0:00] We Appreciate Power.
[1:25] Walt goes on the road.
[3:33] What does Upstart do?
[6:14] Trump’s SPAC = Web 4.0.
[10:57] The metaverse and the evil monopolist.
[13:25] Tech platforms are all building their (different) visions of the metaverse.
[15:59] Spectrum auctions and tinfoil hats.
[19:55] Hard to imagine Roku being without the YouTube app going into the holidays.
[30:51] Verizon's fixed wireless opportunity.
[35:17] Apple doesn’t have to follow Google’s app store fee lead.
[37:50] App store changes could lead to more gaming subscriptions.
[40:19] Apple leverages music to compete with Amazon Echo.
[43:17] Sports Leagues do not need Sinclair as they move to DTC streaming.
[47:51] Netflix’s ability to highlight and propel content is unmatched.
[52:10] Behavioral changes brought on by covid are sticking with us.
[53:24] Music content on Roblox is part of a major opportunity for labels and live.
[56:30] Walt and Brandon filibuster Rich.
[59:03] Making sense of PayPal + Pinterest.
[1:02:33] Expect Discovery+ to eventually fold completely into HBO Max.
[1:04:37] Elon’s crypto price targets.
[1:06:00] Waking Up in Vegas.
