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Published · transcript-backed

David Rosenthal: belief

22 Jun 2026 Acquired The Walt Disney Company

“Yep. And I think there's something else too that only comes when you really fully embrace the flywheel business model and the trade-offs that it involves.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
22 Jun 2026
Publisher
Acquired

Transcript context

…There's also Disney, for all its ups and downs, made the decision to never sell its catalog so they could compound longer than everyone else. A lot of these other studios have sold their back catalogs, and some of them are worthless since it's live-action films in black and white that no one's ever gonna watch. But Disney hasn't. They own everything they've ever made, and that ties to Walt's Oswald experience. Yep. And I think there's something else too that only comes when you really fully embrace the flywheel business model and the trade-offs that it involves. And it's the vault and the reissue strategy. Yeah.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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