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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Do They Want to Be in This Streaming War?
Disney is in the business of creating assets that can be monetized for a long time. They're not really doing anything special for streaming, they're taking offline content and digitizing it to put on their streaming service. So that is the reason I feel they are better positioned in the streaming or in fact, they don't have to participate, but still benefit. It's all very classic ones from back in the kind of Golden Age, their kids.
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