Comcast Corporation

Chamath support ×1 ▼ on 🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV E221 · 2025-03-29 ▶ 47:47

And it just further erodes what's happening. I think if once Bobby puts a nail on the coffin of pharma ads on TV.

Chamath support ×2 ▼ on 🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV E204 · 2024-11-16 ▶ 40:14

And then separately, with Bobby Kennedy's nomination to HHS, one of the things that he has said that he wants to put an end to is the advertising that pharma does on these broadcast stations. If you put these two things together where you deprive these folks of their largest revenue source, and at the same time, they have to sort of like answer for censorship or manipulating content, do you think that that changes the landscape of how all these companies behave in the future, or how do you think that that plays out?

Sacks support ×2 ▼ on 🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV E204 · 2024-11-16 ▶ 42:21

In any event, I think that there's a very strong argument that the broadcasters have not been fair. That's a violation of their licensed requirements and we should be re-evaluating their spectrum, especially because it's not the highest best use spectrum anyway.

Jason support ×3 ▼ on 🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV E204 · 2024-11-16 ▶ 42:43

And if they lose all that advertising from Pharma, which I think in some of these networks is a third or a half, and that's all networks, that's from Fox to CNN and MSNBC, everybody combined, if they lose advertising from Pharma, it's over. Like those news networks are going to lose half their revenue overnight. That would be a death blow, Chamath, to your question.

Jason support ×2 ▼ on 📈 The churn treadmill breaks standalone streaming subscriptions E162 · 2024-01-19 ▶ 1:07:57

It's clearly going to be massive consolidation.

Sacks support ×3 ▼ on 📈 The churn treadmill breaks standalone streaming subscriptions E162 · 2024-01-19 ▶ 1:09:19

I personally have never seen a B2C subscription business that works. The churn is just too high.

Chamath support ×3 ▼ on 📈 The churn treadmill breaks standalone streaming subscriptions E162 · 2024-01-19 ▶ 1:03:20

So I suspect that you're just going to see a lot of churn. I don't like this category at all as an investor.

Friedberg support ×2 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E77 · 2022-04-23 ▶ 1:00:15

and the advantage Disney has is the rewatchability of their content. ... And the Star Wars content, as you guys know, you could rewatch Star Wars and Marvel.

Sacks support ×2 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E77 · 2022-04-23 ▶ 1:00:06

I would say Disney has Marvel, and that's why. They have Marvel and Star Wars, and that's kept them extremely relevant.

Sacks support ×1 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E64 · 2022-01-22 ▶ 1:10:36

When you own the franchise, it has value. Disney has shown that. You own the best franchise.

Jason support ×2 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E64 · 2022-01-22 ▶ 1:10:07

These archives are going to be super valuable. And I don't think we even know how to value these archives yet because if you look at the Marvel archive or the Star Wars archive, these things just keep printing money year after year.

Friedberg oppose ×1 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E60 · 2021-12-23 ▶ 1:02:03

I like HBO Max more than Disney Plus. ... Disney Plus doesn't seem to have a monopoly for me. HBO Max has such a depth of content.

Jason support ×2 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E60 · 2021-12-23 ▶ 1:01:30

I think that $118 million is going to go to $300 million. Because they announced so much content from the Star Wars, Marvel, Pixar, Disney ecosystem that is coming this year and next year. ... Like, this library is going to have a ridiculous 2022

Jason support ×2 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E43 · 2021-08-06 ▶ 1:24:39

Their whole business, they're going to catch up to Netflix and then they're going to roll Netflix. They're going to roll right over Netflix.

Chamath oppose ×2 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E34 · 2021-05-31 ▶ 51:17

I'm not disputing that people won't pay $9.99. What I'm disputing is the denominator of what they're paying for is increasing so fast that no one piece of content matters, Jason.

Friedberg support ×2 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E34 · 2021-05-31 ▶ 51:49

And so Disney's content library is so powerful for that particular demographic, basically the demographic of anyone with children, that it's an instant on kind of moment.

Jason support ×2 ▲ on 📈 Top-tier IP collections still win — you can't displace Disney E34 · 2021-05-31 ▶ 50:53

I think for the top tier IP, like you can't displace a Disney and they are growing portfolio of IP and those things are high margin. And, you know, having 250 to 500 million people paying you monthly has never existed in the history of humanity.