[0:00] Spin the Black Circle.

[1:28] Where was Rich’s post-flight selfie? 

[5:16] Escalating sports costs will bring margin pain.

[8:11] No friction to churning in streaming world.

[11:05] Sports betting industry is still worth avoiding.

[16:35] Are you watching House of the Dragon this weekend?

[21:06] Amazon TNF over/under: 12.5m viewers.

[25:22] Does a smooth TNF launch help Amazon’s Sunday Ticket bid?

[30:54] Now is the time for Chapek to make ESPN and Hulu decisions.

[34:14] MSGE spin will re-highlight existing asset value.

[39:10] Paramount+ is a good fit for Walmart’s customer.

[41:50] Walmart has major CTV ad ambitions.

[44:20] Good, better, best: Netflix wants clear differentiation between subscription tiers.

[47:10] We do not expect WWE to be shopped in the near-term.

[53:20] Ticketmaster moat prevents scaled competitors.

[56:46] TikTok noise level continue to build.

[59:57] Investors need to pay attention to Embracer Group… from Sweden.

[1:03:05] 74% of how many Bally Sports+ subs?

[1:07:58] Dr. Malone is WBD’s Wizard of Oz.

[1:13:02] Dear Apes: Adam Aron is going to dilute you.

[1:15:27] What Time is It?