- [0:00] Copy of a.
- [4:29] Why isn’t Rich renewing his Tesla?
- [8:04] How meaningful can Threads be in success to Meta?
- [24:01] Why would anyone steal Twitter’s code… LOL emoji.
- [26:37] Regulators are over-regulating to the detriment of consumers.
- [28:57] China represents a global risk to all US-based companies.
- [31:10] Will Iger stick around to reinvigorate Disney content?
- [36:35] MSG Sphere will generate more profits than football stadiums with same price tag.
- [45:48] How much concert pricing optimization is left?
- [47:32] Dish’s busy week.
- [50:47] Is Hollywood about to fully shut down as actors strike?
- [53:46] Expect Amazon to use even more sports content to drive entertainment consumption.
- [58:23] T-Mobile’s price increase.
- [1:00:49] ChatGPT traffic will reaccelerate as users learn how to use it.
- [1:03:20] No one is more excited for a Yahoo IPO than LightShed’s Joe Galone.
- [1:05:01] Blurred Lines.
- [0:00] American Girl.
- [2:55] No LightShed event is complete without the Grateful Dead.
- [7:10] What is driving Apple’s value to $3 trillion?
- [13:33] MSFT/ATVI should not be blocked based on Xbox exclusives.
- [18:42] Netflix’s confidence in advertising growing.
- [24:40] Linear CNN will not be inside Max.
- [28:01] Could the NBA deal be an unlock to an OTT ESPN?
- [29:44] Barbie exemplifies Mattel’s IP vision.
- [35:23] We do not expect SAG to strike (tonight).
- [39:32] Can gaming live inside Western video and communications platforms?
- [42:43] Apple does what’s best for Apple.
- [44:13] Incrementalism defines Roblox’s platform and Gen AI will be no different.
- [46:08] Could a Quest subscription jumpstart engagement?
- [49:28] Will Formula E help Roku fend off building competition?
- [52:24] Expect to hear more about TikTok as we approach the election cycle.
- [55:01] Companies should mess with their competitors more than they do.
- [58:08] Building a Fanatics consumer brand will have to go beyond Michael Rubin.
- [1:04:27] Everyone wants full screen mobile video to drive ads.
- [1:07:14] Hopefully Joe Buck’s pink slip was lost in the mail.
- [1:10:11] God Bless the U.S.A.
- [0:00] Yellow Submarine.
- [2:33] Would you rather hold AMC or Argentinian debt?
- [3:55] Why did V leave TikTok?
- [7:05] YouTube’s creator economy resurgence.
- [9:04] Does Ryan Murphy know who will be next Disney CEO?
- [13:03] Activist FTC commissioner ignores ethics advice.
- [16:57] Activision Blizzard emails are unhelpful for Microsoft deal.
- [19:33] How could James Gunn think The Flash was great?
- [25:22] AI’s role in Secret Invasion’s intro is undetectable.
- [26:17] AI can make sequels but not original content.
- [30:59] SAG strike likely and will benefit Netflix.
- [34:24] All-in pricing helps vMVPDs like YouTube TV.
- [37:27] Biden’s FCC nominee net neutrality déjà vu.
- [39:18] Can sports team values defy media rights slowdown?
- [43:23] Spotify’s podcast initiative was not a failure.
- [45:44] Why self-serve ads matter to Roblox.
- [48:43] What NC-17 content will be on Roblox?
- [49:45] When will subscale streaming services give up?
- [51:33] Will Brandon become a Fubo sub?
- [53:02] Under the Sea.
- [0:00] Fantastic Man.
- [3:12] No better way to spend Father’s Day than with your father-in-law.
- [5:14] FTC and Microsoft/Activision Blizzard battle coming to a head.
- [10:13] Activision Blizzard’s masterful Diablo IV PR.
- [11:13] Christine McCarthy’s legacy includes saving Disney from bad M&A.
- [13:48] What will Disney announce at Sept. Analyst Day?
- [18:26] Zuck is not the beneficiary of Apple’s Vision Pro strategy.
