The LightShed Podcast

147. March 3 | Video Edition

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  • [0:00] Mistadobalina.
  • [2:06] Billing problems corner.
  • [8:26] Rich’s unusually low Uber rating.
  • [12:26] Analysts need to read financial statements.  
  • [15:58] Will RSNs going direct-to-consumer accelerate cord-cutting? 
  • [21:46] Does Turner really want to be in the NBA biz? 
  • [23:50] ESPN wants to become the singular destination for sports fans.
  • [30:36] Hans buys himself time at Verizon with management shuffle.
  • [34:02] Meta ad targeting continues to improve faster than investors realize.
  • [38:33] Xtadium NBA is a perfect VR use case.
  • [47:12] Apple continuously does what’s best for Apple.
  • [50:10] Is Endeavor messaging that it doesn’t have to buy WWE?
  • [56:23] UK is still a hurdle, but we are getting closer to MSFT/ATVI approval.
  • [57:57] Call of Duty meets Roblox – incredible graphics and core gameplay on Roblox.
  • [59:48] No quick fix to Disney’s content struggle as focus shifts back to quality.   
  • [1:02:40] A Redstone, a Porn Star, and a Cat-Kidnapper Walk into a Bar…
  • [1:04:02] 3030. 
...more
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The LightShed PodcastBy LightShed Partners