Unofficial Partner (Page 2)

The Taylor Swift Data Fallacy - the ceiling not the floor

Source: The YouTube Arguments

Why has Mr. Beast’s Beast Games underperformed on Amazon despite $100 million budget, why did The Sidemen drop from 73 million YouTube views to 2.4 million on Netflix, why did Pop the Balloon see similar declines?

The mistake: assuming top-tier creator success represents the average outcome when creators migrate platforms. It’s the ceiling, not the floor. Most creators moving to streaming miss the charts entirely. The best performers are acquisitions like The Amazing Digital Circus—where Netflix paid bargain prices after creators shouldered all risk.

What happened to 'broadcast quality'?

Traditional notions of

The four problems to solve

ChatUP

The race to build SportsbizGPT is happening downstream of the bigger fight being waged by the foundational models.

There are four problems to be solved, and the company which solves each of them will be ‘generational’. That's how Jonathon Ross, CEO of Groq sees it.

@20vc_tok
The 4 future opportunities in AI 🤖 20VC with Groq Founder & CEO Jonathan Ross. Link in bio.⁠ —⁠ HarryStebbings Business businesstips businessadvice entrepreneur ceo startup founder entrepreneurship ai artificialintelligence grok nvidia futuretech techtok #careertips
♬ original sound - 20VC - 20VC

The four problems represent the evolutionary stages that AI companies must solve to

Infinite Athlete is in a long queue to be the Bloomberg terminal for Sport

ChatUP

This builds on a previous thread: The Unofficial Second Brain

The race is on to productise LLMs and make them specific for the sports business (Clickbait title)

In January 2025 we had Charlie Ebersol, founder of Infinite Athlete on the podcast. I didn’t come out of the chat with any real sense of what Infinite Athlete is beyond an aspiration to be ‘the Bloomberg terminal for sport’, which takes in multiple data sources and turns them in to something useful. That podcast is here:

Make my logo bigger

The Buy Side

Variety reports on the pressure to get brands in to the live feed. A story as old as advertising has existed.

Whether this is a story or a non-story rests on whether you think the media side has the strength of will to defend the integrity of the product now.

We're in a weird time, when nobody is happy. TV viewers, sports fans, music buyers...everyone is pushing back on the over- commercialisation of their thing.

Just this week, we've had the same story appear in a different guise, this time on cringeworthy product placement in Netflix's hot rabbi romcom:

🤖 Why p/e is buying up talent agencies

Other People's Money

🤖 Unofficial Briefing: Private Equity, Scale, and the Evolution of the Sports Talent Agency Market

Context: This briefing summarises a conversation examining the accelerating trend of consolidation and private equity (PE) investment in sports talent representation, analysing the financial drivers, operational challenges, and future direction of these scaled-up agencies. The series explores "sport and investment and, you know, money in a broader sense and its impact".

1. Market Consolidation and PE Investment

The sports agency sector is undergoing rapid corporatisation marked by significant consolidation. Recent examples include Bruin Capital purchasing four firms to form Nomi Sports/As One

Betting as prostitution For Members

The Product

Unofficial Partner

Posts on page 2

What happened to 'broadcast quality'?

🤖 Unofficial Briefing: Private Equity, Scale, and the Evolution of the Sports Talent Agency Market

1. Market Consolidation and PE Investment