Disney, every mention
13 scenes, the whole family · ← back to Disney
tap a year for its mentions
every year anyone Benedict Evans 16Toni Cowan-Brown 2
Verbatim, from the transcripts: the passages where Disney comes up
Breaking and remaking media
- ▶ 19:02 Benedict Evans Now they've got direct competition from Disney plus and prime and Netflix.
Apple's Vision Pro
- ▶ 16:34 Benedict Evans The Disney Plus app has this thing where you can watch the movie, and like you're sitting in a land speeder on Tatooine, or you're sitting in like some Marvel villain base or something over New York.
AI, copyright and collective knowledge
- ▶ 21:42 Benedict Evans Um, and then Disney put it onto a Disney Plus streaming service, where of course there is no box office tied directly to that movie, it's just
TV after software
- ▶ 10:24 Toni Cowan-Brown But if you also have exclusivity rights, it means that actually, how are you getting people to talk about your shows if it's exclusive to one network, which means that you're thinking, well, actually we're a Hulu household, or we're a…
A new wave of company creation
- ▶ 1:46 Benedict Evans Why is Disney Plus doing that?
- ▶ 16:59 Benedict Evans And there's Disney Plus out there, which no one thought was a software company, and there they are with two hundred and twenty million subscriptions.
Lighting and tech diffusion
- ▶ 22:16 Benedict Evans With Disney Plus. 6 times in the scene
What's next for advertising?
- ▶ 19:45 Benedict Evans Um, which basically means that the, the Peacock app or the Hulu app or the Disney plus app can dynamically decide which ads you see based on which other shows you've watched and where you are and what demographic they think you're in.
Netflix isn't a tech company
- ▶ 20:23 Benedict Evans So everyone, so everyone signs up for Disney Plus to watch Mandalorian, and they watch it all, and they cancel.
- ▶ 39:38 Benedict Evans And, and, and is your biggest competitor Disney Plus or TikTok?
Why do we care about games?
- ▶ 4:06 Toni Cowan-Brown I was struck when, and I can't remember when he said it, and you might remember this, when Reed Hastings said that, or he famously told his shareholders that he thought that his company's stiffest competition was going to be the likes of…
- ▶ 22:08 Benedict Evans It could, but it does kind of leap back to, it leads back to pop culture, um, like, so Netflix viewing, like, exploded this year as well, obviously, um, and Disney Plus, and, and, and, and, and everything else, every kind of entertainment…
The paradox of Apple
- ▶ 19:51 Benedict Evans Does that matter to, um, to Peacock or to Disney Plus?