Disney, every mention
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Verbatim, from the transcripts: the passages where Disney comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 2:29 Ben Gilbert They're in the midst of a transition to streaming with Disney Plus and Hulu.
- ▶ 38:38 David Rosenthal No Disney plus back then, baby.
- ▶ 43:37 David Rosenthal Next, they launched Disney retail stores across the country.
- ▶ 43:47 David Rosenthal In Disney retail stores.
- ▶ 43:56 David Rosenthal So, they build more than 750 Disney stores, retail stores, in, in, like, basically every mall in America.
- ▶ 44:12 David Rosenthal And on the weekends, these American families, they go to the mall, they go to the Disney store, they buy the merch, they revel in all this Disney, like, it is back to the peak of Disney under Walt, where it just takes over America,…
- ▶ 44:57 David Rosenthal So, okay, home video, Disney retail, and then three, Broadway.
- ▶ 1:24:10 David Rosenthal I mean, it's like COVID for Disney parks for the few weeks and months after September 11th.
- ▶ 1:24:50 David Rosenthal Fairly quickly thereafter, they're forced to close the vast majority of the Disney retail stores that they had opened in malls across America.
- ▶ 1:28:43 Ben Gilbert We are about to spend a good chunk of time on the Disney Plus launch later the episode.
- ▶ 1:29:12 David Rosenthal Disney Plus launched with Sentry as the centralized error logging service behind it.
- ▶ 1:30:05 David Rosenthal Including Disney Plus, which, let me tell you, is our favorite stuff in this household, actually works.
- ▶ 2:45:20 Ben Gilbert They have 19 attractions across four lands with two hotels, or doing any attribution from Disney Plus revenue, or any of the licensing deals that they did for a long time with Netflix.
- ▶ 2:45:58 Ben Gilbert Disney Plus are either Pixar or Disney Animation.
- ▶ 2:46:27 Ben Gilbert And this is on Disney Plus, which is the biggest strategic bet that the company has made in the last decade.
- ▶ 2:52:16 Ben Gilbert And then, of course, part of the reason people subscribe to Disney Plus.
- ▶ 3:04:02 David Rosenthal So Disney decides to launch Disney Plus.
- ▶ 3:04:32 David Rosenthal I mean, without Disney Plus and its own streaming service, Disney wouldn't have the ability to control discoverability of its films and shows.
- ▶ 3:05:27 Ben Gilbert Having Disney Plus, and we'll talk about all the trade-offs involved in this in a minute, because God are their trade-offs, but the thesis is, if we do this and we stand up our own streaming service, then we can form deep, direct…
- ▶ 3:05:39 Ben Gilbert We can create these whole sort of universes on Disney Plus that more deeply explores the characters from given movies, which creates more IP that the parks can use, which creates these merchandising opportunities, spin-off shows, all this…
- ▶ 3:11:48 David Rosenthal He directs all the creative studios within Disney, Disney Animation, Disney Live Action, Pixar, Lucasfilm, Marvel, to start producing content and gearing up specifically for the new first-party Disney streaming service coming in, on top of…
- ▶ 3:12:22 David Rosenthal And Rupert has concluded that the best path forward for Fox is to combine with Disney and lend its scale, its content, and its efforts to Disney's first party streaming service to compete with Netflix.
- ▶ 3:18:18 Ben Gilbert Yeah, but the general philosophy of we're gonna go buy a deep library, and we're gonna buy a third of a general streaming service with Hulu, not a specialized curated one with universes like Disney, it does kind of give them this kitchen…
- ▶ 3:18:45 Ben Gilbert Without diluting the pristine Disney brand, as long as you can keep Disney Plus really separate from Hulu in the mind of consumers.
- ▶ 3:19:12 David Rosenthal The long-awaited Disney streaming service the very next month in April, 2019 at an investor day that they hold to announce Disney Plus.
- ▶ 3:19:27 Ben Gilbert The clarity of product vision of the original Disney Plus is incredibly laudable.
- ▶ 3:23:44 Ben Gilbert If you look at the Marvels, Ant-Man, Quantumania, Eternals, this is even ignoring the Disney Plus shows, some of which were very cool, Loki and WandaVision, but the existence of them by trying to be bigger and broader and more expansive…
- ▶ 3:25:43 David Rosenthal From the end of Acquired's twenty-nineteen Disney Plus episode, in which we were incredibly excited about Disney Plus.
- ▶ 3:25:57 David Rosenthal One reason to doubt it, it being Disney Plus, is I think Disney may be underestimating just how much content people need to stay satiated.
- ▶ 3:27:50 Ben Gilbert TV show on Disney Plus and being like, oh man, that kind of shatters how I think about Obi-Wan.
- ▶ 3:35:41 Ben Gilbert How does Disney Plus go?
