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Is Disney Plus Going to Change the Competitive Landscape for Entertainment?
This is a continuation of a prediction i made last year, and that is disney plus will continue to completely transform the competitive landscape for entertainment. So disney's a fly wheel, where every piece of content feels other parts of its business model,. whereas netflick's content has nowhere to go after you've seen it. A related prediction is that either some big tech company or some big media company is going to buy a m c movie theatres.