[0:00] 25 or 6 to 4.
[1:56] Recording podcast over two days, simultaneously.
[4:21] Avatar box office over/under: $1.5 billion?
[8:40] Walt has been kicked off Twitter.
[13:13] Elon driving advertisers away.
[19:40] Why is it only Apple’s fees that should be regulated?
[25:09] Password sharing is the unlock that will grow Netflix’s ad-supported tier.
[29:20] +play should benefit both Verizon and consumers.
[35:25] Can you build a streaming wars winner while rapidly cutting costs?
[40:14] Charter’s Tom Rutledge capex déjà vu.
[45:35] There is a surprising lack of buzz around a TikTok ban.
[49:22] Vince McMahon needs to stay away from WWE.
[54:03] Did NFL pick Apple TV+ or YouTube TV?
[58:41] MSFT makes surprising offer to get ATVI deal done.
[1:01:12] 2023 could be a difficult year for Roblox.
[1:03:43] RIP live audio?
[1:06:03] 25 or 6 to 4.
