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32: Disney Bobs

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Comcast and Hulu Live TV

I think Comcast is going to get a very nice payout for hulu, if that happens when it comes to it. I do think there is an inherent belief amongst a lot of very smart people at Jeff Shell and iGIR,. A Kevin Mayer, that hulu plus hulu live TV combined are great offering for what they do within that Disney bundle. It's a glue, but I always describe hulu as glue. It ties everything together in a way that really helps with revenue. But I was wrong about Chepac. I will be wrong about other things. I just I personally wouldn't wouldn't combine them. At least not yet.

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