The LightShed Podcast

The LightShed Podcast

By LightShed PartnersBusinessInvesting
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The LightShed Podcast episodes

  • Episode 39: January 15, 2021

    [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!

    1 hr
  • Episode 38: January 8, 2021

    [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.

    1 hr 1 min

About The LightShed Podcast

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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…