[0:00] Butts, Butts, Butts.
[0:50] Brandon’s broken tailbone.
[2:42] Facebook’s metaverse and video pivot driven by lose/lose dynamics of news.
[10:34] Peacock does not belong in the cable bundle.
[12:08] Why are broadband companies still in video?
[12:54] Verizon does not want to lose the MSGN broadband subs.
[20:28] Charlie Ergen should offer five channels and call it Blockbuster.
[22:10] Is the path to owning the living room low margin hardware?
[33:20] Spectrum auction still anyone’s guess.
[36:35] Squid Game breakthrough could never happen on Disney+.
[39:03] Amazon should ramp international content creation.
[42:35] Live Shopping set to take off, but is Twitter the right platform?
[46:18] MoPub sale is a “win-win” for Twitter and AppLovin.
[47:30] Top streamers making big dollars on Twitch.
[50:00] Tinder steps up gamification with virtual currency tests.
[51:56] Most NFT ownership is about speculation, not community.
[56:27] China does not need Hollywood.
[59:20] Can 2 movies save American theaters?
[1:01:55] Diamonds.
