The LightShed Podcast

[0:00] California Love.

[0:44] Live from San Francisco, not LA.

[6:04] Sheryl Sandberg. 

[15:16] The Zaslav transformation continues.

[20:40] All streaming services remain a content story.

[24:17] Higher monthly bills and churn.

[33:22] Sports TV ratings continue to surprise.

[35:07] Do you like basketball?

[38:17] Google TV becoming strategically important to Google.

[41:36] Why would a sports fan pay for a standalone RSN today?

[45:16] Box Office needs Top Gun a couple times each month, not each year.

[48:34] SeatGeek cannot compete with Ticketmaster.

[50:54] Crypto math.

[53:21] Going back to Cali.

[0:00] Top Gun Anthem.

[1:48] Remembering those we love.

[11:44] Inflation starting to impact demand for some.

[14:07] Can Snap and Omnicom both be right?

[17:36] Investors may be overestimating the magnitude of Snap’s decel.

[24:34] How can Twitter's Board ignore a shareholder vote?

[28:13] We still expect Elon to close at $54.20.

[30:01] Clarification for Charter’s clarification?

[35:27] Comcast should have targeted ATVI, not EA.

[38:22] Brian Roberts’ control is impediment to deals.

[43:09] Regulatory agencies understaffed.

[45:20] Tony Fadell's overly simplified views of the metaverse.

[52:24] Netflix continues to iterate on their AVOD strategy.

[55:35] Netflix Gaming will eventually make it to the big screen.

[58:26] NFL broadcasts need to open up and innovate on alternative audio.

[1:02:58] LEO satellites can address multiple markets.

[1:05:38] If Starz spins off, what happens next?

[1:08:25] War Games.

[1:09:14] Box of Rain.

[0:00] Narco.

[1:40] Rich’s blankie.

[4:59] Twitter’s algorithm is not good enough.

[12:26] Legal system trumps Elon’s buyer’s remorse.

[23:28] Disney’s thoughtful AVOD approach.

[29:30] If you can put ads on streaming, what happens to linear TV advertising?

[31:16] Netflix pivots do not mean they were always wrong.

[40:55] PFL’s new monetization structure is a direct shot at the UFC.

[47:20] Do not expect MMA competition to hurt UFC’s rights renewal.

[49:13] Bethesda delays leave Game Pass without Xbox front line releases.

[54:35] What service provider hasn't raised prices yet?

[1:02:20] Assessing the Stephanie McMahon conspiracy theory.

[1:06:37] AEW gives WWE talent some leverage.

[1:09:34] In a sea of content, sports are still king.

[1:14:43] Can one, let alone two, Spring football leagues survive, let alone flourish?

[1:16:14] RSN’s can’t leave the bundle until national sports do.

[1:17:35] Big Energy.

[0:00] Don’t Worry Be Happy.

[2:58] Would the Twitter board take $42.00?

[7:55] Would you fire major executives if you actually thought Elon could walk?

[13:34] TTD is key to Netflix moving quickly on ads.

[19:44] Content spend deceleration is not a good Endeavor bear thesis.

[26:15] Is Google getting back into sports rights?

[29:51] Heavy enterprise and tech focus at Dish Analyst Day.

[38:14] Is an HBO Max channel store flip flop imminent?

[43:56] Match is to Google as Epic is to Apple.

[48:15] The bundle is cracking because there is no choice.

[54:10] Roblox beginning to embrace principles of crypto.

[58:35] Sorare adds actual utility to the collectible itself.

[1:00:33] Peloton announces a new high-priced clothes hanger.

[1:04:39] Crypto 101 by the Washington Nationals, presented by Terra.

[1:05:30] Flippity Flip Flop Fly.

[0:00] My Money Don’t Jiggle, Jiggle, It Folds.

[1:06] Rich’s hair is now green.

[3:12] What economic model gets Twitter to Elon’s revenue goals?

[12:37] Xbox/Epic deal a win-win for both parties.

[15:27] How do brands create long term engagement in 3D interactive?

[27:42] Expect Netflix to slowly move into sports rights.

[32:12] Netflix benefits if other SVOD platforms crackdown on password sharing.

[34:27] A media exec finally admits that short-form mobile is eating into TV.

[41:55] What does a minority stake in Starz do for Roku?

[44:56] Is there actually a model for standalone sports in the streaming world?

[47:38] As investors give up on Spotify, Daniel Ek buys stock himself.

[49:58] FTC telegraphs their issues with ATVI/MSFT.

[54:11] Once you have a marketplace, you can repurpose it.

[56:35] Leveraging content through web3 and bobbleheads. 

[59:08] ESPN+ slowly dips their toe in the NFL waters.

[59:52] Happy Clapping Song.

[0:00] Chameleon.

[2:25] Brandon thinks better with a fever.

[4:30] If Elon wants his Twitter deal to close, it will.

[14:48] Is it too late to the tvOS party for the Comcast/Charter JV?

[23:22] No Comcast investor believes in Peacock.

