Sarnoff Says KKR's Investment in UFC Is About Content

The transcript discusses the evolving landscape of the media industry, focusing on the importance of scale and direct consumer connectivity. It highlights Disney's strategic moves to compete with tech giants like Netflix and Amazon. The discussion also covers UFC's media strategy and WebMD's role in direct consumer engagement, emphasizing the shift towards direct-to-consumer models in the 21st century.

What role does direct connectivity with consumers play in the current media landscape?

How does the performance of Netflix stock compared to Disney stock illustrate the challenges faced by Disney?

What insights can be drawn from the investment in UFC as a content business?