The LightShed Podcast

Episode 150, March 17, 2023 > Audio

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  • [0:00] I’m Shipping Up To Boston.
  • [2:37] Walt is the calm voice of reason.
  • [7:55] TV keeps getting more expensive. 
  • [12:29] YouTube TV is the best way to watch TV, now with Multiview.
  • [14:34] Meta’s IR narrative has changed, not their actual focus.
  • [19:07] Will there be real action or are government threats to TikTok just political posturing?
  • [25:30] Netflix was always going to build their own ad tech.
  • [27:37] Surprise: almost all Disney+ subs chose a 38% price hike over ads
  • [31:35] Buying Hulu is the quickest way to build a CTV advertising business.
  • [37:46] Investors are overreacting to Netflix Canada’s password sharing rollout.
  • [42:26] How does Tubi viewership match Peacock?
  • [45:19] Consumers love HBO even if engagement is limited. 
  • [47:43] What telecom metrics matter?
  • [52:04] Cure onsale exemplifies changes needed in ticketing industry.
  • [58:21] FCC shouldn’t hide behind the ALJ.
  • [1:01:15] Creators are beginning to make real $ on Snap.
  • [1:03:44] Dish TV and Boost subscribers still in the dark.
  • [1:06:24] Adam Aron continues to spin AMC shareholders.
  • [1:08:36] Just Like Heaven.
...more
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The LightShed PodcastBy LightShed Partners