[0:00] 99.
[0:50] The elephant in The Mouse’s room.
[7:01] A Roku television?
[12:15] YouTube building on its big screen momentum.
[15:42] Does Apple care about Spotify’s new deal with Google?
[19:38] Is Instagram winning back share from TikTok?
[23:10] Pricing power in an inflationary market.
[28:53] Uber Eats via a NYC taxi is gross.
[31:30] Nielsen is making a mistake by not selling.
[33:35] Monetizing esports is proving to be very hard.
[36:00] Netflix’s gaming strategy: buy not build.
[37:55] Will Apple be your future wireless service provider?
[41:44] Snap’s R&D and mind control.
[44:12] SVODs need passion and tonnage.
[47:32] Sports announcers don’t drive ratings.
[52:12] Can live betting flourish?
[53:09] 99 Luftballons.