- [25:32] Uber video ads open bigger opportunities.
- [27:50] Dish hits spectrum buildout milestones.
- [29:57] Twitter’s future hinges on execution.
- [33:09] Since when does music matter on Twitter?
- [35:28] Disney should have bought WWE if it intends to license WWE rights.
- [38:28] Does live WWE content make sense on Netflix?
- [41:12] The DOJ is investigating the LIV/PGA merger. Obviously.
- [42:23] DraftKings trying to slow down Fanatics Betting.
- [48:01] Reddit needs to focus on product not restricting its API.
- [50:13] Regulatory is a tailwind for Live Nation’s stock.
- [52:11] Google employees should not have needed to be warned about chatbots.
- [56:00] Happy birthday Bode!
- [56:21] Fantastic Man.
- [0:00] Black Smoke Rising.
- [2:48] Shea Stadium hot dog > $29 hot dog.
- [8:11] A fierce debate on Apple Vision Pro.
- [21:48] Apple and Meta have two fundamentally different approaches to mixed reality.
- [25:16] What consumer problem is the Vision Pro actually solving?
- [28:55] Apple will crack down on fingerprinting.
- [33:05] Dish adds iPhone to Boost Infinite.
- [35:55] Is Amazon Prime replicating Disney+’s advertising strategy?
- [40:48] CNN is more headache than it’s worth.
- [45:41] How many people actually watched Tucker’s full Twitter episode?
- [47:04] Apple’s innovative MLS deal set the stage for Messi.
- [50:02] Cricket corner: How much longer will Disney own Star?
- [53:03] Diablo IV’s fortuitous Times Square billboard.
- [55:26] Succession viewership shows that we live in a bubble.
- [56:48] Writers Guild issues far more complex than the Directors Guild.
- [59:12] Trump’s prescient LIV/PGA take aged nicely.
- [1:02:12] Latest Congressional ticketing bill could put an end to LYV’s overhang.
- [1:03:55] RIP Iron Sheik and our childhoods.
- [1:05:20] Smokestack Lightnin’.
- [0:00] Yoshimi Battles the Pink Robots, Part 1.
- [2:47] Over/under: 1 billion human-like robots in 10 years.
- [6:33] Amazon should include wireless in Prime, but do not expect it soon.
- [10:58] Dish’s network is native to AWS Telecom making it a logical choice.
- [13:11] Is it finally time for legacy media and game publishers to integrate?
- [18:22] What is Comcast’s next strategic move?
- [25:30] Activision stock remains well positioned deal or no deal.
- [26:54] Apple headset is for developers to create applications when price can come down.
- [30:22] Does anyone under 45 know what SMS means?
- [32:43] Is bundling streaming services the future?
- [35:46] Despite angry Tweets, Netflix’s password sharing crackdown is a positive.
- [39:54] How much does Zaslav love wrestling?
- [43:00] TBD if reflected in viewership but the NBA Finals will be great basketball.
- [46:20] Would one destination for NBA games increase viewership?
- [51:16] The Padres are more impacted by Diamond than Padres fans.
- [53:53] Do You Realize?
- [0:00] What’s Love Got to Do with It.
- [3:18] The first casualty of Netflix PW crackdown is Brandon’s father-in-law.
- [3:58] Netflix password crackdown will be both revenue and headache accretive.
- [8:47] First impressions of the new Max app.
- [12:30] Who would sign up for Comcast’s NOW TV?
- [17:40] Biden’s FCC nominee returns to Twitter.
- [19:12] Standard General/Tegna finally scrap deal.
- [21:01] Expect WWE and NBA to maximize rights deals by atomizing content.
- [28:36] Zuck tries to seize on Twitter’s weakness with product clone.
- [30:05] Everyone views post-Elon Twitter from their own biased perspective.
- [33:37] AI presents far deeper misinformation risks than simply fabricated images.
- [37:00] Watermarked AI content is a step in the right direction.
- [39:27] TikTok is the latest platform to experiment with AI chatbots.
- [41:24] Dish distribution agreement with Amazon not unexpected.
