[0:00] Spin the Black Circle.
[1:28] Where was Rich’s post-flight selfie?
[5:16] Escalating sports costs will bring margin pain.
[8:11] No friction to churning in streaming world.
[11:05] Sports betting industry is still worth avoiding.
[16:35] Are you watching House of the Dragon this weekend?
[21:06] Amazon TNF over/under: 12.5m viewers.
[25:22] Does a smooth TNF launch help Amazon’s Sunday Ticket bid?
[30:54] Now is the time for Chapek to make ESPN and Hulu decisions.
[34:14] MSGE spin will re-highlight existing asset value.
[39:10] Paramount+ is a good fit for Walmart’s customer.
[41:50] Walmart has major CTV ad ambitions.
[44:20] Good, better, best: Netflix wants clear differentiation between subscription tiers.
[47:10] We do not expect WWE to be shopped in the near-term.
[53:20] Ticketmaster moat prevents scaled competitors.
[56:46] TikTok noise level continue to build.
[59:57] Investors need to pay attention to Embracer Group… from Sweden.
[1:03:05] 74% of how many Bally Sports+ subs?
[1:07:58] Dr. Malone is WBD’s Wizard of Oz.
[1:13:02] Dear Apes: Adam Aron is going to dilute you.
[1:15:27] What Time is It?
