@gregorykanter @stratechery Disney is smart, increasingly focused on content, not distribution. Time Warner is conflicted, may need to split
@adamnash @gregorykanter Disney owns two of the three top affiliate fee earners, including ESPN; affiliate fees single-handedly fuel growth
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@monkbent @gregorykanter No doubt they are getting excessive rents now. But with Marvel / Lucas Disney is going the right way.Thanks. Twitter will use this to make your timeline better. UndoUndo
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