[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.
