Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight.

Episode 8

In this episode, Sean and I discuss how Disney+ had over 10 million people signed up in 24 hours – and they’re registering 1.2 million downloads a day on the app. He says his wife was one of the 10 million people who signed up for Disney+. And because he has two kids he says you need food, water, and Mickey Mouse.

I told him about a guy who used to work for Oracle who said to Larry Ellison, “Hey Larry, we’re doing a lot of stuff here at Yahoo and we got a call from some people at Disney. And they asked if maybe we could discuss the opportunity of doing some things together. I don't know, what should we tell them?” Larry said, “Let’s see, they have the greatest movies in the world, they have theme parks, hundreds of millions of fans around the world, an incredible brand, loyal employees. You know, all these assets you’d die for. What does Yahoo have? Free news and email.”

Sean says SAP is reimagining HR the transition from HCM to HXM – in other words, employees first. He says SAP is creating a whole new category, and he thinks that’s not going to be the last thing you’re going to see coming out of SAP.

Salesforce and Microsoft were in a bidding war for LinkedIn, and Sean says what felt expensive for LinkedIn now feels awfully cheap with the HCM space heating up.

Sean circles back to Disney+ and says the CEO of Netflix should figure out what to do to level the playing field. He says that his currency is down in the last six months, and he has less currency to deals than he did six months ago. Sean knows the history of AOL and TimeWarner. He says the world has changed and you need to scale to play in the game that Netflix and Disney+ a playing out today.

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