[0:00] Axel F.
[3:20] Brandon is taking the Rams, so bet the Bengals.
[5:34] James Harden is going to fall in love with Philly cheesesteaks.
[6:36] PointsBet should have cashed out instead of partnering with NBCU.
[8:52] ESPN may want Sunday Ticket, but is that "best" for Disney?
[10:40] The NFL should prefer Apple gets Sunday Ticket to increase partners.
[15:35] Roblox is the perfect platform to reach young (potential) NFL fans.
[18:49] Disney must solve Hulu’s ownership and create a single SVOD service.
[25:03] Studios are getting more and more comfortable with streaming releases.
[27:35] How many Oscars Best Picture nominees can you name?
[31:02] Warner Bros. Discovery should increase HBO Max’s value, not its price.
[36:12] Most sports fans will stay in the bundle for now - not buy OTT RSNs.
[43:08] Fubo telegraphs churn or cash issues, or both.
[46:06] User growth + improving DR ad products = nice tailwinds for Twitter.
[50:48] Microsoft wants to use upfront sales to show subscription’s relative value.
[52:14] Barry McCarthy knows subscription but does he know M&A?
[57:42] Networks continually fail in marketing sporting events.
[1:01:50] Wise words from a New York City crypto expert.
[1:02:58] Crystal Blue Persuasion.
