Netflix Won't Put Disney Out of Business Any Time Soon, Says Analyst Pachter

The transcript discusses the impact of streaming services like Disney+ and Netflix on traditional cable TV, especially during economic downturns. It highlights how unemployed or financially constrained consumers might shift to cheaper streaming options. The conversation also delves into Netflix's market valuation and investor expectations, comparing it to Amazon's market dominance. The speaker expresses skepticism about Netflix's ability to outcompete Disney.

What are the challenges faced by consumers who have finished watching content on Netflix?

What does the speaker imply about Netflix's future in relation to Disney?