The LightShed Podcast

Episode 145: February 10, 2023
[0:00] The Robots
[2:02] Acceptable business breakfast orders.
[6:05] Roger Goodell clearly does not follow Walt’s Twitter account.
[8:58] Sunday Ticket innovations.
[11:51] Is Disney’s YTD stock move faith in Iger and/or the surge in legacy media stocks?
[17:51] Could Microsoft be the best buyer of Hulu?
[28:45] Does Activision become a consolidator if ATVI/MSFT breaks?
[31:40] As protectionism becomes a bipartisan issue, what happens to TikTok?
[33:30] 99 Red Balloons
[35:26] More iPhone sales headwinds.
[37:49] Weighing the MLB impact of a Diamond bankruptcy.
[41:10] MLB consistently fails to properly market its players and product.
[44:14] What incentives would motivate someone to buy Knicks / Rangers stakes over MSGS?
[46:29] Variable pricing hits the apes.
[52:15] Why is it so hard for legacy media companies to each create a singular streaming service?
[53:44] Microsoft move for search market share will hurt Google profits.
[1:00:39] What’s the over/under on Google’s search market share in 5 years?
[1:02:01] AI advancement and innovation will create new jobs.
[1:04:58] Technology will eliminate the need for streaming service bundles.
[1:11:14] It must be tough to be a billionaire.
[1:12:45] Computer Love