LightShed's Greenfield on Disney Subscriber Miss

The video discusses the challenges faced by the media industry, particularly Disney, due to cord-cutting and the financial impact on traditional broadcasting. It compares Disney Plus and Warner Brothers' strategies, highlighting Disney's integration plans with Hulu and the financial burden of acquiring it. The video also addresses Disney's struggles with its core franchises and animation, the effects of the writers strike, and the potential impact of AI on media production and competition.

In what ways is the writers' strike impacting Disney and the broader media industry?

What is the significance of AI in the context of Disney's production and competition?

How does the current state of Disney's IP compare to its historical performance?