidarity. There's a new phrase, but

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<v Speaker 2>this is something that we've seen also in relation to

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<v Speaker 2>some of the Hollywood actions. I think we've seen members

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<v Speaker 2>of the Writers Guild like show up to the Teamster

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<v Speaker 2>rallies and vice versa. You know, teamsters refusing to make

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<v Speaker 2>deliveries to the studios and stuff like that. But how

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<v Speaker 2>much of that is a sort of new tactic and

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<v Speaker 2>how does it make these actions more effective?

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<v Speaker 5>Well, if you go far enough back in US labor history,

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<v Speaker 5>you can find examples of attempts to shut down a

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<v Speaker 5>whole city in a general strike with workers from all

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<v Speaker 5>sorts of industries. But more recently there has been more

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<v Speaker 5>work stoppages and more high profile labor disputes and potential

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<v Speaker 5>or existing strikes and organizing campaigns than we had seen

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<v Speaker 5>in a while, particularly at really prominent companies, where lots

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<v Speaker 5>of people notice what's happening, whether it's because they see

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<v Speaker 5>it on TV, or because they know someone who works there,

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<v Speaker 5>or because they depend on their UPS delivery person and

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<v Speaker 5>have a conversation with them. One of the phenomena that

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<v Speaker 5>our colleagues Spenser Soaper, has been writing about is the

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<v Speaker 5>role of UPS in Amazon's supply chain and that the

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<v Speaker 5>drivers for Amazon will now have more interaction with drivers

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<v Speaker 5>from UPS who just got this contract deal that includes

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<v Speaker 5>very significant raises. And so Starbucks workers, for example, have

0:12:21.559 --> 0:12:25.400
<v Speaker 5>inspired people at all sorts of companies, including Apple. We've

0:12:25.440 --> 0:12:29.080
<v Speaker 5>seen workers at places that some people don't think about

0:12:29.120 --> 0:12:32.920
<v Speaker 5>when they think about the labor movement historically, like graduate

0:12:33.000 --> 0:12:36.400
<v Speaker 5>students doing teaching and research who have come to think

0:12:36.440 --> 0:12:39.720
<v Speaker 5>of themselves more as workers and as having more in

0:12:39.760 --> 0:12:43.920
<v Speaker 5>common with workers they see taking action other places Lucas.

0:12:44.080 --> 0:12:47.440
<v Speaker 2>Just on the specific Hollywood actions that we've seen, is

0:12:47.480 --> 0:12:51.400
<v Speaker 2>it significant at all that SAG and the WGA are

0:12:51.440 --> 0:12:55.520
<v Speaker 2>striking at the same time, and should we think of

0:12:55.559 --> 0:12:59.760
<v Speaker 2>those two different strikes as two different labor disputes or

0:12:59.800 --> 0:13:01.040
<v Speaker 2>do the share similarities.

0:13:01.480 --> 0:13:04.559
<v Speaker 3>It's incredibly significant. I mean again. It hasn't happened in

0:13:04.600 --> 0:13:09.679
<v Speaker 3>six decades, and it has shut down the industry for

0:13:09.880 --> 0:13:13.640
<v Speaker 3>months now. You know, the writer's strike prevents a lot

0:13:13.679 --> 0:13:17.319
<v Speaker 3>of development of new projects. It prevents studios from buying

0:13:17.360 --> 0:13:20.439
<v Speaker 3>things from writers because writers in studios are not supposed

0:13:20.440 --> 0:13:22.880
<v Speaker 3>to be communicating. It shuts down work on a lot

0:13:22.920 --> 0:13:25.679
<v Speaker 3>of TV shows because those are often sort of written

0:13:26.000 --> 0:13:29.559
<v Speaker 3>as you shoot them. The actors adds to that because

0:13:30.000 --> 0:13:32.000
<v Speaker 3>you know, you could have a movie that was in production,

0:13:32.200 --> 0:13:34.880
<v Speaker 3>like the new Deadpool movie with Ryan Reynolds. The script's done,

0:13:34.880 --> 0:13:36.960
<v Speaker 3>their in production, it's supposed to come out next year.

0:13:37.240 --> 0:13:39.640
<v Speaker 3>The actor's gone strike that has to shut down. Suddenly,

0:13:39.800 --> 0:13:42.240
<v Speaker 3>Disney has no big tent pole movie for next year.

0:13:42.600 --> 0:13:44.559
<v Speaker 3>Actors can no longer promote their projects. So you have

0:13:44.600 --> 0:13:46.920
<v Speaker 3>a bunch of movies coming out in the fall where

0:13:46.960 --> 0:13:49.360
<v Speaker 3>some studios are pushing because if the talent in them

0:13:49.400 --> 0:13:52.520
<v Speaker 3>can't promote them, they fear that it will impact how

0:13:52.520 --> 0:13:55.800
<v Speaker 3>that performs. And so the combo strike means that it's

0:13:55.840 --> 0:13:58.719
<v Speaker 3>not just something that's an inside Hollywood story, it's something

0:13:58.760 --> 0:14:01.920
<v Speaker 3>that starts to affect the average person can see and

0:14:02.000 --> 0:14:04.640
<v Speaker 3>feel as to whether you can see them as sort

0:14:04.679 --> 0:14:07.320
<v Speaker 3>of distinct strikes or one of the same. I think

0:14:07.360 --> 0:14:08.920
<v Speaker 3>it's a little bit of both. You know, there are

0:14:08.960 --> 0:14:11.760
<v Speaker 3>issues that are very specific to writers around being on

0:14:11.880 --> 0:14:13.960
<v Speaker 3>set or the number of people in a writer's room

0:14:14.520 --> 0:14:16.440
<v Speaker 3>or all these things that the actors don't care so

0:14:16.520 --> 0:14:18.160
<v Speaker 3>much about. And same deal with the actors. You know,

0:14:18.200 --> 0:14:20.560
<v Speaker 3>the actors have some issues with their pension plan, which

0:14:20.560 --> 0:14:23.120
<v Speaker 3>the writers do not have. But there are a number

0:14:23.120 --> 0:14:26.920
<v Speaker 3>of kind of big picture thematic problems that unify them.

0:14:27.200 --> 0:14:32.000
<v Speaker 3>That includes residuals, payments for projects being re aired, it

0:14:32.120 --> 0:14:35.640
<v Speaker 3>includes how much they get paid for people watching overseas

0:14:35.640 --> 0:14:38.360
<v Speaker 3>on streaming services. It's being able to share in the

0:14:38.440 --> 0:14:41.440
<v Speaker 3>upside of a successful show, and is also one of

0:14:41.480 --> 0:14:44.080
<v Speaker 3>those issues that has been unifying across the different US.

0:15:00.760 --> 0:15:03.000
<v Speaker 1>I definitely want to get into AI a bit more

0:15:03.040 --> 0:15:05.600
<v Speaker 1>on how it affects writers and actors and how the

0:15:05.600 --> 0:15:08.080
<v Speaker 1>studios are thinking about it. But I also just want

0:15:08.120 --> 0:15:11.480
<v Speaker 1>to go back to this question of like Lucas within

0:15:11.560 --> 0:15:14.960
<v Speaker 1>the context of these unions, like some actors make an

0:15:15.000 --> 0:15:17.160
<v Speaker 1>insane amount of money and we all know that, and

0:15:17.200 --> 0:15:19.360
<v Speaker 1>then some actors, like you know, they have to take

0:15:19.400 --> 0:15:22.760
<v Speaker 1>a side job waiting tables or attending bar or teaching

0:15:22.760 --> 0:15:24.920
<v Speaker 1>an acting class or something like that. I think it's

0:15:24.920 --> 0:15:27.880
<v Speaker 1>probably the same with writers and so forth, and so

0:15:27.920 --> 0:15:29.880
<v Speaker 1>of course, like when we talk about say ups so

0:15:29.960 --> 0:15:33.320
<v Speaker 1>the United Auto Workers. Of course, this tearing question, how

0:15:33.360 --> 0:15:38.360
<v Speaker 1>do the Hollywood unions maintain solidarity when the economics of

0:15:38.400 --> 0:15:41.120
<v Speaker 1>their own members are so skewed and so diverse.

