Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
25 Nov 2019 Acquired Disney, Plus
“I think the F is that Fox becomes an albatross, starts losing a ton of money, the studios don't pan out, can't maintain and produce new IP.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 25 Nov 2019
- Publisher
- Acquired
- Episode
- Disney, Plus
Transcript context
…Yeah. In some ways, how can we preserve what we have with ESPN now that all the cards are changing around? We may not be able to. But that's not exactly grading Disney Plus and that's not exactly grading all these acquisitions including Fox to get us there. What's the bear case for doing Disney Plus? I think the F is that Fox becomes an albatross, starts losing a ton of money, the studios don't pan out, can't maintain and produce new IP. As a result, Disney Plus doesn't enough compelling content to be a compelling alternative to Netflix. Yup. You don't think that somehow it would fail? I don't how this would fail but if they somehow, by doing this actually decrease people's fandom to go to parks and buy goods, and buy licenses, but I don't think that's [...].…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.