[0:00] Beat It.

[1:19] Where was Rich on Sunday night?

[6:29] Bob Chapek lost the locker room.  

[13:46] Iger’s new strategy must be different than his prior strategy.

[29:08] Is Disney’s next CEO a current employee of Disney?

[31:50] Big Tech is unlikely to receive global approval for a transformative acquisition.

[35:53] Are others engaging in Chapek’s DTC financial engineering?

[38:34] DOJ’s antitrust investigation into Ticketmaster is about political capital.

[47:45] Twitter: Everyone loves a car crash.

[50:22] Does Twitter have the financial firepower to properly invest in AI?

[58:56] Netflix evolves their games strategy as they enter social AAA titles.

[1:01:57] A Fox / News Corp. merger feels like a longshot.

[1:04:32] Amazon’s rumored theatrical investments are confusing.

[1:07:48] Will the Chinese box office rescue Avatar’s profitability?

[1:10:30] Happy Thanksgiving!

[1:11:11] Thanksgiving Prayer