0:15:41.280 --> 0:15:44.360
<v Speaker 3>Yeah, I mean solidarity is one of the bigger challenges

0:15:44.400 --> 0:15:47.320
<v Speaker 3>for these unions. You know, Josh was talking about some

0:15:47.360 --> 0:15:50.120
<v Speaker 3>of the changes in the approach and the membership of

0:15:50.160 --> 0:15:52.200
<v Speaker 3>these of these unions, and I think, if you know,

0:15:52.240 --> 0:15:54.760
<v Speaker 3>you talked to both members of the unions and the studios,

0:15:55.120 --> 0:15:59.280
<v Speaker 3>the unions in Hollywood today feel very different from how

0:15:59.320 --> 0:16:01.680
<v Speaker 3>they did ten or twenty years ago, you know, far

0:16:01.720 --> 0:16:04.160
<v Speaker 3>more progressive, far more activists, and at least in the

0:16:04.160 --> 0:16:07.320
<v Speaker 3>case of the Writers Unified, You're right that there are

0:16:07.520 --> 0:16:09.160
<v Speaker 3>a lot of people in these unions who make a

0:16:09.200 --> 0:16:11.400
<v Speaker 3>lot of money, which I think sometimes makes them sort

0:16:11.400 --> 0:16:14.520
<v Speaker 3>of unsympathetic figures, because it seems like, you know, rich

0:16:14.520 --> 0:16:17.360
<v Speaker 3>Hollywood actors and writers fighting with rich Hollywood studio chiefs.

0:16:17.360 --> 0:16:19.440
<v Speaker 3>And there's a degree to which that's true. Obviously, you

0:16:19.560 --> 0:16:22.760
<v Speaker 3>have movie stars who are in these unions, or you

0:16:22.840 --> 0:16:25.680
<v Speaker 3>have writers like Shonda Rhimes and Ryan Murphy who've made

0:16:25.840 --> 0:16:28.120
<v Speaker 3>hundreds of millions of dollars who are in them. But

0:16:28.200 --> 0:16:30.680
<v Speaker 3>that's a really small layer at the top. Most of

0:16:30.680 --> 0:16:34.040
<v Speaker 3>the people in these unions are very much working class.

0:16:34.200 --> 0:16:36.840
<v Speaker 3>A lot of them have second and third jobs, which

0:16:36.880 --> 0:16:39.240
<v Speaker 3>ironically makes them able to sort of hang on a

0:16:39.240 --> 0:16:42.080
<v Speaker 3>little bit longer. There's not the same pressure to reach

0:16:42.120 --> 0:16:44.720
<v Speaker 3>a deal really quickly. This strike can go on for months,

0:16:44.720 --> 0:16:47.440
<v Speaker 3>and it seems like everybody sort of figures out a

0:16:47.440 --> 0:16:50.720
<v Speaker 3>way to make it work. They've been able to really

0:16:50.800 --> 0:16:53.960
<v Speaker 3>get the wealthier members, especially in the Actors Guild, on

0:16:54.000 --> 0:16:56.640
<v Speaker 3>their side. There was a famous letter signed by a

0:16:56.640 --> 0:16:59.720
<v Speaker 3>few hundred of the richest and most famous actors in Hollywood,

0:16:59.720 --> 0:17:03.400
<v Speaker 3>basic telling the leadership of the Actors Guild, like, don't

0:17:03.520 --> 0:17:07.040
<v Speaker 3>make a big compromise, or don't compromise your values, go

0:17:07.119 --> 0:17:09.280
<v Speaker 3>for a big deal. We support you. I think the

0:17:09.320 --> 0:17:11.280
<v Speaker 3>writers it's a little murky yer. You do have some

0:17:11.320 --> 0:17:14.040
<v Speaker 3>writer producers who are maybe not on board with everything,

0:17:14.200 --> 0:17:15.760
<v Speaker 3>but they're not going to come out and say it.

0:17:16.080 --> 0:17:19.680
<v Speaker 5>And that letter ended in an interesting way because they

0:17:19.720 --> 0:17:24.080
<v Speaker 5>were telling the leadership of the Actors' Union, we're concerned

0:17:24.119 --> 0:17:25.720
<v Speaker 5>you may not be as willing to go out on

0:17:25.800 --> 0:17:28.280
<v Speaker 5>strike as we are. And the leader of the union,

0:17:28.320 --> 0:17:31.399
<v Speaker 5>fran Dresher, responded by adding her own name to the

0:17:31.480 --> 0:17:33.320
<v Speaker 5>letter to herself.

0:17:34.680 --> 0:17:37.280
<v Speaker 2>Can I just ask on the actor's side? There was

0:17:37.400 --> 0:17:40.120
<v Speaker 2>one demand that I saw and it kind of reminded

0:17:40.160 --> 0:17:42.120
<v Speaker 2>me of some of the issues Joe that we saw

0:17:42.280 --> 0:17:46.520
<v Speaker 2>with truckers titling at the port, and you know, they

0:17:46.560 --> 0:17:49.000
<v Speaker 2>sign up for a job that's for X amount of

0:17:49.000 --> 0:17:52.639
<v Speaker 2>money and supposed to take X amount of hours or days,

0:17:52.640 --> 0:17:54.280
<v Speaker 2>and then they wind up spending a lot of time

0:17:54.400 --> 0:17:57.439
<v Speaker 2>just waiting to take on the loads. And the actors

0:17:57.440 --> 0:18:01.280
<v Speaker 2>are complaining about not being paid for audition times, which

0:18:01.359 --> 0:18:04.239
<v Speaker 2>if anyone has ever done acting or modeling, you know

0:18:04.320 --> 0:18:07.840
<v Speaker 2>that you can spend all day going to castings and

0:18:07.960 --> 0:18:11.679
<v Speaker 2>come away with nothing in some cases. How thorny is

0:18:11.720 --> 0:18:15.520
<v Speaker 2>that issue? And what are the proposals actually to fix that,

0:18:15.560 --> 0:18:17.119
<v Speaker 2>because it seems like a difficult one.

0:18:17.520 --> 0:18:19.880
<v Speaker 3>The issue of free labor is one that I'd say

0:18:19.920 --> 0:18:22.679
<v Speaker 3>both the writers and actors are unified in. Obviously the

0:18:22.720 --> 0:18:25.800
<v Speaker 3>type of labor is different, but writers don't want to

0:18:25.800 --> 0:18:28.320
<v Speaker 3>have to do a bunch of drafts of something without

0:18:28.320 --> 0:18:30.320
<v Speaker 3>getting paid more money. Actors don't want to have to

0:18:30.320 --> 0:18:33.480
<v Speaker 3>spend all this money going for auditions without getting paid

0:18:33.480 --> 0:18:37.639
<v Speaker 3>something in return. I'm not sure how that's going to

0:18:37.680 --> 0:18:39.879
<v Speaker 3>get solved. There are a bunch of asks that the

0:18:39.920 --> 0:18:43.640
<v Speaker 3>writers and actors have made that are fairly fundamental structural

0:18:43.720 --> 0:18:47.400
<v Speaker 3>changes to how the industry works. Those being some big examples,

0:18:47.480 --> 0:18:50.600
<v Speaker 3>and I don't get the sense from the studio side

0:18:50.640 --> 0:18:52.800
<v Speaker 3>that there's a lot of interest in giving on them.

0:18:52.880 --> 0:18:55.040
<v Speaker 3>You know, they feel like if they give the writers

0:18:55.040 --> 0:18:58.600
<v Speaker 3>and actors more money on some of the core issues,

0:18:58.760 --> 0:19:02.040
<v Speaker 3>that the free labor things may be overlooked. But there's

0:19:02.040 --> 0:19:05.680
<v Speaker 3>no question that Hollywood has long preyed on the fact

0:19:05.680 --> 0:19:09.280
<v Speaker 3>that there are thousands, if not millions, of people who

0:19:09.280 --> 0:19:12.120
<v Speaker 3>would love to be famous, and so they can get

0:19:12.119 --> 0:19:13.639
<v Speaker 3>them to do a bunch of work for free.

0:19:14.600 --> 0:19:16.640
<v Speaker 2>Well, this was going to be my other question, which

0:19:16.680 --> 0:19:20.399
<v Speaker 2>is how much leverage do the studios actually have here,

0:19:20.480 --> 0:19:24.520
<v Speaker 2>because it seems there is this endless stream of starry

0:19:24.600 --> 0:19:29.600
<v Speaker 2>eyed want to be stars who potentially would be more

0:19:29.640 --> 0:19:33.240
<v Speaker 2>than happy to, I guess, break union lines and go

0:19:33.320 --> 0:19:33.840
<v Speaker 2>for things.

0:19:34.359 --> 0:19:37.000
<v Speaker 3>It's a really good question, and I'm not sure I

0:19:37.080 --> 0:19:39.960
<v Speaker 3>know the answer. I think that the conventional wisdom is

0:19:39.960 --> 0:19:43.160
<v Speaker 3>that the studios and big media companies have more leverage

0:19:43.200 --> 0:19:46.240
<v Speaker 3>than the writers and actors, because at a certain point

0:19:46.280 --> 0:19:48.080
<v Speaker 3>you're going to have a lot of these writers and

0:19:48.119 --> 0:19:50.520
<v Speaker 3>actors who have bills. If they don't work and they

0:19:50.520 --> 0:19:53.240
<v Speaker 3>don't make money for months and months and months, it's

0:19:53.280 --> 0:19:55.760
<v Speaker 3>going to start to negatively impact their lives in ways

0:19:55.760 --> 0:19:57.639
<v Speaker 3>that they won't be able to make rent. They are

0:19:57.640 --> 0:19:59.680
<v Speaker 3>all these things that horrible things that could happen to them.

