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It sounds like Disney has fallen prey to the same problems as every other organization when it grows big. Cost saving, restructuring, and more take priority when the real question gets sidelined: how can we make our product/service better.

The company's forte lay in its fiction, its storytelling in movies and shows. Now, its board is probably using the only tool that's better than MS Word when it comes to writing fiction: MS Excel. This could be taking a toll on creativity... and systems, processes, succession can never compensate for those.

It seems what will help Disney now is the kind of focus that Paul O'Neill brought to Alcoa or Steve Jobs brought to Apple in his second stint. But given the kind of people sitting on the board (the ones who want immediate results), I wonder if it's possible.

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