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Published · transcript-backed

David Rosenthal: prediction

10 Aug 2026 Acquired Disney: The Renaissance and the Empire

“Yep. I still think it probably doesn't work. And the reason is the algorithms. Netflix is not the movie theater.”

— David Rosenthal

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Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
prediction
Recorded
10 Aug 2026
Publisher
Acquired

Transcript context

…And so your content that you want to drive people to the parks and to merch is only reaching 40% of the people that it could if it were on Netflix or whoever the biggest streaming service of the day would be. Yeah, you'd be subservient to them in actually showing it to people, but you're hamstringing yourself by not giving your content the most reach that you possibly can. In the theatrical world, you'd come out with a Disney movie, it would go to every theater, everyone would see it. You know, you had reach. In the Disney+ world, Disney+ doesn't actually give you the reach that being on the biggest streaming services would give you. Yep. I still think it probably doesn't work. And the reason is the algorithms. Netflix is not the movie theater. Yeah, but if your content is unbelievably compelling, it will rise to the top.…

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