Edmund Lee
@edmundlee.bsky.social
Sensibility is cheap. Reporting is expensive.
http://edmundlee.substack.com
[email protected]
(DMs open)
https://www.nytimes.com/by/edmund-lee
http://edmundlee.substack.com
[email protected]
(DMs open)
https://www.nytimes.com/by/edmund-lee
for SEC geeks, NETFLIX has written several regulatory weapons into the deal:
1. cites a "non-appealable" regulatory restiction, meaning it will appeal if gov't blocks merger
2. cites Mar 4 2027 as end date, with 2 six-month extensions, months before Trump's term ends, so they'll just wait him out
1. cites a "non-appealable" regulatory restiction, meaning it will appeal if gov't blocks merger
2. cites Mar 4 2027 as end date, with 2 six-month extensions, months before Trump's term ends, so they'll just wait him out
December 5, 2025 at 3:04 PM
for SEC geeks, NETFLIX has written several regulatory weapons into the deal:
1. cites a "non-appealable" regulatory restiction, meaning it will appeal if gov't blocks merger
2. cites Mar 4 2027 as end date, with 2 six-month extensions, months before Trump's term ends, so they'll just wait him out
1. cites a "non-appealable" regulatory restiction, meaning it will appeal if gov't blocks merger
2. cites Mar 4 2027 as end date, with 2 six-month extensions, months before Trump's term ends, so they'll just wait him out
But letting Paramount buy all of Warner Bros Disco would shrink the number of movie studios from 5 to 4, which would create a much less competitive playing field:
December 4, 2025 at 10:34 PM
But letting Paramount buy all of Warner Bros Disco would shrink the number of movie studios from 5 to 4, which would create a much less competitive playing field:
Who wants to play media m&a antitrust? Trump admin says NETFLIX $$ of Warner Bros. streaming would be anticompetitive. But David Ellison buying the whole thing is OK.
🧐 No. 2 streamer buying the last place streamer, or the second-to-last Paramount buying it, does it matter?
🧐 No. 2 streamer buying the last place streamer, or the second-to-last Paramount buying it, does it matter?
December 4, 2025 at 10:34 PM
Who wants to play media m&a antitrust? Trump admin says NETFLIX $$ of Warner Bros. streaming would be anticompetitive. But David Ellison buying the whole thing is OK.
🧐 No. 2 streamer buying the last place streamer, or the second-to-last Paramount buying it, does it matter?
🧐 No. 2 streamer buying the last place streamer, or the second-to-last Paramount buying it, does it matter?
An entire section of Anna Wintour's @wikipedia.org profile has been erased. Can you guess? The section on her troubling issues with race. From Wayback:
November 18, 2025 at 3:01 PM
An entire section of Anna Wintour's @wikipedia.org profile has been erased. Can you guess? The section on her troubling issues with race. From Wayback:
Surprised/not surprised to see Michael Wolff advising Epstein on how best to manipulate Trump. (The media angle you were looking for):
November 12, 2025 at 6:24 PM
Surprised/not surprised to see Michael Wolff advising Epstein on how best to manipulate Trump. (The media angle you were looking for):
Pirate ship versus monster
Halloween 2025 Park Slope
Halloween 2025 Park Slope
October 31, 2025 at 8:33 PM
Pirate ship versus monster
Halloween 2025 Park Slope
Halloween 2025 Park Slope
The kid in the window makes it art.
Halloween 2025 Park Slope
Halloween 2025 Park Slope
October 31, 2025 at 8:32 PM
The kid in the window makes it art.
Halloween 2025 Park Slope
Halloween 2025 Park Slope
Park Slope gettin ready for Halloween, we don’t mess around
October 23, 2025 at 6:46 PM
Park Slope gettin ready for Halloween, we don’t mess around
SP500 has gained 10% since Trump took office but is up 14% in the last 12 months and 75% since Jan 2021.
Unemployment has risen slightly and consumer buying has softened.
Bubble?
Unemployment has risen slightly and consumer buying has softened.
Bubble?
October 22, 2025 at 4:48 PM
SP500 has gained 10% since Trump took office but is up 14% in the last 12 months and 75% since Jan 2021.
Unemployment has risen slightly and consumer buying has softened.
Bubble?
Unemployment has risen slightly and consumer buying has softened.
Bubble?
GOOGL just lost $136 billion in market value after OpenAI announced their new browser
October 21, 2025 at 7:09 PM
GOOGL just lost $136 billion in market value after OpenAI announced their new browser
October 21, 2025 at 7:00 PM
I know Rupert is a print reader but most people aren’t … the AWS outage has definitely hurt news orgs:
October 20, 2025 at 5:02 PM
I know Rupert is a print reader but most people aren’t … the AWS outage has definitely hurt news orgs:
October 19, 2025 at 3:06 PM
When you turn 53 and a day
October 17, 2025 at 9:33 PM
When you turn 53 and a day
Park Slope gettin ready for all hallow’s
October 16, 2025 at 12:14 AM
Park Slope gettin ready for all hallow’s
A year before the US won the Revolutionary War, one of Washington's colonels wrote to him, suggesting he be crowned a "king..."
This was Washington's reply: founders.archives.gov/documents/Wa...
This was Washington's reply: founders.archives.gov/documents/Wa...
October 15, 2025 at 6:52 PM
A year before the US won the Revolutionary War, one of Washington's colonels wrote to him, suggesting he be crowned a "king..."
This was Washington's reply: founders.archives.gov/documents/Wa...
This was Washington's reply: founders.archives.gov/documents/Wa...
This thing of keeping the signage of famous storefronts while selling something else is a kind of tyranny, a folly of destruction that’s turning NYC into a postmodern playground … just stop
October 14, 2025 at 9:28 PM
This thing of keeping the signage of famous storefronts while selling something else is a kind of tyranny, a folly of destruction that’s turning NYC into a postmodern playground … just stop
October 7, 2025 at 8:44 PM
What voters think of the potential gov't shutdown: www.nytimes.com/2025/09/30/p...
September 30, 2025 at 2:35 PM
What voters think of the potential gov't shutdown: www.nytimes.com/2025/09/30/p...
Once upon a time in New York: www.nytimes.com/2025/09/29/u...
September 30, 2025 at 12:18 AM
Once upon a time in New York: www.nytimes.com/2025/09/29/u...
Of course the market is like ...
September 17, 2025 at 6:36 PM
Of course the market is like ...
Spotted Yale campus
September 15, 2025 at 5:37 PM
Spotted Yale campus
September 14, 2025 at 5:04 PM