[0:00] Highway To Hell.
[6:27] The NFL goes digital.
[12:44] The inevitability of sports NFTs.
[15:32] Apple’s IDFA changes likely delayed… again.
[17:23] Zuck tries to undermine IDFA by arguing that the strong will just get stronger.
[21:47] Clubhouse’s content problem.
[24:10] Platforms planning for the creator economy.
[29:13] Verizon should just admit its pivot from mmWave.
[33:16] Disney needs to give up on premiere access and follow Warner Bros day and date SVOD.
[35:17] An eventual FanDuel spin will be held up until Fox/Flutter agree to the value of Fox’s option.
[39:00] The #RaceTo5G needs densification.
[43:11] Gaming streaming shows the lasting power of pandemic-driven behavior changes.
[46:35] The next streaming wars could take place in the AVOD space.
[49:07] Does Roku have a Wal-Mart problem?
[57:12] The Netflix licensing story is totally overblown.
[1:01:10] Twitter has the infrastructure in place to scale Spaces.
[1:02:50] The move towards packed concerts.
[1:05:44] Chris Nolan likes salty popcorn.
[1:07:13] Lithium: Walt’s music.