0:20:00.119 --> 0:20:04.200
<v Speaker 3>The media companies, they will suffer a little bit from

0:20:04.400 --> 0:20:07.560
<v Speaker 3>not having new product and not being able to make money,

0:20:07.600 --> 0:20:09.359
<v Speaker 3>but a lot of the ways those companies make money

0:20:09.400 --> 0:20:12.040
<v Speaker 3>are unaffected. Right. They have deals for their cable networks

0:20:12.040 --> 0:20:15.120
<v Speaker 3>with PayTV distributors where they get paid fees every month.

0:20:15.280 --> 0:20:17.640
<v Speaker 3>They get paid no matter what, right, as long as

0:20:17.640 --> 0:20:19.960
<v Speaker 3>the ratings don't fall off a total cliff. They have

0:20:20.560 --> 0:20:23.159
<v Speaker 3>backlogs of programming in library that they can put on.

0:20:23.480 --> 0:20:26.280
<v Speaker 3>CBS doesn't have as much new programming to put on

0:20:26.320 --> 0:20:28.200
<v Speaker 3>in the fall because of the strike, but they can

0:20:28.200 --> 0:20:30.440
<v Speaker 3>still do reality TV, which is not part of these

0:20:30.440 --> 0:20:32.760
<v Speaker 3>so there's going to be survivor. They can still do

0:20:32.920 --> 0:20:35.439
<v Speaker 3>news so they'll be ninety minutes of sixty minutes. They

0:20:35.440 --> 0:20:37.760
<v Speaker 3>can still do sports, so they'll be football coming in

0:20:37.760 --> 0:20:40.200
<v Speaker 3>the fall. And then they're part of a company where

0:20:40.200 --> 0:20:41.960
<v Speaker 3>they can take a show like Yellowstone that's a big

0:20:42.040 --> 0:20:44.760
<v Speaker 3>hit for the Paramount network and put it on CBS

0:20:44.960 --> 0:20:47.720
<v Speaker 3>to an audience that probably hasn't seen Yellowstone before.

0:20:48.320 --> 0:20:51.120
<v Speaker 1>What about international TV? I mean that's a huge thing.

0:20:51.160 --> 0:20:53.639
<v Speaker 1>I like when I like turn on Netflix, you know

0:20:53.640 --> 0:20:55.720
<v Speaker 1>it's like, here's a hot show that's in Korea, or

0:20:55.760 --> 0:20:57.960
<v Speaker 1>a show from Israel, or a show from Poland or

0:20:58.000 --> 0:21:02.480
<v Speaker 1>something like that. Does that implicitly like undermine the bargaining

0:21:02.520 --> 0:21:06.680
<v Speaker 1>position of the US based actors and writers that presumably

0:21:06.720 --> 0:21:09.280
<v Speaker 1>there are a lot of people working internationally who are

0:21:09.320 --> 0:21:11.320
<v Speaker 1>not engaged in the same actions right now.

0:21:11.640 --> 0:21:14.160
<v Speaker 3>I don't know that it's undermining them, but it has

0:21:14.280 --> 0:21:17.760
<v Speaker 3>put some of the unions abroad in an uncomfortable position,

0:21:17.840 --> 0:21:20.320
<v Speaker 3>right I think people in the UK in particular are

0:21:20.520 --> 0:21:23.800
<v Speaker 3>a little uncomfortable because they want to show solidarity with

0:21:23.840 --> 0:21:26.600
<v Speaker 3>their peers in the US, and there have been marches

0:21:27.000 --> 0:21:30.720
<v Speaker 3>famous actors like Brian Cox from Succession shouting AI will

0:21:30.720 --> 0:21:33.320
<v Speaker 3>not replace us, or to screw you Studios but if

0:21:33.359 --> 0:21:36.320
<v Speaker 3>you have productions that are filled with actors that are

0:21:36.359 --> 0:21:38.720
<v Speaker 3>not in the US unions, they can continue, right like

0:21:38.760 --> 0:21:41.360
<v Speaker 3>House of the Dragon, the Game of Throne spin off

0:21:41.359 --> 0:21:44.040
<v Speaker 3>for HBO. Pretty Much all the actors in that work

0:21:44.040 --> 0:21:46.080
<v Speaker 3>in the UK, and so they can keep shooting that,

0:21:46.280 --> 0:21:48.760
<v Speaker 3>or in South Korea, which has become a huge producer

0:21:49.040 --> 0:21:52.159
<v Speaker 3>of film and television. Those productions continue. And that's why

0:21:52.240 --> 0:21:55.680
<v Speaker 3>a service like Netflix is in a fairly good position

0:21:55.720 --> 0:21:58.040
<v Speaker 3>relative to some of its peers because so much of

0:21:58.080 --> 0:22:00.400
<v Speaker 3>its productions come from outside of the USA.

0:22:00.600 --> 0:22:03.239
<v Speaker 2>Josh, I'd be curious to get your thoughts on the

0:22:03.359 --> 0:22:07.040
<v Speaker 2>leverage held by corporations in you know, twenty twenty three

0:22:07.280 --> 0:22:11.360
<v Speaker 2>versus say a decade or even two or three decades ago.

0:22:12.400 --> 0:22:16.960
<v Speaker 5>Well, to take a step back, sure, the US legal

0:22:17.000 --> 0:22:21.760
<v Speaker 5>system gives companies a lot of leverage over workers with

0:22:22.000 --> 0:22:25.320
<v Speaker 5>or without a union. People in the United States generally

0:22:25.800 --> 0:22:30.240
<v Speaker 5>can be fired for almost any reason, with a couple exceptions.

0:22:30.240 --> 0:22:33.359
<v Speaker 5>That's not the case in most of the industrialized world.

0:22:33.840 --> 0:22:37.159
<v Speaker 5>The process of forming a union and getting it recognized

0:22:37.240 --> 0:22:40.480
<v Speaker 5>is difficult, as we've seen it places like Starbucks. Even

0:22:40.520 --> 0:22:45.960
<v Speaker 5>when workers successfully legally formally form a union, actually getting

0:22:45.960 --> 0:22:49.840
<v Speaker 5>a union contract can be difficult and may not happen

0:22:50.000 --> 0:22:55.600
<v Speaker 5>for years, if at all, And in contract negotiations, both

0:22:55.640 --> 0:23:00.040
<v Speaker 5>sides are legally required to negotiate in good faith, but

0:23:00.680 --> 0:23:03.880
<v Speaker 5>the penalty for not negotiating in good faith if you're

0:23:03.920 --> 0:23:07.639
<v Speaker 5>the company, generally is being ordered to come back and

0:23:07.880 --> 0:23:11.520
<v Speaker 5>negotiate in good faith. There are no punitive damages for

0:23:11.680 --> 0:23:15.040
<v Speaker 5>violating labor law as a company the way that there

0:23:15.119 --> 0:23:19.040
<v Speaker 5>could be if you were polluting the river or something.

0:23:19.960 --> 0:23:26.440
<v Speaker 5>And so workers go on strike in some industries largely

0:23:26.560 --> 0:23:30.399
<v Speaker 5>as a symbolic move away to galvanize workers and the

0:23:30.480 --> 0:23:34.000
<v Speaker 5>public and go after a company's brand. There are other

0:23:34.080 --> 0:23:38.879
<v Speaker 5>places like we're talking about, like UPS, the auto industry

0:23:39.000 --> 0:23:43.960
<v Speaker 5>and Hollywood, where workers have relatively more clout because they

0:23:43.960 --> 0:23:48.760
<v Speaker 5>can actually shut down the industry at least partially, or

0:23:48.760 --> 0:23:51.840
<v Speaker 5>at least for a while or both. I talked to

0:23:51.920 --> 0:23:54.720
<v Speaker 5>one longtime labor leader who said, when we look at

0:23:54.920 --> 0:23:59.080
<v Speaker 5>Hollywood and UPS and the auto industry, we're talking about

0:23:59.560 --> 0:24:02.280
<v Speaker 5>three of the top five or ten places in the

0:24:02.359 --> 0:24:06.439
<v Speaker 5>United States where workers really do have leverage over their conditions.

0:24:06.840 --> 0:24:09.959
<v Speaker 5>And even so that leverage is limited for all of

0:24:10.000 --> 0:24:13.680
<v Speaker 5>the reasons that Lucas mentioned the executives are not going

0:24:13.720 --> 0:24:17.720
<v Speaker 5>to have to worry about mortgaging their homes or being

0:24:17.720 --> 0:24:20.439
<v Speaker 5>able to pay rent in the way that some of

0:24:20.480 --> 0:24:24.600
<v Speaker 5>these workers are. And there are serious issues here about

0:24:24.960 --> 0:24:29.600
<v Speaker 5>the long term future of the industry and the money

0:24:29.800 --> 0:24:34.000
<v Speaker 5>and the discretion that management will have to navigate changes.

