movie studios
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 23, 2026 by Ben Gilbert · across every show →
Everything said about movie studios, oldest first
Jun 23, 2026 negative
Frequent studio ownership turnover prevents multi-decade IP compounding games
“And Disney is playing a many decade compounding game, which can take three decades to really kick in. And all these other studios change ownership every decade. And so there's really not the right, like, ownership incentive structure to play a three-decade gam…”