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- [0:00] Animal.
- [6:24] If you step into Walt’s mentions he will drive across the bridge.
- [9:24] Did we actually learn anything new from the TikTok hearing?
- [15:50] The barriers to MSFT/ATVI approval continue to come down.
- [21:42] Unreal Engine: CGI vs. Humans — hard to tell.
- [23:15] Fortnite Creator Economy 2.0 economics are more attractive than Roblox payouts.
- [27:14] Does the Roblox base actually want improved graphics and deeper gameplay?
- [31:02] Panic around Netflix Canada’s password sharing falls, as expected.
- [32:29] Cloud-based gaming will help Netflix but they still need to deliver a hit.
- [37:37] Increased Apple content spend doesn’t change our view on service revenues.
- [40:15] It’s hard to believe that a theatrical window helps a bad movie perform on streaming.
- [46:58] Flexing the TNF schedule is good for Amazon but not for the NFL.
- [48:31] Baseball finally has a star thanks to WBC.
- [53:05] ChatGPT plug-ins will accelerate real world use cases of generative AI.
- [1:01:19] Generative AI suddenly complicates Writers Guild negotiations.
- [1:02:54] Fubo should worry about carrying March Madness, not a rebrand.
- [1:05:30] Hungersite.
- [0:00] I’m Shipping Up To Boston.
- [2:37] Walt is the calm voice of reason?
- [7:55] TV keeps getting more expensive.
- [12:29] YouTube TV is the best way to watch TV, now with Multiview.
- [14:34] Meta’s IR narrative has changed, not their actual focus.
- [19:07] Will there be real action or are government threats to TikTok just political posturing?
- [25:30] Netflix was always going to build their own ad tech.
- [27:37] Surprise: almost all Disney+ subs chose a 38% price hike over ads.
- [28:26] Buying Hulu is the quickest way to build a CTV advertising business.
- [37:46] Investors are overreacting to Netflix Canada’s password sharing rollout.
- [42:26] How does Tubi viewership match Peacock?
- [44:00] Consumers love HBO even if engagement is limited.
- [47:43] What telecom metrics matter?
- [52:04] Cure onsale exemplifies changes needed in ticketing industry.
- [58:21] FCC shouldn’t hide behind the ALJ.
- [1:01:15] Creators are beginning to make real $ on Snap.
- [1:03:44] Dish TV and Boost subscribers still in the dark.
- [1:06:24] Adam Aron continues to spin AMC shareholders.
- [1:08:36] Just Like Heaven.
- [0:00] Free Bird.
- [2:21] LightShed Team Dinner had two special guests.
- [5:27] A TikTok ban is far more complicated than it looks.
- [12:32] Reels is growing time spent for Meta, with monetization just starting.
- [18:01] Will there ever be multiple app stores on the same device?
- [22:53] Iger calls BS on competitor streaming expectations.
- [27:01] If Comcast is not buying Hulu then who is?
- [29:48] Mando’s lack of buzz shows the difficulty in chasing Netflix.
- [35:40] Each week brings more retrans headwinds.
- [38:40] Roku’s Best Buy partnership is an opportunity to reclaim lost market share.
- [41:23] Sports teams need to take short-term RSN pain for long-term health.
- [46:49] Is Endeavor’s sudden lack of interest in WWE simply posturing?
- [52:26] Live Nation gets support for FAIR from everyone except its competitors.
- [54:41] If Spotify finally gets video right, it will boost its advertising ambitions.
- [57:49] Everyone now has a Chat-GPT integration.
- [59:01] Elon’s perfect venture troll.
- [1:00:07] Tuesday’s Gone.
- [0:00] Mistadobalina.
- [2:06] Billing problems corner.
- [8:26] Rich’s unusually low Uber rating.
- [12:26] Analysts need to read financial statements.
- [15:58] Will RSNs going direct-to-consumer accelerate cord-cutting?
- [21:46] Does Turner really want to be in the NBA biz?
- [23:50] ESPN wants to become the singular destination for sports fans.
- [30:36] Hans buys himself time at Verizon with management shuffle.
- [34:02] Meta ad targeting continues to improve faster than investors realize.