- ▶ 3:36:05 David Rosenthal Disney Plus
- ▶ 3:37:08 David Rosenthal Ben, as you said, Disney Plus is just sitting there.
- ▶ 3:37:12 David Rosenthal When they announced Disney Plus originally, Disney said that their goal was to get 60 to ninety million subscribers within five years.
- ▶ 3:38:25 David Rosenthal As we head into the next year, there start to be some cracks in the Disney Plus strategy.
- ▶ 3:39:17 Ben Gilbert So the interesting thing, they're all in on this Disney Plus and Hulu, this streaming strategy, and the question is, is there actually a pile of gold worth chasing in streaming?
- ▶ 3:41:09 David Rosenthal Meanwhile, losses at Disney Plus are just piling up as they're spending all of this money in production and customer acquisition cost and churn management and technology development.
- ▶ 3:41:26 David Rosenthal In Disney's fiscal Q-four earnings call when investors start asking a lot of questions about these losses at Disney Plus and Bob J.
- ▶ 3:43:05 David Rosenthal Disney Plus, it's doing great.
- ▶ 3:43:07 Ben Gilbert What Disney Plus ended up being is so different than the original thing they conceived of Disney Plus as.
- ▶ 3:43:16 Ben Gilbert And I think all the downstream effects of the Disney plus strategy, it wasn't just like, great, execute the strategy.
- ▶ 3:46:20 David Rosenthal They aggressively bundle it with Disney Plus and Hulu.
- ▶ 3:46:23 David Rosenthal Basically, if you subscribe to ESPN Plus, you can add Disney and Hulu for
- ▶ 3:46:34 Ben Gilbert The first is obviously the general bundling theory, which is, eh, even if I'm not that big of a Disney Plus fan, I'll just subscribe to this whole bundle, and that, that way you get subscribers that you wouldn't have otherwise, the, the…
- ▶ 3:47:23 David Rosenthal And there's all sorts of criticisms that you could levy at them, and people do, like, they're charging too much, they're nickel and diming, but especially as ESPN has been declining, and as Disney Plus streaming has had a rocky go at best…
- ▶ 3:50:57 Ben Gilbert First, some stats on Disney Plus, since that is the strategic focus of the company today.
- ▶ 3:51:02 Ben Gilbert A hundred and thirty-two million people are Disney Plus subscribers.
- ▶ 3:51:46 Ben Gilbert We've been talking about Disney Plus in this, like, oh, it's low margin,
- ▶ 3:51:56 Ben Gilbert They have transitioned revenue sort of from other places into Disney Plus now.
- ▶ 3:52:15 Ben Gilbert So it's nearly triple Disney plus.
- ▶ 3:52:29 Ben Gilbert And that's Hulu and Disney plus combined.
- ▶ 3:53:19 Ben Gilbert Disney had that severe dip from COVID, parks closing, investing in Disney+, massive losses from investing in Disney+, and they're almost back to where they were.
- ▶ 3:53:46 Ben Gilbert So to put numbers on the investment into Disney plus cumulatively, there were thirteen billion dollars or so of losses that Disney incurred in building it out in that segment.
- ▶ 3:54:03 Ben Gilbert This is not, and probably never will be, the margins of owning cable channels, but it is definitely a, a writing of the ship, versus how expensive it used to be to run Disney+, acquire, retain, subscribers, all that stuff.
- ▶ 3:57:48 David Rosenthal And, and this is Disney Plus.
- ▶ 3:59:05 David Rosenthal And the main question here, which is, was Disney plus the right strategy?
- ▶ 3:59:59 Ben Gilbert In my heart, I want Disney Plus to be a boutique streaming service with just high-quality content on it, to not be messing around with Hulu, to just focus on the core franchises, and somehow also to discover a streaming business model that…
- ▶ 4:00:38 David Rosenthal As a consumer and as a parent, I want Disney Plus just to be what it is to me, which is the very best parenting product ever invented in the history of humankind.
- ▶ 4:04:09 Ben Gilbert Disney Plus also constrains your reach.
- ▶ 4:04:41 Ben Gilbert So they do have Disney Plus.
- ▶ 4:05:16 Ben Gilbert In the Disney Plus world, Disney Plus doesn't actually give you the reach that being on the biggest streaming services would give you.
- ▶ 4:07:12 Ben Gilbert The one thing that I, uh, that I don't think has become true is that Disney Plus provides a deeper relationship with customers.
- ▶ 4:07:27 Ben Gilbert Disney plus viewing habits.
- ▶ 4:16:22 Ben Gilbert It's got a deal with Disney Plus.
- ▶ 4:18:46 Ben Gilbert Disney Plus versus streaming competitors.
- ▶ 4:18:50 Ben Gilbert So the pitch of Disney Plus versus other vertical competitors, Peacock or Paramount Plus, is that it has higher quality, durable franchise intellectual property that those other ones don't really have.
