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111: Pepe Coin, Hollywood Writers Strike & Blumhouse’s Business Breakdown

Not Investment Advice

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The Confusion Around Distribution

There's still these crazy concentrated centralized forces in media, right? Like Disney, for example, you look at that organization and organizational chart. I guess the conversation then becomes like, can they operate without these people? And in the short term, it feels like absolutely not, right? But ultimately it's like standing in front of a steamroller over a long period of time,. It's like this stuff is going to change.

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