[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.
