Part 10/17:
A compelling segment involves the rise—and ongoing struggle—between YouTube and legacy media conglomerates like Disney. Despite setbacks such as Disney’s ongoing dispute and blackout on YouTube TV—caused by a rights and pricing conflict—the overall position of online video remains resilient.
The panel discusses the valuation disparities: YouTube, a subsidiary of Alphabet (Google), dwarfs Disney in market cap—$3.5 trillion versus Disney’s $200 billion—underscoring the shifting landscape of content delivery. YouTube is growing rapidly, especially via connected TV devices, and is increasingly the dominant platform for live streaming and independent content creators.