The LightShed Podcast

The LightShed Podcast


Latest Episodes

Episode 139: December 30, 2022
December 30, 2022

[0:00] After Midnight. [1:22] Rich is introduced to the global power crisis. [5:24] FOX/Flutter Arbitration Will Trigger Final FOX Unwind. [6:51] Disney Keeps ESPN to Enable it to Buyout Comcast’s Hulu Stake and Win IPL Rights. [9:38] 5G Wireless Home

Episode 138: December 23, 2022
December 23, 2022

[0:00] Run Rudolph Run.[1:56] Did Rich find WiFi while on safari?[4:11] Advertising sentiment recession.[9:45] Do not judge Netflix’s AVOD success prior to the password crackdown.[13:24] The broadcast TV death spiral is accelerating.[16:20] Moving Sunday

Episode 137: December 16, 2022
December 16, 2022

[0:00] 25 or 6 to 4.[1:56] Recording podcast over two days, simultaneously.[4:21] Avatar box office over/under: $1.5 billion?[8:40] Walt has been kicked off Twitter.[13:13] Elon driving advertisers away.[19:40] Why is it only Apple’s fees that should be r

Episode 136: December 9, 2022
December 09, 2022

[0:00] Sweet Caroline.[2:02] Visors: yay or nay?[5:05] ATVI stock is well positioned with or without Microsoft.[13:09] A Diamond Sports restructuring is the beginning of the end for RSNs.[15:50] Non-NFL leagues need to rethink their streaming plans and co

Episode 135: December 2, 2022
December 02, 2022

[0:00] Everywhere.[0:55] We survived LightShed boot camp.[3:30] Can you guess our most played songs of 2022?[8:25] The media sector should fire McKinsey.[12:39] Creative teams are Disney’s lifeblood.[15:45] Subscale SVOD players deserve to have their spen

Episode 134: November 23, 2022
November 23, 2022

[0:00] Beat It. [1:19] Where was Rich on Sunday night? [6:29] Bob Chapek lost the locker room.   [13:46] Iger’s new strategy must be different than his prior strategy. [29:08] Is Disney’s next CEO a current employee of Disney? [31:50] Big Tech is unl

Episode 133: November 18, 2022
November 18, 2022

[0:00] Anti-hero. [1:05] Do you “hate listen” to the podcast? [10:50] The “question” that stole the Liberty Investor Day. [13:44] How does the NBA grow national media rights fees? [20:53] Netflix and Sports?  [25:22] Other leagues may follow the NFL’

Episode 132: November 11, 2022
November 11, 2022

[0:00] Voodoo Lady. [1:15] Nothing smells like Miami. [4:57] Take responsibility for your crypto decisions. [13:50] Elon is a great technologist but does not understand human beings. [20:22] If the Twitter platform improves then advertisers will come

Episode 131: November 4, 2022
November 04, 2022

[0:00] Gonna Fly Now. [2:42] The Philadelphia curse of Joe Galone. [4:47] Tech is treating this downturn differently than previous recessions. [7:43] Ominous signs appearing for ‘23 TV ad spend. [11:23] Our first impressions of Netflix’s new ad tier.

Episode 130: October 28, 2022
October 28, 2022

[0:00] Twilight Zone / Runnin’ With the Devil. [1:22] Rich was a DJ in college. Really? [3:09] Who benefits if Twitter advertisers panic? [5:17] Elon’s goal may be a more centrist Twitter. [13:07] Meta forced to make core biz less profitable. [21:46]