Disney

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• neutral fact_claim Unattributed

  And they got rid of their yearly passes, they just got rid of them, they discontinued those season passes, which I used to get with my daughter and I used to take her whenever she had like a day off from school, or we'd call in sick, and I would just take her to Disneyland on a Wednesday was great data of the year.

• bearish criticism Unattributed

  But Disney plus plus, imagine all their merchandising, you open up Disney plus, I'm on the Mandel, I'm on the Mandalorian page, and I see by Baby Yoda. Why is that not set up? I mean, what are you thinking Disney, that you don't have, you know, 1000 or a million or 100,000 limited edition Baby Yoda is only for sale to Disney plus plus users, right? It's a no brainer.

• bullish endorsement Unattributed

  I think Disney should buy AMC now. And if you're a Disney plus user, imagine this Zach, you can go see the Mandalorian on whatever, Tuesday, Wednesday, Thursday, it's playing 24 hours a day, you can go see the last three episodes in a row, including Friday's episode, or you can wait for Disney plus on Friday. But if you have Disney plus plus, and you pay 40 bucks a month instead of 10, you get two free tickets. Can you imagine how great that would be?

• bullish assessment Chamath Palihapitiya

  Disney plus it's like Disney plus is their Amazon prime. Now it is not the side show. It is the show. And I think theme parks are a feature of Disney plus you buy Disney plus you get one day at the theme park, you buy Disney plus plus, and you get, you know, whatever a family pack for the theme park and your Disney plus login is your theme park login

• bullish assessment Unattributed

  If they had said to me, you could buy it for five years at $7 a month, uh, which would have been 60 months times seven, you know, I would have done it. I would have done it. I would have paid the four 50 or whatever it winds up being, you know, I would have just been like, yeah, I'll pay it for, for five years. Like going to be watching Disney and star Wars and Pixar films for the next five years.

• neutral fact_claim David Rosenthal

  Yeah, so, Kevin was put in charge of Disney Plus and streaming because he wanted operating experience and as part of his development as an executive within Disney, running a business line. But for many years, he was running the strat strategy and planning group, which is legendary at Disney and so important to the company.

• bullish assessment Unattributed

  i really am uh concerned about netflix long term i don't think they're going away but i do think that this is going to be a challenging environment for them with disney having run the table and bought star wars pixar and marvel

• bullish assessment Unattributed

  50 percent more than netflix because disney appeals to families kids and adults so if you're into marvel and star wars you get everybody

• bullish prediction Unattributed

  I told you disney would catch up to netflix they're well on their way uh netflix has 208 million subscribers disney's halfway there 103 disney's gonna blow past netflix

• bullish assessment David Friedberg

  hbo and netflix and amazon prime oh that's the other one i have and disney are on it they are on it trying to make incredible content and that is good for consumers on a global basis this is why

• neutral prediction Unattributed

  Instead, Disney's new focus on robotics will bring extreme Marvel and Star Wars characters to life.

• neutral fact_claim David Friedberg

  So, from the same article in The New York Times, Disney said it has no plans to replace human performers. Winnie the Pooh, Cruella Deville, Peter Pan, Princess Jasmine, and other beloved walk-around characters will continue to be played by people wearing costumes.

• neutral fact_claim Unattributed

  According to the article, one of Disney's senior robotics experts, Scott Lavallee, came from Boston Dynamics. While at Boston Dynamics, Lavallee contributed to an early version of Atlas, which is the robot you just saw doing parkour.

• bullish assessment David Friedberg

  So, a Buzz Lightyear that walks around, hopefully not with a real ray gun, is pretty interesting.

• neutral fact_claim Unattributed

  Okay, Disney, according to The New York Times, wants the robots in its parks. I'm reading a tweet here to come alive. One goal, setting them free from the confines of the rides and letting them wander walkways to turn the parks into, as one executive put it, inhabited places. The article covers how Disney's secretive R&D division called Imagineering is building AI robotics that model some of the brand's most popular characters.

• bullish prediction David Friedberg

  Okay, if this has been too dystopian for you, some good news. Disney is getting into sentient robots. Westworld is coming, hopefully without the same outcome.

• bearish criticism Unattributed

  Less focus on the constant releases that are all part of the one interconnected story, because it's not paying off at this point. It's hurting them more than helping.

• mixed assessment Lon Harris

  I mean, what we've seen is fewer players when these companies consolidate, it doesn't, it doesn't usually work out the best for those of us, uh, like viewers and fans. I mean, if you look at Warner brothers discovery, being the most recent example, you see a lot of layoffs when these groups combined, you see a lot of the new company deciding it doesn't really need to focus on things that the old company was focusing on so cartoon network kind of gets shelved and all of these things, bat girl, is

• neutral fact_claim Unattributed

  they've started to they they used to be very strict about no no disney plus is just family stuff hulu gets the adult stuff now they're blowing the lights like fx shows now stream on disney plus

• bearish criticism Unattributed

  i mean they have work to do they don't do things like comedy right so if they really want to start making this work they should make a run at comedy

• bearish fact_claim Unattributed

  disney plus had 124.6 million paid subs at the end of the last financial quarter and that was a decrease of 700 000.

• bearish assessment Unattributed

  i always thought disney could catch up to netflix it doesn't seem like they seems like they've stalled out

• neutral fact_claim Unattributed

  if you go to a Disney park it's all through the app you basically don't have a choice you have to download

• bullish assessment Unattributed

  we give first shot at those to the top the top longest tenured Disney plus subscribers. So if you have a Disney plus account for five years you get to buy tickets first on the holidays then second so you get a pre-sale a pre-sale at the beginning of the year and we collect the money ahead of time.

• bullish assessment Chamath Palihapitiya

  and we're starting a Disney miles program and a gamification well they have cruise ships too

• bullish assessment Unattributed

  It seems it's almost like Amazon Prime but it's like Disney Prime you're joining their like heavy users the Disney adults list yeah

• neutral fact_claim Unattributed

  Now that Disney owns Hulu outright, they purchased all the remaining shares that Comcast still held. They are going to sunset Hulu as a standalone app and platform and integrate it entirely within Disney Plus. By 2026, everybody will have a unified Disney Plus.

