Katzenberg Says Content Is a Kingmaker But Platform Is King in Media

The video discusses the ongoing transformation in the entertainment industry, highlighting the uncertainty in identifying winners and losers. It praises Disney's strategic moves under Bob Eiger's leadership and expresses confidence in leaders like Reed Hastings. The discussion shifts to the importance of platforms over content, using Netflix as an example. It also explores Apple's potential in the streaming market and Amazon's unique business model. The video concludes with the idea that the strongest and most creative companies will prevail in an oversupplied market.

What factors contribute to identifying winners and losers in a rapidly transforming industry?

How has Bob Eiger's leadership impacted Disney's position in the entertainment media industry?

In what ways does the concept of 'content is king' evolve in the context of modern platforms?

What challenges does Apple face in the streaming business, and how might it leverage its resources?

How does Jeff Bezos' approach to content differ from traditional models in the industry?