The LightShed Podcast

The LightShed Podcast


Episode 148: March 3, 2023

March 03, 2023

[0:00] Mistadobalina.

[2:06] Billing problems corner.

[8:26] Rich’s unusually low Uber rating.

[12:26] Analysts need to read financial statements.  

[15:58] Will RSNs going direct-to-consumer accelerate cord-cutting? 

[21:46] Does Turner really want to be in the NBA biz? 

[23:50] ESPN wants to become the singular destination for sports fans.

[30:36] Hans buys himself time at Verizon with management shuffle.

[34:02] Meta ad targeting continues to improve faster than investors realize.

[38:33] Xtadium NBA is a perfect VR use case.

[47:12] Apple continuously does what’s best for Apple.

[50:10] Is Endeavor messaging that it doesn’t have to buy WWE?

[56:23] UK is still a hurdle, but we are getting closer to MSFT/ATVI approval.

[57:57] Call of Duty meets Roblox – incredible graphics and core gameplay on Roblox.

[59:48] No quick fix to Disney’s content struggle as focus shifts back to quality.   

[1:02:40] A Redstone, a Porn Star, and a Cat-Kidnapper Walk into a Bar…

[1:04:02] 3030.