[0:00] Africa.
[1:12] Live from Rwanda.
[5:48] Companies are reacting quickly to the coming recession.
[9:20] Credit Jeff Shell for his ad market honesty.
[12:37] Second round of price increases for AT&T and Verizon.
[17:20] Is WWE for sale?
[23:42] Cable broadband feeling competition.
[33:11] Disney’s IPL surprise.
[38:54] Elon has big plans for Twitter.
[43:59] Smart for Meta to lean into AI/algo over social graph.
[46:26] Blizzard is finally getting content out.
[47:50] Down to the wire for Dish.
[50:59] Is that why the Roku employee trading window closed?
[54:00] Concerning Roblox DAU trends must reverse with summer seasonality.
[56:56] 90 Day Fiancé is not GoT or Westworld.
[58:56] Snap subscription is low hanging fruit.
[1:00:15] Apes strike back against Adam Aron.
[1:01:54] July 4th travel disaster incoming.
[1:02:03] Undertaker Theme Song.
