147. March 3 | Video Edition

The LightShed Podcast

147. March 3 | Video Edition

March 08, 2023

[0:00] Mistadobalina.
[2:06] Billing problems corner.
[8:26] Rich’s unusually low Uber rating.
[12:26] Analysts need to read financial statements.
[15:58] Will RSNs going direct-to-consumer accelerate cord-cutting?
[21:46] Does Turner really want to be in the NBA biz?
[23:50] ESPN wants to become the singular destination for sports fans.
[30:36] Hans buys himself time at Verizon with management shuffle.
[34:02] Meta ad targeting continues to improve faster than investors realize.
[38:33] Xtadium NBA is a perfect VR use case.
[47:12] Apple continuously does what’s best for Apple.
[50:10] Is Endeavor messaging that it doesn’t have to buy WWE?
[56:23] UK is still a hurdle, but we are getting closer to MSFT/ATVI approval.
[57:57] Call of Duty meets Roblox – incredible graphics and core gameplay on Roblox.
[59:48] No quick fix to Disney’s content struggle as focus shifts back to quality.
[1:02:40] A Redstone, a Porn Star, and a Cat-Kidnapper Walk into a Bar…
[1:04:02] 3030.

The LightShed team discusses TMT news and topics critical to investors, giving listeners a window into the idea flow and banter that have been our “process” for the past 15+ years. @richlightshed @waltlightshed @brandolightshed

The LightShed Podcast

147. March 3 | Video Edition

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