Ben Gilbert: belief

Transcript context

…Yeah. I agree with you. I also am giving it an A and I think the biggest thing is their mastery of positioning. To me, it's sort of a hedge like it’s a hedge that oh, what it cable bundles decline? But like, cable bundles aren’t going to decline. They already know that they don’t currently own their highest value content and that will come in the future and that will come through a lot of the rights that BAMTech already owns. And that this is a bet on whatever their future content and this distribution mechanism to go direct to consumers is. One last thing I’d throw in. It’s kind of been a while here on Acquired since we’ve talked about the people aspects of acquisitions which going back to our early shows we focused so much on and so many of our guests talk about, you know, BAMTech as an organization has this history of operating within not as a startup but as part of a much a larger conglomerate which now will continue to as part of Disney. So I wonder, a lot of times you see startups get acquired by a large company and then the mojo gets lost and equity compensation isn’t as much as it once was. In this case, there’s going to be more equity compensation and probably a more innovative culture that BAMTech will be joining versus baseball. So I wonder if from a people standpoint, the company is also well-positioned to succeed here.…

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