[0:00] Myself and I.

[1:20] Walt could not be handling this week any better.

[7:06] Investors to Snap: show me don’t tell me.

[12:42] RSN leverage is irrelevant if they don’t generate positive EBITDA.

[22:08] Why would Iger be at NBA Tech Summit if he wasn’t serious about keeping ESPN?

[24:19] FTC purposely fighting losing battles.

[31:38] Fox’s low Super Bowl latency another reason affiliate model needs to end.  

[36:20] We continue to believe NBC will displace Turner for NBA rights. 

[38:46] Do fewer Marvel shows foreshadow Hulu content moving to Disney+?

[44:36] The delayed release of Apple’s mixed reality headset is meaningless.

[46:18] Apple uses T-Mobile’s marketing muscle to drive awareness of MLS.

[49:13] Everything free about Peacock has ended as losses pile up.  

[51:26] Increasing SVOD prices will bring churn issues into focus.

[54:40] MSG Sphere’s U2 Super Bowl ad shows that the end is finally near.

[56:19] Why would anyone want to be CEO of AMC Networks?

[59:38] OAN was for Gigi before they were against her.

[1:02:25] The TikTok-ization of media.

[1:03:33] The Kinks demonstrate AI’s limitations to understanding context.

[1:04:40] Lola.