[0:00] Since I Left You.
[1:06] The origin of Labor Day.
[5:16] John Skipper’s Bishop Sycamore analogy.
[8:28] ESPN is desperate for new revenue.
[12:15] Sports betting CAC is irrationally high.
[13:20] Bet on Barstool to embody gambling’s talking head culture.
[16:57] PGA takes a page out of F1’s book in the post-Tiger era.
[21:21] App store changes don’t fully solve the problem.
[25:50] Apple is clearly trying to build out an ads business.
[27:40] iPhones and LEO’s.
[32:33] Amazon escalating the tvOS wars.
[38:25] Locast is dead.
[41:28] Theatrical-only releases cannot make enough money.
[44:54] Walt takes the over on a $50 million Shang-Chi opening.
[46:55] Should the FCC tax Big Tech?
[51:22] Social platforms need to create features that actually fit the platform’s utility.
[54:02] The new Yahoo is a sports betting play, not advertising.
[56:15] #WeAre.
