[0:00] Born in the USA.
[2:19] Happy Bobby Bonilla Day.
[4:35] Investors should pay attention to Instagram’s red flag.
[11:18] Apple TV+ is not failing, it is growing in importance.
[16:00] Last weekend’s “exciting” box office was down ~35% from 2019 and more movies are coming to streaming.
[20:38] Amazon wants to build out the entire podcast stack, not just content.
[23:40] The Ringer + Greenroom is the best of live audio as a feature.
[26:10] Why does Disney+ have to discount to drive subs?
[31:20] NBA Top Shot is most interesting as an NFT educational tool, not a standalone product.
[34:20] We expect Anschutz to redeploy Lakers funds into new venues, not ticketing.
[37:08] AT&T deal with Microsoft validates Dish network strategy.
[44:12] Regulatory risk is not the main driver of take rate decisions.
[47:18] NBCU is taking Peacock much more seriously than initially expected.
[49:38] Where is Rich’s Peacock TikTok?
[51:20] Pro sports are leveraging influencers to help appeal to younger demos.
[54:35] Barstool is expertly using their platform post-NIL ruling.
[56:50] Dating apps need to leverage their core competencies to drive the next leg of growth.
[1:00:18] Masa Son #1.
[1:01:56] Living in America.
