[0:00] Everything In Its Right Place.
[2:45] Our journey with WeWork.
[5:59] Viacom’s capital raise was the right move.
[9:10] A combined MSGE/MSGN.
[13:45] PVOD is not a great business model.
[17:31] Will SVOD become the 2nd window post-theatrical?
[19:51] NBCU needs an SVOD or Warner merger.
[24:24] Netflix tests episodic release, again.
[27:59] Walt warms to 5G Home.
[34:28] Endeavor is a much easier public story to tell with a fully-owned UFC anchoring the valuation.
[37:20] A public Epic is almost certainly bigger than Roblox.
[39:50] Discord fits beautifully with all of MSFT’s existing assets.
[42:40] Roku’s content building strategy is reminiscent of Netflix’s early days.
[44:43] Sports are clearly a part of the Paramount+ strategy.
[47:50] Could Fox’s ongoing sports content/betting integration ultimately lead to a merger with FanDuel?
[53:31] Jack pulls a Rich Greenfield during the hearings.
[54:36] Goodnight Saigon.
