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So yesterday Disney had their quarterly earnings
call. They revealed a bunch of stuff.

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They after price raises, their what
is it their God, there's their

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subscripture rate went down. I think
that's just a common theme now as far

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as like, hey, I was
somebody that I definitely thought Netflix. I

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thought netflixd be gone by now,
but I thought Disney would be the top

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one. They weren't. I do
think that's some like a lot has to

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do that. People got it and
those shows with Star Wars and Marvel,

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a lot of them aren't the greatest
quality. So people went, why should

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I subscribe this or I'll subscribe watch
a bunch in the future. I don't

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need to be paying monthly for this. I always have it because I like

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the shows, do the podcast,
got the kids, so I'm on there

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for life. But I get why
people don't write, and I think that's

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where unless you have a mega hit
show, which is really hard in the

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streaming era, people are gonna bounce
and leave it. So that's where they

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went down. And I don't I
think as we're talking about because the first

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story, right, Molana two is
coming out this November. The word going

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around from all the Scoopers, All
the Scoopers is that was going to be

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the series that was gonna be on
Disney Plus and they shift in went that

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way, and I think that's a
good idea, a war machine fake movie.

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But if they are trying and they
think they can do it them doing

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a series versus movie, you do
the movie route. Now, you know,

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streaming has shown that. I'm not
saying it loses money. Of course

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they make money off it, but
it all comes down to the projects and

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doing those Avenger budget level shows that's
clearly not getting the subscription rate. I

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still think like it's still money in
their pocket. Of course they lose use,

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but there's still money in their pocket. They have to do little for

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it. All you got to do
is support the content, right, And

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that's where if you're doing those big
shows, they're not really paying off.

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And it'd be different if they did
Secret Invasion. What is like five million

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dollars more than Avenger or something like
that, and they're like, hey,

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it costs a lot, but look
at all the subscription rates, look at

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all the watch time for a Secret
Vasion really paid off. It's not right.

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So that's why I talked about this
couple weeks on tras I told you

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talked about this. I talked about
a bunch the whole idea of hey,

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they might do more street level hero
stuff like Netflix. That's why Netflix did

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it because that's cheaper. The stuff
you got to spend the biggest pudget on

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is minus skill compared to she Hulk
or Moonnight like right, So that's where

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I think the right you go.
I think the idea like almost like what

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they did with that, go to
the spotlight where you don't have to watch

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their MCU stuff. That's a good
idea. Of course you can go and

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tie some things together, but I
think that's the best route. But I

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just don't think they're gonna they need
another WandaVision. But they almost need like

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a WandaVision that's multi season, you
know, something that's gonna keep with people.

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Same thing as far as like it's
tough, right because I talked about

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this with a Kay because she's a
big Percy Jackson fan, And I don't

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know, I still don't know,
Like as Bubs you're talking in the discord

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a couple weeks ago, like oh
yeah, I know, Cobby watching her

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life. I've still people with Disney. Plus I don't know anybody in my

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personal life that watches that show.
So I'm like, hey, I'm not

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saying this, suscribes are fake.
I'm not saying that. But that's where

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they tout this, right, They're
like, it's the biggest Disney Hulu premier.

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Yet they tout all these numbers and
success for Percy Jackson. We're doing

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this season two, but the subscription
rates down so like when Katie, and

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that's where it's like, it's tough
because KP like, oh, I think

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this will be huge. It could
be the next Harry Potter. Uh,

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you know, big fan base,
lots of books. I get that,

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but I go, I just don't
see the hype. Then we get these

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numbers. It's like, oh,
look at all this lots of people are

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watching it, great and maybe I
was wrong. And then the subscription rate

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comes out one point for whatever,
a million drops, like, well,

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people don't like Percy Jackson that much, you know, at least one point

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formula and not enough to like get
any new subscriptions as far as like balancing

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that out, right, So it's
tough. So I understand the pivot towards

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box office and with Mwana that was
the idea. It was a series,

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and even Dwayne Johnson wasn't in it. Now it sounds like the rumors are

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pushing back the live action remake so
they can do this. Dwayne Johnson's gonna

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be added to Moana to so we'll
have to see what copy paste confetti style

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that's it. If it's kind of
like you could see now and just take

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out all the stuff, it will
be interesting. But I think this is

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the right move. Hopefully the workers
and everything are getting worked fairly. It's

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not you know, rushing them trying
to get proudly out. Don't want that.

