Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
22 Jun 2026 Acquired The Walt Disney Company
“Core Disney and Disney Animation and Pixar have been so disciplined over the years about metering out their content and the core delivery of that content on an infrequent enough basis that it doesn't dilute it. And Marvel, ironically, I think really is the counterexample here.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 22 Jun 2026
- Publisher
- Acquired
- Episode
- The Walt Disney Company
Transcript context
…-the way you feel about Marvel, I feel about the over-exploitation of Star Wars. Okay, great. All right, let's put Star Wars aside in the pile too. Core Disney and Disney Animation and Pixar have been so disciplined over the years about metering out their content and the core delivery of that content on an infrequent enough basis that it doesn't dilute it. And Marvel, ironically, I think really is the counterexample here. Yeah, yeah, it was on a great, great run. But honestly it feels like the Disney-Plus-ification of Marvel. We'll get to this in the next episode, but that my gripe would be the developing a lot of content to always have something fresh there. Maybe what the issue that we're both describing is actually a blurring of flywheel point 2 and flywheel point 3. Point 2 was to maximize distribution of each core IP's primary initial delivery vehicle, and your point 3 was feed IP into as many ancillary profitable flywheel nodes as possible. Kinda feels like with direct-to-consumer Disney+, those two things got confused.…
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