[0:00] Voodoo Lady.

[1:15] Nothing smells like Miami.

[4:57] Take responsibility for your crypto decisions.

[13:50] Elon is a great technologist but does not understand human beings.

[20:22] If the Twitter platform improves then advertisers will come for the eyeballs.

[22:16] Starlink already delayed.

[25:09] Is Amazon scaling back Alexa as sports/video bets increase?

[29:09] Meta’s FY23 OpEx cuts were a small olive branch to shareholders.

[32:57] Disney mismanaged investor profitability expectations.

[38:23] Diller is right, Malone is wrong on Netflix. 

[41:19] Expect Netflix to follow Apple’s sports rights playbook.

[47:53] Dramatic increases in UFC/WWE rights fees require big tech’s participation.

[50:20] When does Flutter buy-out Fox’s FanDuel option/blocking rights?

[53:45] Despite bipartisan concerns, a TikTok ban still feels unlikely.

[57:25] The music industry’s TikTok complaints feel like déjà vu all over again.

[58:27] Snap’s creator program is gaining traction.  

[58:58] Phil Spencer increasingly confident MSFT/ATVI is approved.

[1:03:14] MSGE biz could be strong post-Sphere but can they get there?

[1:06:33] Cable TV redefining the fountain of youth.  

[1:07:35] Zoloft