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That's not the business I want,
right, So a super bad make

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sense. I just hope the Maana
show was not something like the Utopia show

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or Big Hero six show that would
have made uh that they would have not

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made good movies, absolutely right.
Z Utopia is just like skits, you

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know, anthologies and then Big Hero
six. I still enjoyed that, but

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I agree with you. It's that
like Forky asks a question. Even Doug

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Days was like that Doug Days.
Though for me it's just more charming because

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that to me is like, that's
what I want, Zutopia want more Big

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Hero six. I want more.
If it's like, hey, Doug Day's

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is ever see a day see an
adventure that Carl and Dugg are going through,

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that's a perfect show for that.
And even then they gave it like

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an ending where he goes on the
last like a new date with a lady,

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Like it's still almost had like a
themetrical ending. The metrical I think

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that I don't enough gott is that
a word? Is it not? People

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tell me the chat, But either
way, it felt like it had a

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cohesive story ending to it. So
I don't think it's gonna be that,

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but we don't know. Right If
it is just a bunch of segments put

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together, absolutely not that will not
do good. But but at the same

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time, though, it's better than
nothing, right, And I think what

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they've shown is from these big productions, we're losing money. So is it

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better to put out this stuff on
Disney Plus and maybe get some people to

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tune in or maybe a couple of
subscribers. But you could lose money on

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it or the theatrical run, and
even if it makes half what Mwana made,

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you still made money. And then
it's gonna go on Disney Plus anyways,

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right, Because Unfortunately, audience has
got trained to think it was like

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a month after it's not anymore,
but that's what people have been trained.

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So they're like, oh, wait, so I think you go with the

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sure bet money right now, and
I think Mwana will do well. And

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that's kind of the overall question right
with. And I have seen a lot

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of worry because even Mike's question,
it all depends what it is. But

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I do want to play at least
history teacher for a second. Of course,

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a lot of those Disney thematic thank
you thematic ending, not the metrical

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I don't know what the fuck the
metricals. That sounds like a math.

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I would have failed, super bad, Mike, thank you a thematic ending.

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People. There's tons of bad straight
to DVD Disney sequels, right,

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but people forget that Toy Story Too
was conceived as that and it's the same

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thing, and it wasn't until they
saw it, and I don't know if

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it was the finished product, but
they saw it near the end or middle

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at some point they just saw it
that when we can't, like we can't

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release this on that now, that's
a different reason, right, because that

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was them seeing it for quality.
This isn't an era where Disney needs to

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make money. Hopefully it is that
where still it's like, hey, this

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is good enough, Like let's turn
this into a movie. That's what I

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hope. So it can't happen.
We can be in the experience, we

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can be in a comeback story.
So I don't know. I can't hold

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my breath until we get more details
of what exactly it was supposed to be,

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you know, because like if it's, like Mike said, a anthology

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like show, then absolutely not.
That to me does not work as m

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wanato. You might get some money
out of it, sure, but as

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a movie doesn't work. But that's
what they did today. So I'm just

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gonna rapid fire and this will be
an overall thing, right because my whole

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topic here is are these ip's going
to make a comeback? Are they gonna

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make a comeback? They're they're here, I mean in the sense that Disney's

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clearly they're still hurting, right,
they're still successes. But they had lost

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last year with Wish and Captain Marvel
and an mc Coonomania and The Jones Desidialdgony,

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like they had multiple movies that disappointed
or bombed not good. We are

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way far out of the like twenty
nineteen, we have seven billion dollar movies.

