[0:00] Peaches En Regalia.
[1:05] Our most geographically diverse podcast ever.
[2:51] Walt’s internet is better in Rome than in Westchester.
[7:10] Warner Bros. Discovery is naïve to think spending does not need to increase a lot.
[12:40] Live entertainment is on fire.
[13:44] Concert tickets are vastly underpriced.
[22:04] Does everyone needs a Truth strategy?
[27:32] Call of Duty delay is a symptom of ATVI’s problems, not the reason they sold.
[30:17] Mobile casual gaming companies are still struggling and looking for a way out.
[33:09] Rationalization of sports betting costs has already begun.
[35:34] YouTube is turning the TV upfronts on its head.
[37:58] An unforeseen Netflix hit that should have been foreseen.
[39:49] We agree to disagree on how successful Netflix can be in India.
[43:48] Meta is putting in place the building blocks of the metaverse.
[46:55] Reddit’s Dubsmash pivot.
[49:25] Amazon is thinking creatively on how to use the NFL to drive other parts of its business.
[51:45] Spotify’s Car Thing is not a gamechanger but should increase global usage.
[55:15] Who is going to subscribe to Sinclair’s DTC product?
[57:15] IMAX concerts are interesting, but not a substitute for the real thing.
[57:54] Heartless.