• neutral fact_claim Unattributed

  The Shanghai Shendi Group, a Chinese state-owned enterprise, owns 57% of the Shanghai Disney Resort. What? The Walt Disney Company owns 43%.

• mixed assessment Unattributed

  i think it could be disney jack is on the board of disney there's a lot of relationships i got they tried to buy it bob iger said he bailed on it

• bearish assessment Chamath Palihapitiya

  The good thing with Netflix and Disney, though, is that they're going to be very clear examples of the business impact of getting distracted.

• bearish prediction Chamath Palihapitiya

  In all of this fighting now, internally inside of Disney, not only are they going to lose essentially a fiefdom inside of Florida, but it's going to have repercussions with respect to taxes, with respect to debt, with respect to the quality of the service they can deploy. And that'll eventually flow through the business, and that'll be measurable by investors.

• bearish criticism David Sacks

  You're going to have to be Coinbase or be Disney. You're either going to have to give in to the mob and suffer the consequences, or you take the short-term pain of doing what Brian did and you basically realign everyone around the mission.

• bearish prediction David Sacks

  I don't think he's going to survive the year after what just happened at Disney. And it's because he gave in to the employees, took sides against the governor in Florida and the legislature, and they just ripped away Disney special privileges in Florida.

• neutral fact_claim Unattributed

  disney plus worldwide users today 118 um

• bullish assessment Jason Calacanis

  four years ago you know the idea that disney was going to challenge netflix and even to be technically competent was kind of laughable but um you know the big folks uh the big traditional companies they kind of lumber but man they're kind of like these giant elephants like very they might move very slow but when they do like it's a big footprint right it's a lot of weight coming down uh so they'll move slow but you don't want to be under them when they walk over you

• bullish assessment Jason Calacanis

  people were just looking at disney and thinking like how how could disney's business get any better and it'd be like if they had a hundred million people's credit cards and one click purchasing and 50 million people using their app every day that would be a lot better in other words they would have a massive distribution channel

• bullish prediction Jason Calacanis

  i think that disney is the one company that could produce uh you know a top three offering so they'll be right up there with amazon and netflix

• bullish prediction Jason Calacanis

  disney with espn with marvel star wars pixar and that whole collection including the disney assets of course the original movies they have an incredible incredible collection and when they go direct it will be very easy for them to get tens of millions of people to subscribe

• bullish prediction Chamath Palihapitiya

  and put it into google disney facebook microsoft you know those big names that we know 10 years from now the companies in all likelihood netflix going to be around be valuable have some giant consumer base so your money should go up greater than the inflation who knows you know long term but i like to think in 10 year

• mixed criticism Jason Calacanis

  You bundle the athletic subscription with Disney plus Hulu and ESPN. Like, oh, you bought Disney plus or you bought ESPN plus whatever Hulu. You get athletic with it or you're reading athletic and they upsell you. That's genius. Like, you're paying six, seven bucks. That was a whiff. That's a big whiff. Yeah. Bad job on the M&A team at Disney, which is the best M&A team in the business. They bought Disney, Pixar, and Marvel. But Bob Iger, who I've been trying to get on this program, producers, b

• bullish prediction Chamath Palihapitiya

  Apple could just buy Disney at any point in time if they were allowed to.

• bullish assessment Chamath Palihapitiya

  I mean, the thing is with the amount of cash they have, they could buy another company. There's always been this idea that Apple and Disney would merge. Mm hmm. If we didn't have, you know, the issues around antitrust, an Apple Disney merger at this point in time would be extraordinary.

• bullish prediction Unattributed

  And if they average 10 bucks and you've got $30 billion in cash flow coming in. Yeah. Crazy business. Now you add merchandise on top of that. Not to mention merch. Exactly. Licensing. It's going to be crazy.

• bullish prediction Chamath Palihapitiya

  and let's say they go to $10, they will have price of power. They'll probably go up a little bit. Then they'll be making 3 billion a month, 36 billion a year.

• bullish assessment Unattributed

  And so if you look at it as an investment in the archive, I think it'll be fine.

• neutral fact_claim Unattributed

  So they're making 12 billion. They're spending Disney 33 billion. So that means they're net 20 billion dollars negative for their archive.

• bullish endorsement Unattributed

  Right now it's HBO Max, Disney, Hulu, Netflix is my order of like, if I had to get, if you had those four, you could only pick two. I'm probably going to HBO, Disney.

• bullish endorsement Unattributed

  And so far, Disney has leaned into just keep growing at $799 a month. Such a better strategy.

• bullish prediction Unattributed

  They're going to blow past them. I will say Netflix and Disney in five years will have 300 million members each.

• bullish assessment Unattributed

  But in two or three years in market, they're halfway there. They're halfway there.

• neutral fact_claim Unattributed

  118 million. Disney's at 118 million.

• bullish prediction Jason Calacanis

  So I think there'll be actually four of these services that have a hundred million plus subscribers and that'll be, you know, the HBO, Hulu, Disney, Netflix, and you know, who knows who else will, will get there, maybe direct TV or YouTube, but multiple winners in the, in the winner's circle for this one. And Disney will be either number one or number two. They could even eclipse net, uh, Netflix. I know that sounds crazy to say right now, but if we look at it with a 10 year arc, it's completely

• bullish prediction Chamath Palihapitiya

  if you were watching the Mandalorian and they said, here's one of a hundred thousand first Brogu's, uh, the baby Yoda's. Oh my God.

• bullish prediction Chamath Palihapitiya

  I think Disney is the best thing that'll ever happen to Disney is going direct because they'll have everybody's credit card. And for the first time, they'll have a direct relationship with their actual audience.

• bullish fact_claim Chamath Palihapitiya

  Disney's way over a hundred million.

• bullish assessment Chamath Palihapitiya

  Disney for 10 or $15 a month, I think people would pay three times that for the product.

