Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era.
- Ben Thompson: Disney and the Future of TV — Stratechery
- Ben Thompson: Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T — Stratechery Daily Update
- Disney CEO Bob Iger Unveils Details on Disney+ Streaming Service — CNBC
- Ben Thompson: Airbnb and the Internet Revolution — Stratechery