[0:00] When The Saints Go Marching In.
[3:59] Apple doubles down on privacy. Will Google respond?
[11:30] How will NBA ratings benchmark to NFL?.
[15:04] A $23/month RSN streaming service is not economically viable.
[18:32] Would you pay $25/month for ESPN OTT?
[22:14] Brands follow eyeballs and TikTok is king.
[24:48] Tech companies optimize for time spent, legacy media companies do not.
[25:59] The need to pay labels is a natural byproduct of Roblox’s very real music strategy.
[28:12] Carolyn Everson a big loss for Facebook.
[31:10] Cloud games add new dimension to streaming OS wars.
[33:00] Cloud gaming allows for the creation of new gaming experiences.
[37:37] Netflix is more serious about retail and gaming as actual businesses than we originally thought.
[43:30] CBRS is not just a metro spectrum.
[46:20] Roku Originals important enough to be in the sidebar.
[49:57] Substack will become a broader direct-to-consumer publishing company.
[53:52] Do Redditors care about dilution?
[1:00:50] Aiko Aiko.
