[0:00] Gonna Fly Now.

[2:42] The Philadelphia curse of Joe Galone.

[4:47] Tech is treating this downturn differently than previous recessions.

[7:43] Ominous signs appearing for ‘23 TV ad spend.

[11:23] Our first impressions of Netflix’s new ad tier.

[12:20]  Is a slowdown in telecom ad spend cyclical or secular?

[14:15] Live Nation an advertising and sponsorship outlier.

[19:13] Will Elon’s Twitter Blue changes enhance your experience?

[31:02]  Further delays for Dish and costly capital.

[34:07] Disney building the “utility” of Disney+.

[37:23] Why does Disney keep licensing to gaming studios?

[38:38]  Should HBO kill Max and return to HBO?

[45:05] Amazon Music pushing subs towards Apple and Spotify.

[48:18] Amazon is trying to replicate ESPN as part of the Prime bundle.

[52:03] What percentage of previously free subs will churn off of Peacock?

[53:44] Zuck’s WhatsApp update takes aim at Apple and Slack.

[55:36] Rahul Ligma will be missed at Twitter.

[57:22] Streets of Philadelphia.

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