The Cult of Iger and the Future at Disney and ESPN
Sharp Tech with Ben Thompson
00:00
Disney Plus
Disney is spending a ton of money on shows like Andor, which I've heard is actually quite good. But the big mistake was acquiring 21st Century Fox for $71 billion because that's not that has nothing to do with Disney. If they hadn't made that acquisition, they wouldn't have this debt issue. They could back off to a look, we're going to have a Disney plus service that's just Disney content where Disney includes Marvel and Star Wars and those sorts of things. That fits with the Eiger to go full circle.
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