[0:00] As It Was.
[1:30] What’s the overlap between Harry Styles and LightShed Podcast listeners?
[6:46] Amazon’s first NFL broadcast was a success.
[10:42] Will channel changing friction increase Amazon’s average viewership?
[14:40] Spin or no spin, ESPN will have to cut costs.
[20:34] Disney will own 100% of Hulu.
[24:20] Verizon’s strategy if it can’t grow.
[29:40] T-Mobile's definition of big.
[31:50] Streaming consolidation is needed for broad pricing power.
[37:54] TikTok wants to be the de facto social/entertainment platform.
[39:38] Comparing Reels and TikTok usage is comparing apples and oranges.
[43:20] Roblox is a large long term opportunity but investors shouldn’t expect much in next few years.
[47:52] Disney advertising is opt out and Netflix is opt in.
[50:09] Apple needs far more kids/family content.
[54:18] Does Roku change of control actually mean anything?
[57:03] Snap could play a real role in the creator economy.
[58:50] Vision Fund: if at first (and second) you don’t succeed, try again.
[1:00:15] Happy anniversary Brandon!
[1:01:00] I’m Good (Blue).
