[0:00] Africa.

[1:12] Live from Rwanda.

[5:48] Companies are reacting quickly to the coming recession.

[9:20] Credit Jeff Shell for his ad market honesty.

[12:37] Second round of price increases for AT&T and Verizon.

[17:20] Is WWE for sale?

[23:42] Cable broadband feeling competition.

[33:11] Disney’s IPL surprise.

[38:54] Elon has big plans for Twitter.

[43:59] Smart for Meta to lean into AI/algo over social graph.

[46:26] Blizzard is finally getting content out.

[47:50] Down to the wire for Dish.

[50:59] Is that why the Roku employee trading window closed? 

[54:00] Concerning Roblox DAU trends must reverse with summer seasonality.

[56:56] 90 Day Fiancé is not GoT or Westworld.

[58:56] Snap subscription is low hanging fruit.

[1:00:15] Apes strike back against Adam Aron.

[1:01:54] July 4th travel disaster incoming.

[1:02:03] Undertaker Theme Song.