Evidence receipt / evaluation
Published · transcript-backedBen Gilbert: evaluation
10 Aug 2026 Acquired Disney: The Renaissance and the Empire
“It's going away. They had a very profitable box office, especially in the golden era where you could make and market a film like Avengers, the original one, for, I don't know, $200, $300 million and then gross $1.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 10 Aug 2026
- Publisher
- Acquired
Transcript context
…They're awesome. I've done them. They're great. This area is where the company is investing the most heavily. So in 2023, they announced that they're investing $60 billion of capital expenditures over the next decade. Into parks and cruises. A lot of that is probably going to build those cruise ships, one giant cruise ship a year. $30 billion of it will be used in domestic parks in Florida and Anaheim. So if you live in the US, get excited because there's lots of new rides and lots of new lands that are opening. The mental model I have around this is they had a cash gusher in cable affiliate fees. It's going away. They had a very profitable box office, especially in the golden era where you could make and market a film like Avengers, the original one, for, I don't know, $200, $300 million and then gross $1. 5 billion at the box office. Yep.…
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