The second part of the talk is timeless, platform-less, and something that every developer, publisher, student, and scandalously good-looking public relations flack should see (if only to pound with virtual tomatoes). Entertainment Property Development should be mistress to entire business units at organizations everywhere.
When watching part two, you might find it helpful to know that people were booing and moaning when the Disney slide came up ... that doesn't really come through from the audio in this recording.
To borrow from "Yahtzee" Croshaw, I was positively stonked during the Q&A for this talk: Every question asked included the phrase, "Entertainment Property." Wish they had gotten that on film ...