Umair answers one of my questions (see update at bottom of original post for link to his response to me):
Guys, I don't have time to do the justice to the huge Disney discussion going on at the moment (I've wasted too much time dealing with Steve Gillmor's idiotic comments instead, sorry).
So let me clarify. I certainly don't think Disney's move is dumb.
But then this:
Final note for all the commenters who asked for an example of rebundling. Please guys - come on. Surely you can figure this out.
My point exactly.