Disney is now at over a hundred millions of zubs. When they go direct, it will be very easy for them to get tens of millions of people to subscribe. If they took every marvel comic book, or every starwars action figure, or every ticket sold fo the next couple of starwars films, and included a three month or six month customer acquisition cost would be zero dollars. Now i think that disney is the one company that could produce, you know, a top three offering, so they'll be right up there with amazon anda net flicks.
In this rapid fire news episode, Jason covers a16z-backed Dfinity's crypto class action complaint (02:46), Snapchat and Twitter's massive earnings (19:33), the CCP considering turning it's ed-tech sector non-profit (34:15), Alphabet's new company (40:23), San Francisco's 17M sq. ft. of vacant office space (47:22), and then reflects on some old Disney+ predictions (58:28).