Monday AM Briefing: Chapek v Iger; (Exclusive for Members) discovery+, HBO Max & Software

First, I had a brief exchange with WarnerMedia CEO Jason Kilar on Twitter, after he responded to my opinion piece on The Information - "A Vibe Shift Is Brewing in Streaming".

He goes on to have an exchange with me and a few others on the topics of physical vs. digital collectibles, Bored Ape Yacht Club, and the businesses have "a big opportunity in digit…