[0:00] Tequila!
[0:58] The Eagles spite the Giants again.
[4:09] Lois thinks the Oscars were “the worse.”
[5:44] New York is back.
[8:36] How should Endeavor’s UFC be valued?
[10:25] Walt and Rich spar over Spotify vs Apple.
[14:30] The big tech platforms keep crushing it.
[15:24] The Mets of digital media.
[18:08] The early read on IDFA.
[23:10] What is Roku doing with their Google fight?
[28:02] The serendipity issue for smaller streaming services.
[33:30] The Grinch can’t steal Dish’s mega bull thesis, yet.
[37:10] Will the NHL do anything for HBO Max?
[40:43] What’s the right price for ad-supported streaming tiers?
[43:44] NY RSNs should have much tighter alignment.
[48:06] Can AMC hit 90% capacity to avoid liquidity risk?
[50:32] Call of Duty speedbump?
[52:12] Elon gets a win with Starlink.
[53:33] Daniel Ek, Arsenal and the war on American owners.
[55:53] SPAC AOL/Yahoo! for the ultimate meme stock.
[57:50] You’ve Got Mail.
