Streaming Wars: Disney Vs. Netflix

The transcript discusses Disney's content strategy, comparing it with Netflix, and highlights the challenges Disney faces in balancing its legacy media businesses with Disney Plus. It suggests that Disney should integrate all its content into one platform to compete effectively. The conversation also touches on the speaker's strained relationship with Disney and offers strategic advice, such as spinning off ESPN and ABC to create shareholder value.

What is the significance of the comparison between Cocomelon and Squid Game in the context of content strategy?

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What potential value could Disney create by spinning off ESPN and ABC?

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How does the current subscriber base of Disney Plus in Asia affect its overall performance?

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