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Jason Bazinet
Managing Director of Media and Entertainment Research at Citigroup. He discusses Disney's earnings and the deal between ESPN and the NFL.
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Aug 7, 2025
• 37min
OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
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Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, shares insights into Disney's earnings, discussing the challenges of traditional business models and the NFL deal. Meanwhile, Mark Mahaney, Senior Managing Director at Evercore, breaks down Uber's impressive revenue growth and market positioning in the race for autonomous vehicles. They explore how both companies are adapting to a rapidly changing landscape and what it means for their futures in a competitive marketplace.
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