- [38:33] Xtadium NBA is a perfect VR use case.
- [47:12] Apple continuously does what’s best for Apple.
- [50:10] Is Endeavor messaging that it doesn’t have to buy WWE?
- [56:23] UK is still a hurdle, but we are getting closer to MSFT/ATVI approval.
- [57:57] Call of Duty meets Roblox – incredible graphics and core gameplay on Roblox.
- [59:48] No quick fix to Disney’s content struggle as focus shifts back to quality.
- [1:02:40] A Redstone, a Porn Star, and a Cat-Kidnapper Walk into a Bar…
- [1:04:02] 3030.
- [0:00] Minor Swing.
- [0:58] Bienvenue tout le monde!
- [3:52] Can WWE sell for $9 billion?
- [8:16] Netflix investor price cutting fears are misplaced.
- [12:50] What is Walt’s middle name?
- [13:33] Your view of the ad market depends on where you sit.
- [17:20] Ergen says retrans will follow RSNs to the grave.
- [21:13] Will the Supreme Court avoid tech armagaddeon?
- [23:49] Zuck will copy everyone (other than better compensation for creators).
- [29:10] Meta gaining VR access to China is a win.
- [31:35] FCC moves to push ball forward on satellite to cell phone connectivity.
- [33:29] Ticketmaster looks to control the ticketing narrative.
- [40:34] Streaming IPL for free is problematic for Disney.
- [43:41] Spotify using AI to repackage what they already do.
- [47:36] Announcement: we are encouraging Lightshed staff to explore ChatGPT’s capabilities.
- [48:02] Fiber pullback positive for Charter.
- [50:52] Microsoft trying to compromise on ATVI deal.
- [52:43] Can Blumhouse moneyball gaming like they do movies?
- [55:07] Is Warner Bros. Games a keeper post Hogwarts Legacy?
- [58:22] Elon spent $44 billion to convince you that he is funny.
- [59:42] Heal the World.
- [0:00] Me Myself and I.
- [1:20] Walt could not be handling this week any better.
- [7:06] Investors to Snap: show me don’t tell me.
- [12:42] RSN leverage is irrelevant if they don’t generate positive EBITDA.
- [22:08] Why would Iger be at NBA Tech Summit if he wasn’t serious about keeping ESPN?
- [24:19] FTC purposely fighting losing battles.
- [31:38] Fox’s low Super Bowl latency another reason affiliate model needs to end.
- [36:20] We continue to believe NBC will displace Turner for NBA rights.
- [38:46] Do fewer Marvel shows foreshadow Hulu content moving to Disney+?
- [44:36] The delayed release of Apple’s mixed reality headset is meaningless.
- [46:18] Apple uses T-Mobile’s marketing muscle to drive awareness of MLS.
- [49:13] Everything free about Peacock has ended as losses pile up.
- [51:26] Increasing SVOD prices will bring churn issues into focus.
- [54:40] MSG Sphere’s U2 Super Bowl ad shows that the end is finally near.
- [56:19] Why would anyone want to be CEO of AMC Networks?
- [59:38] OAN was for Gigi before they were against her.
- [1:02:25] The TikTok-ization of media.
- [1:03:33] The Kinks demonstrate AI’s limitations to understanding context.
- [1:04:40] Lola.
- [0:00] The Robots
- [2:02] Acceptable business breakfast orders.
- [6:05] Roger Goodell clearly does not follow Walt’s Twitter account.
- [8:58] Sunday Ticket innovations.
- [11:51] Is Disney’s YTD stock move faith in Iger and/or the surge in legacy media stocks?
- [17:51] Could Microsoft be the best buyer of Hulu?
- [28:45] Does Activision become a consolidator if ATVI/MSFT breaks?
- [31:40] As protectionism becomes a bipartisan issue, what happens to TikTok?
- [33:30] 99 Red Balloons
- [35:26] More iPhone sales headwinds.
- [37:49] Weighing the MLB impact of a Diamond bankruptcy.
- [41:10] MLB consistently fails to properly market its players and product.
- [44:14] What incentives would motivate someone to buy Knicks / Rangers stakes over MSGS?
