[0:00] Can’t Get You Out of My Head.
[5:00] WiFi issues at the Comcast Center.
[6:25] Meta’s brand may be its biggest problem.
[11:58] Are there VR uses cases beyond gaming?
[13:44] Zuckerberg desperately wants to be the Metaverse OS.
[19:28] TikTok begins music streaming push as Sony pulls out of Resso.
[21:45] Is it easier for Amazon to be TikTok than TikTok to be Amazon?
[23:57] AVOD pricing is a bundle and TAM play for Disney but just TAM for Netflix.
[29:30] Netflix advertising is starting as a scale play similar to broadcast TV.
[37:14] As long as parks are packed, Disney should keep pushing price.
[39:02] UK regulatory understands Microsoft’s true ATVI ambitions are streaming/subscription.
[42:20] Take-Two wants to be a consolidator.
[44:16] Is too much content a risk to Endeavor?
[48:10] Dish could monetize Boost.
[52:35] Can the ESPN brand drive sports betting market share?
[54:54] Fanatics finally enters betting but TBD if they have meaningful differentiation.
[57:31] Fanatics wants to be the Fanatics of music.
[58:56] Amazon’s sports goal is to drive daily use of Prime Video.
[1:01:47] MSG is trying to recapture the trust of its shareholders.
[1:05:00] LA Clippers utilizing broadcast to help solve RSN reach issues.
[1:12:09] Unlike the concert industry, the Mets overpriced their tickets.
[1:13:05] Randy Johnson creates the new TWTR logo.