- [46:38] It’s unfair to extrapolate Niantic’s game failures to AR broadly.
- [48:18] Braves’ RSN fees are safe but other markets will not be so lucky.
- [49:39] Apple’s MLS moves are a test kitchen for more significant sports rights.
- [55:42] Zaslav’s commencement words resonate.
- [57:30] The Best.
- [0:00] Rocket Man.
- [2:27] Running a marathon to Phil Collins.
- [3:36] Another tenant leaves WeWork.
- [5:23] Who is WWE’s second bidder if Fox won’t pay more?
- [11:39] Are any non-NFL sports rights accretive to Fox’s affiliate fees?
- [15:38] Max can be extremely profitable without chasing Netflix.
- [18:47] Comcast will keep spending on Peacock.
- [23:16] Sorry Lachlan, the NFL is not mad at $1 billion for TNF.
- [24:37] PFL needs more than Francis Ngannou to take share from UFC.
- [26:25] Supreme Court sides with Big Tech in Section 230 case.
- [30:07] Netflix advertising out-innovating linear TV.
- [34:44] The implications of Verizon’s new plans for streamers.
- [41:34] TBD on Fanatics’ gambling ambitions but don’t bet against Michael Rubin.
- [45:04] A Hulu Theater sale would be a boon for both MSGE and SPHR stocks.
- [47:19] T-Mobile speeds faster than Spectrum in NYC.
- [54:44] There is no easy solution to AI regulation.
- [58:56] Iger abandons one of Chapek’s biggest bets.
- [1:00:53] Why does WBD even want to own CNN?
- [1:03:48] The Great Gig in the Sky.
- [0:00] Shroomin’.
- [1:51] How will Brandon spend his wife’s first Mother’s Day?
- [5:32] Linda Yaccarino is a great complement to Elon.
- [12:31] With Tucker on Twitter, is Don Lemon next?
- [18:41] Creating a unified Disney+ experience is the next best option to selling Hulu.
- [23:13] Expect ESPN to go fully OTT sooner than later.
- [27:43] What was behind Iger’s surprise earnings call opening?
- [30:53] Nintendo’s IP strategy is very different than current Disney.
- [35:03] Apple loses yet another major Services executive.
- [37:47] Warner Music sees the good in AI.
- [39:16] AI-generated creative will help the digital ad industry.
- [42:04] Dish’s clerical error creates an uproar.
- [46:21] Meta is incentivizing even better Reels content.
- [48:37] TikTok shopping slowdown to lessen ties to China.
- [50:48] The rest of media would love the “dead” metaverse’s growth.
- [54:26] Sphere cost overruns but potential Phish dates.
- [58:30] Apple goes after Meta in Ted Lasso.
- [59:33] The Legend of Zelda Theme.
- [0:00] Cry Baby.
- [1:50] Welcome to the world, Stella Jade!
- [5:55] Apple’s excuses for weakness in Services.
- [10:45] Sustainability of iPhone sales in EM.
- [14:50] Marcelo’s move from crypto to AI.
- [17:42] Lina Khan identifies the AI problem but does not give a prescription.
- [25:20] Who should be the decision-maker on AI regulation?
- [29:25] Uber is quietly building a scaled hyperlocal ads biz.
- [31:40] TikTok ads drive TV viewership more than TV ads.
- [33:46] TikTok’s unlikely to be global competitor to Spotify.
- [35:47] Writers’ Strike likely to be a long haul.
- [38:50] Why did Paramount cut the dividend now?
- [42:16] YouTube’s CTV success is an ominous sign for TV upfronts.
- [44:15] Live Nation’s business is on fire as it awaits regulatory resolutions.
- [46:56] WWE investors need to keep an eye on NASCAR/NBA rights.
- [48:55] Are local sports on broadcast positive for broadcast stocks?
- [52:13] Non-Netflix streamers still struggle generating viewership on new content.
- [55:02] Blue Sky is Jack’s attempt to fix what Elon has done to Twitter.
- [58:23] Dish finally got a win!
- [59:38] Sundown.
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