In this conversation, Joshua L Harris discusses the current state of Disney, focusing on the implications of stock performance, leadership decisions, and the overall quality of the company's products. He expresses concerns about the direction Disney is taking under Bob Iger's leadership, emphasizing the need for structural changes and the potential cultural loss associated with the company's current trajectory. The discussion also touches on the importance of storytelling and thematic integrity in Disney's legacy. He discusses the importance of aesthetic and thematic integrity in Disney parks, the dangers of data-driven decision-making, and the consequences of poor thematic integration. Josh and Royce emphasize the importance of understanding Walt Disney's philosophy and the challenges faced by modern attractions like the Star Wars Hotel. The discussion also touches on the future of Disney's business model and the implications of catering to a niche market.

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