• bearish criticism Unattributed

  the scarlett johansson one seemed particularly lame

• bearish assessment David Friedberg

  there should be a ceo of whenever a unit hits some level of scale make a ceo

• bearish assessment Unattributed

  if i was running it i would have a ceo of marvel i would have a ceo not president ceo which is what they did with uh susan mojacki at youtube they gave

• bearish assessment David Friedberg

  you want people to sink or swim there needs to be one person in charge the buck needs to stop so what they should be doing is naming the ceo of pixar

• bearish criticism Unattributed

  you really want marvel and star wars and pixar all doing their own thing having their own fiftoms and then you get to have five great leaders in charge of five different sets of ip that's better for you because then if somebody does a great job the other people can look at what they did copy them if somebody's not doing a good job you fire them and it doesn't affect the other four units all that kind of stuff it's just

• bearish criticism Unattributed

  this is what like authoritarian ceos want to do yeah just turn creative people into widgets it doesn't work

• bearish criticism David Friedberg

  why should i put any work into this if it's just going to be the corporate overlords are gonna just roll me every time i want to do something interesting

• bearish criticism Unattributed

  i personally think this is just like a kiss of death move as a leader the ultimate king move of taking away that p l from each individual division and centralizing it under one i mean that's like business weeds i know but having worked at several house of brands that's a mess and it makes people furious because you effectively say to a bunch of grown-ups who are running their own businesses within a business sorry no we took that all away it's a stupid move

• bullish fact_claim Lon Harris

  disney plus hey we made a tv show out of every movie you've ever watched

• bullish assessment Jason Calacanis

  there's the mandalorian disney there's loki there's all those good disney plus shows

• bullish assessment Jason Calacanis

  well isn't hulu disney plus espn package like 20 bucks a month or 30 bucks a month i have a package i think so but it's the package

• bullish assessment Jason Calacanis

  and it's too expensive in the competitive landscape because disney that's it right if it was the only game in town no problem but disney is giving you everything everything i care about is on disney plus for eight dollars a month

• bearish criticism Jason Calacanis

  that's what hulu is doing to me right now i can't get hulu to work on my apple tvs in the second home they're like you switch your locations too many times you can only switch locations four times but then it works fine on my phone so then i'm mirroring like it's just too complicated complex

• bearish fact_claim Unattributed

  Kathleen Kennedy said they're not going to re, they're not going to recast. They, they felt like, they felt like they, the lesson they took from Solo, which did not, was not a hit.

• bearish criticism Unattributed

  it was without cause it was just like well that guy's coming for my job it's like very unexpected

• bearish assessment Unattributed

  to get rid of that guy and not have a plan in place with all the teams it's a pretty big move i mean it's a it's a huge transition moment to make without any warning at all or preparation for it

• neutral fact_claim Jason Calacanis

  Disney is spending, uh, 11 billion dollars this year on sports rights, which is a third of the 32 billion overall that they're spending on, um, content.

• neutral fact_claim Jason Calacanis

  So they won the bid to broadcast the rights, but. Okay. And we'll pay $3 billion for the privilege.

• bearish criticism Chamath Palihapitiya

  I mean, when did Obi-Wan actually take out his lightsaber, right? It's like, we want to see Obi-Wan and where's, where's Hayden? You know, like he's supposed to be here. Like they cast him. They made a big deal of sending him on the tour. Like we still haven't seen him.

• mixed assessment Jason Calacanis

  I'm finding this show simultaneously great and a little boring.

• bearish fact_claim Unattributed

  Disney has lost their cricket streaming rights in India.

• neutral assessment Lon Harris

  I do feel like Disney more than any of these other streamers is really, they're, they're, they're creating this new category of show where it is, it is in between a supplemental add on to another series, to some films. It's not maybe a full TV show, but it's not a film. It's this in between thing. I think a lot of the MCU shows kind of feel this way as well. Like they don't have pilots in a traditional sense. They don't have premises like you'd get from another show.

• bullish prediction Jason Calacanis

  But I do think that it is clear that our future will only ever be made up of Star Wars and Marvel.

• bullish prediction Unattributed

  There's no way I don't see Disney having two or three times the number of accounts they have two or three years from now.

• bullish assessment Unattributed

  We're in your language. Let's go. Here's the price. And it's done. It's done.

• bullish assessment Unattributed

  Because when Disney goes into a new geography, they don't have to clear their throat and introduce themselves. Nope. These characters are- Timeless. ...universally known and loved the world over. Yep. Yep. And Disney can just basically say, hey, we're here.

• bullish prediction Unattributed

  Disney will have a billion subs. This is my prediction.

• bullish fact_claim Unattributed

  Disney added seven and a half million subs last quarter while Netflix lost 200,000.

• bullish endorsement Unattributed

  Disney is great. And they just space it out for you.

• bullish prediction Unattributed

  Those opportunities are coming in the app, in-app purchases.

• mixed assessment Unattributed

  this idea that you could have a media company, that subscription, that every generation can enjoy together, to me is unprecedented in the world. Whereas Netflix is kind of long tail and pockets of like Chappelle shows over here, Orange is the New Black, Ozark. These appeal to very different groups of people. And I don't understand how incompetent Disney is that when you sign up for Disney Plus, at the end of the show, they don't play a trailer for the Star Wars experience and then have a one-cli

• bullish assessment Unattributed

  I think anybody who's a parent who gets Disney will never unsubscribe. All of us, yes. So if you're a parent, you're not going to unsubscribe. And these things become timeless. Like, we watch Star Wars. My daughters, who are six years old and 12 years old, they are now into Obi-Wan. They're into Clone Wars. Now we have that shared IP. Marvel, you're having shared IP. We all grew up reading X-Men comic books. And now we're going to have the X-Men movies with the Avengers movies because they just

• bullish prediction Unattributed

  I think the subscription business that Disney is building has such amazing opportunities. I don't understand who's running product there, but, you know, and I said this on CNBC and I almost got laughed at the show. I said, they're going to be bigger than Netflix. Just watch. Like, it's obvious to anybody who looks at content that their content and IP library will result in more subscribers ultimately, especially on a global basis where these characters transcend.

• bearish criticism Unattributed

  We ran the numbers and Disney has actually underperformed the S&P 500 for 30, over the last 30 years. So all of the things about Disney that make it a great company, we could all cite those things, the parks, the kids' connection with the characters. But it's a media company. But in the end, ESPN and ABC suck. If you bought the S&P instead of Disney 30 years ago, you did better.

• bullish endorsement Unattributed

  I feel like that could be like a decade long holding for me.

