Listen

Description

[0:00] Rebellion (Lies).

[2:20] Can you have a dollar sign in a domain name?

[4:03] Jake Paul calls out LightShed. Is he right about the UFC?

[11:11] Netflix has levers to pull to re-accelerate sub growth.

[19:23] Walt is frustrated with Comcast’s focus on business model over the consumer

[25:31] Expect Jim Dolan to be even more involved in MSG Sphere going forward.

[29:08] Will Apple win in AR, pushing VR to the side?

[33:30] Pent up concert demand outweighs inflationary pressures.

[36:14] The FTC never had a case against Amazon/MGM.

[41:10] What’s the point of Spotify or anyone naming a stadium?

[44:28] New ownership for CryptoPunks doesn’t mean great content will follow.

[49:15] NFT ownership is currently about community as much as broader utilities.

[50:27] AMC buys gold. Where are the creditors?

[52:30] Reminder: Clubhouse (allegedly) turned down a $4bn bid.

[55:04] Wake up.