Summary of last night’s mailing is up! https://t.co/4Q7uVEA8NE
Part one focuses on $CMCSA (Peacock), $DIS, $DISCA: all three CEOs seem to be selling intangibles of creative than understanding of customers for their SVODs &amp; lack existential urgency a pivot to streaming requires https://t.co/leJJhLvb4H