[0:00] Twilight Zone / Runnin’ With the Devil.
[1:22] Rich was a DJ in college. Really?
[3:09] Who benefits if Twitter advertisers panic?
[5:17] Elon’s goal may be a more centrist Twitter.
[13:07] Meta forced to make core biz less profitable.
[21:46] Digital advertising weak or share shifting?
[26:06] Phil Spencer’s mobile and subscription arguments sound like spin to close ATVI deal.
[31:02] Will Apple keep moving advertising goal posts?
[34:54] Spotify will raise price but wants an incremental margin benefit.
[37:19] Service revenue and sustainability of fixed wireless.
[44:20] Kudos to Zaslav for taking a fresh approach to the future of DC.
[47:55] Hocus Pocus 2’s Disney+ performance supports a flexible film strategy.
[50:37] Content creators can’t help themselves from helping Netflix.
[52:11] Disney may not be a utility but superfans will still stomach higher prices.
[53:47] TCL/Amazon deal is why Roku needs to build their own TVs.
[57:31] Why is The Rock talking about a potential WWE sale?
[1:01:37] Live Nation’s stock should not have been hurt by Biden’s ticketing comments.
[1:04:34] Comcast should have never bought Sky.
[1:07:26]Tom, thanks for a great decade at Charter!
[1:08:02] Spooky.
