Activist investor Nelson Peltz has ideas for Disney's board. Unity Technologies CEO steps down. Unity's controversial pricing changes. Trian Partners increases stake in Disney. Questions about Disney's turnaround. Growing trend of unretirement. 'Dead Alive or Branson' game in entertainment industry.
Read more
AI Summary
AI Chapters
Episode notes
auto_awesome
Podcast summary created with Snipd AI
Quick takeaways
Unity faced criticism for not considering developer feedback on pricing changes.
Nelson Peltz's involvement in Disney highlights leadership concerns and potential positive changes.
Deep dives
Unity's pricing controversy and backtracking
Recently, Unity, a technology company that helps developers create and operate content in 2D and 3D, faced backlash from developers due to changes in their pricing structure. They introduced a runtime fee, which developers found controversial and expressed their anger through a collective letter. This fee would be charged every time a qualifying game was downloaded by an end user. Unity eventually backtracked on the fee after community uproar and acknowledged that they should have taken the feedback of developers into consideration.
Disney's leadership shake-up and activist investor interest
Activist investor Nelson Peltz has become one of Disney's largest shareholders, with about $2.5 billion worth of stock. This move highlights ongoing leadership questions at Disney, as well as concerns regarding succession planning. The company has faced criticism for not being able to move beyond Bob Iger, who has had several retirement episodes in the past. However, Peltz's involvement could potentially bring positive changes, such as a focus on toning down culture wars and prioritizing smooth streaming operations, while reinstating the dividend to give investors a reason to be patient.
The trend of retirees returning to work
During the pandemic, over 2 million people retired earlier than expected. However, a significant number of these retirees are now considering returning to work either due to financial reasons or for the social and intellectual stimulation that work provides. While some may face challenges reintegrating into the workforce, such as ageism, many employers recognize the benefits that older workers bring, including experience, reliability, and productivity. It is important for retirees to have a solid retirement plan, including a financial buffer and a thorough evaluation of their retirement readiness.