[0:00] Hot Hot Hot.

[1:46] What do cherries cost per pound?

[4:35] Will TV ad sales downturn impact legacy media AVOD/SVOD spend?

[8:07] Netflix is not buying Roku, sorry Roku employees.

[12:52] If Disney Board believes in Chapek, then renew his contract.

[15:35] Will others follow AT&T’s lead and drop included content?

[20:15] Spotify comes out swinging.

[25:18] Netflix needs more franchises like Stranger Things. 

[30:50] What’s old is new at Apple. 

[33:52] What does Apple's WWDC "No Fingerprinting" edict mean to ad biz? 

[36:00] Is Meta attacking the most compelling part of the metaverse? 

[38:05] Identity is a key element of the metaverse.

[41:07] How do regulators define markets?

[45:32] Microsoft wants as many gamers as humanly possible.

[48:35] Competition for T-Mobile in upcoming wireless auction.

[50:30] Does Amazon exiting IPL bidding help Disney/Hotstar? 

[51:51]] Could Netflix license F1 in US?

[54:17] MSGS is trading at a significant discount.

[56:41] Web3 snowflakes.

[59:54] N95.