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Disney

also referred to as: disney+

includes Disney Experiences, Disney FastPass

17 statements across 10 episodes · 11 bullish · 1 bearish · 5 people on the record · first statement Apr 26, 2025 by David Senra · said 18 times in 8 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (6), James Cameron (1)

tap a year for its mentions
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024202420252026episodes it came up in
001.5234202420252026episodesmentions per episode
2026 8 mentions in 4 episodes 2 per episode
2025 9 mentions in 3 episodes 3 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Disney, oldest first

Apr 26, 2025 bullish
Assertion Supported
Senra: Apple's iPhone revenue alone eclipses Disney's entire combined business
“Apple makes more from the iPhone if they just had the iPhone and nothing else than, like, Disney does from every single thing they've ever, like, they, everything, all their theme parks, all their movies, everything else, just, like, that one single product.”
David Senra Apr 26, 2025 ▶ 29:05 What Great Founders Really Do | David Senra on TBPN
Aug 9, 2025 bullish
Insight
Hays: Disney's ecosystem moat makes its IP far harder to replicate
“It's hard, extremely difficult and time intensive to create valuable IP. And Disney's advantage is they have this sort of, like, three 60, and that they can make a film, and they can bring it to Disneyland, they can bring it to a cruise, they can create physic…”
Jordi Hays Aug 9, 2025 ▶ 32:38 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Aug 9, 2025 bullish
Prediction Open · timeframe Aug 2030
Coogan: Disney will win AI copyright revenue through the courts
“And I think that they will through the courts, especially because as like big companies, like you're not, so it's not this crazy, oh, there's like a bunch of kids doing random things.”
John Coogan Aug 9, 2025 ▶ 23:49 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Aug 9, 2025 neutral
Prediction Not checkable as stated
Coogan: Fully AI-generated custom content won't be Disney's domain
“And so I do think that the fully AI generated, fully custom content that will exist, but it will exist on independent third-party platforms. It won't be the domain of Disney.”
John Coogan Aug 9, 2025 ▶ 36:29 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Aug 9, 2025 positive
Prediction Not checkable as stated
Hays: AI content customization will take off via interactive film variations
“I think that broadly, like, content customization will probably take off, because you could, Disney can make a film now, and then you could make millions of different variations of it that become interactive with, like, the underlying fan.”
Jordi Hays Aug 9, 2025 ▶ 31:49 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Aug 30, 2025 bullish
Opinion
Pop Mart executes a Disney-style monetization playbook on new intellectual property.
“Seems like Popmart's capable of running, like, a Disney-esque monetization playbook on top of somewhat new IP, which is pretty crazy.”
John Coogan Aug 30, 2025 ▶ 23:54 How LABUBU made BILLIONS
Aug 30, 2025 bullish
Opinion
Coogan: Pop Mart Executes Disney-Style Playbook on New IP
“It seems like Popmart's capable of running Like, a Disney-esque monetization playbook on top of somewhat new IP, which is pretty crazy.”
John Coogan Aug 30, 2025 ▶ 1:57:47 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Sep 20, 2025 bullish
Prediction Not checkable as stated
Cameron: Meta Horizon and Disney+ will transform 3D distribution within 18 months
“The only reason they don't is because there's no defined distribution model. But that's coming. That's what the Disney Plus agreement with Meta Horizon TV itself, you know, it's, everything's gonna change in the next 18 months.”
James Cameron Sep 20, 2025 ▶ 40:48 Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5
Dec 12, 2025 neutral
Opinion
Coogan: Disney is picking OpenAI over Google as the winner in AI video
“It does feel like Disney's sort of like picking a winner here in AI video, and they're saying like, we like OpenAI and we don't like Google, which is sort of a bold move.”
John Coogan Dec 12, 2025 ▶ 21:23 Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
Dec 12, 2025 bullish
Assertion Supported
Coogan: Disney is investing $1 billion in OpenAI and licensing IP to Sora
“Disney, which is investing one billion dollars in OpenAI and is going to license their characters for use in Sora.”
John Coogan Dec 12, 2025 ▶ 19:23 Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
Dec 12, 2025 negative
Assertion Supported
Hays: Disney accuses Google of massive copyright infringement with AI models
“As Disney has gone into business with OpenAI, the Mouse House is accusing Google of copyright infringement on massive scale, using AI models and services to commercially exploit and distribute infringing images and videos.”
Jordi Hays Dec 12, 2025 ▶ 20:55 Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
Dec 12, 2025 neutral
Assertion Supported
Coogan: Disney's three-year Sora deal includes over 200 characters and Disney+ streaming
“Disney's three year licensing deal Will let users generate videos using Sora of more than 200 Disney, Marvel, Star Wars, and Pixar characters. A curated selection of these short videos will be available to stream on Disney+.”
John Coogan Dec 12, 2025 ▶ 19:46 Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
Feb 5, 2026 positive
Disclosure
Altman: Personally excited to 'open the floodgates' on generating Disney IP
“I'm not sure what the team is planning there. I know Disney's had some different opinions about how they, what they want to do and try to be a good partner there, but I'd be excited to open the floodgates personally.”
Sam Altman Feb 5, 2026 ▶ 24:51 FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
Feb 14, 2026 bullish
Prediction Not checkable as stated
Hays: Content IP holders will benefit from falling AI production costs
“I think if you have a lot of IP right now, And the cost to produce great content drops dramatically. You're going to benefit from that.”
Jordi Hays Feb 14, 2026 ▶ 7:08 Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
Feb 18, 2026
Assertion Supported
Hays: Disney sends cease-and-desist letter to ByteDance over Seedance 2.0
“Disney, as expected, sent a cease and desist letter to ByteDance over C-dance two point O.”
Jordi Hays Feb 18, 2026 ▶ 27:36 The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
Jul 16, 2026 positive
Assertion Supported
Disney Returned At Least $70 Billion to Shareholders Via Buybacks
“Disney, across dividends and buybacks, has returned, like, seventy billion, maybe more, to shareholders”
John Coogan Jul 16, 2026 ▶ 18:09 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
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