- [46:29] Variable pricing hits the apes.
- [52:15] Why is it so hard for legacy media companies to each create a singular streaming service?
- [53:44] Microsoft move for search market share will hurt Google profits.
- [1:00:39] What’s the over/under on Google’s search market share in 5 years?
- [1:02:01] AI advancement and innovation will create new jobs.
- [1:04:58] Technology will eliminate the need for streaming service bundles.
- [1:11:14] It must be tough to be a billionaire.
- [1:12:45] Computer Love
- [0:00] Marquee Moon.
- [2:08] Brandon’s microphone is an injury risk.
- [4:16] Zuck is a winner and he will do whatever it takes to fulfill his vision.
- [6:59] Apple CFO’s pro-level spin.
- [11:53] Disney parks bookings will be important bellwether of consumer health.
- [14:38] Meta embraces rev share as battle unfolding in shortform video.
- [19:10] How much does TikTok need the music labels?
- [25:01] Question to listeners: would you be interested in a Lightshed Earnings Watchalong?
- [25:57] Daniel Ek’s warning shot to music labels.
- [32:51] Is Warner Bros. Discovery even capable of surfacing its catalog?
- [35:54] Peacock shuts down free as its competitors move towards it.
- [37:27] The day Rich became a TikTok star.
- [38:15] Only Vince knows hows this WWE storyline will play out.
- [42:58] Tech companies can make acquisitions, they just must win in court.
- [47:22] How is it possible that scalpers are advising the White House on fee transparency?
- [52:17] There is nothing worse than reauthenticating streaming services.
- [55:14] VR devs: if you build devices, we’ll create software.
- [56:31] Gaming publishers do not have the DNA to translate IP to mobile.
- [1:01:25] Affiliate TV station owners in big trouble, if what just happened at CBS can be replicated.
- [1:03:47] Fly Eagles Fly!
- [1:04:10] See No Evil.
- [0:00] Part-Time Lover.
- [1:20] What is Rich wearing?
- [4:50] Comcast’s hall-of-shame earnings call.
- [7:43] The DOJ is the only threat to LYV’s vertical integration, not grandstanding senators.
- [18:55] Do you actually weaken Google if you don’t touch Search/YouTube?
- [24:01] Big Tech should not let government threats deter their dealmaking.
- [27:25] TikTok’s product must continue to evolve to replace Meta.
- [31:15] News Corp. will buy something with its extra $3bn.
- [37:08] The RSN’s demise is going to present problems for sports teams and distributors.
- [46:20] Paramount+ and Showtime consolidation is good for consumers and profitability.
- [52:56] Comcast should punt on WWE and let Peacock and the legacy cable nets die.
- [58:37] Netflix is having fun again or least wants you to believe that.
- [1:00:18] Sports rights as an onboarding for VR users?
- [1:06:12] Dawn Ostroff’s exit signals that Spotify is a platform company, not a content company.
- [1:11:50] Michael Rubin’s Fanatics sports betting playbook is falling into place.
- [1:14:05] Use AI to replace useless sell-side analysts who publish earnings previews & reviews.
- [1:15:42] What’s Love Got to Do With It.
- [0:00] Almost Cut My Hair.
- [1:45] If you need a 5:30pm reservation, ask Rich.
- [9:10] Learning from Reed Hastings’ pivots.
- [14:07] Disney execs have struggled with upward mobility.
- [16:57] Apple’s headset will entice developers to explore VR’s capabilities.
- [24:52] Why does Apple not own the living room?
- [27:23] T-Mobile hacked…again.
- [31:40] Vince is the only person who knows what’s really going on with WWE.
- [36:57] MMA is ripe for disruption, if you have very deep pockets and time.
- [42:25] Could competition solve the government’s TikTok fears?
- [46:59] Despite criticisms, Ticketmaster is still best-in-class.
- [53:15] Roblox in an investment box.
- [56:49] When will Spotify raise price?
- [59:32] FAST channels another way for YouTube to get more TV time spent.
- [1:05:58] Spam is not spam when Apple spams.
- [1:08:25] The Linc will be wild tomorrow night.
- [1:09:47] Teach Your Children.
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