[0:00] Animal.

[6:24] If you step into Walt’s mentions he will drive across the bridge.

[9:24] Did we actually learn anything new from the TikTok hearing?

[15:50] The barriers to MSFT/ATVI approval continue to come down.

[21:42] Unreal Engine: CGI vs. Humans -- hard to tell.

[23:15] Fortnite Creator Economy 2.0 economics are more attractive than Roblox payouts.

[27:14] Does the Roblox base actually want improved graphics and deeper gameplay?

[31:02] Panic around Netflix Canada’s password sharing falls, as expected.

[32:29] Cloud-based gaming will help Netflix but they still need to deliver a hit.

[37:37] Increased Apple content spend doesn’t change our view on service revenues.

[40:15] It’s hard to believe that a theatrical window helps a bad movie perform on streaming.

[46:58] Flexing the TNF schedule is good for Amazon but not for the NFL.

[48:31] Baseball finally has a star thanks to WBC.

[53:05] ChatGPT plug-ins will accelerate real world use cases of generative AI.

[1:01:19] Generative AI suddenly complicates Writers Guild negotiations.

[1:02:54] Fubo should worry about carrying March Madness, not a rebrand.

[1:05:30] Hungersite.