Matt Deegan

The Media Club · 21 November 2025 · 45 min

Disney’s AI Gamble, MediaCity & Substack Growth

With Stuart Morgan, Cat Lewis

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In this episode of The Media Club, host Matt Deegan is joined by Stuart Morgan, MD & Founder of Audio Always, and Cat Lewis, CEO of Nine Lives Media, to discuss the week's media news. The conversation covers Disney's hints at integrating user-generated content and generative AI into Disney+, the escalating legal battle between Donald Trump and the BBC over a $5bn lawsuit, and the ongoing fallout from the BBC's Gaza film edit controversy. The guests also discuss the Telegraph's repeated sale attempts, Meta's antitrust win, the FT's launch on Substack, and the potential relocation of the Edinburgh TV Festival. The episode is recorded at MediaCity in Salford, highlighting the region's growing media industry.

Key takeaways

  • Disney+ is exploring user-generated content and generative AI, with Bob Iger hinting at plans.
  • Donald Trump is expected to file a $5bn lawsuit against the BBC, up from $1bn.
  • The BBC's Gaza film edit controversy led to resignations of Tim Davie and Deborah Turness.
  • The Telegraph is back on the market for the third time in three years.
  • Meta won an antitrust case, avoiding a breakup of WhatsApp and Instagram.
  • The FT launched a Substack for FT Alphaville to reach younger audiences.
  • British TV sales to the US exceeded $1bn for the first time last year.
  • Goalhanger launched 'The Rest Is Science' with Hannah Fry and Michael Stevens.

In this episode

  • Intro and Guest Introductions0:00 · Matt introduces guests Stuart Morgan and Cat Lewis, and they discuss their plus ones.
  • Disney's AI Gamble0:00 · Discussion on Disney+ plans for user-generated content and AI.
  • Trump vs BBC Lawsuit0:00 · Analysis of Trump's $5bn lawsuit against the BBC and the Gaza film controversy.
  • Edinburgh TV Festival Debate0:00 · Discussion on the potential relocation of the Edinburgh TV Festival.
  • Substack and Platform Trends0:00 · Discussion on FT's Substack launch, podcast platforms, and YouTube.
  • MediaCity and Regional Production0:00 · Discussion on the media industry in Salford and the north.
  • Audio Network Media Quiz0:00 · Quiz segment with tabloid-style headlines.
  • Outro and Listener Survey0:00 · Wrap-up and promotion of the listener survey.

Notable quotes

“I'm with Paul McCartney. I'm going to start making programmes with nothing with nothing in organic, organic programmes.”

Cat Lewis · 0:00

“I think they're almost reaching out to the younger generations who have grown up as gamers.”

Cat Lewis · 0:00

“I think it's really important for platforms. But interestingly, in terms of advertising, it's Netflix who were a predominantly subscription model who've now started taking adverts. It's actually reduced the advertising revenue on YouTube rather than it being the other way around.”

Cat Lewis · 0:00

“I think they need to shake it up. I think it needs to be much more forward-looking and it needs to be cheaper.”

Cat Lewis · 0:00

“I think it's a genius pairing. Hannah's great. I'm not as across kind of Michael's work, but I think it's really telling that they've kind of got that American host in there that's going to be sort of a YouTuber vsource, one of the first kind of successful learning channels, I guess.”

Stuart Morgan · 0:00

“I think it's really interesting. And I love the fact that it's made broadcasting much more of a level playing field so that you know any kid with a camera, you know, can make a film and put it out on YouTube.”

Cat Lewis · 0:00

Discussed

Disney+ · BBC · Audio Always · Nine Lives Media · Substack · MediaCity

Also mentioned: Bob Iger · Donald Trump · Tim Davie · Deborah Turness · Sarah Cox · Tommy Nagra · Paul McCartney · Boris Johnson · Gary Lineker · Hannah Fry · Michael Stevens · Kelvin MacKenzie · Rupert Murdoch · Karen Whiteman · William Hanson · Matt Hill · Financial Times · Telegraph · Meta · Netflix · YouTube · ITV · Channel 4 · Goalhanger

Mentioned or recommended

  • The Rest Is Science · podcast · Goalhanger
  • The Rest Is History · podcast · Goalhanger
  • Have I Sexted My Boss? · podcast · Audio Always
  • The Girls' Bathroom · podcast
  • TikTok Murder Gone Viral · tv show · Nine Lives Media
  • Panorama · tv show · BBC
  • Children in Need · event · BBC
  • Edinburgh International Television Festival · event
  • Creative Cities Convention · event
  • MIPCOM · event
  • London Content Market · event
  • Leveson Inquiry · event
  • A True Story · other · Nine Lives Media