Post #12 by tecmo on the The Walt Disney Company board

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https://stratechery.com/2023/the-rise-and-fall-of-...

A good analysis of ESPN vs. Charter

The biggest long-term question, though, has to be around sports itself. Sports leagues could extract ever higher rights fees from ESPN because ESPN could extract ever higher affiliate fees from cable TV providers; if the latter is broken than the former is as well.

tecmo
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