[0:00] The Discovery Channel Song.
[1:25] Who was Zaslav texting?
[5:13] Legacy media’s entanglements prevent it from easily pivoting to new businesses.
[11:10] For AT&T, it is all about the dividend.
[14:31] Can Discovery delever fast enough to play the subscriber-game.
[21:33] Malone was willing to do what Brian Roberts would not: give up control.
[24:36] The fiber “light” wave is coming.
[25:53] Starlink delivers faster uplink than Cable.
[28:18] Losing Kilar is a hit to HBO’s ad-supported ambitions.
[32:45] Could 007 reinvigorate Amazon's content ambitions?
[35:56] Snap’s Spectacles continuum.
[38:27] Creator tools are table stakes for social/video platforms.
[42:02] Don’t sleep on Snap as the next metaverse player.
[43:33] The broad market opportunity for LEOs.
[45:57] Why would anyone pay for this Twitter subscription?
[49:57] Apple’s rallying cry: you’re being tracked, we can help you.
[55:31] Spotify needs more exclusives to become the dominant player in podcasting.
[59:58] Netflix’s gaming ambitions are about video’s evolution, not games.
[1:02:30] How many Saudi events can WWE fit into FY21?
[1:04:21] There is an enormous underestimation of live events demand.
[1:06:50] Wagon Queen Family Truckster.
[1:07:45] David Zaslav won the Game of Thrones.
