On today's episode, we discuss whether streaming's golden age is suddenly waning, the race to build a do-everything app, Amazon's new TikTok-like shopping feature, how Disney+ is doing, Walmart's drone deliveries, the numbers that best sum up this year, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, vice president of Briefings Stephanie Taglianetti, and analyst Paul Verna.