Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
10 Aug 2026 Acquired Disney: The Renaissance and the Empire
“Yep. Well, I think that is probably the perfect tee-up to transition to analysis.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 10 Aug 2026
- Publisher
- Acquired
Transcript context
…It's streaming's world, and Disney is just living in it. Yep. Well, I think that is probably the perfect tee-up to transition to analysis. And, the main question here which is, was Disney+ the right strategy? Could Disney actually viably have done anything different? Back in 2015, 2017, 2019. Right. The only way to answer this question is to answer it with a real thing they could have done differently, because do nothing was not actually an answer.…
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