[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.