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We're fucking rolling in it. We're
past that, right. I don't

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think we can never get there,
but I think they're at least trying to

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get to. Hey in the top
ten, because let's even pull it up.

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Top ten ten box Office twenty twenty
three, because I know the top

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three aren't Disney. So let's see
here. Good for Wonka, a movie

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that I completely wrote off. Like
I said, I thought you were not

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into. That's where Hey, dres
can tell you wrong. Shit sometimes is

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this? I think this is it? Oh? I don't know. Come

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on, why did people not just
have this out here? This number?

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I see world Wide Box Office two
twenty three. Here we go. So

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okay, So top ten, Barwie, Super Mario, Oppenheimer Gardens, Galaxy

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Volume three, Fast X, Spider
Man, Cross Spiers, Wonka, Little

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Mermaid, and Dead Reckoning Part one. Now they still an Elemental and Elemental

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so they had three, and then
ant Man was four would be their fourth.

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I guess it wouldn't been. It's
at eleven, so it's close the

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right, So they have three.
That's still respectable, right, but you

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look at the numbers, it's also
because it's low right, Elemental four ninety

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six, little more Mermaid five sixty
nine. Now, there is an argument

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that that is just the dorm now, and it could be right. It

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could be that those are your hits
and the odd ones get to the post

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seven hundred, maybe even a billion, but those are the odd ones,

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right. I don't think they want
to be the odd ones. I still

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think they want to have a pure
Marvel Studios MCU movie also hit a billion,

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because that's not happened since uh Endgame, which is just kind of strange

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to think about. But I think
just in general, they don't want their

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brand movies to be their movies in
general want to be doing good and that's

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why they released all the shits.
So let me go down the list here.

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So ma Wana it's coming out this
November. Want to we'll see.

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From a personal note, I guess
we're gonna see in the theaters. But

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I'm very happy because a little less
so now because you're starting to grow up.

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But my second child, Logan,
was absolutely obsessed with Maana. Loved

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it was. We had multiple ma
Wana baby toys and stuff like I'm very

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excited. She was live when that
came out. I'm very excited to see

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this on the big screen with them, just like this weekend. Knock on

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wood because my youngest is starting to
feel a little but they're putting turnarm theaters

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for some people that might have big
but for us that was a big deal.

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They loved that movie and I love
that movie, and it was during

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COVID, so I'm excited to go
see in the theaters with them. So

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for me, I'm stoked by this
because I love the big screen. I

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love going. If you don't want
kids, that it doesn't matter. But

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if you love if you have kids
or you want kids and you love movies,

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man, and as long as your
kids also like the movies, to

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go in the theater getting popcorn,
see their faces, it's a fun time.

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Man. I love doing it and
echoes what my parents did with me

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it. I love doing that.
So the fact that we'll get to do

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that because we still do that home. We do movie nights and stuff,

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but it's not the same way you're
like in the theater. So I'm excited

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for that. A Zootopia gonna release
twenty twenty five. They didn't give it

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a date, but fuck, like
that year is getting fucking just stuffed up.

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Oh they did sorry, November twenty
six, twenty twenty five. Let's

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see for showing here, Let's go
twenty twenty five, because I know right

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now Batman's October. I'm doing quotations
because we'll see right now they got Blade

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on the seventh, Wicked Part two
on the twenty sixth in Zutopia, So

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that's the double. I hope people
are like, oh, y'all look up

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for Wicked, you do, but
like I draft a Wicked. Oh that's

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Wicked Part two. One. That
comes down to if part one is good,

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because part one is sucks and you
don't gotta worry about part two.

