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[0:00] The revolution will not be televised.
[0:56] It is 1999 all over again.
[4:29] Can and should Big-tech’s power be stopped?
[15:33] Twitter’s bot purge triggers critics.
[17:23] Sports ratings declines continue and the challenge to “secondary” sports rights deals.
[22:03] The value of tech to sports rights.
[26:01] Lessons learned from Viacom as an NFL partner.
[29:59] Dish, Amazon and SpaceX gearing up for spectrum battle in 2021.
[30:42] Delrahim’s resignation and the next FCC Chair.
[33:02] Disney should have bought EA.
[38:24] Creators profiting on Spotlight means the beginning of a new Snap flywheel.
[41:41] Fubo found a business that’s even tougher to be subscale in than vMVPDs.
[46:44] What happened to the HBO Max haters?
[49:57] Netflix’s power in creating winners.
[55:40] What's next for John Legere?
[58:44] Must be the money!
[0:29] Jamiroquai is not the Viking Shaman.
[4:16] Section 230 and the First Amendment.
[12:52] Twitter's reliance on President Trump is overstated.
[14:00] Social media’s blame.
[18:36] Roblox as a music discovery platform.
[23:16] Verizon’s pivot to mid-band spectrum.
[28:12] Viacom’s Hulu deal is a victory lap for Redstone/Bakish’s merger logic.
[36:22] Verizon pushing Discovery+; who will Paramount+ partner with?
[40:55] Disney is all in.
[44:20] Why can’t Peacock partner like the ole days of TCI?
[49:09] Roku’s low-risk Quibi deal follows Netflix’s initial playbook.
[53:18] New York sports betting and Walt’s lock of the week.
[56:33] Twitter Spaces is Clubhouse and it makes sense.
[59:24] We did not forget about Dre.
From the publisher's feed
The LightShed team discusses TMT news and topics critical to investors, giving listeners a window into the idea flow and banter that have been our “process” for the past 15+ years. @richlightshed…