[0:00] Lazy Mary.

[1:27] Wall Street, Italy.

[7:31] Skeptical Musk can avoid paying $54.20 for Twitter.

[14:15] TikTok privacy concerns are bipartisan.

[18:32] TikTok memes can drive content success.

[22:55] Sunday Ticket heading to streaming, not surprising.

[24:03] Fanatics’ Michael Rubin is media trained.

[26:14] How you can breakup Duke and UNC?

[29:07] Walt takes the under.

[31:00] Endeavor is logical if WWE must be sold.

[36:56] Misra is a survivor.

[38:41] Hulu is superfluous to Disney’s ambitions.

[42:33] Meta offers a new graph out of necessity.

[46:23] We are not at domestic Peak TV spending…yet.

[56:26] Will Stranger Things’ success actually drive outperformance?

[58:35] Wen pounce.

[59:44] Starlink exceeded Walt’s expectations.

[59:51] That’s Amore.