[0:00] I Love You Always Forever.
[1:20] Let’s repack week one of earnings.
[6:45] Is a Fox/News Corp. merger the next season of Succession?
[13:08] Netflix’s next act: monetizing the moochers.
[18:26] YouTube time spent on connected TV is skyrocketing.
[22:25] Netflix ramping gaming efforts but creating a breakout hit is hard.
[24:45] Linear TV ads trends holding up better than digital.
[34:43] Twitter sale will go through at $54.20.
[39:30] Endeavor may want WWE but that doesn’t mean it’s for sale.
[43:05] Will Amazon outbid Turner and ESPN for NBA rights?
[45:05] All-encompassing sports DTC package isn’t economically viable for leagues.
[48:30] Roblox forces short squeeze but should stop reporting monthly.
[51:51] Fubo Gaming was always DOA.
[54:15] Zuck, Elon, Ye and China: your social platform owners.
[55:55] Karma.
