Kevin Reilly got to the top of the TV heap. Now he's in AI.
If you watched something on TV that you liked in the past few decades, there’s a good chance Kevin Reilly was involved: at various times he’s held top jobs at FX, Fox, NBC, Turner and HBO Max.
But that run ended in 2020, and now Reilly is running Kartel, an AI company that… well, I’m still not entirely sure what it does. (To be fair, as Reilly notes in our chat, it’s a young company that’s still figuring it out itself.)
But I really wanted to talk to Reilly to get his POV on TV, which more or less peaked when he was working in the industry. Now, of course, it is in what appears to be permanent decline, while its remaining participants try to merge their way to safety.
Why did TV flourish in its not-that-long ago Golden Age? And why didn’t its leaders see — or act on — the threat that streaming/digital/internet tech would have on their industry?
You probably have some ideas yourself. Now you get to hear it directly from a guy who was there, at the top.
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What the Disney–YouTube Battle Tells Us About the End of Cable
It’s not unusual for a big TV network and a big TV distributor to fight about money. But the Disney-YouTube fight is unusual -- at the bare minimum, because it has stretched out for so long. CNBC’s Alex Sherman lives and breathes this stuff, so I asked him to walk me through it, and make some prognostications about when it might get settled (spoiler alert: he thinks some football fans who pay for YouTube TV may be unhappy for a while longer.)
Then Sherman and I move on to the other Big Media deal: the battle for the company we currently call Warner Bros. Discovery, but is likely to be owned by someone else, in some form…. eventually.
Discussed here: why, really, did Larry and David Ellison put in multiple offers to buy another media company weeks after they bought Paramount? What would they do with WBD if they got it? And are any of the theoretical other buyers for all or parts of WBD real?
Bonus question for you: did I use the word “degradation” correctly in this one?
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The Bulwark's Sarah Longwell on Why Republicans Won the Attention War
In some ways, the Bulwark feels like other small publishers in 2025: it’s found growth and profit by pushing itself out on any platform it can find.
But that wasn’t the plan when the company started in 2018. Back then, it was a non-profit cofounded by Republicans who couldn’t stand their party’s embrace of Donald Trump, and wanted a place to organize, debate and push back.
Over the years the site turned itself into a for-profit, and found success selling Substack subscriptions — it’s currently on pace to do more than $12 million a year from those alone, says CEO Sarah Longwell. But it has really caught fire in recent years by embracing YouTube. “The thing that made the biggest difference was when we decided to turn the cameras on,” she says.
I talked to Longwell this week about the Bulwark’s evolution, and the tension between running a mission-driven company and one that wants to make money. And since Longwell still does political consulting and focus group work, I also talked to her about the state of the art when it comes to political media — and why she thinks Republicans are so much better at it then Democrats.
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The Man Who Fixed The New York Times Wants to Fix CNN
Would you pay $7 a month to stream CNN?
Because CNN CEO Mark Thompson would like you to do that.
I know, I know, I’m skeptical, too. But Thompson has been here before: At his last job, as CEO of the New York Times, he helped shepherd that company’s subscription business, which had a gazillion naysayers at the start. And now the Times’ business model is the envy of everyone in journalism.
Can he do it again? One big difference is that the Times launched its paywall all the way back in 2011, before everyone was asking consumers to pay for monthly subscriptions for everything. I also have a hunch that the Times brand registers more deeply for its audience than CNN does for its. But now we’ll get to find out.
Meantime, all of this is happening as CNN parent Warner Bros. Discovery is likely to get sold, yet again. Which means all of the work Thompson and his team are doing could get upended by a new management regime.
But that’s the future. For now, it’s very much worth listening to Thompson make the case for CNN, and TV news in general.
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The End of Mass Media—and What Comes Next
We spend a lot of time on this show talking to people who run media companies. We also spend a lot of time talking to media reporters.
So here’s our one-man Venn diagram: Brian Morrissey runs The Rebooting, where he podcasts, writes and hosts events, all geared at making people in the media business smarter about the media business. If you want to hear from a guy who understands the big picture, but also the practical realities of operating, he’s your guy.
Brian has been preaching the gospel of small media for some time, so we start there: What is the upside of running a scaled-down media company these days — and what happens to all the businesses that spent years chasing scale?
And yes, Brian and I also talk about AI, and what it will and won’t do for (and to) media. But we also spend a lot of time talking about Google, and the enormous power it currently has — particularly when it comes to the company’s Discover feature, which drives an astonishing amount of traffic.
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Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Peter Kafka talks to industry leaders, upstarts and observers - and gets them to spell it out in plain, BS-free English.
Part of the Vox Media Podcast Network.
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