CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Rich Greenfield

Co-founder & Media Analyst, LightShed Partners

Search every verified Rich Greenfield interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Rich Greenfield, co-founder and media analyst at Lightshed Partners, appeared on Bloomberg Surveillance on October 19, 2026, where he discussed Meta's AI strategy and market positioning. He said Meta is in a unique position because its core advertising business is strengthening and that AI is improving its Facebook and Instagram advertising. He described Meta CEO Mark Zuckerberg as "a master at pivoting," citing Reels as an example of a large revenue business built from nothing, and said Meta has found a compelling consumer use case for AI with its Muse product. In a September 24, 2026 interview about the Paramount–Warner Bros. merger, Greenfield said the deal was never about movies and that Paramount and Warner Bros. are both "streaming wise irrelevant." He stated that David Ellison's goal is to make the combined company a true streaming competitor to Netflix and the Disney-Hulu-ESPN complex. Greenfield also expressed surprise that the Federal Trade Commission's Andrew Ferguson (referred to as "Bont" in the transcript) appeared to concede on structural remedies after previously emphasizing them as a priority. He noted that the integration will involve major decisions about which executives stay and which brands survive, expressing hope that both HBO and Paramount names would be retained.

Recent appearances

  • Bloomberg Surveillance 10/19/2026

    October 19, 2026 · 📺 Bloomberg Television

    Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." Chapters: 00:00 Tech Rebound, France Riots and AI Earnings Test 03:54 Market Stress Is Mostly Driven by Technicals — Max Kettner, HSBC Bank 18:25 GOP Russia Pushback Has Limited Bite — Tobin Marcus, Wolfe Research 31:46 AI Financing Stress Favors Mega-Cap Tech — Angelo Zino, CFRA 40:04 Yellow Vests Plan New France Protests After Riots — Oliver Cr…

    Read the verified transcript → Watch on YouTube ↗

  • The Paramount–Warner Bros. Deal Was Never About Movies | Rich Greenfield

    September 24, 2026 · 📺 Jamie's List

    I was one of the first people in Hollywood against the Paramount–Warner Bros. merger. I don't like consolidation, and I don't like losing buyers. Selling film and TV is my whole business. Now the settlement is done, the deal is going through, and I'll be honest: I've gotten conflicted about it. So I needed a therapy session, and I brought on Rich Greenfield. Rich is a partner and media and technology analyst at LightShed Partners, a general partner at LightShed Ventures, and co-host of The LightShed Podcast. Nobody studies this business more closely than he does, and he didn't hold back. He c…

    Read the verified transcript → Watch on YouTube ↗

  • Episode 188: Rich Greenfield on the Meta Settlement and TTD's Stock Woes

    August 28, 2026 · 📺 MarketectureTV

    Rich Greenfield, Co-Founder of LightShed Partners, joins Ari Paparo and Paul Knegten, CMO of Large, to break down the biggest shifts across media and ad tech, from Meta’s social media settlement and AppLovin’s next move to Fox’s Roku strategy and the growing pressure on The Trade Desk. Takeaways: Meta’s social media restrictions could reduce ad inventory and make younger audiences harder to reach. AppLovin’s biggest challenge is expanding its advertising technology beyond gaming into areas like e-commerce and CTV. Fox’s Roku acquisition could give it a powerful digital gateway into the stream…

    Read the verified transcript → Watch on YouTube ↗

  • David Ellison needs to come up with structural remedies the state AGs will accept: Rich Greenfield

    August 06, 2026 · 📺 CNBC Television

    Rich Greenfield, LightShed Partners co-founder, joins 'Squawk Box' to discuss the state of Paramount-Warner Bros. Discovery merger, antitrust concerns, what David Ellison and Paramount can do to move forward with the proposed merger, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market f…

    Read the verified transcript → Watch on YouTube ↗

  • Investors fear the Netflix flywheel is broken, warns Lightshed’s Rich Greenfield

    July 16, 2026 · 📺 CNBC Television

    Rich Greenfield, Lightshed Partners, joins 'Fast Money' to talk Netflix Q2 results and the stock dropping.

    Watch on YouTube ↗

  • Iran War Will Cost Every Household $50,000

    April 21, 2026 · 📺 Prof G Markets

    Ed Elson speaks with ‪@PlatypusEconomics‬ to unpack the latest developments in the war, including what the ceasefire really means and how to interpret the Defense Department’s proposed budget. Then, Rich Greenfield joins the show to analyze Netflix’s post-earnings stock drop and assess how Disney’s new CEO is performing. Finally, Ed explains why AI’s growing backlash may be less about technology, and more about rising wealth inequality. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Rich Greenfield is the Co-Founder and TMT Analyst at LightShed Par…

    Read the verified transcript → Watch on YouTube ↗

  • Paramount’s $110 billion Warner Bros. gamble | Decoder

    March 19, 2026 · 📺 Decoder with Nilay Patel

    Today, let’s talk about the big Paramount-Warner Bros. Discovery merger. Right now, Paramount head David Ellison is very much acting like he’s over the finish line after outbidding Netflix, which walked away after what seemed like a done deal. Back in January, we asked Puck’s Julia Alexander to walk us through Netflix’s reasoning, and today we're digging into Paramount’s with Rich Greenfield, a media and entertainment analyst and cofounder of research firm Lightshed Partners. There’s a lot going on here, including the biggest question I’ve had throughout this entire saga: why would anyone wa…

