[0:00] Hava Nagila.
[0:55] The benefits of marriage.
[6:08] Alternative feeds drive ratings.
[14:51] The NFL is still king.
[17:36] Disney should use their films to negate production delays and drive Disney+ subs.
[21:34] Streamers need for diverse content and/or super service to lean into ARPU.
[24:00] What ails Kabletown and what happens next?
[27:06] Progressives vs beltway could define the next FCC chair and what that means for broadband rate regulation.
[32:08] Fanatics’ puzzle coming together.
[35:37] DraftKings’ pursuit of Entain the latest proof that scale is key.
[37:22] The metaverse is a legitimate priority for Facebook.
[39:28] Music industry has recognized that 3D interactive will be the next major media platform.
[40:00] Brands will not be late to Roblox.
[43:05] Zynga is platform-agnostic.
[44:00] Avatars are a critical initial building block of the metaverse and Facebook has no traction.
[45:20] Roblox continues to add features to deliver better experiences and age up the platform.
[46:34] UFC’s low fighter splits could mean opportunity for deep pocketed competitor.
[49:15] LYV’s unlimited international rollup potential.
[51:40] HBO is doing what Disney is not: using their content heft to drive subs.
[54:19] Clubhouse.
[55:35] I Gotta Feeling.
