[0:00] Heads Will Roll.

[3:21] The conference call filibuster.

[8:15] Chapek and Zaslav are strategic opposites.

[20:49] The new new bundle.

[23:33] Attention entrepreneurs: Walt has a business idea.

[25:55] tvOS war enters its next phase.

[28:07] When does sports rights inflation topple traditional media?

[31:10] Last out of Tesla?

[33:48] Starlink rural broadband subsidy denied in surprise decision by FCC.

[39:01] Roblox’s age-up is working but there must be continued investment.

[45:08] Grand Theft Auto is bigger than The Avengers.

[47:28] AppLovin threatened by a Unity/ironSource merger.

[50:42] T-Mobile starts mopping up spectrum.

[54:47] Instagram still growing among US teens.

[1:00:16] Is TikTok search a threat to Google?

[1:02:59] Apple barely a factor in podcast originals.

[1:04:29] Amazon quietly developing the building blocks for AR.

[1:04:57] Between a Rock and a Hard Place