[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