[0:00] Free Bird.

[2:21] LightShed Team Dinner had two special guests.

[5:27] A TikTok ban is far more complicated than it looks. 

[12:32] Reels is growing time spent for Meta, with monetization just starting.  

[18:01] Will there ever be multiple app stores on the same device?

[22:53] Iger calls BS on competitor streaming expectations.

[27:01] If Comcast is not buying Hulu then who is?

[29:48] Mando’s lack of buzz shows the difficulty in chasing Netflix.

[35:40] Each week brings more retrans headwinds.

[38:40] Roku’s Best Buy partnership is an opportunity to reclaim lost market share.

[41:23] Sports teams need to take short-term RSN pain for long-term health.

[46:49] Is Endeavor’s sudden lack of interest in WWE simply posturing?

[52:26] Live Nation gets support for FAIR from everyone except its competitors.

[54:41] If Spotify finally gets video right, it will boost its advertising ambitions.

[57:49] Everyone now has a Chat-GPT integration.

[59:01] Elon’s perfect venture troll.

[1:00:07] Tuesday’s Gone.