Disney, Plus

Disney makes it very approachable, but I've just like read all their IR stuff and like it's not It's not hard. Like it's it's really cogent. I mean it's quite refreshing moving from analyzing loss making, fast growing tech companies to a company like Disney that just makes it plain, makes it clear, it makes a lot of sense. Yeah. Isn't trying to hide the ball. Yeah.

Alright. Let's do it. Let's do it. Welcome to Season 5, Episode 7 of Acquired, the podcast about great technology companies and the stories behind them. I'm Ben Gilbert, and I'm the co-founder of Pioneer Square Labs, a startup studio and early stage venture fund in Seattle. And I'm David Rosenthal, and I am a general partner at Wave Capital, an early stage venture firm focused on marketplaces based in San Francisco. And we are your hosts. This time it's different.

These are four very dangerous words that should set off an alarm every time you hear them. Bob Iker, the CEO of Disney, is trying to achieve the pipe dream of what has failed so many times before in the media industry. combining content and distribution under one roof. It has been tragic before, famously with AOL Time Warner and recently being tried with Comcast NBC Universal and ATT Time Warner. But Disney has to compete against digital disruptors like Netflix, who have successfully built their own distribution and content in house.

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