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I think Wicked two can be big, but I don't think it's like in

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lieu of oh, well, only
one can do big. I'm not saying

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it's gonna be a Barbenheimer situation,
but I still feel like the audiences are

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different enough that Zutopia two can do
well. I'll wait to Wicked one once

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I hear about it, and maybe
i'll watch it home. I won't see

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in theaters. If that's still family
friendly, kidneugh, then maybe I'll take

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it back but I don't know.
And then after that you got Avatar three

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in the Smashball SquarePants movie, so
that that month is stacked. But so

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you got that coming out in Utopia
two, you got Iigre saying the output

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of content being reduced at Marvel Studios
with some folks and with some focus on

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stronger franchise. As the quot is, I'll just leave that. So he

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was just saying that they're gonna do
less focus on quality and they're gonna focus

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more on the big stuff. We've
heard that before, right, there was

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we it's all scuttle about, right, But there was many rumors before,

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like fig, he's not even thinking
about the X Man. That's gonna be

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passed the multiverse aga yet da da
da. And then last year we heard,

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hey, they're look, they're talking
writers. Now, maybe they're getting

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ahead of the game, right,
But at the same time, it's like

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I believe That's why I still say, you know, war Machine, fake

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movie, not a real movie,
not gonna happen to me. That's not

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one of the stronger franchises to me. Some of the other projects, like

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even wonder Man, Vision Quest.
I love Vision and I want to see

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Vision Quest and especially we get like
plays of the Tom King vision. But

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there's certain things where you go look
at and Okay, if we're doing this

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strong franchises, is this one of
them? And there's a few of them

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coming up that I think definitely not. And I think this is them saying

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that's gonna happen. And it's definitely
them saying as well that in a few

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years it will be a soft free
boot. But again, that to me

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is relying on ip right, lemon
Urana is not coming back from one to

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two? Cool? Uh, Mandalurin
Grogu's gonna release twenty twenty six. So

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I was wrong about that because I
thought for sure it was gonna film releasing

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the May slot for Fantastic four,
because I thought Fantastic four would get bumped

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to November, and then you know, for May the fourth, it's the

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two days before Mandalorian Grogu would take
that because I think they're supposed to be

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shooting in June. But I guess
not. I g I said all this

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will kick off the new phase,
a new slate. So yeah, twenty

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twenty six, Not sure when I'm
gonna still stick with May unless it's like

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a really long shoot, and December
feels like a long time because like,

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what are you gonna put all those
shows on hold? They just feel that

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you gotta have it out in a
timely manner. Also just so people care,

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right because that's the biggest thing.
But that's coming out twenty twenty six,

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Froze and Threes coming out tow thatsy
twenty six, along with Toy Story

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five. Toy Story one of my
fair franchises films all time. But I

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just five. I don't think is
needed here. But that's been the big

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thing, right is, and you
got tears with me come out get to

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that. But with her for the
next three years, there's a couple like

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Elo and stuff. There's a couple
what is it fresh new ip stuff,

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But primarily this was a big focus
on next two years sequels or big characters.

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So like to me, I consider
Blade like a big enough, like

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a strong franchise, And is it
gonna work? I don't know, because

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you could argue that you had the
Marvels sequel to a billion dollar movie,

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you had a couple of Bixar movies
they didn't do well. You had Indiana

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Jones, the Last Hurrah, Harrison
Ford that didn't do well. So that's

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where, like I get it.
If you're looking at Hey, if we

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have money and we're doing as hot
as lately, do we invest in brands

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that are for sure work before or
do we do new brands that might be

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cheaper but they could take off?
Well, what I do? I really

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don't know. My I would say
like, oh, a mix of them,

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but clearly they don't want to do
that because I feel like they feel

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like a mix got them in a
situation. I don't think that's it.

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But I also don't want them just
to pick stuff based on which law studios

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do. It's been out there before, of hey, this is the amount

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of impressions that iron Man gets,
so we should really reboot iron Man.

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It's like if they come in and
they're doing the soft reboot and they go,

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I've got a perfect story for a
new iron Man. Great, do

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it. But I don't want to
be money driven. But it's a business.

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All these are products, right,
Everything that needs to be sold is

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a product. Say like, even
when our movie comes out, that's a

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product, right. We put our
fucking hard and sold to it. We

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poured into it. And literally,
if you read the movie, which I

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hope you do, or rent it
next year or buy it next year.

