The LightShed Podcast

[0:00] The Pink Panther Theme.

[2:29] Who had the best mustache ever?

[5:34] TKO pair trades abound.

[10:34] UFC/WWE success hinges on media rights.

[14:28] Compelling storylines drive sports ratings.

[17:18] All sports leagues are realizing the value of non-game storytelling.

[20:07] Thank you T-Mobile for helping accelerate the adoption of robo umpires.

[23:20] Disney investors should pay attention to IPL on JioCinema.

[26:18] Search is a generative AI use case that consumers can quickly adopt.

[28:39] Why is the Chinese-owned Temu still in the US App Store?

[32:01] Will Harry Potter anchor the new Max (formerly HBO Max)?

[36:28] Netflix live experiments continue.

[38:49] Are theme park trends starting to slow? 

[41:30] Saudi Arabia wants to build a diversified media and entertainment powerhouse.

[44:04] Roku/Disney+ AVOD good for consumers.

[45:30] Live audio is a feature, not a standalone product.

[46:36] Mama Said Knock You Out.

Episode_152_March_31_2023_Video

Episode_152_March_31_2023

[0:00] Hollywood Nights.

[3:20] Rich is now a Disney Parks spokesperson.

[5:40] Apple is not going to buy Disney.

[9:17] What are your WWDC 2023 predictions?

[11:09] Is there a practical way to handle ethical AI?

[16:20] Generative AI will increase UGC content volume and quality.

[23:35] FCC wants transparency on Pay TV prices.

[28:40] Sports franchises and players will make less money in a DTC world.

[34:14] MLB finally unveils a clever marketing campaign.

[36:36] Standard General/Tegna take their merger case to a real court.

[39:57] Amazon could be a dark horse WWE bidder.

[45:30] If Amazon wants to buy AMC Theaters, buy them in bankruptcy.

[47:02] #Goodluck to the Oscars in their fight against technology.

[48:01] Will ByteDance’s Lemon8 face the same scrutiny as TikTok?

[51:56] Disney neuters DeSantis’ district oversight board.

[53:46] Activision’s business looks strong with or without Microsoft.

[55:47] The NY edition of governmental overreach.

[57:43] Hollywood Nights.

[0:00] Animal.

[6:24] If you step into Walt’s mentions he will drive across the bridge.

[9:24] Did we actually learn anything new from the TikTok hearing?

[15:50] The barriers to MSFT/ATVI approval continue to come down.

[21:42] Unreal Engine: CGI vs. Humans -- hard to tell.

[23:15] Fortnite Creator Economy 2.0 economics are more attractive than Roblox payouts.

[27:14] Does the Roblox base actually want improved graphics and deeper gameplay?

[31:02] Panic around Netflix Canada’s password sharing falls, as expected.

[32:29] Cloud-based gaming will help Netflix but they still need to deliver a hit.

[37:37] Increased Apple content spend doesn’t change our view on service revenues.

[40:15] It’s hard to believe that a theatrical window helps a bad movie perform on streaming.

[46:58] Flexing the TNF schedule is good for Amazon but not for the NFL.

[48:31] Baseball finally has a star thanks to WBC.

[53:05] ChatGPT plug-ins will accelerate real world use cases of generative AI.

[1:01:19] Generative AI suddenly complicates Writers Guild negotiations.

[1:02:54] Fubo should worry about carrying March Madness, not a rebrand.

[1:05:30] Hungersite.

• [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.
• [28:26] 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?
• [44:00] 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.

• [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.

[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.

[28:26] 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?

[44:00] 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.

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[0:00] Free Bird.

[2:21] LightShed Team Dinner had two special guests.

[5:27] A TikTok ban is far more complicated than it looks. 

[12:32] Reels is growing time spent for Meta, with monetization just starting.  

[18:01] Will there ever be multiple app stores on the same device?

[22:53] Iger calls BS on competitor streaming expectations.

[27:01] If Comcast is not buying Hulu then who is?

[29:48] Mando’s lack of buzz shows the difficulty in chasing Netflix.

[35:40] Each week brings more retrans headwinds.

[38:40] Roku’s Best Buy partnership is an opportunity to reclaim lost market share.

[41:23] Sports teams need to take short-term RSN pain for long-term health.

[46:49] Is Endeavor’s sudden lack of interest in WWE simply posturing?

[52:26] Live Nation gets support for FAIR from everyone except its competitors.

[54:41] If Spotify finally gets video right, it will boost its advertising ambitions.

[57:49] Everyone now has a Chat-GPT integration.

[59:01] Elon’s perfect venture troll.

[1:00:07] Tuesday’s Gone.