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Disney, Plus

Acquired • November 25, 2019 • Solo Episode

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The Flywheel is strong with this one. We dive deep into the origins of one of the boldest business strategy decisions of our time: Disney CEO Bob Iger’s attempt to buck the Innovator’s Dilemma - and forego billions of dollars in cashflow from Netflix and pay TV providers - in order to establish a direct distribution relationship with its customers for the first time in the company’s history. Is this the force awakening within the house that Walt built, or a phantom menace that will drag Disney to the dark side of unprofitability? Tune in to find out!

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Rippling: https://bit.ly/acquiredrippling
Statsig: https://bit.ly/acquiredstatsig25
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