[0:00] We Like to Party (Vengabus).
[1:45] Happy Birthday!
[4:35] The European Super Qwikster.
[11:20] Netflix needs to deliver on Asia or it will trade at an FB multiple.
[16:05] HBO/HBO Max cranking for Kilar.
[22:20] Apple’s AirTags.
[24:41] Can podcast subscriptions shift share? Apple vs. Spotify vs. ?
[32:12] Is Discord looking for more bidders?
[37:15] Dish’s ambitious 5G strategy.
[40:12] Should Viacom and NBCU have followed Sony’s lead?
[43:41] WWE’s narrative: big tech is ready to aggressively enter sports.
[50:35] Will Telsa be regulated into adding driver monitoring for their “Full Self-Driving”.
[52:40] ATVI needs to release OW2/Diablo for the next leg up.
[55:30] Tipping underscores the disruption underway in payments.
[1:00:22] Dave Matthews Band tour is bellwether in the return of live.
[1:01:49] Vivid’s 2022 guide is way too conservative.
[1:05:24] Where not to watch live sports.
[1:08:11] Happy Birthday – Dance
[1:08:17] How old is Mark?