0:24:34.080 --> 0:24:38.479
<v Speaker 5>So those are not things that the company has reason

0:24:38.600 --> 0:24:42.399
<v Speaker 5>to budge on easily. That said, a lot of people

0:24:42.440 --> 0:24:46.400
<v Speaker 5>were expecting that the studios would try to weigh out

0:24:46.440 --> 0:24:49.240
<v Speaker 5>the writers and in the meantime get deals with everyone else,

0:24:49.240 --> 0:24:52.919
<v Speaker 5>including the actors, and they were not able to do that.

0:24:53.320 --> 0:24:54.800
<v Speaker 4>And the fact that the.

0:24:54.760 --> 0:24:58.040
<v Speaker 5>Studios did reach out to the writers about at least

0:24:58.080 --> 0:25:00.960
<v Speaker 5>talking about talking again is a good sign for the

0:25:01.000 --> 0:25:05.119
<v Speaker 5>writers because generally in a contract fight, you want the

0:25:05.160 --> 0:25:08.840
<v Speaker 5>other side to be more hungry to negotiate with you

0:25:09.240 --> 0:25:12.120
<v Speaker 5>than you are to be back at the table negotiating

0:25:12.160 --> 0:25:16.000
<v Speaker 5>with them, and so that may be a sign that

0:25:16.160 --> 0:25:19.639
<v Speaker 5>the studios would rather not wait out the actors and

0:25:19.720 --> 0:25:26.359
<v Speaker 5>writers forever.

0:25:37.840 --> 0:25:40.359
<v Speaker 1>I'm going to ask a really weird question, god Bar.

0:25:40.840 --> 0:25:44.160
<v Speaker 1>Prior to the strike years ago, I was like thinking,

0:25:44.160 --> 0:25:47.320
<v Speaker 1>like twenty seven team, maybe twenty eighteen. I seem to

0:25:47.320 --> 0:25:51.880
<v Speaker 1>recall a lot of like socialist red rose emoji DSA

0:25:52.040 --> 0:25:55.920
<v Speaker 1>types on Twitter, thinking of like fran Dresher as this

0:25:56.000 --> 0:25:59.840
<v Speaker 1>sort of like trade unionist socialist heart throb. But then

0:25:59.880 --> 0:26:01.560
<v Speaker 1>I think like at the beginning of the strike, do

0:26:01.760 --> 0:26:04.680
<v Speaker 1>was like some question like about how militant or how

0:26:04.800 --> 0:26:06.680
<v Speaker 1>like committed she would be, and I think you sort

0:26:06.680 --> 0:26:09.760
<v Speaker 1>of hinted at this, Josh like ideologically like how does

0:26:09.840 --> 0:26:12.960
<v Speaker 1>she fit in with past presidents of the Screen Actors Guild.

0:26:13.200 --> 0:26:17.080
<v Speaker 5>Fran Dresher occupies an interesting place here because at both

0:26:17.119 --> 0:26:22.399
<v Speaker 5>the UAW and the Teamsters you had the incumbent faction

0:26:22.520 --> 0:26:27.560
<v Speaker 5>in the union lose and someone come in. Both happened

0:26:27.600 --> 0:26:33.520
<v Speaker 5>to be guys named Sean who ran on being a

0:26:33.560 --> 0:26:37.560
<v Speaker 5>more aggressive bargainer, someone who was more ready to take

0:26:37.600 --> 0:26:41.879
<v Speaker 5>the fight to the companies, someone who was against the

0:26:41.920 --> 0:26:44.879
<v Speaker 5>types of concessions that had been made in the past,

0:26:45.520 --> 0:26:49.080
<v Speaker 5>and whose election was a signal that the membership was

0:26:49.160 --> 0:26:54.640
<v Speaker 5>ready to go into tough fights and to not concede

0:26:54.680 --> 0:26:58.399
<v Speaker 5>as easily. That does not seem to have been the

0:26:58.440 --> 0:27:02.480
<v Speaker 5>case with the actor, and there was a perception among

0:27:02.520 --> 0:27:05.800
<v Speaker 5>at least some people in the membership that fran Drescher

0:27:06.000 --> 0:27:09.600
<v Speaker 5>was someone who was hoping not to have to go

0:27:09.720 --> 0:27:14.560
<v Speaker 5>out on strike, and someone who was not particularly militant,

0:27:14.840 --> 0:27:17.639
<v Speaker 5>and that's part of why we saw this letter emerge,

0:27:17.840 --> 0:27:21.560
<v Speaker 5>trying to push from below, so to speak, from the

0:27:21.640 --> 0:27:26.320
<v Speaker 5>membership for a more aggressive stance. Now, all of that

0:27:26.520 --> 0:27:29.680
<v Speaker 5>was going on while there was relatively these are celebrities,

0:27:29.720 --> 0:27:34.080
<v Speaker 5>but relatively less attention to this fight. And then once

0:27:34.119 --> 0:27:36.439
<v Speaker 5>they were out on strike, what a lot of people

0:27:36.480 --> 0:27:39.679
<v Speaker 5>saw who hadn't been paying attention from Fran Drescher was

0:27:40.760 --> 0:27:46.200
<v Speaker 5>very militant, loud, compelling, charismatic speeches that drew a lot

0:27:46.200 --> 0:27:49.680
<v Speaker 5>of attention because this wasn't what some people had expected

0:27:50.000 --> 0:27:51.160
<v Speaker 5>from the Nanny.

0:27:51.359 --> 0:27:54.240
<v Speaker 2>Even though the nanny was famously pro union.

0:27:54.359 --> 0:27:54.879
<v Speaker 4>Yeah right right.

0:27:55.840 --> 0:28:00.000
<v Speaker 3>For one, Fran Dresher doesn't have a ton of history

0:28:00.119 --> 0:28:03.280
<v Speaker 3>labor activist, at least in her personal life, and her

0:28:03.320 --> 0:28:05.800
<v Speaker 3>election to be the head of SAG was something of

0:28:05.840 --> 0:28:07.480
<v Speaker 3>a surprise. I think at the time a lot of

0:28:07.520 --> 0:28:11.359
<v Speaker 3>people thought the actor Matthew Modine would be the next

0:28:11.400 --> 0:28:13.400
<v Speaker 3>head of SAG, and he does have a little more

0:28:13.440 --> 0:28:16.320
<v Speaker 3>experience in that area. Fran won in a close election

0:28:17.040 --> 0:28:20.880
<v Speaker 3>that was fairly surprising. More broadly, that SAG doesn't have

0:28:20.920 --> 0:28:26.160
<v Speaker 3>a long history of striking or fighting with the Hollyode studios.

0:28:26.200 --> 0:28:29.280
<v Speaker 3>It's really been the Writers Guild that is kind of

0:28:29.560 --> 0:28:33.440
<v Speaker 3>famous for agitating and for asking for more and fighting

0:28:33.800 --> 0:28:35.800
<v Speaker 3>with studios. You know, it was the Writer's Guild that

0:28:35.840 --> 0:28:38.360
<v Speaker 3>went on strike in two thousand and two thousand and seven,

0:28:38.400 --> 0:28:39.640
<v Speaker 3>two thousand and eight, that was sort of at the

0:28:39.720 --> 0:28:43.360
<v Speaker 3>dawn of streaming, which was a big part of those negotiations.

0:28:43.560 --> 0:28:46.360
<v Speaker 3>The Writers Guild went on strike in the nineteen eighties twice,

0:28:46.680 --> 0:28:50.320
<v Speaker 3>and so it's typically been the writers that go on strike,

0:28:50.600 --> 0:28:53.200
<v Speaker 3>and as Josh mentioned, the studios try to go to

0:28:53.280 --> 0:28:56.040
<v Speaker 3>the directors, and the actors sort of undercut the writers

0:28:56.080 --> 0:28:58.480
<v Speaker 3>and eventually forced them back to the table, which is

0:28:58.520 --> 0:29:00.520
<v Speaker 3>one of the reasons why the actors also going and

0:29:00.600 --> 0:29:02.880
<v Speaker 3>strike has become such a big deal because I think

0:29:02.880 --> 0:29:04.760
<v Speaker 3>now the studios are a little in a little bit

0:29:04.760 --> 0:29:07.040
<v Speaker 3>of disarray trying to figure out how they solve it.

