Episode 1: Pixar

This podcast episode analyzes the 2006 acquisition of Pixar by Disney, examining its success from various perspectives. The hosts discuss the acquisition's categorization (people, technology, business line, etc.), exploring Pixar's unique process and its impact on Disney's subsequent acquisitions (Marvel, Lucasfilm). They consider alternative scenarios if the acquisition hadn't occurred, highlighting Pixar's independent success and Disney's potential struggles. Finally, they grade the acquisition, debating between an "A" and a "B+", emphasizing the long-term strategic value beyond immediate financial returns, exemplified by the creation of Cars Land at Disneyland. The episode also includes advertisements for Claude (an AI assistant) and Huntress (a cybersecurity company).