Episode 169 — Family-Friendly Disney

Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era.

Links

• Ben Thompson: Disney and the Future of TV — Stratechery (stratechery.com/2019/disney-and-the-future-of-tv)

• Ben Thompson: Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T — Stratechery Daily Update (stratechery.com/2019/disney-and-the-value-of-t…)

• Disney CEO Bob Iger Unveils Details on Disney+ Streaming Service — CNBC (cnbc.com/video/2019/04/12/watch-cnbcs-full-int…)

• Ben Thompson: Airbnb and the Internet Revolution — Stratechery (stratechery.com/2015/airbnb-and-the-internet-r…)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

Podcast Information

• Feed (exponent.fm/feed)

• iTunes (itunes.apple.com/us/podcast/exponent/id826420969)

• SoundCloud (soundcloud.com/exponentfm)

• Twitter (twitter.com/exponentfm)

• Feedback (stratechery.com/exponent-feedback)