The LightShed Podcast

Episode 116: July 22, 2022


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[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] Consumers not cutting wireless spending yet.

[20:17] Should TMUS buy the rest of Altice?

[28:25] Defining the entertainment graph.

[31:34] No buzzwords – the internet is going to keep evolving with technology.

[38:13] Netflix’s huge advertising opportunity.

[40:28] Springsteen fans’ misplaced outrage.

[45:58] Amazon no longer has the worst streaming user interface.

[48:51] Disney+ transformation takes the next step.

[50:40] Why is Iger still bashing Chapek?

[52:52] ESPN+ price supports more live sports.

[56:32] Shopify/YouTube partnership points out the underlying challenges facing creators.

[58:13] Ari Emanuel is 61 going on 35.

[1:00:08] Market confidence building that Twitter will be sold for $54.20.

[1:00:45] Eclipse.

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The LightShed PodcastBy LightShed Partners