[0:00] Bullet with Butterfly Wings.

[3:53] LightShed Dinner #2: The Roast of TMT.

[10:03] A Fubo upgrade brought to you by hopeful bankers.

[13:11] Where is the marketing machine for Aaron Judge?

[16:34] Must-See TV on Thursdays is now Amazon, not NBC.

[21:51] Tech is treating this downturn with more fear than legacy media.

[24:56] Is Meta baselessly hated or are they anti-consumer?

[28:13] Twitch’s headline was misleading; creators continue to be paid more annually.

[31:29] Will paying creators more help Shorts catch TikTok? 

[33:50] Robert Kyncl brings a UGC/creator mentality to Warner Music.

[35:36] Apple Music may be more infiltrated in our society than generally believed.

[37:49] Is Spotify’s bundled audio vision a mistake?

[44:06] GTA 6 leak changes nothing about Take-Two’s future trajectory.

[45:46] We do not know whether MSFT/ATVI gets through EU regulatory scrutiny.

[47:15] ATVI or no ATVI, Microsoft will scale gaming through acquisition.

[48:11] Can you break a major show that is exclusive to Roku?

[54:06] Consumers are watching more Netflix than investors believe. 

[59:25] We are bullish on WWE’s new content strategy.

[1:02:42] We will miss Tom Rutledge’s earnings calls.

[1:08:08] Shana Tova.