• bullish endorsement Unattributed

  But yeah, I think this is the time if you were going to start building a position, because

• bullish assessment Unattributed

  You know, Marvel, like, and our kids are going to Disneyland and our kids are not going to Netflix land.

• bearish fact_claim Unattributed

  You know what's Disney is more expensive than Netflix right now.

• bullish endorsement Unattributed

  I've been looking at Disney, I've been wanting to get into Disney for a while, but it kind of spiked up and now it's under a hundred again. And I was like, I think I'm going to buy some Disney.

• bullish prediction Unattributed

  Disney is going to become the global sub leader. And I think they're going to have five, six, seven of these subscription services and then super mega bundles and everything.

• bullish prediction Unattributed

  I'm going to make my claim that in 10 to 20 years, I could see Disney having wait for it. The first streaming company in history to hit 1 billion global subs.

• bullish endorsement Unattributed

  I bought before we got on air, 250 shares of Disney at $103 boom.

• bullish assessment Unattributed

  I think Disney is just getting started.

• bullish assessment Unattributed

  Disney plus is the T-Rex chasing the Jeep in, uh, Netflix's Jeep in Jurassic park.

• bullish prediction David Friedberg

  I said on CNBC before Disney plus even existed. I said, Disney plus is going to catch up and then exceed the number of subscribers as Netflix. I believe that's still going to happen.

• bearish prediction Jason Calacanis

  I do actually think that there are stumbles on Disney's horizon. I really do. Leadership matters.

• neutral fact_claim Lon

  Well, also on the Disney side, you've got that. They keep raising the price of the individual services. So Disney plus might go up. Hulu goes up. ESPN plus just announced a big price. Like, but if you get that Disney bundle, they keep it more stable. That's what they want you to do is like, make us your bundle. Yeah.

• mixed assessment Lon

  seen a business side CEO generate this level of hate this quickly. Like the, the feeling among, I, I, I'm going to Orlando to visit my mom in a few months and I pulled my Twitter following, where should I go? Like, is there a theme park I should go to for a day while I'm there? And the overwhelming consensus was universal now beats Disney in Florida. That Disney stuff is overpriced. The new stuff is kind of flopping. The like interactive hotel overpriced stuff. I feel like there's a sentiment ou

• mixed assessment Jason Calacanis

  And then I want to throw in this wrinkle about Disney because yesterday, Jason bought Disney in a J trade. We're all in on Disney plus, no question. Yes. But I do wonder if Disney isn't headed into a little bit of a leadership issue because there have been all these rumblings about Bob Chapik. He did keep his job. The board was like, no problem. You have your three year contract. But literally yesterday, Bob Iger, former CEO, was out here trashing Chapik and saying that hiring him and putting hi

• bullish prediction Unattributed

  i think disney's clearly going to be number one

• bullish prediction Unattributed

  the bloomberg analyst says i don't think they're going to be the number one streaming services i agree disney's going to win that

• bullish prediction Unattributed

  i think these streaming businesses are going to be juggernauts i think disney is the first that will get to a billion and then it's going to be netflix or hbo max discovery that will get to a billion after them

• bullish prediction Jason Calacanis

  can we see disney be a 500 share price

• bullish prediction Jason Calacanis

  My theory again, is Disney will have 1 billion subs.

• bullish assessment Jason Calacanis

  I feel like these brands will last for the ages. And my theory on that was, there is going to be a fundamentally new business in having a billion subscribers. Remember, Disney was not really in the subscription business, right? They were in the IP business, they would license their content to other people. And now a direct one on one relationship with customers.

• bullish fact_claim Unattributed

  disney has passed netflix

• bullish fact_claim Unattributed

  the flip has happened disney and all their assets with subs now has 500 000 more subs than netflix

• bullish assessment Unattributed

  disney has a wider group of assets

• bullish prediction Unattributed

  total subs for disney's collection to 221.1 500 000 more the gap will continue

• neutral assessment Unattributed

  disney to me says okay kids hulu says to me teenagers adults

• bullish assessment Unattributed

  I think the hulu brand is a sleeper

• bullish endorsement Unattributed

  talk to about with other adults like other adults at a dinner party say hey did you see the bear

• bullish assessment Unattributed

  i think netflix dropped their playbook and disney picked it up because remember we were talking like this about netflix a couple years ago we're like oh this orange is the new black is very like different

• bullish endorsement Unattributed

  so here we go i think this uh plays into my or tour uh concept the bear they took a chance on that right

• bullish assessment Lon Harris

  i mean i think we've you know we've basically been saying first of all they're they're aggressively expanding internationally they're doing it quickly they're breaking into all of these markets and they because of all of the stuff that they own they have an easier time than a lot of other companies they can integrate with star plus in countries where they already have star plus and with other sort of systems that they already own they've got hulu in the us so uh they're able to do that quickly a

• neutral fact_claim Unattributed

  fox which is bought by disney got it from fox when they bought fox's assets i think that this is a

• bullish fact_claim Unattributed

  what chapik was basically saying this week is it's still underpriced and it'll probably

• bullish assessment Unattributed

  i believe chapek said that about disney plus two that he feels that they're that was their strategy didn't they come out at seven six or seven dollars that was absurd ... yes they they came out in an absurdly low one and now they're going to raise it because the ad the ad package is coming out so for 7.99 a month you'll be able to get disney plus but it will have ads you'll have to go up to 10.99 a month ad free

• bearish criticism Jason Calacanis

  my new favorite villain in the streaming universe bob chapik delivering today delivering this week with enraging the fans it was wednesday i think he made some live some comments at uh wall street journal live i was like oh i cannot wait to hear chapik step in it because if there's anything we're learning about this guy right there you know clearly there are divisions in opinions about his leadership and but what they seem to be based on is the fact that he just puts his foot in his mouth every

• bullish prediction Unattributed

  So it's the same with all your Hulu shows. It's the same with all your streams on ESPN plus, whatever sports you're into. Like they're going to know all of that as well.

• bullish assessment Unattributed

  It's basically, from Disney's perspective, it's all one thing.

• neutral fact_claim Unattributed

  this entirely in terms of Disney plus, but bear in mind, Hulu, ESPN plus they're, they're the same.