- ▶ 4:21:01 Ben Gilbert Hulu and Disney Plus keep getting closer and closer together, the more they bundle it and, and put the content in each other's apps.
- ▶ 4:31:59 Ben Gilbert ESPN, BAM Tech, uh, a Disney Plus episode from 2019.
The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
- ▶ 4:14:22 Ben Gilbert Kind of feels like with direct consumer Disney Plus, those two things got confused.
The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
- ▶ 3:38:07 David Rosenthal Hey, in addition to Disney plus and Hulu,
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 1:36:22 Ben Gilbert Disney+, Duolingo, friends of the show over at Vercel and Anthropic, there's Cloudflare, GitHub, Atlassian, also a ton of indie developers who are shipping features at two in the morning.
- ▶ 2:34:33 Ben Gilbert Some of the best thing, if not the best thing in the Star Wars, modern Star Wars franchise available on Disney Plus.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 1:27:55 David Rosenthal Or if I literally just read off Sentry's website, Disney+, Cloudflare, GitHub, Anthropic, Vercel, Atlassian, all use Sentry.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 34:41 Ben Gilbert Infoseek was bought by Disney and later shut down.
- ▶ 3:34:38 Ben Gilbert And then Andor season two on Disney was excellent.
Indian Premier League Cricket (Audio) · Acquired
- ▶ 20:47 David Rosenthal So from his perspective, he's like, hey, I started Disney India.
- ▶ 1:42:49 David Rosenthal They say, we will broadcast it over the top as Disney, soon to be Disney Plus in the coming years.
- ▶ 2:59:13 David Rosenthal Well, not just globalization, that's always a priority, but Disney Plus.
- ▶ 2:59:18 David Rosenthal And, uh, what are you gonna count in Disney Plus?
- ▶ 2:59:37 David Rosenthal And so Disney Plus is the major strategic priority.
- ▶ 2:59:54 David Rosenthal Disney's trying to grow and juice Disney Plus subscribers.
- ▶ 2:59:59 David Rosenthal Get IPL rights and stream them on Disney Plus.
- ▶ 3:08:45 Ben Gilbert Yes, for the five years, Disney Star re-ups their deal, but they just get the TV rights.
- ▶ 3:08:57 David Rosenthal So, that's only five hundred million more than the two and a half that they did
- ▶ 3:10:44 David Rosenthal Remember, Disney Plus is the cornerstone of Disney's strategy at this point in time under Iger.
- ▶ 3:10:57 David Rosenthal He's now come back from retirement, and Disney Plus has gone from the most incredible, greatest strategy, greatest thing from sliced bread to this total albatross hanging around the company's neck, and now they lose IPL digital streaming…
- ▶ 3:11:13 David Rosenthal So the next quarter when Disney reports earnings, remember Disney plus been the cornerstone of the company strategy for the last five, six, seven years, and it had been growing.
- ▶ 3:11:29 David Rosenthal Disney's passed a hundred and fifty million global Disney plus subscribers.
- ▶ 3:11:41 David Rosenthal Disney plus subscribers that they lose on a net basis.
- ▶ 3:11:53 Ben Gilbert And the interesting thing is if you break it out, the Disney plus core actually does keep growing, but Disney plus hot star takes this huge hit and starts contracting.
- ▶ 3:44:10 David Rosenthal In November, twenty-twenty-four, Viacom-eighteen slash Reliance and Star Disney merged in an eight and a half billion dollar deal.
- ▶ 3:46:49 Ben Gilbert The TV rights that Star owns, fine, very predictable, but it's not like
TSMC · Acquired
- ▶ 2:25:35 Ben Gilbert I also think I previously had only read The Ride of a Lifetime and watched the Disney Plus special about sort of the history of Disney and Disneyland.
Hermès (Audio) · Acquired
- ▶ 2:05:31 David Rosenthal The Disney Plus of Taylor.
Holiday Special 2023 (Audio) · Acquired
- ▶ 2:18:33 David Rosenthal And, um, Disney Plus, despite all the turmoil and Iger and all that, it's a hell of a drug.
Enron · Acquired
- ▶ 3:25:58 Ben Gilbert My second one is a Disney Plus show called Andor.
- ▶ 3:26:21 Ben Gilbert It's the best Star Wars Disney Plus thing.
Amazon Web Services · Acquired
- ▶ 2:42:51 Ben Gilbert Mine is a very enjoyable show that I watched on Disney plus is a Marvel show called moon night.
- ▶ 2:42:59 Ben Gilbert The best show that I've seen on Disney+, but it is the best acting that I have seen in any of the Marvel Cinematic Universe shows.
SONY (75 years of electronics history in 3 hours) · Acquired
- ▶ 1:40:21 Ben Gilbert So anything that comes out from Sony pictures, Netflix, you know, has the first opportunity for, but they also have signed a licensing deal with Disney for Disney plus and Hulu too.
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