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All that money we make is gonna
go in the budget for the next movie

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and for next year and stuff and
all that things. Right, that's the

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same thing as a big corporation like
Disney. It goes indoor stuff. Maybe

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a better it goes too much an
Iris pocket. But the question is is

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it gonna work? I'm like,
a, I don't know. It's a

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stupid answer because I i'me a podcaster, so I don't want to pose a

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question like what's the case? I
know, I don't know, and then

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I move on. I lean to
know, turn it irish nol. I

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lean to know. But I mean
more so in the fact of that's not

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just the pure answer. I don't
think because you're announcing all these sequels,

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all these are gonna hit. I
think it's still gonna come down to timing.

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It's gonna come down to marketing.
It's gonna come down to reviews,

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of course, and word of mouth, like look at all bet right,

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excuse me? That movie was den
the water open the weekend. People liked

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it, kept going back to it, seeing it the same way as last

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year. I talked about or sorry
for the pre for next year or this

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year. Fuck this year in the
summer. I get it because kids are

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off, but there's like three four
kids movies all coming out with a couple

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weeks of each other. You're gonna
eat each other other than like Despicably before,

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you know. That's where it comes
down to release, strategy strategies and

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to stuff. So god, I'm
tripping on my word, so I gotta

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00:17:11,599 --> 00:17:14,720
take a drink of water before a
trip more. It's a getting late.

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00:17:14,759 --> 00:17:18,559
It's almost gonna assume midnight wrapping up. Anyways here after this one will do

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my rankings and then whatnot. Superd
Bike says Frozen three is as safe as

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better than all highest grossing animated movies. Yeah, of what was announced,

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absolutely the safest bit of all.
Disney has the Avatar clearly, but yeah,

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I would have said Toy Story as
well, but the buzz light Year

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thing hurt. But it's a question
of is the whole gang back. If

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it's the whole gang is back,
then I think for like Toy Story five

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still is the potential to be very
big as well too. I think that's

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00:17:48,079 --> 00:17:49,359
a safe bet and I think they
will bring them back and that will be

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00:17:49,400 --> 00:17:52,480
unfortunate because the don't think the story
calls for It's well, Aquaman two is

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00:17:52,480 --> 00:17:56,400
still swimming, Yeah, it's still
making money. It's still chugging along,

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right, so that can happen now
Aquaban knocknna make a billion dollars like the

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first one, So I'm sure Warren
bus is very disappointing that, but you

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00:18:04,799 --> 00:18:07,759
gotta take what you can get,
right, So out of all these like

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00:18:07,960 --> 00:18:12,559
let me go back to as far
as and also they confirmed that there's a

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new slate and apparently the Sight had
daredevil out for this year, which maybe,

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but I think it's definitely near the
end of the year. But like

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Frozen two and Toy Story five,
for me, Toy Story five, I'm

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00:18:23,480 --> 00:18:26,599
still gonna say it's a safe bet. It's not just buzz, it's not

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still just like after COVID. I
think those are the two safest bets.

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Let's see here or some other ones. Utopia billion dollar movie. People loved

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00:18:37,640 --> 00:18:40,920
it, but I still feel like
that could be one where people go,

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ah, I don't know if I
need a fall up and go from there

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right or some of these other slates
inside out to let's see what inside out.

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I know it's not that's this year
out next year, but still just

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curious inside out. Let's just go, let's see the box offices of that.

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People do love that movie and emotions, but that also might be eight

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00:19:00,799 --> 00:19:03,119
hundred and fifty eight. Oh,
they were pulling the numbers there. I

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don't think it's gonna do that.
I don't think it's gonna do that,

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00:19:06,640 --> 00:19:08,519
but I think it will be profitable. But yeah, I think most of

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it's safe stuff. But they announced
that next year on the slate is Fantastic

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four and Captain America no Thunderbolts,
which is interesting. So and then Thunderbolts

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00:19:21,200 --> 00:19:23,839
is filming before at four, so
I wonder if that's part of the like,

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00:19:23,920 --> 00:19:26,559
well, we feel stronger in F
four, So let's for sure get

