What the Disney-Fox Deal Means for the Media Landscape

The video discusses the competitive landscape of streaming services, focusing on Netflix, Disney, and Amazon. It highlights Disney's strategic acquisition of Fox and its potential to create a subscription model similar to Amazon Prime. The video also examines Twitter's market position, noting its challenges and opportunities for activist intervention.

What are the implications of Disney acquiring Fox assets in relation to cable bundle negotiations?

What challenges does Disney face with the trend of cord cutting, particularly regarding ESPN?

How might Disney leverage its content and experiences to enhance its market position?

In what ways could Twitter's board structure impact its performance and attractiveness to activists?

What potential does Twitter have for growth despite its current challenges?