[0:00] Lazy Mary.
[1:27] Wall Street, Italy.
[7:31] Skeptical Musk can avoid paying $54.20 for Twitter.
[14:15] TikTok privacy concerns are bipartisan.
[18:32] TikTok memes can drive content success.
[22:55] Sunday Ticket heading to streaming, not surprising.
[24:03] Fanatics’ Michael Rubin is media trained.
[26:14] How you can breakup Duke and UNC?
[29:07] Walt takes the under.
[31:00] Endeavor is logical if WWE must be sold.
[36:56] Misra is a survivor.
[38:41] Hulu is superfluous to Disney’s ambitions.
[42:33] Meta offers a new graph out of necessity.
[46:23] We are not at domestic Peak TV spending…yet.
[56:26] Will Stranger Things’ success actually drive outperformance?
[58:35] Wen pounce.
[59:44] Starlink exceeded Walt’s expectations.
[59:51] That’s Amore.
