The LightShed Podcast

Episode 147: February 24, 2023
[0:00] Minor Swing.
[0:58] Bienvenue tout le monde!
[3:52] Can WWE sell for $9 billion?
[8:16] Netflix investor price cutting fears are misplaced.
[12:50] What is Walt’s middle name?
[13:33] Your view of the ad market depends on where you sit.
[17:20] Ergen says retrans will follow RSNs to the grave.
[21:13] Will the Supreme Court avoid tech armagaddeon?
[23:49] Zuck will copy everyone (other than better compensation for creators).
[29:10] Meta gaining VR access to China is a win.
[31:35] FCC moves to push ball forward on satellite to cell phone connectivity.
[33:29] Ticketmaster looks to control the ticketing narrative.
[40:34] Streaming IPL for free is problematic for Disney.
[43:41] Spotify using AI to repackage what they already do.
[47:36] Announcement: we are encouraging Lightshed staff to explore ChatGPT’s capabilities.
[48:02] Fiber pullback positive for Charter.
[50:52] Microsoft trying to compromise on ATVI deal.
[52:43] Can Blumhouse moneyball gaming like they do movies?
[55:07] Is Warner Bros. Games a keeper post Hogwarts Legacy?
[58:22] Elon spent $44 billion to convince you that he is funny.
[59:42] Heal the World.