Is Endgame just the beginning? Disney has its eyes on the prize in the streaming wars, and now that it’s clocked the biggest movie opening ever – by a mile – all the pieces might be falling into place.   

I now consider myself to be something of an Avengers Endgame expert. I saw it in Orlando on vacation Friday, then got stranded in Vegas for work Monday and saw it again. Don’t ask.  

And basically Disney couldn’t ask for a better setup for the launch of its streaming strategy this fall. This year it’s closing out two of the top-grossing movie franchises of all time: Avengers and the Star Wars Skywalker saga. This as some of the biggest names in tech, including Apple, Google and Amazon, are also suiting up to do battle in streaming.

Also: I sat down with VMware CEO Pat Gelsinger to talk about innovation, tech's impact on society, and the challenges of being a person of faith while leading a Silicon Valley company.