[0:00] The Victors.
[0:45] College football is back.
[3:43] Netflix’s first big advertising hires blend traditional TV and digital.
[6:57] Is the digital ad market mature?
[19:03] Can subscription/commerce move the needle as ad growth slows?
[24:10] What innovations will Apple showcase next week?
[29:55] Apple TV+ now included in T-Mobile’s high-end bundle.
[32:51] Will national audiences seek out Thursday Night Football?
[38:23] Will Disney Prime monetize Disney’s superfans?
[41:00] The linear TV death spiral begins.
[44:23] Does HBO content on TNT help or hurt HBO Max?
[46:33] House of the Dragon week three viewership expectations.
[50:15] Ticketmaster has an NFT use case with fan and artist utility.
[52:38] It is crazy to think that dynamic pricing should not exist.
[56:25] T-Mobile acquires more spectrum.
[58:53] DC is only part of the MSFT/ATVI regulatory picture.
[59:46] Mobile, PC, and console gaming continue to converge.
[1:01:20] Twitter must solve for an edit button’s obvious problems.
[1:03:08] Twitter’s flirtation with an OnlyFans competitor.
[1:04:14] The Red and Blue.