[0:00] This Must Be the Place (Naïve Melody).
[1:14] Welcome to life as a Mets fan.
[2:38] Would you get married on September 11th?
[4:20] NY RSN ratings pop, Final Four ratings drop.
[10:20] Does NY’s messy sports betting solution become a paradigm for other states?
[16:34] Both MSGE and MSGN will benefit from NY’s sports betting legalization.
[19:06] Fubo’s market cap is up ~$500 million on streaming rights that will barely drive new subs.
[23:06] Could the Fox/Flutter litigation lead to a reshuffling of Rupert’s assets?
[28:57] Twitter’s Clubhouse bid proves that they actually believe in the audio format.
[33:53] The acceleration in private market valuations.
[36:11] We can’t believe that Disney lost out on Sony’s Pay 1 deal to Netflix.
[41:00] Can Biden build broadband better?
[49:29] It is a big deal that HBO Max is Warner’s new second window.
[55:01] Increasingly acquisitive Snap’s latest deal a collision of commerce and media.
[57:26] Who wants to own a set-top box business?
[1:00:41] Even the legacy media companies are acknowledging that the future is streaming.
[1:03:31] The End.
