1
00:00:01,920 --> 00:00:05,320
Hey everybody, welcome back to 
the Elon Musk Podcast. 

2
00:00:05,360 --> 00:00:08,680
This is a show where we discuss 
the critical crossroads that 

3
00:00:08,680 --> 00:00:13,520
shape SpaceX, Tesla X, The 
Boring Company, and Neuralink. 

4
00:00:13,880 --> 00:00:18,480
I'm your host Will Walden. 
Tesla has seemingly removed 

5
00:00:18,480 --> 00:00:21,560
Disney Plus from its in car 
entertainment options. 

6
00:00:21,920 --> 00:00:25,480
This development follows a 
recent public spat between Tesla

7
00:00:25,480 --> 00:00:30,280
CEO Elon Musk and Disney's own 
Bob Iger, raising questions 

8
00:00:30,280 --> 00:00:32,240
about the motives behind this 
decision. 

9
00:00:32,880 --> 00:00:36,640
Tesla owners recently reported 
the absence of Disney Plus from 

10
00:00:36,640 --> 00:00:39,960
Cars theater app Now. 
This change left other streaming

11
00:00:39,960 --> 00:00:45,200
services like YouTube, Netflix 
and also Twitch untouched, 

12
00:00:45,440 --> 00:00:48,720
highlighting Disney Plus's 
specific exclusion. 

13
00:00:49,320 --> 00:00:51,160
Now, this incident isn't 
isolated, though. 

14
00:00:51,200 --> 00:00:53,880
It comes in the wake of several 
major companies, including 

15
00:00:54,200 --> 00:00:57,720
Apple, IBM, and Walmart, pulling
their advertisements from Musk's

16
00:00:57,720 --> 00:01:00,760
social media platform Ex, 
formerly known as Twitter. 

17
00:01:01,200 --> 00:01:04,640
And Disney's decision to join 
this group seems to have 

18
00:01:04,640 --> 00:01:08,240
possibly escalated tensions 
between Tesla and Disney. 

19
00:01:08,880 --> 00:01:11,720
Now, the removal of Disney Plus 
from Tesla vehicles appears to 

20
00:01:11,720 --> 00:01:13,680
be more than just a technical 
update. 

21
00:01:14,080 --> 00:01:17,720
It suggests A retaliatory move 
by Tesla, potentially in 

22
00:01:17,720 --> 00:01:20,120
response to Disney's advertising
pullback. 

23
00:01:20,640 --> 00:01:23,560
This action could signify a new 
phase in the relationship 

24
00:01:24,000 --> 00:01:28,200
between these two iconic brands.
Now, Disney Plus was integrated 

25
00:01:28,200 --> 00:01:32,160
into Tesla's entertainment 
system in 2021, and its removal 

26
00:01:32,160 --> 00:01:35,040
could inconvenience many, 
particularly parents who relied 

27
00:01:35,040 --> 00:01:38,240
on the service to entertain 
their children during car trips.

28
00:01:39,120 --> 00:01:42,000
The impact of this decision may 
extend beyond mere 

29
00:01:42,000 --> 00:01:44,320
inconvenience, though. 
There's a potential for a 

30
00:01:44,320 --> 00:01:48,120
decline in Disney Plus 
subscriptions, as some parents 

31
00:01:48,120 --> 00:01:51,280
might cancel the service if 
their primary use was in test 

32
00:01:51,280 --> 00:01:53,400
the vehicles. 
Others might drop the 

33
00:01:53,400 --> 00:01:58,200
subscription out of loyalty to 
Tesla and also to Elon Musk. 

34
00:01:58,760 --> 00:02:01,760
And for those still keen on 
using Disney Plus, a workaround 

35
00:02:01,760 --> 00:02:05,000
exists. 
The whole Mars blog, a prominent

36
00:02:05,000 --> 00:02:08,600
voice in the Tesla community, 
and an ex formerly known as 

37
00:02:08,600 --> 00:02:11,960
Twitter demonstrated that Disney
Plus can still be accessed via 

38
00:02:11,960 --> 00:02:17,400
the Tesla browser, although it's
in a less integrated manner now.

39
00:02:17,400 --> 00:02:19,960
Tesla's move carries a 
significant message, though 

40
00:02:20,320 --> 00:02:24,000
Musk's recent criticisms of Bob 
Iger, including a controversial 

41
00:02:24,000 --> 00:02:27,080
remark about Walt Disney, under 
score the tensions between the 

42
00:02:27,080 --> 00:02:29,800
two executives. 
The latest action might be seen 

43
00:02:29,800 --> 00:02:33,480
as a direct challenge to Iger's 
leadership, and reports first 

44
00:02:33,480 --> 00:02:37,400
emerged from Tesla Rati, noting 
the disappearance of Disney Plus

45
00:02:37,400 --> 00:02:40,560
from Tesla's interface. 
Now Tesla later clarified that 

46
00:02:40,560 --> 00:02:44,160
the Disney Plus icon was removed
only for users who hadn't 

47
00:02:44,280 --> 00:02:47,320
accessed it, but this 
explanation has done little to 

48
00:02:47,320 --> 00:02:49,760
quell speculation about the 
underlying reasons. 

49
00:02:50,680 --> 00:02:55,440
Now the Musk Iger feud has been 
public and also very abrasive. 

