[0:00] Also Sprach Zarathustra.
[0:45] Wahoo!
[2:56] Super Bowl ratings declines barely register.
[5:29] ViacomCBS learning that streaming is hard…
[9:52] …Hence M&A and a re-bundling of SVOD services are inevitable.
[10:53] TV ad spots rapidly disappearing and YouTube keeps growing.
[12:41] YouTube is still the best place for a creator to make money.
[14:55] Clubhouse’s singular focus versus Twitter Spaces’ interest graph.
[23:28] Is Verizon missing an opportunity with Ligado?
[25:52] Glu Mobile acquisition will only be successful if EA truly makes mobile a priority.
[29:08] 10% capacity is the first step to a live events resurgence.
[31:23] Will new LEO constellations be successful this time?
[33:23] Media companies are making streaming cheaper and then wonder why cord-cutting is accelerating.
[37:34] If you’re Pinterest, why would you want to sell here?
[41:15] Online dating is won with local scale.
[44:03] If you don't have a breadth of content, you have to discount to retain subs.
[45:54] Lift Yourself.