• bullish prediction Unattributed

  They could drive a million people into a McDonald's this weekend.

• bullish endorsement Unattributed

  That's why I'm buying the stock. I'm not telling you to buy the stock Molly, but you redesigned both Disney and

• bullish prediction Unattributed

  The advertising tier is going to be insane. I'm just letting people know now the ability to capture whatever number of people they get on the advertising tier is going to be extraordinary. And I think they, there are creative ideas. They could use it here around, here around, uh, consumption.

• neutral fact_claim Unattributed

  Disney plus is on a $7.7 billion revenue run rate at its current size and price. ... So in August, you see, I think what you're starting to see in these numbers is a little bit of the impact, right? Of, of Disney in August, announcing a price hike for Disney plus starting December 8th. Monthly will jump from $8 a month to $11 a month.

• bullish assessment Unattributed

  If you're watching Andor, it probably leans towards your, your older, you maybe have a little bit more disposable income and you love Star Wars. Those, those are the people we need to promote the Star Wars cruises to the, the higher end experiences. You know, the people watching Tales of the Jedi, they're probably younger. Those are probably more kids.

• bullish assessment Unattributed

  I mean, that's really what they like is that they can then see, like, look at all these people, not only watching in Canto, but buying the soundtrack, getting the, we need an in Canto parade at the park, you know, like it's, it's that level of, of integration where every division is learning from every other division and making it better.

• bullish endorsement Unattributed

  I will give you my one idea and then I will go back to the revenue for Disney plus specifically, but not only, so everything you said, I get to the park. I pull up the app based on my viewing history in the app. It has a map for me. It's like, you are going to enjoy this and this and this. Here's your personalized map. And here are other people in the park who share the same interests as you. You could opt into this obviously, but you could literally have, you could sort of have data feed meetup

• bullish prediction Unattributed

  Now we all get Andor and they are going to have an Andor meet and greet with the characters and they're going to do a cosplay and they're going to have Andor outfits and we come on the Andor weekend. This is the stuff. Yeah. That, that, that would make Disney 10 X and I, as a shareholder is a very influential shareholder. I am just letting people know I'm not activist. I'm constructivist at this moment in time, but I will not say constructive.

• bullish prediction Unattributed

  It's going to take two or three years said, this is the, this is the end goal. And he tends to talk about it, not only in terms of everything you're saying, in terms of practical integration, like I'm on, I'm watching Moana on Disney plus. Hey, do you want a Moana tee? I feel like that's obvious, but shopping is talking about it even on the next level of integration, which would be the data. Like it, Disney plus knows you went to Disneyland last month and that you went on pirates of the Caribbea

• bullish endorsement Unattributed

  All that matters is that they keep pulling the string on Disney plus. ... I want to open Disney plus, and I want my daughters to see the top 10 best days to go to Disney based on, uh, how many people are going to be there. I want them to see the top 25 Marvel products that are coming, the limited edition, the sneakers, whatever one product to unite them all. That's what needs to happen here. They'll get there.

• mixed assessment Unattributed

  Disney reported fiscal Q4 and full year earnings per fiscal 2022. The stock was initially down about 13% on Wednesday due to missing revenue expectations. ... That revenue, uh, was $20.1 billion up 9% year over year. That was a slight miss on expectations. Disney stock is up two and a half percent today. Parks revenue grew about 36% year over year to $7.4 billion. So the COVID effect is clearly over in the parks. ... And then media and entertainment revenue fell about 3% year over year to $12.7

• bullish endorsement Unattributed

  I told her it's so effing good.

• bullish assessment Unattributed

  I think it's, he's trying to bring a little bit more of a sense of like real, the real history of revolutions... and to make it a little bit more like gray... it's so smart.

• bullish endorsement Unattributed

  It's kind of like Logan, you know, the film, like to care about X-Men or comic book movies or whatever you could watch Logan and be like, holy crap, that is a phenomenal movie and story. And that's kind of how I feel about Andor.

• bullish endorsement Unattributed

  I paid more attention on the second viewing than the first... this show is tremendous.

• bearish fact_claim Unattributed

  like strange world the new sci-fi animated disney one is tanking in theaters and right people are waiting to catch it on disney we can wait

• bullish endorsement Unattributed

  business ceo of twitter best job in the business ceo of disney exactly if those two things are an option it's a pretty easy one pick disney

• bullish endorsement Chamath Palihapitiya

  yeah you go to disneyland yeah you got marvel you got star wars you got pixar you can get your friends into disneyland you can throw a birthday party at disneyland for any of your friends you

• bullish endorsement Unattributed

  you never leave the ceo job at disney it's the best gig in the world

• neutral fact_claim Molly

  it's christine who calls bob eiger personally and says please come back and eiger says i would love to and the board boots chapek brings back eiger

• bearish fact_claim Molly

  she blindsides bob chapek in a board meeting with data and numbers that he claims he hadn't even seen where she had to give the board really bad news about how the company was doing under his leadership

• bearish criticism Molly

  chapek then started making some questionable decisions that were heavily scrutinized such as jacking up the price of the parks passes that whole scarlett johansson black widow lawsuit a hugely unpopular reorg and then of course getting in a big huge fight with ronda santus and progressive customers over the don't say gay bill

• neutral fact_claim David Friedberg

  that elsa from frozen frozen in frozen three four five whatever it is is going to be a lesbian and i'm like who cares like yeah and they're like well there's no sexuality in these like disney movies there's no you know gender and you know this is something they're bringing up for the first time

• neutral fact_claim Unattributed

  ratios between two three simpler terms every dollar of equity disney has about 48 cents in debt for every dollar assets it has 23 cents in debt that's interesting so if you thought about it like

• bullish endorsement David Friedberg

  So if, when I run Disney corporation, I'm going to give the ability for kids and their parents to write a Grogu bedtime adventure and publish it to the Disney plus site for other users to see, and then it would be a leaderboard of the best Grogu stories. And, you know, Disney would vet them and you have to be a paid user.

