Speakers in the public record
Claim mix
belief 7evaluation 5prediction 3uncertainty 1recommendation 1preference 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
18 published records
“I mean, the Pixar, famously, Bob Iger’s first board meeting as CEO which was I think like his second day on the job, he proposed to the board that he wanted to buy Pixar, and this was clearly how he kind of set the tone for his tenure as CEO and it’s certainly hard to argue with his execution across the three of these companies.”
- Publisher
- Acquired
“I think we found that same infographic that I had it copied in my notes and I was looking at it too.”
- Publisher
- Acquired
“Iron Man actually came out a couple months before Hulk, I believe, at least according to Wikipedia, and which is always right.”
- Publisher
- Acquired
“I think Marvel estimated profit margins, at least in the first 8 films released – I actually pulled the stat – under Disney were about a 23% profit margin.”
- Publisher
- Acquired
“Actually the year before, I think that was ’09 and in 2008 they had The Hulk which was about half of what that film grossed.”
- Publisher
- Acquired
“I think launching them in, what, a custom vending machine in LA and then not going away, and of course selling out immediately and having a huge line, and then popping one up.”
- Publisher
- Acquired
“I think that through a crazy history that we’re about to hear of all sorts of different ownership structure is in consolidations, and unbundling and re-bundling, keeps the same name.”
- Publisher
- Acquired
“I don’t know. I didn’t do enough research on this. I wonder if it was related to just the whole baseball card bubble which was probably even bigger of a bubble.”
- Publisher
- Acquired
“Because unlike Pixar that those already created assets on a shelf will just keep creating value for them with the assets that they have from Marvel, from these characters and this intellectual property, they’re going to have to keep pouring cash in to get cash out.”
- Publisher
- Acquired
“I think sort of the same thing has happened with music where there’s a psychological thing where we love the things that other people love and we all love having the same darling and the same heroes and like the same sort of music feels good to us that feels good to the other people around us.”
- Publisher
- Acquired
“I highly recommend the book. Not my carveout for the week because I’m not done with it yet, but great book.”
- Publisher
- Acquired
“When you create a trillion dollars of value to top that. But also makes me think a little bit about like as much as we love IP and these fictions and what I was just talking about, in media, in movies and these franchises, the value that you can create in technology is so much more, like the leverage is so much higher that you can get from the media industry or really any other industry.”
- Publisher
- Acquired
“I think the other thing that was happening is, is this is sort of the dawn—and I don’t know how much one led to the other—sort of the dawn of like “sequelitis” in Hollywood.”
- Publisher
- Acquired
“I think the fourth piece of the stool that we haven’t talked about yet because it wasn’t an acquisition, is the tremendous growth of the ESPN business inside of Disney.”
- Publisher
- Acquired
“2 billion price tag for Marvel, like think how many more characters. It’s like 800+ characters or I think 500+ at the time of acquisition in the Marvel universe, and maybe 50 of which are recognizable by the American public and you look at Star Wars, and I don’t think Lucasfilm was sort of valuing themselves based on all those deep characters and what we’re seeing with the Disney powerhouses, they’re sort of trying to make the Star Wars universe more serializable and more kind of disparate with all these different stories that they’re trying to tell that aren’t with our favorite characters and I’ll be really interested to see not how Rogue One does because I think that there’s going to be– There’s so much pent-up demand for Star Wars that, like, I want to see how the third or the fourth non-core Star Wars story does.”
- Publisher
- Acquired
“Yeah. It’s interesting, I think the question for me that that begs and I’ve been thinking about, I was starting to do the research and as we’ve been doing the episode, for all the justifiable admiration, deserved admiration that I think we’re keeping on Marvel and Disney here, I think there is one really key existential risk, and that’s if and when the pushback to this dynamic comes from the public, how many sequel – and people have been asking this for years, and so maybe it will never come.”
- Publisher
- Acquired
“I’m pretty sure you’re right because I remember the Indians were really good too and we were on the Word Series the next year, and sort of growing up I always thought, well, it’s weird that the Indians have this new ballpark in ’94, and I think we actually played in ’95 in the ALCS, so the division series was when we played the Mariners and Griffey was obviously instrumental in that.”
- Publisher
- Acquired
“We’re in an era of consolidation where distribution was buying content, and I don’t know who else it would have been– 20th Century Fox, Sony.”
- Publisher
- Acquired