0:29:07.160 --> 0:29:09.640
<v Speaker 2>Carmen, at some point in this episode, I'm going to

0:29:09.720 --> 0:29:13.360
<v Speaker 2>need you to insert a clip from friend Dresser's iconic

0:29:13.520 --> 0:29:18.120
<v Speaker 2>pro unionization speech from the nineteen ninety seven masterpiece The

0:29:18.160 --> 0:29:19.360
<v Speaker 2>Beautician and the Beast.

0:29:19.480 --> 0:29:21.320
<v Speaker 5>Coming right up, excellent, Now.

0:29:21.240 --> 0:29:22.520
<v Speaker 4>We'll have to work late tonight.

0:29:22.560 --> 0:29:25.640
<v Speaker 3>I'll miss my soft lesa be able to rack and

0:29:25.760 --> 0:29:26.680
<v Speaker 3>some good OVID time.

0:29:26.760 --> 0:29:28.720
<v Speaker 2>Man, what is over the time?

0:29:30.200 --> 0:29:30.720
<v Speaker 4>He kidding me?

0:29:31.520 --> 0:29:34.040
<v Speaker 3>Representative because Union.

0:29:36.160 --> 0:29:38.600
<v Speaker 2>Lucas you touched on this already. But there is this

0:29:38.760 --> 0:29:43.080
<v Speaker 2>sort of threat of artificial intelligence hanging over this, not

0:29:43.320 --> 0:29:46.200
<v Speaker 2>just over the long term, but the idea that well, actually,

0:29:46.240 --> 0:29:49.720
<v Speaker 2>if the studios don't have writers or actors, maybe they

0:29:49.760 --> 0:29:53.680
<v Speaker 2>could use AI in the interim to produce content. And

0:29:53.920 --> 0:29:56.520
<v Speaker 2>I'm kind of fuzzy on the timeline of how realistic

0:29:56.560 --> 0:29:59.120
<v Speaker 2>this is. We did have one guest, Josh Wolf, who

0:29:59.120 --> 0:30:01.760
<v Speaker 2>came on and said he thought we would see entirely

0:30:01.840 --> 0:30:05.520
<v Speaker 2>AI generated movies within a year. I think you said

0:30:05.520 --> 0:30:09.920
<v Speaker 2>a year or so. How realistic is that threat? Like,

0:30:10.000 --> 0:30:13.160
<v Speaker 2>both on the long time scale and in the short

0:30:13.280 --> 0:30:16.040
<v Speaker 2>term while this labor action is ongoing.

0:30:15.800 --> 0:30:19.320
<v Speaker 3>The short term threat is largely non existent. I don't

0:30:19.360 --> 0:30:22.480
<v Speaker 3>think Josh Wolf is right that you'll see movies that

0:30:22.560 --> 0:30:25.000
<v Speaker 3>are fully AI generated within the year, or I should

0:30:25.040 --> 0:30:27.680
<v Speaker 3>say you certainly won't see it from traditional studios. You

0:30:27.720 --> 0:30:30.960
<v Speaker 3>might see people at home making really low budget stuff

0:30:31.240 --> 0:30:34.680
<v Speaker 3>that could go viral on social media, but studios have

0:30:34.840 --> 0:30:39.640
<v Speaker 3>no intention of having chatchbt write an entire script for them.

0:30:40.040 --> 0:30:43.080
<v Speaker 3>Chat shipt cannot direct a movie. They're not going to

0:30:43.120 --> 0:30:48.080
<v Speaker 3>replace all these actors with synthetic characters. But there are

0:30:48.840 --> 0:30:51.920
<v Speaker 3>ways in which AI is already being used. It's being

0:30:52.000 --> 0:30:56.040
<v Speaker 3>used in post production to work on dubbing or takeout

0:30:56.080 --> 0:30:59.080
<v Speaker 3>swear words. It's been used to de age people. So

0:30:59.200 --> 0:31:02.840
<v Speaker 3>Harrison Ford in the new Indiana Jones movie appears as

0:31:02.880 --> 0:31:05.360
<v Speaker 3>a younger version of himself, and that younger version of

0:31:05.400 --> 0:31:11.720
<v Speaker 3>his face, well, yes, it.

0:31:11.720 --> 0:31:12.240
<v Speaker 1>Was a little weird.

0:31:12.640 --> 0:31:14.360
<v Speaker 2>It's very uncasual, I think.

0:31:14.440 --> 0:31:17.160
<v Speaker 3>But those are examples where the actor has sort of

0:31:17.200 --> 0:31:20.600
<v Speaker 3>blessed the use of AI to affect their face. What

0:31:20.720 --> 0:31:23.480
<v Speaker 3>a lot of the writers and actors are worried about

0:31:23.720 --> 0:31:27.560
<v Speaker 3>unsanctioned use of their work, either to train these large

0:31:27.600 --> 0:31:31.960
<v Speaker 3>language models or to create some synthetic person based on them,

0:31:32.320 --> 0:31:34.320
<v Speaker 3>or that studios will do something a little simpler and

0:31:34.320 --> 0:31:37.800
<v Speaker 3>sort of adjust their facial expression or what they say

0:31:38.040 --> 0:31:41.200
<v Speaker 3>without their consent. And some of that could happen in

0:31:41.240 --> 0:31:43.080
<v Speaker 3>the next year or two. But I think this is

0:31:43.160 --> 0:31:46.200
<v Speaker 3>more trying to establish some guardrails for what could be

0:31:46.200 --> 0:31:48.520
<v Speaker 3>a threat many years in the future. And since these

0:31:48.560 --> 0:31:52.520
<v Speaker 3>deals tend to run three years. There's concern that studios

0:31:52.560 --> 0:31:54.720
<v Speaker 3>will do things that the writers and actors don't like

0:31:54.800 --> 0:31:56.880
<v Speaker 3>in the next year or two, and they just won't

0:31:56.920 --> 0:31:57.440
<v Speaker 3>be protected.

0:31:57.640 --> 0:32:01.440
<v Speaker 5>And everyone should read Lucas's great covers Sorry about AI

0:32:01.560 --> 0:32:05.440
<v Speaker 5>and Hollywood. One of the important points I think here,

0:32:05.520 --> 0:32:08.560
<v Speaker 5>as Lucas is saying and Road, is that this is

0:32:08.600 --> 0:32:13.520
<v Speaker 5>about control. Many people in the industry who are working

0:32:13.640 --> 0:32:17.200
<v Speaker 5>as writers or as actors are not dead set against

0:32:17.800 --> 0:32:21.840
<v Speaker 5>technological change and AI, although some may be, but for

0:32:21.920 --> 0:32:25.360
<v Speaker 5>many people it's about this question of who gets to decide.

0:32:25.440 --> 0:32:29.080
<v Speaker 5>And these are like debates we see about automation in

0:32:29.200 --> 0:32:33.560
<v Speaker 5>all sorts of industries, where there are ways that technology

0:32:33.640 --> 0:32:36.800
<v Speaker 5>can make people's jobs easier, can make it safer, can

0:32:36.840 --> 0:32:41.360
<v Speaker 5>replace some not very fun or safe jobs with other

0:32:41.480 --> 0:32:45.280
<v Speaker 5>better jobs. But when workers don't have a voice in

0:32:45.320 --> 0:32:51.240
<v Speaker 5>how that's happening, often they get freaked out. And often

0:32:51.840 --> 0:32:56.720
<v Speaker 5>they have good reason to see technology making their conditions

0:32:57.080 --> 0:33:01.520
<v Speaker 5>potentially worse if it's all being dictated by management and

0:33:01.600 --> 0:33:05.080
<v Speaker 5>not by them. And some of this anxiety is about,

0:33:05.120 --> 0:33:07.800
<v Speaker 5>as Lucas said, what will happen over the next few years.

0:33:07.840 --> 0:33:10.760
<v Speaker 5>I mean, on picket lines in Los Angeles and New York.

0:33:11.120 --> 0:33:13.000
<v Speaker 5>What I heard from a number of the writers is

0:33:13.040 --> 0:33:15.640
<v Speaker 5>that they see this as like streaming. When they were

0:33:15.680 --> 0:33:18.680
<v Speaker 5>on strike fifteen years ago, some people thought it was

0:33:18.680 --> 0:33:21.880
<v Speaker 5>premature as a time to be so concerned about what

0:33:21.920 --> 0:33:25.200
<v Speaker 5>would happen with streaming, and now streaming is everything, and

0:33:25.640 --> 0:33:28.320
<v Speaker 5>some people see AI having the potential to be the

0:33:28.360 --> 0:33:31.600
<v Speaker 5>same way, even if, as Lucas explains, there are some

0:33:31.640 --> 0:33:34.240
<v Speaker 5>significant obstacles to that actually happening.