• bullish prediction David Friedberg

  I said, here's how it would work with the New York Times and chat GPT or Grok and Disney, whoever you authenticate with your Disney plus at chat GPT or vice versa. And then it unlocks these features. So if you're at the chat GPT website, you're at the Grok website or the Claude website, it says connect your New York Times account, connect your Disney plus, connect your Netflix. When you do that, all of a sudden those characters light up, you click on the Mandalorian and you, it gives you prompts

• mixed assessment Unattributed

  as a user, this is a plus. As a publisher, media, copyright holder, I would not think it's a plus. But it's very easy to work around.

• bullish assessment Unattributed

  It's not creepy. It's not in that uncanny valley. They've made it to the other side of the valley, which a lot of people, myself included, didn't necessarily think they were going to.

• bullish assessment Unattributed

  I do feel like this is a genuine step up from where we've been.

• bullish fact_claim Unattributed

  Sora, we talked about it earlier on the show. I have some big news. It has reached the absolute top of the iOS app store here in the United States, besting even ChatGPT, besting even Google Gemini, which means that OpenAI has yet another hit on its hand.

• bearish prediction David Friedberg

  I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go to a trillion based on people being enthusiastic or irrationally exuberant. If you remember those two words from another era, irrational exuberance. We are in the irrational exuberance era right now with private companies like OpenAI.

• neutral assessment Chamath Palihapitiya

  Yeah. So there are multiple dynamics here. Often they don't want people clearing their entire position and not being motivated because

• bullish assessment Unattributed

  which people are taking to indicate that they're big believers in the company.

• bullish assessment Unattributed

  Not a demand issue, a supply issue. Employees in the company didn't put up as many shares as they could have in this tender offer,

• neutral fact_claim Unattributed

  This is a secondary offering, folks, so it's employees selling their shares. But what was interesting, Jason, is that there was a total of $10.3 billion in authorized sales, but only $6.6 billion traded hands. Why?

• bullish fact_claim Unattributed

  it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talked about a minute ago, and the tender offer was worth about $6.6 billion in total.

• mixed assessment Unattributed

  hey, we're a seed stage company like Lovable, and we're making 75 million. We only have 40 employees, and we're making almost 2 million employees. Yeah, it's nice to go raise a bunch of money, but I don't think most investors would want to see you be that profitable, to answer your question.

• bullish assessment Unattributed

  Whereas an AI software company like Lovable, if it becomes very well-known and it goes viral on social media, you know, you got 20 people building it, 40 people building it, and you have unlimited number of people who can use it.

• bearish criticism Unattributed

  Maybe Midjourney should have done Vibes. Maybe they should have hired 10 more developers to do Sora, right? And make an app and a social network. So they're probably not taking advantage of the moment enough and not putting that work, putting that to work.

• bearish criticism Unattributed

  Midjourney was built by a bunch of rich people. And it was early, and they have a ton of revenue, and it looks like their annual revenue is 500 million, so they're making 12 million per employee. Obviously, that's not sustainable or real. It might be for them for some period of time.

• neutral prediction Unattributed

  I think the entire future of Reddit is to go there and get an LLM search box and then underneath it have, you know, make it look like Google with the search box or perplexity or anybody, Brave Search, DuckDuckGo, DuckDuckGo, have it be a search engine and underneath it have all of the top communities. And then it should be studying you and doing your for you page and serving you up stuff. And they really should just assume that the era of free search engine traffic is going to be deprecated slow

• bearish criticism Unattributed

  Well, ironic because Reddit does have a deal with Google that pays them for access to their information. And as we talked about it, I think at the end of last year, Reddit put together its own search product that you and I were pretty bullish on, but then doesn't seem to be discussed or mentioned. I never see people using it. So I wonder if their own kind of in-house search portal is a bit of a flop, which surprises me, frankly, given that I thought that was going to be successful.

• bearish assessment Unattributed

  So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. It was around 240 earlier in the week and now it is down to $208 per share. So yes, a lot of downward pressure there, perhaps from the Google SEO situation.

• bearish fact_claim Unattributed

  People were saying that the stock is down because of this, like 5% or 10% because Reddit typically appears in the lower rankings.

• bearish fact_claim David Friedberg

  that they no longer had the ability to pass on the tag, you know, like search results equal 100. And that tag is how people who were doing SEO and how people were doing scraping and any kind of, you know, understanding how Google ranks things, they would load that page one time. Now you have to hit next, next, next, next. You got a low 10 pages, you know, and so you can no longer hit their API and get a hundred pages. That's significant. So a bunch of websites like Reddit, I think Reddit, you ca

• bullish assessment David Friedberg

  So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hundreds of millions of dollars, if they lose an extra $1 or $2 million a month at this point in time. And then getting continued growth and having more users sign up for free and then funneling the free users into the paid product. And then, of course, I'm sure these browsers will have advertising built into them. The other thing that's interesting is these browsers are a backdoor f

• bearish assessment David Friedberg

  We are in the irrational exuberance era with private companies like OpenAI. It's nothing personal to them or Sam.

• bearish criticism Unattributed

  Amazon Prime Video has introduced AI features and then almost immediately pulled them due to backlash and them not working correctly. Last week, they were automatically dubbing anime films and shows into various languages using AI. But it wasn't working very well. The AI performances were very poor. Sometimes the dubs would go beyond the parameters of the scene that they were in, so it didn't really make sense. Audiences did not like it at all, so they pulled it all back. And then this week, jus

• bullish prediction Alex

  Incepting a Jedi story in your brain using one of these and you ask Neuralink or one of the other people doing this, like, is that an infringing? Well, yes, because Neuralink will become the new Disney world. And so in five years, Disney will do a deal with Neuralink that you will be able to experience any of the Star Wars movies.

• bullish assessment Lon

  Now you have the precedent. And Google is a good actor. And this is different than indexing the web, taking a small snippet and using it. The output is now protected IP. It's indisputable. If you make a character and you make a profit building that character, you're now infringing on Disney's ability to do that. So every single IP holder needs to do a deal like this. They need to plant a flag so that if you're the New York Times and you have Wirecutter, Wirecutter needs to immediately do a deal

• neutral fact_claim Lon

  Disney did one specifically. They don't get James Earl Jones in all uses. They get him just for Darth Vader. So what we're going to see now is the second wave of these deals, which will be different artists might have in their contracts already that their voice can be used. They might not. But a voice performance is critically important.

