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The discussion also highlights Disney's use of historical models to project the impact of Epic Universe, the new theme park being developed by Universal. The panelists argue that this approach is flawed, as Disney has never faced a challenge like Epic Universe before and cannot accurately predict its effects using past data.
In summary, the transcript paints a picture of a Disney company struggling to maintain growth, increasingly reliant on price increases rather than attracting new customers, and making questionable claims about its content spending and future projections. The panelists express concerns about the long-term sustainability of Disney's business model and the potential for customer backlash against rising prices.