[0:00] Cannonball.
[1:35] A breakthrough case in the LightShed family.
[4:45] We argue over whether we will ever be truly back to “normal”.
[10:00] Disney takes a page out of the concert world in more efficiently pricing the house.
[14:12] Roblox improves its communication capabilities through Guilded acquisition.
[16:12] Roblox usage is now following a more seasonal pattern.
[18:10] Bad week for T-Mobile with hacking and dispute with Dish.
[20:55] A theatrical-only release is just not the best way to maximize value during covid.
[25:09] Facebook is not a monopoly.
[29:30] WWE has fully pivoted into a content company that monetizes itself anyway it can.
[30:21] Spotify continues to lean into exclusivity.
[32:54] Will Verizon and AT&T deployment of C-Band be delayed to the benefit T-Mobile?
[34:25] Comcast and Charter signal commitment to MVNO model by sitting out upcoming FCC auction
[36:15] Is QoS or price more important when choosing a broadband service?
[40:36] If you won’t be truly global, why not just be a content arms dealer?
[42:40] 40-50 million vMVPD subs is a real stretch based on the declining quality of linear content.
[49:40] What is Topps without baseball cards?
[51:00] Fanatics is an under-the-radar powerhouse.
[52:05] OnlyFans makes the pivot of all pivots as they move towards going public.
[53:58] Summer of ’69.
