2023 Predictions Part I

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Disney's Strategy
Scott Galloway explores Disney's strategic possibilities, suggesting a bold move into the digital realm by acquiring Roblox. He argues that such an acquisition could transform Roblox into a Disney-themed virtual universe, leveraging its massive user base of American children under 18. This move would not only diversify Disney's portfolio but also align with its history of integrating popular IPs into its parks and media.
What if he were to take the parks, if you will, and move it to Roblox? In other words, make Roblox kind of a Disney verse.
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Scott highlights the potential for Disney to capitalize on Roblox's growing engagement and market position, making it an attractive target for acquisition 1 2.
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Airbnb's Future
Scott Galloway discusses Airbnb's strategic evolution, noting its shift from a broad workforce to a more specialized team, akin to moving from "Navy to Navy SEALs." He speculates that Airbnb might pursue vertical integration, potentially expanding into hotel-like services to cater to business travelers seeking more amenities. This strategic pivot could position Airbnb to capture a larger market share and attract more investors.
I think there's a decent chance that Airbnb might decide to go vertical and might experiment with acquisitions.
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Scott believes that such moves could enhance Airbnb's competitive edge and sustain its growth trajectory 3.
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