The LightShed Podcast

Latest Episodes
Episode 129: October 22, 2022
[0:00] I Love You Always Forever.[1:20] Let’s repack week one of earnings.[6:45] Is a Fox/News Corp. merger the next season of Succession?[13:08] Netflix’s next act: monetizing the moochers.[18:26] YouTube time spent on connected TV is skyrocketing.[22:25
Episode 128: October 14, 2022
[0:00] Can’t Get You Out of My Head. [5:00] WiFi issues at the Comcast Center. [6:25] Meta’s brand may be its biggest problem. [11:58] Are there VR uses cases beyond gaming? [13:44] Zuckerberg desperately wants to be the Metaverse OS. [19:28] Ti
Episode 127: October 7th, 2022
[0:00] Portland, Oregon.[1:01] Another LightShed wedding.[4:10] Where were you when Aaron Judge made “history”?[7:50] Elon’s financing contingency is his newest negotiating ploy.[13:50] What is Elon’s X?[16:24] News outlet owners have always been accused
Episode 126: September 30, 2022
[0:00] Fantastic Voyage. [1:24] Imagining Rich’s midlife crisis. [4:17] Has the weak global economy finally caught up with Apple? [12:11] Is Amazon aging down the NFL? [14:45] Was Bob Iger watching Aaron Judge live? [17:30] New York AG’s complete mis
Episode 125: September 23, 2022
[0:00] Bullet with Butterfly Wings.[3:53] LightShed Dinner #2: The Roast of TMT.[10:03] A Fubo upgrade brought to you by hopeful bankers.[13:11] Where is the marketing machine for Aaron Judge?[16:34] Must-See TV on Thursdays is now Amazon, not NBC.[21:51]
Episode 124: September 16, 2022
[0:00] As It Was.[1:30] What’s the overlap between Harry Styles and LightShed Podcast listeners?[6:46] Amazon’s first NFL broadcast was a success.[10:42] Will channel changing friction increase Amazon’s average viewership?[14:40] Spin or no spin, ESPN wil
Episode 123: September 9, 2022
[0:00] Another One Bites the Dust. [1:14] Welcome Olivia! [3:41] Rich’s redeye selfies are back. [8:50] Why is Sunday Ticket still not done? [10:26] Apple, SpaceX and cold feet. [17:28] Dish’s big win with iPhone 14. [20:03] Bob Iger’s Twitter bot
Episode 122: September 2, 2022
[0:00] The Victors. [0:45] College football is back. [3:43] Netflix’s first big advertising hires blend traditional TV and digital. [6:57] Is the digital ad market mature? [19:03] Can subscription/commerce move the needle as ad growth slows? [24:10]
Episode 121: August 26, 2022
[0:00] Sabotage. [3:26] Does this hotel have USA Today? [5:51] Amazon/EA rumor debunked. [11:05] Microsoft wants subscription exclusivity, not hardware exclusivity. [13:12] The Law vs. Elon Musk. [19:45] T-Mobile and Starlink’s plan to cover wireles
Episode 120: August 19, 2022
[0:00] Spin the Black Circle. [1:28] Where was Rich’s post-flight selfie? [5:16] Escalating sports costs will bring margin pain. [8:11] No friction to churning in streaming world. [11:05] Sports betting industry is still worth avoiding. [16:35] Are