[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.
