The LightShed Podcast

Episode 138: December 23, 2022


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[0:00] Run Rudolph Run.

[1:56] Did Rich find WiFi while on safari?

[4:11] Advertising sentiment recession.

[9:45] Do not judge Netflix’s AVOD success prior to the password crackdown.

[13:24] The broadcast TV death spiral is accelerating.

[16:20] Moving Sunday Ticket to digital should increase churn in the overall MVPD/vMVPD universe.

[26:27] If the Suns are worth $4bn then what are the Knicks worth?

[29:29] YouTube TV spending on Sunday Ticket but only Fubo embracing the RSNs.

[34:01] Mass gaming commission’s personal attack on Barstool.

[36:05] Elon's war on bots had an unintended consequence.

[39:05] Would a great Twitter CEO work for Elon?

[42:18] By his own demand, Ari Emmanuel’s abs return.

[44:29] We do not expect Avatar’s box office to break $1.5bn.

[48:10] Adam Aron’s simple arithmetic gift to the shorts.

[53:56] Frosty.

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The LightShed PodcastBy LightShed Partners