The LightShed Podcast

Episode 143: January 27, 2023
[0:00] Part-Time Lover.
[1:20] What is Rich wearing?
[4:50] Comcast’s hall-of-shame earnings call.
[7:43] The DOJ is the only threat to LYV’s vertical integration, not grandstanding senators.
[18:55] Do you actually weaken Google if you don’t touch Search/YouTube?
[24:01] Big Tech should not let government threats deter their dealmaking.
[27:25] TikTok’s product must continue to evolve to replace Meta.
[31:15] News Corp. will buy something with its extra $3 bn.
[37:08] The RSN’s demise is going to present problems for sports teams and distributors.
[46:20] Paramount+ and Showtime consolidation is good for consumers and profitability.
[52:56] Comcast should punt on WWE and let Peacock and the legacy cable nets die.
[58:37] Netflix is having fun again or least wants you to believe that.
[1:00:18] Sports rights as an onboarding for VR users?
[1:06:12] Dawn Ostroff’s exit signals that Spotify is a platform company, not a content company.
[1:11:50] Michael Rubin’s Fanatics sports betting playbook is falling into place.
[1:14:05] Use AI to replace useless sell-side analysts who publish earnings previews & reviews.
[1:15:42] What’s Love Got to Do With It.