

Disney's Board of Directors and Bitcoin Reverses Course
Jan 3, 2024
Disney's ongoing battle with activist Nelson Peltz and the support from ValueAct Capital for their board nominees. Bitcoin wipes out gains as uncertainty remains surrounding the SEC's ETF decision. Activist investors involved in Entain's board and their criticism of the company's deal-making approach. Discussion on the impact of generative AI on cyber threats and the dark history of Osage County. The future of the VC market and the importance of profitability.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Unusual Situation with Multiple Activist Investors in Disney
02:14 • 7min
Activist Investors Criticize Entain's Deal-Making Approach
09:37 • 6min
A Changing Sentiment in Gaming and a Discussion on AI and Cybersecurity
15:18 • 2min
The Impact of Generative AI on Cyber Threats
16:49 • 14min
Osage County's History and VC Firm Shutdown
30:39 • 2min
The Future of the VC Market and the Importance of Profitability
32:11 • 11min