[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.