• [0:00] Lazy Mary.
• [1:27] Wall Street, Italy.
• [7:31] Skeptical Musk can avoid paying $54.20 for Twitter.
• [14:15] TikTok privacy concerns are bipartisan.
• [18:32] TikTok memes can drive content success.
• [22:55] Sunday Ticket heading to streaming, not surprising.
• [24:03] Fanatics’ Michael Rubin is media trained.
• [26:14] How you can breakup Duke and UNC?
• [29:07] Walt takes the under.
• [31:00] Endeavor is logical if WWE must be sold.
• [36:56] Misra is a survivor.
• [38:41] Hulu is superfluous to Disney’s ambitions.
• [42:33] Meta offers a new graph out of necessity.
• [46:23] We are not at domestic Peak TV spending…yet.
• [56:26] Will Stranger Things’ success actually drive outperformance?
• [58:35] Wen pounce.
• [59:44] Starlink exceeded Walt’s expectations.
• [59:51] That’s Amore.

• [0:00] Circle of Life.
• [1:08] There I was in the Congo.
• [1:48] Surrounded by lions.
• [2:25] Rich finally got covid.
• [4:22] Netflix is not going to save the TV ad biz.
• [12:20] Apple’s big sports ambitions.  
• [24:01] Debating the purchase of virtual goods in the #metaverse.
• [30:40] We’ll believe Apple has an AR product when we see it.
• [32:34] Metaverse is only upside for Meta’s long-term holders.
• [38:01] Sievert’s manifesto.
• [40:11] Do faster speeds drive wireless decision-making?
• [47:43] The WWE crowd loves Vince but does the Board?
• [51:33] RSNs cannot properly go DTC until ESPN does.
• [55:10] Fanatics officially enters sports betting.
• [57:51] Netflix does not need, or want, Roku.
• [58:58] Win some, lose some.
• [1:00:57] Brandon missed the Bored Ape Yacht Club party.
• [1:03:10] All My Friends.

[0:00] Hot Hot Hot.

[1:46] What do cherries cost per pound?

[4:35] Will TV ad sales downturn impact legacy media AVOD/SVOD spend?

[8:07] Netflix is not buying Roku, sorry Roku employees.

[12:52] If Disney Board believes in Chapek, then renew his contract.

[15:35] Will others follow AT&T’s lead and drop included content?

[20:15] Spotify comes out swinging.

[25:18] Netflix needs more franchises like Stranger Things.  

[30:50] What’s old is new at Apple.  

[33:52] What does Apple’s WWDC “No Fingerprinting” edict mean to ad biz? 

[36:00] Is Meta attacking the most compelling part of the metaverse? 

[38:05] Identity is a key element of the metaverse.

[41:07] How do regulators define markets?

[45:32] Microsoft wants as many gamers as humanly possible.

[48:35] Competition for T-Mobile in upcoming wireless auction.

[50:30] Does Amazon exiting IPL bidding help Disney/Hotstar? 

[51:51]] Could Netflix license F1 in US?

[54:17] MSGS is trading at a significant discount.

[56:41] Web3 snowflakes.

[59:54] N95.

• [0:00] Top Gun Anthem.
• [1:48] Remembering those we love.
• [11:44] Inflation starting to impact demand for some.
• [14:07] Can Snap and Omnicom both be right?
• [17:36] Investors may be overestimating the magnitude of Snap’s decel.
• [24:34] How can Twitter’s Board ignore a shareholder vote?
• [28:13] We still expect Elon to close at $54.20.
• [30:01] Clarification for Charter’s clarification?
• [35:27] Comcast should have targeted ATVI, not EA.
• [38:22] Brian Roberts’ control is impediment to deals.
• [43:09] Regulatory agencies understaffed.
• [45:20] Tony Fadell’s overly simplified views of the metaverse.
• [52:24] Netflix continues to iterate on their AVOD strategy.
• [55:35] Netflix Gaming will eventually make it to the big screen.
• [58:26] NFL broadcasts need to open up and innovate on alternative audio.
• [1:02:58] LEO satellites can address multiple markets.
• [1:05:38] If Starz spins off, what happens next?
• [1:08:25] War Games.
• [1:09:14] Box of Rain.