Ed Elson

It seems like there are these two kind of trajectories.

And perhaps you could even put in talks about getting involved in parks or physical assets in some capacity.

I mean, when you look at the business right now, what is the long-term trajectory?

What are they trying to do at this point?

Yeah, it's sort of a question of like, what is the golden goose for these companies?

And to your point, they've been treating it as the TV.

I think the TV versus phone dichotomy is a good one.

But there is a question.

Yeah, really interesting.

Before we let you go, new Disney CEO Josh Damari is about a month into the job.

He just laid off 1,000 employees.

If you had to give him a grade on how he's done so far, maybe it's impossible.

But what do you make of his tenure so far?

Rich Greenfield, co-founder and TMT analyst at Lightshed Partners.

Rich, appreciate your time.

Thank you.

Thanks for having me, Ed.

Here's a question for you.

Who in America is more excited about AI than fearful?

Well, a recent poll suggests the answer is quite simple.