[0:00] Do you believe in miracles?
[0:12] You Sexy Thing.
[7:30] Roblox is an interactive media company, not a gaming company.
[10:28] 12 months of sitting at home only harmed sports/TV ratings.
[12:30] NHL rights didn’t disappoint, but how will programmers handle a collapsing sub base and rising costs?
[19:58] Only Verizon can bend laws of physics.
[22:55] There needs to be a focus on DTC ARPU revenue, not just subs.
[31:24] Crackdown on password sharing should spur Netflix’s final leg of domestic growth.
[35:25] An MSGN/MSGE merger might make sense for the Dolan’s but not MSGE shareholders.
[38:35] Investors are not paying attention to how serious Roku is about its original content push.
[42:27] Social media platforms are battling for creators.
[45:06] Discord is becoming a real utility.
[47:55] AMC customers are more eager to go to the movies than see their friends? Challenge.
[49:33] Can wireless take cable broadband subs?
[52:03] White Wedding.
