Time Warner, every mention
6 scenes (2026), the whole family · ← back to Time Warner
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every year 2026 anyone David Rosenthal 8Ben Gilbert 1
Verbatim, from the transcripts: the passages where Time Warner comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 52:01 David Rosenthal Of all the traditional media companies, more valuable than Time Warner, more valuable than Viacom, more valuable than Fox and News Corp.
- ▶ 1:18:15 David Rosenthal Steve Case approached him before Time Warner about an AOL Disney combination.
- ▶ 1:18:33 Ben Gilbert I mean, looking at what AOL did with Time Warner, AOL merged its stock that was highly marked, but the intrinsic value of the company was actually worthless with Warner Brothers, like a, a real durable, stable company, at least at the time.
- ▶ 3:00:31 David Rosenthal But the very next day, Disney stock drops 10%, and over the next couple days, Fox, Time Warner, and Discovery all experienced similar drawdowns, and Viacom, which people view as even more indexed to
- ▶ 3:02:21 David Rosenthal So over the next couple of years, Time Warner sells itself to AT&T.
- ▶ 3:02:29 David Rosenthal Spins out Time Warner, which then merges with Discovery.