Subject: AAPL moving in on DIS?
Apple is taking steps to create more experiences based on its content. Type of experiences (real or virtual) still TBD. We used to speculate AAPL would buy DIS, but I think that time has passed. DIS is in the game, maybe even ahead, but they'll need more than a deal with OpenAI to stay there. The decision not to partner with Roblox (I am ambivalent) could turn out to be critical for both platforms.

https://www.ign.com/articles/d....

abromber