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00:19:26,559 --> 00:19:30,759
that out next year and Thunderbolts will
come when it can, because I don't

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00:19:30,799 --> 00:19:33,119
think it's gonna do that. Well
Thunderbolts. I'm excited for it, but

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00:19:33,119 --> 00:19:37,359
I don't think it's gonna blow the
roof off the box office. So yeah,

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00:19:37,400 --> 00:19:40,359
we'll see. So do I base
question? Do I think it work

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00:19:40,440 --> 00:19:44,000
as a just a black and white
tragy noo? I think there's a chance,

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and I get why they do it
and if you want to go,

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00:19:45,640 --> 00:19:49,119
hey, we're down out put your
faith in stuff that's worth before understandable,

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00:19:49,240 --> 00:19:52,519
understandable. But that's not just like
the answer, right, It's not just

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00:19:52,559 --> 00:19:56,559
a quick fix. So uh to
where Mike says, if Toy Story does

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not reached a quality of the others
could hurt it, whereas Frozen is gonna

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00:20:00,960 --> 00:20:06,000
do well no matter the reviews or
reactions. Hmmm, I think I could

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00:20:06,039 --> 00:20:08,559
agree with you in that sense,
and then where I might push back,

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00:20:08,599 --> 00:20:11,119
And it depends how you feel about
this, but I think that I've talked

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00:20:11,160 --> 00:20:15,759
to enough people that agree. I
think Toy Story four might have already hurt

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00:20:17,799 --> 00:20:21,400
the quality now for me, much
like the lower of the Rings trilogy,

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00:20:21,480 --> 00:20:25,920
Toy Story one, two, three
are ten at tens, so it's very

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00:20:25,960 --> 00:20:27,160
tough to match that. So if
you ask me, oh, does it

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00:20:27,200 --> 00:20:30,400
hurt the quality, well, of
course, because I think they're all like

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00:20:30,400 --> 00:20:33,200
perfect movies. Wherefore I do not, you know, I think there's enough

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00:20:33,240 --> 00:20:37,319
people that do not feel that way
aboutfore I might feel that, Okay,

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00:20:37,359 --> 00:20:40,680
they did the last Toy Story movie, right, They never said that,

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00:20:40,720 --> 00:20:42,400
but that was like what the marketing
felt like. They did their last one,

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00:20:42,880 --> 00:20:45,519
and then they're like, well,
that was actually the end of Annie's

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00:20:45,559 --> 00:20:49,079
journey. Here's here's one but Woody, and it's like, okay, this

337
00:20:49,160 --> 00:20:52,559
must be the last one. Right. They don't say that, but you

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00:20:52,559 --> 00:20:55,559
just gonna get the vibe that it
didn't do that well or sorry, toy

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00:20:55,599 --> 00:20:56,960
Store Ford did well. But then
like you do light Year, that didn't

340
00:20:57,000 --> 00:21:00,640
do well, so you go,
Okay, toy stores last one. So

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00:21:00,720 --> 00:21:02,960
I feel like there could be a
sense of toy sertified, Like well,

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00:21:03,319 --> 00:21:04,839
let's say it's like, well,
we're gonna end Buzz a story. I

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00:21:04,839 --> 00:21:10,200
think people might be fatigued out of
like this is the end line for the

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00:21:10,240 --> 00:21:14,440
toys. Gonna be sad that doesn't
work anymore. I still think the best

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00:21:14,440 --> 00:21:17,880
way to do it is use some
old toys, get some new toys,

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00:21:17,920 --> 00:21:19,200
create a newcast characters. Then you
can go do a bunch of sequels,

347
00:21:19,200 --> 00:21:22,880
whether it's with Woody or Buzz or
not. Right, and I don't want

348
00:21:22,920 --> 00:21:26,720
Woody, but rumors Hanks has come
back, so who knows. So let's

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00:21:26,720 --> 00:21:30,920
take an ad break and then we're
gonna do my two thousand and twenty three

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final rankings. For the most part, we'll be right back