0:33:35.120 --> 0:33:37.280
<v Speaker 1>I'm glad you brought up streaming, Josh, because that sort

0:33:37.320 --> 0:33:39.480
<v Speaker 1>of anticipated my next question, which is like a thing

0:33:39.520 --> 0:33:41.360
<v Speaker 1>you hear, is that no one has figured out how

0:33:41.360 --> 0:33:43.840
<v Speaker 1>to make money in streaming. And I can never tell

0:33:43.840 --> 0:33:46.960
<v Speaker 1>whether that's like one of those likes like hyperbole, or

0:33:47.000 --> 0:33:51.120
<v Speaker 1>whether it's Hollywood accounting that obfuscades making money. I mean,

0:33:51.160 --> 0:33:54.040
<v Speaker 1>obviously some people are doing very well, and I know

0:33:54.080 --> 0:33:57.520
<v Speaker 1>you've written about this. How do you sort of adjudicate

0:33:57.760 --> 0:34:00.560
<v Speaker 1>this question, like how big is the pot to even

0:34:00.640 --> 0:34:02.880
<v Speaker 1>be redistributed in some way?

0:34:03.120 --> 0:34:06.600
<v Speaker 3>The pie is very large, but the profit pie is

0:34:06.640 --> 0:34:10.279
<v Speaker 3>pretty small. So the amount of revenue being generated from

0:34:10.360 --> 0:34:13.640
<v Speaker 3>streaming is quite significant, tens of billions of dollars a year,

0:34:14.000 --> 0:34:18.359
<v Speaker 3>and the biggest player Netflix does make a substantial profit. Now,

0:34:18.360 --> 0:34:22.279
<v Speaker 3>it is not as profitable as cable TV was, and

0:34:22.440 --> 0:34:25.440
<v Speaker 3>one of the questions for all of these companies is

0:34:25.480 --> 0:34:29.240
<v Speaker 3>whether that is the result of streaming still being somewhat

0:34:29.320 --> 0:34:33.200
<v Speaker 3>nascent and that it will grow into larger and larger profits,

0:34:33.280 --> 0:34:36.320
<v Speaker 3>or whether it is a defect of the business model.

0:34:37.040 --> 0:34:41.359
<v Speaker 3>Even if streaming is not as lucrative as cable, it

0:34:41.440 --> 0:34:43.640
<v Speaker 3>can be profitable for a lot of these entities. But

0:34:43.680 --> 0:34:46.080
<v Speaker 3>I think what people lose sight of is that a

0:34:46.080 --> 0:34:49.160
<v Speaker 3>lot of these streaming services are new, and companies were

0:34:49.160 --> 0:34:54.080
<v Speaker 3>also encouraged by investors at the time to spend lots

0:34:54.080 --> 0:34:56.120
<v Speaker 3>of money just for the sake of growth, and they

0:34:56.120 --> 0:34:59.000
<v Speaker 3>didn't need to worry about profit. They only started to

0:34:59.160 --> 0:35:01.839
<v Speaker 3>be told to worry about profit in the last sort

0:35:01.840 --> 0:35:05.680
<v Speaker 3>of eighteen months. And because of the way that film

0:35:05.719 --> 0:35:07.680
<v Speaker 3>and television works, you can't just sort of flip a

0:35:07.719 --> 0:35:10.440
<v Speaker 3>switch and make these things profitable. They've committed lots of

0:35:10.480 --> 0:35:12.920
<v Speaker 3>money to projects that they're in the middle of developing

0:35:13.000 --> 0:35:14.759
<v Speaker 3>or in the middle of shooting, and so a lot

0:35:14.800 --> 0:35:18.160
<v Speaker 3>of these companies are now trying to slow down or

0:35:18.239 --> 0:35:21.600
<v Speaker 3>reallocate their spending, but they's somewhat limited because they've got

0:35:21.600 --> 0:35:24.719
<v Speaker 3>this melting iceberg, which is the cable TV networks, and

0:35:24.760 --> 0:35:27.640
<v Speaker 3>they're trying to transfer as many of the viewers and

0:35:27.680 --> 0:35:30.040
<v Speaker 3>as much of the money over to streaming, and we're

0:35:30.080 --> 0:35:32.400
<v Speaker 3>still in the middle of seeing how that transition is

0:35:32.400 --> 0:35:33.080
<v Speaker 3>going to play out.

0:35:33.200 --> 0:35:35.600
<v Speaker 5>That's interesting. I mean, we look at companies like Amazon

0:35:35.680 --> 0:35:38.560
<v Speaker 5>that for year after year did great in the stock

0:35:38.600 --> 0:35:41.120
<v Speaker 5>market while not being profitable because there was a sense

0:35:41.160 --> 0:35:44.480
<v Speaker 5>that they were getting big enough to become really profitable.

0:35:45.040 --> 0:35:48.640
<v Speaker 2>So that's really interesting that sort of shift in incentives

0:35:48.680 --> 0:35:51.319
<v Speaker 2>from growth to profitability. And this is something that has

0:35:51.360 --> 0:35:53.640
<v Speaker 2>come up on the podcast a number of times now,

0:35:53.680 --> 0:35:56.960
<v Speaker 2>but I'm curious if you see that kind of feeding

0:35:57.040 --> 0:36:00.440
<v Speaker 2>through into content choices, because this is one of the

0:36:00.440 --> 0:36:03.799
<v Speaker 2>criticisms in particular of Netflix. You know, they start a

0:36:03.840 --> 0:36:06.239
<v Speaker 2>season of a new show, and if it's not an

0:36:06.360 --> 0:36:09.640
<v Speaker 2>absolute monster hit, then they cancel it and a lot

0:36:09.640 --> 0:36:13.440
<v Speaker 2>of people get upset. Do you see an impact of

0:36:13.520 --> 0:36:16.239
<v Speaker 2>those decisions, like can you see people more focused on

0:36:16.320 --> 0:36:20.240
<v Speaker 2>profitability and that leading into I guess safer choices for content?

0:36:20.520 --> 0:36:23.480
<v Speaker 3>Well, it's interesting that you bring that up because streaming

0:36:23.560 --> 0:36:26.000
<v Speaker 3>has in some ways actually been more forgiving to the

0:36:26.000 --> 0:36:29.960
<v Speaker 3>creative process because they will commit to making and releasing

0:36:30.200 --> 0:36:33.200
<v Speaker 3>a full season on broadcast. There were shows that if

0:36:33.200 --> 0:36:35.960
<v Speaker 3>they didn't work, they could get canceled after four episodes.

0:36:36.000 --> 0:36:38.480
<v Speaker 3>They would never even finish the season. I think one

0:36:38.480 --> 0:36:41.120
<v Speaker 3>of the problems in streaming has actually been that they

0:36:41.120 --> 0:36:44.840
<v Speaker 3>have spent too much money on projects that people don't

0:36:45.000 --> 0:36:48.480
<v Speaker 3>watch and that are not financially lucrative. But to the

0:36:48.560 --> 0:36:52.040
<v Speaker 3>question about impacting what we see in companies being more safe,

0:36:52.080 --> 0:36:55.240
<v Speaker 3>I think that's absolutely a concern that companies will fall

0:36:55.280 --> 0:36:59.680
<v Speaker 3>back on, you know, franchises and non intellectual property and

0:36:59.680 --> 0:37:02.600
<v Speaker 3>will take fewer risks because the early days of streaming

0:37:02.880 --> 0:37:05.879
<v Speaker 3>you saw companies like Netflix and Amazon and then later

0:37:06.000 --> 0:37:11.239
<v Speaker 3>Apple take a number of risks with unknown creators or

0:37:11.239 --> 0:37:14.600
<v Speaker 3>with famous creators who just had an idea, because they

0:37:14.640 --> 0:37:17.160
<v Speaker 3>needed to convince them to work. With these new players.

0:37:17.160 --> 0:37:19.120
<v Speaker 3>In streaming, there wasn't the trust that there is with

0:37:19.160 --> 0:37:21.520
<v Speaker 3>a Warner Brothers or a Disney, and so they had

0:37:21.560 --> 0:37:24.680
<v Speaker 3>to take some chances on risk your ip and I

0:37:24.680 --> 0:37:26.359
<v Speaker 3>think that was good for all of us. It led

0:37:26.400 --> 0:37:29.279
<v Speaker 3>to a lot of really interesting programming. I think over

0:37:29.320 --> 0:37:32.880
<v Speaker 3>the past few years that we already saw to some

0:37:32.960 --> 0:37:35.319
<v Speaker 3>extent a decline in quality because you saw too many

0:37:35.360 --> 0:37:37.600
<v Speaker 3>companies trying to make too much, and so there weren't

0:37:37.640 --> 0:37:41.360
<v Speaker 3>the same quality control mechanisms in place. And so the

0:37:41.440 --> 0:37:45.359
<v Speaker 3>question as they recalibrate is, on the one hand, they'll

0:37:45.360 --> 0:37:48.640
<v Speaker 3>probably be more conservative, and that may lead to slightly

0:37:48.719 --> 0:37:51.960
<v Speaker 3>less interesting storytelling. On the other if they're trying to

0:37:52.239 --> 0:37:56.960
<v Speaker 3>make slightly fewer projects and put more emphasis on quality

0:37:57.040 --> 0:37:58.960
<v Speaker 3>or making sure those work, that could actually be a

0:37:59.000 --> 0:38:04.200
<v Speaker 3>good thing, especially if the creative energy comes from outside

0:38:04.200 --> 0:38:06.239
<v Speaker 3>of the system. I think a lot of people, most

0:38:06.280 --> 0:38:09.440
<v Speaker 3>people don't expect your Netflix, their Disney's to really be

0:38:09.520 --> 0:38:13.759
<v Speaker 3>trailblazers in terms of edgy programming, but there will be

0:38:13.800 --> 0:38:16.560
<v Speaker 3>people on the outside who see an opportunity in this

0:38:16.840 --> 0:38:18.000
<v Speaker 3>to make something new and fresh.

