Ben and James discuss Disney\u2019s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era. Links Ben Thompson: Disney and the Future of TV \u2014 Stratechery Ben Thompson: Disney and the Value of the Consumer Relationship, Disney\u2019s Consolidation of Hulu, Comcast and AT&T \u2014 Stratechery Daily Update Disney CEO Bob Iger Unveils Details on Disney+ Streaming Service \u2014 CNBC Ben Thompson: Airbnb and the Internet Revolution \u2014 Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback