[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 Verizon wireless.

[20:03] Comcast does not need Charter in the tvOS wars.

[22:30] Meta DAUs up, but was time spent up?

[24:16] Instagram moving towards video as they have been forever.

[29:32] Meta needs M&A to build their metaverse.

[32:34] Why is Meta raising the price of Quest?

[33:50] We do not believe that WWE wants to sell.

[44:34] Iridium connectivity coming to smartphones.

[46:40] Is Google interested in sports rights after all?

[50:26] FanDuel TV is a perfect content/gambling match.

[52:09] Spotify can still grow subs even if TikTok begins to compete.

[55:23] Why is Amazon raising Prime price so much in Europe?

[58:17] Apple’s misleading framing of the Netflix app.

[1:02:39] Netflix needs to build franchises but is Gray Man the place to start?

[1:04:05] Not Shocking: Elon wants to keep pushing the trial date.

[1:05:03] Let’s Go Mets.

[1:05:53] Happy.