[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 continues to erase Jason Kilar’s influence.

[23:05] Amazon Prime+?

[27:06] Apple’s focus on quality is reflected in Emmy nominations.

[29:50] Marketing matters in streaming and Netflix must do better.

[30:40] Are T-Mobile’s job cuts the start of the broader trend?

[32:45] Masa's promises made, promises not kept.

[36:22] The best product is now the biggest vMVPD.

[39:58] WWE weighing the tradeoffs of TV-14 ahead of content negotiations.

[44:46] Unity aims for AppLovin in ironSource deal.

[46:38] Amazon has been major beneficiary of IDFA.

[48:18] Amazon wants to win the tvOS war.

[51:08] Nintendo ready to build a broader media company.

[52:35] Pinterest is ripe for a takeover.

[54:06] Elon/Twitter drama never stops.

[56:10] Every Rose Has Its Thorn.