• bullish endorsement Unattributed

  And now they could take Pixar and what Disney should do next is they should say Pixar is available for your LLM to the highest bidder. And they should go to Sergey and Google and say, Sergey, would you like to license for Nano Banana all of the IP or these 200 characters from Pixar? These 20 Pixar films are now available. Then they should take the Marvel characters and they should go to Claude and Anthropic and say, we have the Marvel characters available. Would you like the Marvel ones?

• bullish endorsement Unattributed

  What's great about this deal is now Sam Altman, because he has a commercial arrangement with Disney, if anybody else uses those Disney characters globally, where there's IP protections, he can go to Disney and say, Disney, remember we're paying you for it to license these?

• bullish assessment Unattributed

  Well, the owner of Pixar, Marvel, Star Wars, it makes sense. They have the most AI, text-to-image, friendly catalog of any company on earth. Yeah.

• bullish prediction Jason Calacanis

  The Disney Plus channel, imagine you could make yourself into a Jedi Knight and you could then upload your photo. You know, kids might really get into this. You upload your photo. You can make, you talked about this, Freebird, a couple of times of the future of narrative storytelling. You up your photo and then it makes you into a Jedi Knight.

• bullish prediction Jason Calacanis

  It was essential that somebody get a deal like this done. Now that we have a major deal like this, every single LLM is going to have to do this.

• neutral prediction Jason Calacanis

  So the most important thing here is now that there's a commercial relationship, every other lawsuit that's going on will be able to point to this.

• bullish assessment Jason Calacanis

  I think this is a big damn deal.

• neutral assessment Lon Harris

  I mean, I think we're seeing the first effort to sort of codify this relationship.

• neutral fact_claim Ed Catmull

  So, now it's a blend. Right. Some of the people want to do musicals. Some don't. And the philosophy we have is it's driven by what the director wants to do and what they're personally connected with. The decision's theirs.

• bullish fact_claim Ed Catmull

  the first three films were critically well-reviewed, very well-reviewed. But they weren't really noticed, because Disney, at this point, wasn't known for doing well. Then we did Tangled, which is now a musical. So, it was very successful. Then Wreck-It Ralph, which was an extremely creative film. And then followed by Frozen, which kind of knocked the socks off. But Frozen was followed by Big Hero 6, followed by Zootopia, which are not musicals.

• bearish criticism Ed Catmull

  once you discover something that works, like the musical worked, and the phrase they used was, it's the new American Broadway. Right. Once you do that, if you make everyone the same, you become artistically bankrupt.

• bearish criticism Ed Catmull

  They wanted it to be a musical. And actually, we love musicals. Nothing wrong with a musical. Yeah. So the issue isn't. But that would ruin Toy Story.

• bullish prediction Chamath Palihapitiya

  And I do think that those two places, Netflix and HBO max are going to be like the new stuff. And then Disney will be the mining for gold.

• bearish criticism Unattributed

  What's that sports... I can't think of the sports outfit that the New York Times just bought? And we were like, that's a miss by Disney because they could have the athletic. So Netflix could conceivably have bought the athletic, granted they don't necessarily need a print outfit, but they could have done that to turn it into like a sports streaming vertical to compete with ESPN, which is increasingly one of the losers in Disney's portfolio.

• mixed assessment Unattributed

  I don't want our entertainment universe to be sequels and spinoffs of the same IP for the rest of my life and my child's life, which is Disney's plan, right? They're just like, we've got IP for days. And it's like Taco Bell right now. They've got tortillas, meat, cheese, lettuce, and tomatoes. And they're just going to mix and match that sucker into, you know, it used to be a double decker taco and now it's a chalupa. Like, it's a lifetime of spinoffs of the same content, whether it's Marvel or

• bullish fact_claim Unattributed

  Netflix has 27 nominations and Disney has 24.

• bullish fact_claim Unattributed

  Tane writes total streaming subscribers, Netflix, 221.8 million growing 9% year over year. Disney, 196.4 million growing 34% year over year.

• bullish fact_claim Unattributed

  Disney's still at whatever, six bucks

• bullish assessment Jason Calacanis

  they're fast on their way to becoming America's only entertainment company.

• bullish prediction Chamath Palihapitiya

  there's no doubt in my mind that they could get this average revenue per user up at least 50%, probably double.

• bullish assessment Chamath Palihapitiya

  Disney Plus customers are getting a heck of a deal.

• bullish assessment David Friedberg

  And why it just continues to have all of these little, you know, growth engines in there.

• bullish endorsement Chamath Palihapitiya

  Disney Plus, which is an extraordinary product that if you have kids, you basically are going to have this until they are no longer kids, at a very minimum.

• bullish prediction Chamath Palihapitiya

  I believe Netflix and Disney, all destined to have a half a billion paid subscribers globally at some point.

• bullish assessment Chamath Palihapitiya

  I think they're getting more audacious and I think it has to do with globalization as well.

• neutral fact_claim Chamath Palihapitiya

  Disney announced their earnings for Q1 2022 after the bell yesterday and the stock popped as much as 5% in the early window after a 34% increase in revenue and a 37% increase in Disney Plus subscribers.

• bearish criticism Jason Calacanis

  this is where he literally does not understand two fundamentals and one is talent management and the other is business and that is how you get your ass fired

• bearish criticism Unattributed

  and then with the scarlett johansson thing that's another misstep where they should have just said scar joe you've been so loyal to the franchise what's the number

• bearish criticism David Friedberg

  they should not have come out of the gate at five thousand dollars they should have come out of the gate at more reasonable price they should have looked at the first year as an investment break even on it and they should have had a lottery and they should have just made it more accessible

• bullish endorsement Unattributed

  eiger obviously 15 years of experience way a presence that hollywood people are going to be way more comfortable having in the room and that you know in la that matters it's going to go a long way towards being able to make these deals towards being able to make stuff happen

• bearish criticism Unattributed

  i mean to me looking at it from the content streaming side i i certainly don't think it was just parks i don't mean to give that idea and i also think in terms of content the the spend is outrageous i mean disney's there they lost money last year or last quarter in terms of just revenue on spending because they're spending so much on disney plus content but it's also i mean if you think about how they're using utilizing these brands you've got pixar they're sending most of their projects directl

