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S1E2: Disney & Uber

Strategy Simplified

00:00

Will Uber Ever Work?

We're bullish on Disney Plus. We think that it's a really great innovation inside the streaming wars. There may be tweaks that they'll need to make to their strategy, but ultimately at the launch, we think Disney Plus is a great idea. I have quite a different opinion about Uber than many popular economists. And you'll might be surprised by my answer.

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