Member Mailing #214: Kevin Mayer's Disney+ Flywheel is Dead

Does Disney have a replacement for his flywheel marketing model?

Last week I shared what I had been originally working on for last week's mailing: "if you believe in the flywheel, or simply the logic that rising tides float all boats, the loss of theatrical audiences emerges as an extraordinary pain point for the future of Disney+". 

The mailing was about now-ex Disney executive Kevin Mayer, who was the architect of D…