• bearish fact_claim Unattributed

  or five grand a night or something it was five grand per person but you would pay for the whole trip which was i think two nights or three nights but yeah it was thousands per person i mean it was

• bearish criticism David Friedberg

  they should have given their parlance very simple they should have said how many years out of the past 10 have you had a season pass we're going to start with people who are 10 out of 10 and we're going to grandfather you in for the next 10. we'll go with people who are 9 out of 10 we'll grandfather you in for the next 9 out of 10 you can still have a season pass but then we're going to start a season pass wait list and we're going to just work off the wait list and we're going to just give it t

• bearish criticism Jason Calacanis

  an attendance mix problem at disney like it was this weird kind of vaguely talking about poor people racial overturn overtones yeah i mean he was like disneyland's getting kind of trashy we got to like make it more premium yeah yeah so even if eiger had sold it better it was gonna be hard to sell a massive price increase like that right out of a pandemic right but when you basically are like disneyland's getting kind of trashy we need to raise prices

• neutral fact_claim Jason Calacanis

  disney has one bad quarter under chapek like a bad one and they're like you're out iger's back the end

• bearish endorsement David Friedberg

  the eq issue i like the uh p and l issue too i had forgotten about that that was a big one too

• bearish criticism Jason Calacanis

  i personally think this is just like a kiss of death move as a leader the ultimate king move of taking away that pnl from each individual division and centralizing it under one i mean that's like business weeds i know but having worked at several house of brands that's a killer move and it makes people furious

• bearish criticism Jason Calacanis

  he did a lot of that all in a row and and actually this might be a good time to to go to this video from back in the day not right this second but like immediately when he came on right it was just misstep after misstep after misstep most of which seem to be related to both eq and maybe a little bit of like ego

• mixed fact_claim Jason Calacanis

  disney stock up seven percent on the news a great day for j traders still down 38 year to date but eiger is back effective in case you're wondering if this is voluntary on chapek's part bob eiger is back as ceo effective immediately and bob check up chapek has quote stepped down eiger has served uh agreed to serve as ceo for two years with two mandates from the board one set the strategic direction for renewed growth disney's revenue last quarter only grew about nine percent year over year and m

• bullish prediction Lon Harris

  I have a prediction. I got a hot take. I'll Bill Simmons style about what Bob Iger is going to do this time around. I think it's gonna do another three Pete.

• bearish criticism David Friedberg

  chapec said we're going to take away your pnls to each of the leaders that is like just neutering them he basically said everybody's under the cfo everybody's going to be on one pnl that infuriated

• bearish criticism David Sacks

  well you kind of mentioned this uh i picked bob jpeck who's the former disney ceo he was eiger's handpicked successor three years ago then the pandemic hit which shut down the theme parks but then i think the big mistake was allowing himself to be malmout by woke employees into picking a fight with desantis over the so-called don't say gay bill uh that caused desantis to retaliate by threatening the special privileges that disney enjoys in the state and then he had eiger undermining him behind t

• bullish prediction David Friedberg

  yeah man what a swing bob chapek uh in and then out and now bob eiger back so i feel like i got this one wrong and right at the same time i still believe in the company deeply i think they're going to have a big win

• bearish assessment Chamath Palihapitiya

  the fact that disney has been decaying for the past year is more emblematic of the fact that they've gotten into this social culture war and half the population of america said we're not going to support your business like they did to butt light and i'm not adjudicating the rightness or wrongness of either bud light or disney but the answer is in the actual results the people are not walking into the store

• neutral fact_claim Unattributed

  consider selling nat geo and a bunch of other channels there may actually be a spin-off because content creation for that mid-tier or that tail no longer makes that viable profitable because there's so much content being generated by this very long tail that's accruing a lot of the eyeballs and a lot of the hours of consumers mindset and time

• neutral fact_claim Unattributed

  It doesn't matter if they're good or not. It's their IP.

• bearish prediction Unattributed

  Disney is going to launch their own Dolly type stable diffusion product where you can do this. Put yourself on a star, make a Star Wars character. Disney's not gonna be any good at this.

• neutral assessment Unattributed

  Well, I think what they're doing is they know that Marvel and all the Disney characters, all the Star Wars characters, they're very protective of their IP.

• bearish criticism Chamath Palihapitiya

  the biggest loser in business was the go woke community who tried to synthetically and artificially use all these social movements as a way to drive revenue and just got totally burned. So Disney, Bud, Target, and I think the statement from consumers is, look, just sell a product, stay in your lane, make a better and better product for us at lower and lower prices. And otherwise, just let the politicians and the voters decide social issues.

• bearish criticism David Sacks

  My biggest business loser is Disney. It seems that every aspect of Disney's business s**t the bed in 2023. I mean, all their majors theatrical releases flopped amidst a conservative backlash against its woke social stances. You may recall that the actress who played Snow White in the remake accused Prince Charming of being a stalker. Even their Marvel franchise suddenly had bombs. They had to fire Jonathan Majors, who was doing a fantastic job playing Kang in an entire franchise arc. They're goi

• bullish assessment Marc Benioff

  Disney can proactively go out to their consumers and their customers and say, hey, come enjoy the heat with us all. You know, Disneyland, we're going to give you a special promotion or price or contest or whatever it is to come to Disneyland. So we want to be able to proactively go out and generate revenue.

• bullish fact_claim Marc Benioff

  Now with Disney, if you go to DisneyStore.com, that's Salesforce. If you go to the Disney parks... Disney guides run on Salesforce. They have Slack too. They've got, we do DisneyStore.com. We have Disney Plus because, you know, the service now like fell over and we had to like replace that inside the Disney Plus call center. We have, we'll do the Disney cruises and the Disney real estate and we have every Disney customer test point all wired up. So the amalgamated data set that we have around Di

• bullish fact_claim Marc Benioff

  I was just with Disney last night. And Disney has AgentForce. They have the newest version, which we call Atlas, which is our most accurate, not just model, but we have an extremely unusual technique that we'll talk about. And Atlas delivers for Disney, for their cast members, which are their employees, through extremely complex problems that it's solving for them, more than 90% accuracy and almost no hallucinations. And in some cases, 95% accuracy and almost no hallucinations.