$DIS earnings, Disney vs Netflix & streaming strategies with Lon Harris + Ephemeral Tattoos | E1532
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 12 August 2022
⏱️ 90 minutes
🧾️ Download transcript
Summary
Lon Harris joins the show for a full streaming industry breakdown, including $DIS earnings, $WBD drama, streaming strategies, and more! (1:59) Then, Molly interviews Ephemeral CEO Jeff Liu on building a high-quality temporary tattoo solution. (1:09:00)
(0:00) Jason tees up today's segments!
(1:59) Jason welcome Lon Harris to talk misaligned media incentives and Trump coverage
(12:45) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(14:05) Hulu's new film Prey is its largest streaming debut to date
(27:18) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(28:29 Why the Predator franchise is valuable IP for Disney, how streaming platforms should handle "auteurs"
(35:41) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(37:14) $DIS earnings, how Disney's streaming platforms overtook Netflix in terms of subscribers
(46:52 Breaking down $WBD and how it should handle various IP, streaming residuals upheaval
(51:25) Disney vs Netflix BOTE Math, Ezra Miller situation, strategies for Zaslav to take advantage of $WBD IP
(1:09:00) Molly interviews Ephemeral CEO Jeff Liu
Transcript
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| 0:00.0 | All right everybody it's Thursday and you know what that means this week in streaming my boy |
| 0:05.3 | Lawn Harris is here to break down Disney's blow out quarter as you know I made a J trade on |
| 0:10.6 | Disney I am very long Disney and my lord this was very confirming for me that I am going to be |
| 0:17.0 | a great public market equities investor we do a deep dive on all the studios and the streaming |
| 0:22.0 | services to try and figure out the box office versus day and date and then we talk about the movie |
| 0:27.0 | pre which is a predator story that is absolutely fantastic that was released directly on Hulu we |
| 0:32.6 | then go into the DC film strategy as remiller and the controversy is there and then how maybe |
| 0:38.6 | WBD Warner Bros Discovery should handle all the Michigana going on at DC we have a lot of different |
| 0:44.7 | ideas it's a great conversation and then Molly drops an interview with the company that makes |
| 0:50.0 | a disappearing tattoo ink it is going to be a great show stick with us this week in startups |
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| 1:59.3 | all right everybody it's Thursday Thursday and we're having a great week here |
| 2:04.1 | bringing in a bunch of heavy hitters to join me while Molly is enjoying her well earned vacation |
| 2:10.0 | it's Thursday so of course we'd love to have lawn Harris with us you know him as the podcast host |
... |
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