[0:00] Strawberry Letter 23.
[2:07] Synesthesia or psychedelics?
[8:36] Be kind to each other.
[11:20] Will Verizon’s +play be the start of the great content rebundle and Netflix’s savior?
[23:52] Did Zas know that Warner Bros. might lose the Tolkien Estate rights?
[26:57] No one is going to pay for CNN+.
[27:28] Disney’s Disney+ 180.
[34:43] Netflix is going to build its games expertise through acquisition.
[36:58] TikTok is eating the world.
[39:55] Will Amazon walk from MGM or send Lina Khan a message?
[45:05] The flailing MLB and Charter’s RSN penetration demands.
[49:00] Cox closer to being a Verizon MVNO.
[50:15] It’s getting harder for CableCo’s to deny relevance of Wireless Home Broadband.
[52:41] Why Twitter could win as a podcast platform.
[57:07] Fanatics and Fox Sports would be a fascinating partnership.
[59:36] Epic’s curious acquisition.
[1:02:30] WWE needs younger talent.
[1:05:35] Microsoft has the best chance to win in cloud gaming.
[1:07:50] Pixelmon is another NFT rug.
[1:10:02] Amazon; don’t buy sports talent, open up audio.
[1:10:44] Disco Inferno.
