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Did COVID-19 simply accelerate disruptive strategies at AT&T and Disney?

As the dust settles from weeks of HBO Max and Disney news, Carl and Eitan check in on the two most aggressive combatants in the streaming wars. They react with both horror and intrigue to Disney’s Investor Day announcements, and they follow multiple tangents through the histories of Disney’s content verticals. They also discuss the multiple lawsuits brewing against Warner Brothers.

In news this week, they gawk at the Cyberpunk 2077 release, try to understand the target customer for Peacock’s The Office tier and debate Disney’s strategy of photoshopping masks onto park patrons.

The main topic starts at 21:01 this week.

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Music: Feather Duster by Silverman Sound Studios – https://www.silvermansound.com