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Moatt Capital
Moatt Capital
The $4.2 Trillion Dollar Question

Oct 11, 2026

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2 min read

The $4.2 Trillion Dollar Question

The global entertainment and media industry will hit US$4.2 trillion in revenues in 2030.

Moatt Capital
Moatt Capital
Private Equity takes full control of Wasserman/The Team

Oct 6, 2026

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1 min read

Private Equity takes full control of Wasserman/The Team

Providence Private Equity has secured additional investment into The Team, finalising the takeover from Wasserman.

Moatt Capital
Moatt Capital
Mattel receives a $6 Billion unsolicited offer, at nearly double the company's market cap.

Oct 6, 2026

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1 min read

Mattel receives a $6 Billion unsolicited offer, at nearly double the company's market cap.

Authentic Brands Group is looking to buy Mattel for $6 Billion, somewhat north of the firms $3.8 billion market cap.

Moatt Capital
Moatt Capital
Redbird takes majority stake of Puck at $250 Million valuation

Oct 6, 2026

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1 min read

Redbird takes majority stake of Puck at $250 Million valuation

Redbird becomes an owner of Puck and Airmail to expand and cement the direction of the publishing platform founded by Kelly and Shapiro.

Moatt Capital
Moatt Capital
WME Makes Strategic Investment to launch Creator Labs

Oct 6, 2026

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1 min read

WME Makes Strategic Investment to launch Creator Labs

As more personalities own their content WME is investing into helping creators build and scale their businesses.

Moatt Capital
Moatt Capital
The True Cost of AI: Big Tech Starts to Remove Token Subsidies Pre-IPO.

Oct 3, 2026

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2 min read

The True Cost of AI: Big Tech Starts to Remove Token Subsidies Pre-IPO.

How compute economics, throttling and variable intelligence could reshape the AI business model.

Moatt Capital
Moatt Capital

Analysis

MOATT BLACK: REPORT 01 AI Regression and how variable intelligence could reshape the AI Business Model

Sep 7, 2026

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6 min read

MOATT BLACK: REPORT 01 AI Regression and how variable intelligence could reshape the AI Business Model

How compute economics, throttling and variable intelligence could reshape the AI business model.

Moatt Capital
Moatt Capital
THE SUCCESSION PROBLEM

Aug 28, 2026

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1 min read

THE SUCCESSION PROBLEM

A thesis we coined in May this year, as firms continue to replace junior staff with AI, cutting costs for PR headlines to improve stock prices. It goes without saying that big tech loves to follow a trend, and this is the current misplaced party line.

Moatt Capital
Moatt Capital
THE DOCKET: AUGUST

Aug 17, 2026

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1 min read

THE DOCKET: AUGUST

Hidden fees, phantom managers, and media giants at the bar: Court's in session.

Moatt Capital
Moatt Capital
THE DOCKET: JULY

Jul 20, 2026

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1 min read

THE DOCKET: JULY

Hidden fees, phantom managers, and media giants at the bar: Court's in session.

Moatt Capital
Moatt Capital
THE DOCKET: JUNE

Jun 30, 2026

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2 min read

THE DOCKET: JUNE

Memoirs, models, and media giants in the crosshairs: Court's in session

Moatt Capital
Moatt Capital
Audemars Piguet x Swatch: Luxury's AI Distress Signal

May 22, 2026

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1 min read

Audemars Piguet x Swatch: Luxury's AI Distress Signal

Moatt Capital
Moatt Capital
THE DOCKET: MAY

May 7, 2026

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2 min read

THE DOCKET: MAY

Fraud, fines, and platforms playing dirty: Court's in session.

Moatt Capital
Moatt Capital
TASTE IS THE NEW MOAT

Apr 27, 2026

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2 min read

TASTE IS THE NEW MOAT

Culture is now everything. The ability to maintain a meaningful differentiator is shrinking fast. With LLMs leveling the playing field across expertise and workflows. Finance, legal and SaaS are facing a major shift in how they operate, retain and grow their client base. For potentially the first time in history, all three industries will need to put culture front and centre—not as a marketing function, but as a core operating principle.

Moatt Capital
Moatt Capital

Connecting Culture to Capital


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