Evidence receipt / evaluation
Published · transcript-backedDavid Rosenthal: evaluation
22 Jun 2026 Acquired The Walt Disney Company
“Now, critically for Disney, and again, I think completely accidentally discovered by Walt, the IP that works best for flywheel dynamics almost has to be animated, i.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 22 Jun 2026
- Publisher
- Acquired
- Episode
- The Walt Disney Company
Transcript context
…Yep. Now, critically for Disney, and again, I think completely accidentally discovered by Walt, the IP that works best for flywheel dynamics almost has to be animated, i. E, not live-action, because with live-action characters, the characters are too bound up in the actors that play them. And that creates all sorts of problems. One, especially today, it makes your economics as a studio just way worse because you gotta pay the stars so much. Right, there's wholesale transfer pricing. A huge amount of the margin you could get ends up getting paid out to effectively your partner in creating the character, the actual actor.…
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