Episode 169 — Family-Friendly Disney

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 19 April 2019

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era. Links Ben Thompson: Disney and the Future of TV — Stratechery Ben Thompson: Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T — Stratechery Daily Update Disney CEO Bob Iger Unveils Details on Disney+ Streaming Service — CNBC Ben Thompson: Airbnb and the Internet Revolution — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Transcript

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0:00.0	Hi, James.
0:01.2	Ben, how are you?
0:02.9	I'm pretty excited, actually.
0:04.6	We're talking about Facebook, aren't we?
0:07.0	No.
0:08.1	That is a funny response, both because no, we are not, and two, because we're talking about
0:13.1	the exact opposite sort of thing.
0:14.9	Like, all the Facebook discussions, as of late, there's a lot less strategy and a lot
0:18.6	more sort of like hand to the face sort of stuff.
0:20.7	I like talking about strategy.
0:22.1	We are talking about a fascinating strategic decision.
0:24.7	And it is not Facebook.
0:25.9	It is family friendly Disney.
0:28.7	Oh, wow.
0:29.3	That was a nice segue.
0:30.6	I am impressed.
0:31.9	Well, I mean, there was nowhere to go but up after that joke.
0:35.2	So I wrote this week about super interesting announcement that happened last week.
0:38.5	I actually kind of hinted at it on the podcast.
0:40.6	Disney announcing their sort of streaming service, which we knew was coming.
0:43.8	We've talked about Disney several times in the past, actually.
0:46.5	It's a really interesting company for all kinds of reasons.
	...

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