Disney

“Well, it turns out Disney probably spends 20, Comcast maybe spends 15, everybody else spends less. If you don't ask that question, the 15 doesn't tell you anything.”

“Netflix, all the questions are TV questions, like what shows, what light structures, what talent, how do they compete with Disney, what's HBO going to do, you know, what's their share of production in the UK, what happens if France starts regulating them, not …”

“Games, I'm really skeptical of the idea that, like, I just feel like a brand extension too far. I mean, I know, like, the whole, like, yes, everyone's a gamer now thing, but, like, I'm gonna sign up to Netflix, and I hear, like, they're spending a fortune, lik…”

“Fifteen billion dollars a year, which is what Netflix, for the sake of argument, what Netflix spends, and close to what Amazon spends. It's also what Disney spend, if you exclude sport. That's more than production budgets for the top, all broadcasters in the t…”

“This is like, there's not a winner takes all dynamic here. They're just one of many TV companies. And getting bigger and having more money does not mean that they can blow Netflix, that they can blow Disney and HBO out of the water.”

“Disney Plus sinks or swims on what shows, and what movies, and what rights, and what go-to-market, and what pricing, and what churn, what acquisition cost. It does not sink or swim on the decisions they make in the execution of the app.”

“It's you're buying, you're subscribed to Netflix because they spend 50, roughly fifteen billion dollars a year commissioning content, which is more than anybody in the US except Disney.”

“Adobe has basically done what Disney did in movies. They bought all the cool shit, and it's all Adobe.”