skinny.

Latest / The Option

Episode 91: Sun Valley 2026: Comcast's Second Split and the WBD Deal

The Allen & Company Sun Valley conference opens this week with a media landscape almost unrecognizable from a year ago. Comcast has announced a second structural split in under 12 months, the $110 billion Skydance-WBD deal is under active regulatory review in the UK and Europe, Disney is navigating a post-Iger leadership transition, and AI executives are in the room alongside the union contracts that just got renewed. For agents, studio heads, showrunners, and anyone trying to read where the money moves next, this week's conversations — off-camera and unrecorded — will shape the deals that…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.