[0:00] Heads Will Roll. [3:21] The conference call filibuster. [8:15] Chapek and Zaslav are strategic opposites. [20:49] The new new bundle. [23:33] Attention entrepreneurs: Walt has a business idea. [25:55] tvOS war enters its next phase. [28:07] W

[0:00] Greenlander. [1:19] When did Rich graduate from high school? [5:13] Warner Bros. Discovery undoes Jason Kilar’s vision. [12:53] Netflix is a beneficiary of WBD’s pivot. [14:42] Elon’s bot argument is irrelevant. [18:23] CTV advertising market

[0:00] The Modern Age. [1:32] Happy birthday Rich! [4:47] Consumers continue to shift away from products and towards experiences and services. [10:10] Comcast should shutter Peacock and buy Hulu. [15:35] Comcast loses broadband subs to T-Mobile and Ve

[0:00] In The Flesh. [1:47] The sad highlight of Rich’s week. [4:13] Where was Evan? [10:08] Meta’s EPS release will help us understand Snap’s position. [13:50] Why are ad agencies raising guidance while digital ad companies crumble? [15:19] Consumer

[0:00] You’re Crazy. [2:44] New Yorkers drive out Mario Draghi. [3:55] Joe finally takes a vacation. [6:21] Microsoft’s BIG guarantee to win Netflix ad biz. [13:39] Disney/Trade Desk deal is limited by time spent. [17:43] Warner Bros. Discovery conti

[0:00] Lazy Mary. [1:27] Wall Street, Italy. [7:31] Skeptical Musk can avoid paying $54.20 for Twitter. [14:15] TikTok privacy concerns are bipartisan. [18:32] TikTok memes can drive content success. [22:55] Sunday Ticket heading to streaming, not su

[0:00] Coming to America. [2:12] Brandon plans (planned*) to be back in NYC tomorrow. [5:58] FCC Chair is only person that matters in a TikTok fight. [9:22] Supreme Court ruling limits the authority of federal agencies. [13:22] The perfect storm impac

[0:00] Circle of Life. [1:08] There I was in the Congo. [1:48] Surrounded by lions. [2:25] Rich finally got covid. [4:22] Netflix is not going to save the TV ad biz. [12:20] Apple's big sports ambitions.   [24:01] Debating the purchase of virtual go

[0:00] Africa. [1:12] Live from Rwanda. [5:48] Companies are reacting quickly to the coming recession. [9:20] Credit Jeff Shell for his ad market honesty. [12:37] Second round of price increases for AT&T and Verizon. [17:20] Is WWE for sale? [23

[0:00] Hot Hot Hot. [1:46] What do cherries cost per pound? [4:35] Will TV ad sales downturn impact legacy media AVOD/SVOD spend? [8:07] Netflix is not buying Roku, sorry Roku employees. [12:52] If Disney Board believes in Chapek, then renew his contr