LightShed Partners, LLC

All right.

With that said, our guest this week, I, I sat down myself, so Paul's not in the call, uh, with Richard Greenfield, who is the co-founder of Lightshed Partners.

Richard is one of the most astute analysts on the media landscape, and he and I have a great conversation about, uh, the recent news about Meta settling with the States, but also AppLovin.

And famously, he's a Trade Desk hater.

So, um, Rich and I will get started in a moment, and then we'll come back, Paul and I, to talk about the news of the week.

So talk to you soon.

[upbeat music] So welcome, Rich Greenfield from, uh, the co-founder of Lightshed Partners.

Third time on the pod, and this time we were having technical difficulties.

That maybe, maybe Paramount just, you know, they, they acquiesce and give up more than they would like [chuckles] because they just want to avoid maybe not hitting that deadline, but going too deep into that deadline, because this does become extremely costly, and there's also a drop dead date that this, this whole thing has to be completed by early June or else the deal's off, and that's another deadline on top of this.

"The main question is whether Paramount is prepared to settle with structural remedies," LightShed Partners analyst Rich Greenfield told CNN.

"Paramount may be correct on the law," he said, "and correct to believe that it will eventually win in court, but the clock is working against the company between the October ticking fee start, the March trial date, and the June merger agreement e- expiration," he said.

Are you ready to talk about Linda McMahon? She had quite a week.