    Read the verified transcript → Watch on YouTube ↗

  • Why Markets Aren’t Scared of Kevin Warsh | Prof G Markets

    February 03, 2026 · 📺 Prof G Markets

    Ed Elson speaks with Mark Zandi, Chief Economist at Moody’s Analytics, about Trump’s pick of Kevin Warsh for chair of the Federal Reserve. Then, he breaks down why Disney’s stock fell after its earnings with Rich Greenfield, Partner and TMT Analyst at Lightshed Partners. Finally, Ed explains why he thinks gold is behaving like a memestock. Timestamps 00:00 - Today's Number 00:21 - Market Vitals 00:51 - Kevin Warsh (ft. Mark Zandi) 09:27 - Ad Break 10:43 - Disney Earnings (ft. Rich Greenfield) 22:24 - Ad Break 23:41 - Gold Trade 27:48 - Credits — Subscribe to the Prof G Markets newsletter:…

    Read the verified transcript → Watch on YouTube ↗

  • Netflix’s Strategy Against YouTube, Warner Bros. Deal, $1.5B Ad Revenue

    January 22, 2026 · 📺 The Information

    Rich Greenfield of LightShed Partners explains why Netflix is the ultimate "catalog king" and how a potential Warner Brothers acquisition creates a long-term strategic moat. He breaks down why regulators may struggle to block the deal despite Netflix's streaming dominance. Subscribe: https://www.theinformation.com/subscr... The Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

    Read the verified transcript → Watch on YouTube ↗

  • Hollywood Mode, Chinese AI Deep Dive, Dario Mogs Davos, Thinking about Machines

    January 21, 2026 · 📺 TBPN

    Sign up for TBPN’s daily newsletter at TBPN.com 05:58 Kling AI Surpasses 12M Users 20:23 China's Aging Tech Worker Crisis 27:50 Rich Greenfield discusses Netflix vs. Paramount-Skydance, Netflix’s all-cash bid, and implications for the media landscape. 58:23 Thinking Machine Leadership in Flux 01:17:59 𝕏 Timeline Reactions 01:55:56 Jan Sramek discusses building a new city in Solano County, land assembly, housing shortages, and community planning. 02:37:55 George Lewin discusses Testudo’s AI liability insurance for enterprises deploying generative AI systems. 02:52:36 Ara Kharazian analy…

    Read the verified transcript → Watch on YouTube ↗

  • Versant set to trade on Nasdaq: LightShed's Rich Greenfield on what to expect

    January 05, 2026 · 📺 CNBC Television

    Rich Greenfield, LightShed Partners co-founder, joins 'Squawk Box' to preview Versant's debut on the Nasdaq today, state of the media industry, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with…

    Watch on YouTube ↗

  • Google has a lot more leverage over Disney in their carriage fight: LightShed's Rich Greenfield

    November 03, 2025 · 📺 CNBC Television

    Rich Greenfield, LightShed Partners co-founder, joins 'Squawk Box' to discuss the carriage battle between Disney and YouTube TV parent Google. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News O…

    Watch on YouTube ↗

Verified interview transcripts

Notable quotes

“I would say Meta is in a very unique position, right? Everyone else is out struggling to figure out how they borrow, rely on others. Meta has a built-in printing press. Their core business is actually getting stronger. AI is making the core Meta advertising business on Facebook and Instagram stronger. Your comment of your comment, I think that is where we were six or seven months ago. The problem Meta rented to is no”

“I think Mark is a master at pivoting. I think when he sees something, a large market opportunity, he is able to pivot the entire company. Look at Reels. It is now a $70 billion advertising revenue business from nothing 5, 6 years ago. Meta has done this before, and I think what they found with Muse is I think they have found a really compelling consumer use case for AI. I go back to that word utility. That is exactly”

“There is one thing David Ellison is gunning for, which is to get to streaming, to be a true streaming competitor to Netflix, uh, and and even to, you know, the the Disney, Hulu, ESPN complex. Like, he wants to be in that top group, not an also ran. And right now, Paramount and Warner Brothers are both largely streaming wise irrelevant.”

“Look, I think the bottom line is is that this was as close to a slam dunk, grand slam, whatever term, you know, sports analogy you want to use for David Ellison after all of that fighting and you know the remember the fear here was because the thing that we had talked about and I think the challenge was it was not obvious that there was a concentric if you think about concentric circles the things that Paramount coul”

“It's frustrating to me because I feel like if you and I were running this company, I could literally go through several fixes that I think would transform this company overnight. You know, they could have bought PayPal. They could have bought back in the day, Roku. They could buy Yahoo right now. There's so many companies that have first-party data that would have allowed Trade Desk to really have this whole idea of ”

“I think Apploven has, you know, it's amazing to see the technology they've built, you know, sort of a black box, but if you think about Axon 2.0 and the ability for them to target ads in the gaming space to game players, leveraging the learnings they got because remember they used to own games and they got rid of that business after they had trained their systems on it. But they are an amazing technology layer that c”

Other executives at LightShed Partners

  • Walter Piecyk, Partner & TMT Analyst; Co-host, Autonomy Markets

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →