Disney
includes Disney Store, Disney Cruise Line, Disney Plus
5 statements across 5 episodes · 4 bullish · 1 bearish · 4 people on the record · first statement Oct 31, 2022 by Alex Kantrowitz · said 14 times in 8 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Ranjan Roy (5), Alex Kantrowitz (4), Marc Benioff (3), M.G. Siegler (2)
tap a year for its mentions
2026 6 mentions in 4 episodes 2 per episode
- Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
- Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- every mention in 2026, scene by scene →
2025 4 mentions in 2 episodes 2 per episode
Everything said about Disney, oldest first
Oct 31, 2022 bearish
Kantrowitz: Netflix is an entertainment company like Disney, not tech
“I don't think Netflix is a technology company. I don't know. I know Netflix PR might write me about this, but they're an entertainment company, right? They're the same as Disney, and we've seen the stock market treat them that way.”
Nov 6, 2022 positive
Mar 20, 2024 bullish
Doshi: Graphic Designers Won't Go Extinct From AI but Will Retool
“So did all the people that you know, that were people that drew the two D cartoons, they lose their jobs. And, you know, that was the end of the end of an era. Definitely not people retooled the stories that came from them were still really material to their c…”
Dec 17, 2025 positive
Disney Announces $1 Billion OpenAI Investment and Sora Licensing Deal
“Disney on Thursday announced a blockbuster deal with OpenAI to invest one billion dollars. For an equity stake in the Chachapi Teammaker. As part of the deal, OpenAI will license more than 200 characters from Disney, so users can create AI-generated videos in …”