Disney's Challenge to Building a Future Without Netflix

The transcript discusses Disney's strategic moves in the streaming market, including its investment in ESPN and content shifts from Netflix. It highlights potential risks like cannibalization of traditional TV viewership and the impact on Disney's equity. The conversation shifts to Netflix's response, focusing on its investment in original content to mitigate risks from Disney's actions. The discussion also touches on the broader competitive landscape, with other networks potentially following Disney's lead, posing challenges for Netflix in maintaining its market position.

Discuss the implications of cannibalization on Disney's traditional TV viewership.

What challenges does Netflix face in maintaining its subscriber base in the US?