0:38:18.200 --> 0:38:19.680
<v Speaker 1>Josh, I want to go back to you know, this

0:38:19.800 --> 0:38:21.719
<v Speaker 1>is something that we talked about, but you know, you

0:38:21.760 --> 0:38:24.960
<v Speaker 1>mentioned like grad students at more and more universities having

0:38:25.080 --> 0:38:27.759
<v Speaker 1>voted to unionize, and like, one way I think that

0:38:27.800 --> 0:38:31.799
<v Speaker 1>like grad students are sort of similar to actors is

0:38:31.840 --> 0:38:34.000
<v Speaker 1>that there really are only like a small number of

0:38:34.040 --> 0:38:37.640
<v Speaker 1>like really plumb academic jobs that you can get. But

0:38:37.680 --> 0:38:40.360
<v Speaker 1>if you get like a sort of a tenure professorship

0:38:40.360 --> 0:38:43.360
<v Speaker 1>at a big flagship state university. Certainly at like an

0:38:43.400 --> 0:38:46.360
<v Speaker 1>Ivy League school, that's amazing, but the vast majority of

0:38:46.480 --> 0:38:49.600
<v Speaker 1>academics never get them. And it feels like that's similar

0:38:49.640 --> 0:38:52.520
<v Speaker 1>with Hollywood in many respects, where yes, there are a

0:38:52.520 --> 0:38:55.160
<v Speaker 1>handful of actors that we all know who have just

0:38:55.160 --> 0:38:58.239
<v Speaker 1>like incredible careers and make tons of money, but the

0:38:58.320 --> 0:39:01.160
<v Speaker 1>vast majority of actors is like none of us have

0:39:01.440 --> 0:39:03.960
<v Speaker 1>ever heard of. And I'm curious whether you see like

0:39:04.239 --> 0:39:07.759
<v Speaker 1>unionization solidarity across like some of these like people at

0:39:07.760 --> 0:39:10.879
<v Speaker 1>different levels is like threatening maybe in a good way,

0:39:10.960 --> 0:39:14.080
<v Speaker 1>to like change the sort of like tournament nature of

0:39:14.080 --> 0:39:15.120
<v Speaker 1>some of these industries.

0:39:15.400 --> 0:39:19.760
<v Speaker 5>Well, for many years, sociologists have talked about exit versus

0:39:19.840 --> 0:39:22.040
<v Speaker 5>voice and this question of do you change your job

0:39:22.080 --> 0:39:24.960
<v Speaker 5>by leaving and finding another one or by staying where

0:39:25.000 --> 0:39:27.360
<v Speaker 5>you are. And one of the things that my work

0:39:27.400 --> 0:39:32.040
<v Speaker 5>has focused on is these questions of things that employers

0:39:32.120 --> 0:39:35.680
<v Speaker 5>do to limit the options that workers have, whether it's

0:39:36.239 --> 0:39:39.680
<v Speaker 5>a contractual clause where you have to pay in order

0:39:39.880 --> 0:39:43.879
<v Speaker 5>to quit your job early as a punishment early from

0:39:43.880 --> 0:39:47.200
<v Speaker 5>the company's perspective, or it's some kind of non compete

0:39:47.200 --> 0:39:50.879
<v Speaker 5>that restricts you from going somewhere else. And in all

0:39:50.960 --> 0:39:56.279
<v Speaker 5>sorts of industries, whether it's baristas or graduate student researchers,

0:39:56.520 --> 0:40:00.640
<v Speaker 5>we see often people making a mental shift from thinking

0:40:00.680 --> 0:40:04.640
<v Speaker 5>of their job as having some kind of particular issues with,

0:40:05.120 --> 0:40:08.840
<v Speaker 5>say their manager or the task that they're doing, to

0:40:09.160 --> 0:40:13.400
<v Speaker 5>more systemic ones that they can better address by changing

0:40:13.400 --> 0:40:16.640
<v Speaker 5>the job where they are than by going and finding

0:40:16.680 --> 0:40:21.840
<v Speaker 5>something somewhere else. And of course there can be tensions

0:40:21.840 --> 0:40:25.759
<v Speaker 5>and conflicts between groups of workers, and workers often are

0:40:25.960 --> 0:40:28.239
<v Speaker 5>set up to be in competition with each other, and

0:40:28.280 --> 0:40:31.640
<v Speaker 5>that's part of why solidarity is difficult, whether it's within

0:40:31.680 --> 0:40:37.120
<v Speaker 5>a company or across an industry or between industries. But

0:40:37.480 --> 0:40:42.319
<v Speaker 5>in some cases, whether it's the Academy or it's Hollywood,

0:40:42.680 --> 0:40:46.440
<v Speaker 5>or it's in the retail industry, you have workers looking

0:40:46.480 --> 0:40:49.480
<v Speaker 5>at the way that their job is set up and

0:40:49.560 --> 0:40:52.800
<v Speaker 5>saying there's a structural issue here. There are not enough

0:40:52.920 --> 0:40:56.640
<v Speaker 5>labor hours for the labor to be done. There are

0:40:56.680 --> 0:41:00.520
<v Speaker 5>not enough years to do the dissertation work that you're

0:41:00.520 --> 0:41:04.360
<v Speaker 5>supposed to be able to do and perform the labor

0:41:04.520 --> 0:41:08.080
<v Speaker 5>let's being asked of you. It's interesting that you have

0:41:08.160 --> 0:41:12.560
<v Speaker 5>workers both at Starbucks and at Grinder now demanding a

0:41:12.640 --> 0:41:15.160
<v Speaker 5>seat on the board of their companies, the kind of

0:41:15.200 --> 0:41:17.960
<v Speaker 5>thing that would be more common in Europe, and I

0:41:17.960 --> 0:41:22.520
<v Speaker 5>think as workers see what's happening in other places, in

0:41:22.560 --> 0:41:27.040
<v Speaker 5>a lot of industries, there are alternatives being voiced by

0:41:27.560 --> 0:41:30.360
<v Speaker 5>people doing the work about what the organization of the

0:41:30.440 --> 0:41:34.680
<v Speaker 5>work should look like and what the pipeline should be

0:41:34.880 --> 0:41:40.040
<v Speaker 5>for future workers coming in that they would argue would

0:41:40.040 --> 0:41:44.600
<v Speaker 5>make the industry more sustainable long term, and their bosses

0:41:44.719 --> 0:41:46.960
<v Speaker 5>in many cases do not at all agree.

0:41:47.920 --> 0:41:52.120
<v Speaker 1>Josh Eidelson and Lucas Shaw, such a fascinating topic, great perspectives.

0:41:52.239 --> 0:41:54.879
<v Speaker 1>Thank you so much for coming on the podcast. And

0:41:55.520 --> 0:41:57.440
<v Speaker 1>I guess if this is still going in three months

0:41:57.520 --> 0:41:59.319
<v Speaker 1>or six months, maybe we'll have you both back on.

0:41:59.400 --> 0:42:01.280
<v Speaker 1>But really appreciate it. Great conversation.

0:42:01.719 --> 0:42:16.920
<v Speaker 4>Thank you very much. Yeah, thank you, Tracy.

0:42:16.960 --> 0:42:18.160
<v Speaker 1>I think the first thing I want to do is

0:42:18.160 --> 0:42:20.520
<v Speaker 1>I'm going to go watch that video of The Nanny

0:42:20.880 --> 0:42:22.680
<v Speaker 1>or no, what was it.

0:42:22.120 --> 0:42:24.360
<v Speaker 2>It was in a movie, The Bututian and the Beast.

