[0:00] La Grange.
[1:10] The clearest sign of reopening.
[5:34] Honeymoon in Vegas?
[6:38] HBO Max shines through disappointing industrywide SVOD sub numbers.
[14:20] Netflix blazed path for rapid adoption rate of its peers.
[17:38] Can Disney make the ESPN OTT math work and emerge as THE destination for National sports?
[29:13] A real bet is being made on sports gambling boosting/saving sports broadcasts.
[34:07] MSG committed to capex lite strategy after Vegas Sphere.
[35:28] MSG Sports will never be combined with MSGE/N.
[36:53] Interactive media continues to take share beyond expectations.
[39:17] Competition and professionalization will cause Roblox payouts to climb higher.
[40:21] Debating who has more leverage in the Roku vs Google battle.
[47:12] Is Quibi the start of a big, multi-year content push by Roku?
[51:11] Marcelo’s laser eyes.
[53:00] Lois analyzes Discord.
[54:20] Discord is becoming what Clubhouse should have been.
[58:13] Rich marvels at AMC’s multiple.
[1:02:34] Brandon ready to get back Truckin’.
[1:02:50] Shakedown Street.
