[0:00] In The Flesh.
[1:47] The sad highlight of Rich’s week.
[4:13] Where was Evan?
[10:08] Meta’s EPS release will help us understand Snap’s position.
[13:50] Why are ad agencies raising guidance while digital ad companies crumble?
[15:19] Consumers not cutting wireless spending yet.
[20:17] Should TMUS buy the rest of Altice?
[28:25] Defining the entertainment graph.
[31:34] No buzzwords – the internet is going to keep evolving with technology.
[38:13] Netflix’s huge advertising opportunity.
[40:28] Springsteen fans’ misplaced outrage.
[45:58] Amazon no longer has the worst streaming user interface.
[48:51] Disney+ transformation takes the next step.
[50:40] Why is Iger still bashing Chapek?
[52:52] ESPN+ price supports more live sports.
[56:32] Shopify/YouTube partnership points out the underlying challenges facing creators.
[58:13] Ari Emanuel is 61 going on 35.
[1:00:08] Market confidence building that Twitter will be sold for $54.20.
[1:00:45] Eclipse.