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Five Long-Term Strategic Questions for Disney’s Fiscal Q2 2026 Earnings

LightShed Live Replay: MLB Commissioner Rob Manfred

On Monday’s edition of LightShed Live, we were joined by Rob Manfred, MLB Commissioner, to discuss the state of Major League Baseball. Our conversation explored MLB’s active search for a new partner on ESPN’s existing rights deal, why MLB soured on ESPN, MLB’s vision for their 2028 rights renewals, why reach is more important for…

LightShed Live Replay: The Future of Fiber: Inside Brightspeed’s Vision

In the latest edition of LightShed Live, we spoke with Brightspeed CEO Tom Maguire and President of Consumer & Small Business Courtland Madock about the company’s strategic priorities and operational execution. Formed through Apollo’s 2022 acquisition of Lumen’s Midwest assets, Brightspeed is shifting from a copper ILEC to a fiber provider. It has already passed…

LightShed Live Replay: Perplexity’s Future and Industry Impact of DeepSeek AI

On Wednesday’s edition of LightShed Live, we were joined by Dmitry Shevelenko, Chief Business Officer at Perplexity to discuss the impact of DeepSeek AI, the sudden rise of Agentic AI and Perplexity’s recent new product launches. Our DeepSeek conversation explored DeepSeek winners and losers including key players such as Meta, OpenAI, and Anthropic, why public…

LightShed Live: President of MrBeast, Marc Hustvedt

On this edition of LightShed Live, we were joined by Marc Hustvedt, President of MrBeast YouTube. We discussed the current state of the creator economy, how James Stephen “Jimmy” Donaldson (aka MrBeast) became the most viewed YouTube creator in the US, what makes successful content on YouTube, balancing science and art when creating content, how short-form video…