0:42:24.480 --> 0:42:26.879
<v Speaker 2>So there's a famous why do I know this, there's

0:42:26.920 --> 0:42:29.560
<v Speaker 2>a famous scene from The Nanny where she refuses to

0:42:29.600 --> 0:42:32.600
<v Speaker 2>cross a picket line. Oh yeah, and makes a big

0:42:32.640 --> 0:42:35.400
<v Speaker 2>point about it and then don't cross picket line. That's

0:42:35.440 --> 0:42:38.319
<v Speaker 2>exactly it. Carmen very good. And then there is a

0:42:38.520 --> 0:42:41.840
<v Speaker 2>lesser known scene from Beautician and the Beast, which is

0:42:41.840 --> 0:42:45.560
<v Speaker 2>an excellent, excellent movie in my opinion, and highly underrated,

0:42:46.080 --> 0:42:52.640
<v Speaker 2>in which she encourages a factory in Eastern Europe to unionize. Anyway,

0:42:53.000 --> 0:42:55.480
<v Speaker 2>I just remembered, you know, one of the first articles

0:42:55.560 --> 0:42:58.760
<v Speaker 2>I ever wrote was actually about labor conditions of teenage

0:42:58.760 --> 0:43:03.239
<v Speaker 2>models in Japan, and a lot of these issues were

0:43:03.280 --> 0:43:07.600
<v Speaker 2>ongoing back then, people coming over on pretty much exploitative

0:43:07.880 --> 0:43:11.319
<v Speaker 2>contracts into the country and then not earning very much

0:43:11.360 --> 0:43:14.040
<v Speaker 2>money but spending all day going to castings and not

0:43:14.040 --> 0:43:16.720
<v Speaker 2>getting paid for it and things like that. It's kind

0:43:16.760 --> 0:43:21.040
<v Speaker 2>of crazy how that system remains in large portions. I know,

0:43:21.080 --> 0:43:24.920
<v Speaker 2>I'm talking about modeling, but similarly in acting kind of unchanged.

0:43:25.520 --> 0:43:28.520
<v Speaker 1>Yeah, it was interesting to the point about how like

0:43:28.600 --> 0:43:31.840
<v Speaker 1>the last writer strikes in the sort of mid odds

0:43:31.960 --> 0:43:34.560
<v Speaker 1>were like at the very dawn, like barely at the

0:43:34.640 --> 0:43:36.879
<v Speaker 1>dawn of streaming, and I guess that, and that there

0:43:36.920 --> 0:43:38.600
<v Speaker 1>was some question of, like, well, is it too early

0:43:38.680 --> 0:43:39.600
<v Speaker 1>to be worried about that?

0:43:40.320 --> 0:43:41.920
<v Speaker 4>In two thousand and six or two thousand.

0:43:41.680 --> 0:43:43.960
<v Speaker 1>And seven, and then with AI now it's like, yeah,

0:43:44.040 --> 0:43:46.000
<v Speaker 1>I'm like skeptical that we're going to have like any

0:43:46.040 --> 0:43:48.360
<v Speaker 1>like decent quality like two hour movie where all the

0:43:48.400 --> 0:43:50.400
<v Speaker 1>actors are AI actors.

0:43:50.440 --> 0:43:51.600
<v Speaker 4>I'm just I don't think.

0:43:51.480 --> 0:43:54.120
<v Speaker 1>It's there yet, but who knows. But the idea is like, yeah,

0:43:54.239 --> 0:43:56.399
<v Speaker 1>at some point these issues are going to get more real.

0:43:56.440 --> 0:43:59.160
<v Speaker 1>And then the question of to Josh's point, like control

0:43:59.320 --> 0:44:01.440
<v Speaker 1>and like is the technology going to be used in

0:44:01.440 --> 0:44:03.640
<v Speaker 1>a way to like make the writer's lives worse or

0:44:04.080 --> 0:44:06.439
<v Speaker 1>can be made to make the writer's lives better?

0:44:06.520 --> 0:44:07.799
<v Speaker 4>Is like an interesting question, right.

0:44:07.880 --> 0:44:11.160
<v Speaker 2>The control aspect is something that I hadn't really considered

0:44:11.239 --> 0:44:13.239
<v Speaker 2>before but seems to be an important point. And who

0:44:13.320 --> 0:44:16.760
<v Speaker 2>gets to make these decisions? Do you own your own image,

0:44:16.960 --> 0:44:19.600
<v Speaker 2>your own work or does the studio? Seems to be

0:44:19.719 --> 0:44:22.840
<v Speaker 2>a very thorny issue. I guess the big question for

0:44:23.280 --> 0:44:29.000
<v Speaker 2>content watchers from an entirely self interested perspective is are

0:44:29.000 --> 0:44:31.040
<v Speaker 2>we going to get a flood of AI content or

0:44:31.239 --> 0:44:33.800
<v Speaker 2>reality TV and sports? And which is worse?

0:44:34.120 --> 0:44:37.680
<v Speaker 1>Well, I think, like, I mean, the writers strike really

0:44:37.719 --> 0:44:40.799
<v Speaker 1>did catalyze a lot more investment in reality, so I

0:44:40.840 --> 0:44:42.640
<v Speaker 1>wonder if we will or you know, in the two

0:44:42.680 --> 0:44:44.360
<v Speaker 1>thousand and six or two thousand and seven long so,

0:44:44.360 --> 0:44:47.080
<v Speaker 1>I do wonder whether, like in the short term, whether

0:44:47.120 --> 0:44:50.200
<v Speaker 1>we'll just see like way more reality programming or shows

0:44:50.239 --> 0:44:51.400
<v Speaker 1>dubbed from Korean.

0:44:51.920 --> 0:44:52.160
<v Speaker 3>Yeah.

0:44:52.640 --> 0:44:55.040
<v Speaker 2>Yeah, that seems to be the sort of easier one

0:44:55.120 --> 0:44:58.680
<v Speaker 2>at this moment in time, like there's huge catalog of

0:44:59.120 --> 0:45:02.240
<v Speaker 2>foreign content. Your already sing it on Netflix. Oh, speaking

0:45:02.280 --> 0:45:05.960
<v Speaker 2>of recommendations, crash landing into You, Joe.

0:45:05.840 --> 0:45:06.719
<v Speaker 3>I should watch that.

0:45:06.719 --> 0:45:07.839
<v Speaker 1>That's a good one.

0:45:08.960 --> 0:45:11.640
<v Speaker 2>Yes, it's a Korean love drama. I think you should

0:45:11.640 --> 0:45:11.920
<v Speaker 2>watch it.

0:45:11.960 --> 0:45:12.520
<v Speaker 4>I'll check it out.

0:45:12.560 --> 0:45:13.600
<v Speaker 2>All right, shall we leave it there?

0:45:13.719 --> 0:45:14.399
<v Speaker 1>Let's leave it there.

0:45:14.440 --> 0:45:14.760
<v Speaker 3>Okay.

0:45:14.960 --> 0:45:17.880
<v Speaker 2>This has been another episode of the au Thoughts podcast.

0:45:18.080 --> 0:45:20.640
<v Speaker 2>I'm Tracy Alloway. You can follow me on Twitter at

0:45:20.640 --> 0:45:21.440
<v Speaker 2>Tracy Alloway.

0:45:21.640 --> 0:45:24.360
<v Speaker 1>And I'm Joe Wisenthal. You can follow me on Twitter

0:45:24.400 --> 0:45:28.000
<v Speaker 1>at the Stalwart. Follow our guests Lucas Shaw He's at

0:45:28.080 --> 0:45:31.600
<v Speaker 1>Lucas Underscore Shaw. Also check out his screen Time newsletter.

0:45:31.880 --> 0:45:36.200
<v Speaker 1>Follow josh Idolson He's at josh Idolson. Follow our producers

0:45:36.239 --> 0:45:40.040
<v Speaker 1>Carmen Rodriguez at Carmen Arman and dash Ell Bennett at Dashbot,

0:45:40.040 --> 0:45:42.560
<v Speaker 1>and check out all of the Bloomberg podcasts under the

0:45:42.560 --> 0:45:46.200
<v Speaker 1>handle at podcasts, and for more odd Lots content, go

0:45:46.239 --> 0:45:49.560
<v Speaker 1>to Bloomberg dot com slash odd Lots, where we have transcripts,

0:45:49.600 --> 0:45:53.160
<v Speaker 1>a newsletter, and a blog, and check out our discord.

0:45:53.200 --> 0:45:55.239
<v Speaker 1>We have an AI room in there, so maybe some

0:45:55.320 --> 0:45:56.880
<v Speaker 1>of this will come up. We talked a lot about

0:45:56.880 --> 0:46:01.200
<v Speaker 1>eco and labor market and stuff in there. Gg slash

0:46:01.200 --> 0:46:04.040
<v Speaker 1>Oddlogged listeners are chatting with each other at twenty four

0:46:04.080 --> 0:46:04.359
<v Speaker 1>to seven.

0:46:04.400 --> 0:46:07.480
<v Speaker 2>It's really fun and if you enjoy Odd Lots, if

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