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.