The New KING of Media - The Billionaire You’re Not Watching Closely Enough
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Summary
When you think about a power player in media, who do you think of? The Murdochs, the old News Corp, or the old Fox, or maybe Reed Hastings, Netflix, or a little bit of Bezos, maybe Musk? Do you know who a new power player is quietly coming up that two years ago, nobody was talking about? That company was a small little company called Skydance with a billion dollar in top line revenue, maybe $100 million in EBITDA. And then all of a sudden, they buy Paramount for $8 billion, and then they buy Time Warner for $80 billion. And they buy TikTok for $20 a share. You tell me who has that?
Transcript
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When you think about a power player in media, who do you think about? You may say,
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well, maybe the Murdochs, the old News Corp, the old Fox, Wall Street, or maybe Reed Hastings,
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Netflix, maybe a little bit of Bezos, maybe Musk. Do you know a power player is quietly coming up
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that two years ago, nobody was talking about? It was a small little company called Skydance,
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a billion dollar in top line revenue, maybe 90, a hundred million dollars in EBITDA is what they
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had. Yeah, they co-produced Top Gun. Yeah, they co-produced Star Trek and a couple other movies.
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And then all of a sudden, they buy Paramount for $8 billion. You know what Paramount owns,
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just to kind of give you an idea? Transformers. It owns Pluto, BET, Comedy Central, Nickelodeon.
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It owns CBS News, Free Press, CSI, The Godfather, Mission Impossible, NCIS. And then gradually,
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these guys make an offer to buy Time Warner? What? Yeah. And it's going to get approved?
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Most, who are these guys? Wait till you hear who we're still about to own. Here's Time Warner,
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by the way. They're going to own Discovery. They're going to own HBO. They're going to own HGTV,
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TBS, TNT, TLC, CNN, DC Comics, Game of Thrones, Harry Potter, Lord of the Rings. And on top of that,
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guess who else they're about to own? TikTok. You know who we're talking about that? We're talking
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about Larry Ellison's son named David Ellison. That's who we're going to talk about today.
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If you have value added this video, give it a thumbs up and subscribe to the channel. Let's get
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right into it. Larry Ellison. Do you know what Larry Ellison is worth? He's worth $365 billion.
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You know how much his net worth has increased just this year? Almost $150 billion just in 2025.
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So naturally, if he's got a son, his son's going to be ambitious. So he's like, hey son,
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you want to do something? Run a business. Hey dad, I took Skydance from zero to a billion
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with a $100 million EBIT. I think we can do more. Let's go buy Paramount. Let's go buy Time Warner.
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Let's go buy TikTok. A lot's been going on. And this happened Skydance in 2010 when they first
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formed. And then they bought Paramount last year, $8 billion. We talked about it earlier. And then
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now they're talking about Warner Brothers at $20 a share. It could be worth tens of billions of
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dollars, depending on them picking it up or not. I don't think anyone's going to stop him,
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to be honest with you, because he's been a friendly player with the White House. So they're probably
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going to prove it. So now you got Skydance. They buy Paramount. They buy Time Warner. And then you get
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TikTok. You tell me who has that. Elon's got X. Massive. He doesn't have a CNN. He doesn't have
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a TikTok. He doesn't have... This is a very, very... And by the way, craziest thing is, whenever they
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ever talk about who Elon Musk's mentor is that he goes to for advice, you know, whose name comes up,
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Larry Ellison, where Elon's like, look, I'm going to be buying up, you know, Tesla. You may want to put
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some money into it. He's like, how much money do you think I should put into it? Maybe I'll give
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you a billion. He said, well, listen, it's not like I need any money, but I would put two instead
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of one. Ellison's like, no problem. I'll put $2 billion into Tesla. They have a very, very good
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relationship. At one point when Elon was going through challenges, he got on his jet and he
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went to Larry Ellison's place, I think in Hawaii, one of the islands he owns, just to have a meeting
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with him. And then he came back and he says, hey, you may not want to be too strong in your
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relationship with Apple because you need Apple. You're being a little too tough on Apple. That's a
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company you need because your app is on Apple. So very, very smart businessman. He owns 41%
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of Oracle. Now his son is becoming a big power player, but at the end of the day, this is,
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we may not have anybody in the world like this right now. Reed Hastings, he owns Netflix. He's
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the leader of Netflix, biggest shareholder, but he doesn't have a social media play. These
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guys now do with TikTok. All right. So you may say, well, Pat, I mean, I know you, you may,
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maybe you're building this too much. Like what's their actual revenue. All right, let's talk about
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it. So check this out. Netflix is reveling this year is guesstimated to be around 45 billion and
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25. Disney is roughly 93, 94 billion in 25. If you take Skydance, which is a billion with Paramount
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with Time Warner and you combine TikTok, you know what you get ready? 93 billion dollars in
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revenue. Overnight, you're two times as big as Netflix, same size as Disney. Overnight,
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that's Skydance for you. And keep this in mind. The average person is going to look at it and say,
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oh, they're going to be a media company. No, Larry is Oracle. He owns 41%. They're going to be using
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the information. They have a Paramount and Warner Brothers to get the global subscriber data,
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what they can do with the ad inventory, the IP. Imagine how that's going to be used. And then
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the U.S. government, when they chose the buyers for TikTok, 80% of TikTok is going to be sold.
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They're allowing ByteDance to keep 20% of it as a minority, but 80%, one of the main one's going to
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be Oracle. And check this out. Oracle's role stores all U.S. TikTok user data on its servers,
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oversees TikTok's recommendation algorithm under license, holds a major equity stake in a new
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joint venture. And you know what they're buying it for? You look at what Facebook is worth. So
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Facebook is worth roughly 1.8 trillion dollars. You know what they're buying TikTok for? 14 billion
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dollars. An absolute discount is what they're getting it at. Talk about a flywheel of everything
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feeding each other. This is essentially the ultimate flywheel. Give me a better comp. Tell me one
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company that has influence now with movies, production, you know, their own OTT. And on top
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of that, one of the biggest social media companies that goes viral that has data of people around the
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world. Who has that? Nobody has that today. They may overnight be the biggest power player in media.
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Now, some of the people that are watching this, maybe you're technically like, no, Skydance didn't
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buy TikTok. It was Oracle. It's father and son. You know what I'm saying? Like,
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father runs Oracle, who is acquiring TikTok, Skydance's son. When the father is no longer around,
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do you know how old Larry Ellison is? He is 81 years old. He looks good. I actually think he's
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going to go to 100, right? So say 19 more years. He goes to 100. Who is David going to be 19 years
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from now? Damn. Talk about a real, real. David's going to be a trillionaire overnight, if you think
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about it. Because Larry's going to be a trillionaire in the next couple of years, the direction they're
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going. And now when you think about the partnership they're creating, where now Oracle invests into
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Nvidia. Nvidia invests into OpenAI. OpenAI invests into Oracle, the ultimate flywheel of them helping
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each other out. There are some incredible, incredible people say, I created a partnership
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with the local real estate office. I created a partnership with OpenAI and Nvidia. That's Oracle.
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Pay very close attention to these guys. It's going to be very, very interesting what happens. But
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based on what it looks like, if they sell none of their assets the next 20, 30 years, anybody that
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becomes president, anybody, before they even run for president, hi, may I meet with Larry, please?
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And David, why is that? I'm thinking about being the next president of the United States.
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Get in line. We got 62 other people that want to meet with us. Maybe we can meet with you end of
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the year. And that's what's about to happen with those guys. They're officially number one power
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players, the way that it's looked like once all these deals get closed. Okay, so if you got value
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