[0:00] Stand On The Word.
[2:08] Sports betting is more profitable for Walt than the sportsbooks.
[5:00] Investors are no longer advantaging companies spending for top line growth.
[10:15] The NFL is the only sport that drives viewership.
[11:17] Telcos pivot marketing to wireless home broadband.
[13:25] Coinbase’s DR and brand advertising success but does it matter?
[15:54] We are as bullish on Roblox as we have ever been.
[21:45] We remain skeptical that VR will be a true daily habit.
[24:21] Disney needs an acquisition to build the next generation platform.
[28:59] Roku talks supply chain but the market is most worried about competition.
[32:39] DTC losses only acceptable if there are clear projectable returns.
[33:45] Streaming will see a shakeout just as sports betting has.
[34:30] Investors need to recognize the scale of Apple’s content ambitions.
[37:14] Is Disney telling ESPN that you have enough sports rights?
[37:50] Streaming services should differentiate through content, not sports rights.
[38:43] Vix+ is good for Televisa Univision, but not the overall streaming space.
[40:06] Do consumers trust Google over Apple? Doubtful.
[45:05] Live entertainment is going to have a huge summer.
[48:15] Snap is becoming a more important utility.
[49:54] Thank you, Chamath.
[51:46] Azzurro.
