
40: The Reckoning
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Netflix Is Not Reaching the HBO Levels That We Were Hoping For
Hulu is not reaching the HBO levels that we were hoping. The easy answer is to say, we're going to take all of our owned contents and throw it onto Disney plus. But who's buying the platform without the content? If they buy the platform as I kind of wrote about this pug piece, that really inhibits them from spending additional money on buying Paramount or on buying Warner Brothers Discovery if Comcast wants to do that. And so my feeling on this, which I think Jason, you feel similarly about, so I want to hand it over to you in a second, is spin it off. Make it make it its own company. So it's off the Disney balance sheet and
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