50: Platform Chess
Downstream
00:00
Disney's Loss of Subscribers in India
Disney Plus in the US sits at about 43 million subscribers, right? That's about 30 million less than what Netflix has. We haven't seen any increase on the United States and Canada front from subscribers. And more importantly, we haven't seen Disney make any form of ripple effect with its original content outside of Marvel and Star Wars. If you can't scale, you have to monetize off the customers that you already have.
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