[0:00] 25 or 6 to 4.

[1:56] Recording podcast over two days, simultaneously.

[4:21] Avatar box office over/under: $1.5 billion?

[8:40] Walt has been kicked off Twitter.

[13:13] Elon driving advertisers away.

[19:40] Why is it only Apple’s fees that should be regulated?

[25:09] Password sharing is the unlock that will grow Netflix’s ad-supported tier.

[29:20] +play should benefit both Verizon and consumers.

[35:25] Can you build a streaming wars winner while rapidly cutting costs?

[40:14] Charter’s Tom Rutledge capex déjà vu.

[45:35] There is a surprising lack of buzz around a TikTok ban.

[49:22] Vince McMahon needs to stay away from WWE.

[54:03] Did NFL pick Apple TV+ or YouTube TV?

[58:41] MSFT makes surprising offer to get ATVI deal done.

[1:01:12] 2023 could be a difficult year for Roblox.

[1:03:43] RIP live audio?

[1:06:03] 25 or 6 to 4.