[0:00] I’m Shipping Up To Boston.

[2:37] Walt is the calm voice of reason?

[7:55] TV keeps getting more expensive. 

[12:29] YouTube TV is the best way to watch TV, now with Multiview.

[14:34] Meta’s IR narrative has changed, not their actual focus.

[19:07] Will there be real action or are government threats to TikTok just political posturing?

[25:30] Netflix was always going to build their own ad tech.

[27:37] Surprise: almost all Disney+ subs chose a 38% price hike over ads.

[28:26] Buying Hulu is the quickest way to build a CTV advertising business.

[37:46] Investors are overreacting to Netflix Canada’s password sharing rollout.

[42:26] How does Tubi viewership match Peacock?

[44:00] Consumers love HBO even if engagement is limited. 

[47:43] What telecom metrics matter?

[52:04] Cure onsale exemplifies changes needed in ticketing industry.

[58:21] FCC shouldn’t hide behind the ALJ.

[1:01:15] Creators are beginning to make real $ on Snap.

[1:03:44] Dish TV and Boost subscribers still in the dark.

[1:06:24] Adam Aron continues to spin AMC shareholders.

[1:08:36] Just Like Heaven.