Welcome to a Tech Mem Ride Home Bonus episode. I'm your host Brian McCullough.

Eric Jackson is an investor at EMJ Capital Limited. He's deep in the media space, he's

deep in the streaming wars. As I think I say in this episode he's shaped a ton of

my thinking about the streaming wars in general.

Where are we? Who's up? Who's down? Is it time to get bullish on Disney Plus for a ton of reasons?

Eric has a great podcast, the Eric Jackson podcast, link in the

show notes. Please enjoy this deep dive into the streaming wars.

Maybe the easiest way to ease into this is like let's do some some news from this week.

What'd you think about Disney finally taking control of Hulu? This is sort of been, it seems like this has been a

strategy that they've been quietly pursuing this whole time or is it just an accident

of having acquired all the Fox assets and everything like that?

No, I've got the feeling that this has been definitely on the on the whiteboard for a while for them.

I was at the investor day that they held a few weeks back in California

and where they unveiled Disney Plus and they talked about ESPM Plus and they also had a segment about Hulu and Hot Star as well and definitely you

got the feeling even then from what was said that they they definitely had a plan on introducing a bundle later this year of those three services and there were also a lot of there was lots of talk about international

rollout not just of Disney Plus but of Hulu and and even ESPNS-V-N-Plus.

So in order for that to happen, though,

they needed control of Hulu.

And so when they were asked about it

and when Brian Roberts of Comcast was asked about at point

blank and in the days afterwards, you could tell at least to me they didn't deny it.

They didn't, you know, they sort of said as of today the ownership structure is such and such but you know we will say that that sort of thing and so

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