50
00:02:55,720 --> 00:03:00,000
Musk's harsh words towards 
advertisers withdrawing from X, 

51
00:03:00,080 --> 00:03:03,440
including a direct insult aimed 
at Iger, have only fueled the 

52
00:03:03,440 --> 00:03:05,920
fire. 
And this ongoing drama has cast 

53
00:03:05,920 --> 00:03:09,640
a shadow over both Tesla's and 
Disney's corporate strategies. 

54
00:03:09,960 --> 00:03:13,160
The public reaction to Tesla's 
decision has been pretty mixed. 

55
00:03:13,480 --> 00:03:16,960
Notable response came from a 
Tesla owner and influencer known

56
00:03:16,960 --> 00:03:21,400
as the Tesla Hoe, the hottest 
owner's experience, and she 

57
00:03:21,400 --> 00:03:24,320
criticized the move, 
highlighting the inconvenience 

58
00:03:24,320 --> 00:03:26,760
it poses to Tesla owners, 
especially parents. 

59
00:03:27,040 --> 00:03:30,880
The Tesla Ho's comments on 
social media platform X garnered

60
00:03:30,880 --> 00:03:34,000
significant attention. 
She expressed disappointment in 

61
00:03:34,000 --> 00:03:37,840
both Musk's and Iger's actions, 
perceiving them as petty and 

62
00:03:37,840 --> 00:03:41,320
detrimental to customers. 
Now, her criticism reflects a 

63
00:03:41,320 --> 00:03:44,160
broader sentiment amongst some 
other Tesla owners. 

64
00:03:44,440 --> 00:03:47,840
And despite the initial 
backlash, the Tesla Ho later 

65
00:03:48,120 --> 00:03:51,200
posted a more positive spin on 
the situation, suggesting that 

66
00:03:51,200 --> 00:03:55,080
the removal of Disney Plus might
actually encourage more family 

67
00:03:55,080 --> 00:03:59,200
interaction during car rides. 
Now this change in tone reflects

68
00:03:59,200 --> 00:04:02,920
the complex reactions among 
Tesla's own user community. 

69
00:04:03,360 --> 00:04:06,600
Now the true reason behind 
Tesla's removal of Disney Plus 

70
00:04:06,600 --> 00:04:09,360
remains very unclear. 
Whether it's a direct result of 

71
00:04:09,360 --> 00:04:12,720
Musk feud with Eiger or 
strategic decision with 

72
00:04:12,720 --> 00:04:15,760
different motivations, the 
actions have certainly sparked 

73
00:04:15,760 --> 00:04:18,839
debate and speculation. 
And the situation highlights 

74
00:04:18,839 --> 00:04:21,720
Musk's reputation for being 
unpredictable and often 

75
00:04:21,720 --> 00:04:24,440
controversial. 
And his decision making is 

76
00:04:24,480 --> 00:04:27,400
sometimes way out there. 
And his actions, while sometimes

77
00:04:27,400 --> 00:04:31,560
seen as innovative, can also be 
perceived as impulsive or driven

78
00:04:31,560 --> 00:04:35,240
by personal vendettas. 
Now this development between 

79
00:04:35,240 --> 00:04:39,080
Tesla and Disney is a new 
chapter in the ongoing narrative

80
00:04:39,280 --> 00:04:42,240
of tech companies and 
entertainment giants. 

81
00:04:42,240 --> 00:04:45,400
They have to work symbiotically.
They have to work together, and 

82
00:04:45,400 --> 00:04:48,840
it illustrates how corporate 
decisions can have immediate and

83
00:04:48,840 --> 00:04:53,000
tangible impacts on consumer 
experience and market dynamics. 

84
00:04:53,480 --> 00:04:57,560
The removal of Disney Plus from 
Tesla vehicles is pretty huge, 

85
00:04:57,840 --> 00:05:00,960
and it also reflects the 
contentious interactions between

86
00:05:00,960 --> 00:05:02,680
major corporations and their 
leaders. 

87
00:05:03,080 --> 00:05:06,560
The consequences for both of 
these companies, customer 

88
00:05:06,560 --> 00:05:10,920
relations and the tech companies
working with entertainment 

89
00:05:10,920 --> 00:05:14,760
companies. 
It's a mix up that may be able 

90
00:05:14,760 --> 00:05:17,480
to be fixed if they can all get 
along. 

91
00:05:17,800 --> 00:05:19,640
Thank you for tuning into the 
show of the day. 

92
00:05:20,040 --> 00:05:21,720
I really do appreciate your 
support. 

93
00:05:22,000 --> 00:05:24,760
If you could take a second and 
hit the subscribe or the follow 

94
00:05:24,760 --> 00:05:26,960
button on whatever podcast 
platform that you're listening 

95
00:05:26,960 --> 00:05:29,640
on right now, I greatly 
appreciate it. 

96
00:05:29,640 --> 00:05:32,320
It helps out the show 
tremendously and you'll never 

97
00:05:32,320 --> 00:05:36,520
miss an episode and each episode
is about 10 minutes or less to 

98
00:05:36,520 --> 00:05:39,560
get you caught up quickly. 
And please, if you want to 

99
00:05:39,560 --> 00:05:45,040
support the show even more, go 
to patreon.com/stagezero. 

100
00:05:45,640 --> 00:05:48,120
Please take care of yourselves 
and each other and I'll see you 

101
00:05:48,120 --> 00:05:48,600
tomorrow.