[27:00] Netflix needs quality control.

[33:01] The difference between Meta’s 1Q22 and 4Q21 calls: IR messaging.

[35:00] Will TikTok run into its own problems too?

[38:14] Evan Spiegel’s fundamentally different view of the metaverse.

[42:06] What are the other unnamed projects Zaslav will shutter at WBD?

[44:56] Do not talk about “opportunities” in linear TV.

[46:06] Roku now needs to spend their own money to grow ads business.

[51:30] Competition could drive UFC’s US rights deal significantly higher.

[54:10] Terrible earnings for ATVI but Blizzard has content surprises.

[56:17] iSpotTV financially bolstered as it zeros in on Nielsen.

[57:32] Disney’s content placement strategy is utterly confusing.

[1:01:20] Will Avatar 2 be the biggest write-off ever?

[1:03:20] Idioteque.

[0:00] Tweezer Reprise.

[2:50] We did not expect #GoodLuckStreaming in 2022.

[3:10] Why is Reed Hastings giving up religion on advertising? 

[18:13] Zaslav’s conundrum – what do you do if streaming isn’t a panacea?

[21:16] Warner Bros. Discovery is too levered to deal with CNN+.

[25:53] Sunday Ticket to Apple would be a gamechanger.

[28:50] Will +play help Verizon and streamers grow?

[34:38] Hard to fathom that investors will want to sell Twitter at $54.20.

[39:49] Do Twitter’s problems stem from the answer to “What is Twitter?”?

[44:27] Bob Chapek's tough year continues.

[47:47] Does Disney still want to be Netflix?

[51:00] Video game advertising can work but absolutely cannot be disruptive.

[51:46] Advertisers’ fears – what does Apple do next?

[53:53] What RSN fan doesn’t want all major sports channels too?

[55:45] Who buys a movie ticket with dogecoin?

[57:23] Tender is the Night.

[0:00] Dayenu.

[2:53] Will Elon buy Twitter?

[12:20] Does the threat of Elon owning Twitter change the government’s view of big tech M&A?

[18:05] Should The New York Times be anti-Twitter? 

[22:58] Disney should sell Hulu to Comcast to focus on Disney+.

[29:29] Scott Galloway thinks AT&T still owns Warner Bros. and that they should sell HBO.

[33:14] Epic’s LEGO partnership could (eventually) be a threat to Roblox’s core user base.

[36:35] Meta’s Horizon Worlds’ fees are more creator friendly than the competition.

[40:25] Brands and media companies still sprinting to gain a presence on Roblox.

[42:02] Keep McKinsey away from media companies.

[47:03] F1 should send a thank you to Netflix.

[48:52] Do personal ratings now matter at Netflix?

[50:48] Freevee’s terrible name masks Amazon’s AVOD opportunity.

[53:33] Year-round football should scare all other sports.

[58:57] Is the Zaslav regime on board with a 45-day theatrical window? .

[1:01:37] Peloton is trying to find the sweet spot on the elasticity curve. 

[1:04:03] Bunny Hop.

[0:00] Game of Thrones – Main Title.

[1:39] Where’s Walt’s Yellowstone swag?

[3:55] WarnerMedia’s Red Wedding.

[10:58] Advertising on Netflix?

[15:52] Elon and Twitter.

[26:10] Music is core to Roblox’s strategy.

[28:52] Roblox’s continued product improvements will increase engagement and user growth.

[31:10] Dish Analyst Day.

[33:21] WrestleMania weekend success.

[38:36] Disney should buy WWE.

[46:35] Disney finally begins tying Disney+ to the overall company.

[48:23] Fubo needs to raise capital, not price.

[51:13] Meta should be massively overpaying creators on Reels.

[55:03] Another departure at SoftBank.

[57:01] Thumbs up for WeCrashed. Thumbs down for Super Pumped.

[57:14] Chaise Longue.

[0:00] Shock The Monkey.

[1:00] The Fresh Prince Of Bel Air.

[1:57] Rich’s experience at the House of Mouse.

[8:02] Apple is completely committed to the content business.

[15:06] Mad Dog Russo sums up the issues with Friday Night Baseball.

[23:01] Zuckerberg’s public TikTok fears are real, not strategic.

[32:39] Update on T-Mobile/Dish saga.

[33:50] Is there differentiation in wireless?

[36:00] The NFL should leverage their mobile rights to learn DTC.

[39:27] Twitter continues to improve the product and grow engagement.

[42:07] Don’t throw the SPAC out with the bathwater.

[44:15] Las Vegas is quickly becoming a sports destination.

[45:13] #GoodluckTMOArena.

[48:41] Microsoft is fully committed to subscription gaming, Sony is not.

[51:46] GTA+ is not a deviation from Strauss Zelnick’s subscription views.

[54:50] A levered Nielsen loses leverage.

[56:47] Who has Fanatics not signed a deal with?

[58:04] Is Caesars’ NY market share actually sticky?

[59:40] Gettin' Jiggy Wit It.