All right, good morning. It is 6 a.m. We are in the middle of the MCO Orlando International Airport. We got here at 4.30 a.m. We were trying to go to sleep last night, a little early.

And our plans were foiled by Disney's announcements. To get a few hours of sleep, and then checking my phone as I'm lying to bed, just to see

if there's anything I missed, we see that Disney CEO Bob Chapec is out, and effective

immediately, Disney, former CEO, Bob Iger, is now the current CEO of the Walt Disney company. What do you think?

Yeah. So needless to say, we had trouble going to sleep last night because then my brain just

started like going a mile a minute. Crazy. Yeah. Yeah, I can't. Yeah, I couldn't fall asleep for a while.

So I wanted to jump on. Very, very impromptu update here just to give initial thoughts.

I'm sure we're going to learn a lot more over the next few days.

If you listen to our on-the-go podcast that we will post on Wednesday about our trip,

we will intersperse our thoughts as we learn more.

I'm sure when the news cycle catches up this morning,

there's a lot of stuff online,

but it's all just basic news posting like Bob Iyer sent

an email to all the employees.

That's kind of what prompted this giant announcement last night.

And so initial thoughts.

All right.

So let's see what we think happened here.

I've got a lot of thoughts.

I'm not sure even sure where to start.

So basically Bob Chapic, obviously very, very, I think hated is probably an appropriate word.

A lot of people did not like him as CEO.

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