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AI is the new betting, which was the new tobacco

A story is building that AI is the next era defining sponsorship category.

The dream scenario for the sports sector is that this is true.

It has the characteristics required.

Undifferentiated brands backed by vast sums of OPM.

So, forward five years.

Two thirds of Premier League shirts carry AI brands.

Cue rumbling from legislators about the dangers of AI to children and mental health.

I'd model a ban by 2035.

By which time any societal harm inflicted will be baked in. The money will be in the sports 'ecosystem' and the next big category will emerge. It's a circle

AI is the new betting, which was the new tobacco Read more

🧵 OpenAI's ad pivot

You'll have seen the Anthropic Super Bowl ad.

I did a quick data scrape of this FT article.

Main bits:
'I would just disclose, as a personal bias, that I hate ads, they would be like a last resort for us as a business model. Advertising had its place as a way for the early internet to make money...'but i think they sort of somewhat fundamentally misalign a user's incentives with the company providing the service'

That was Sam Altman in 2024.

OpenAI has asked advertisers to commit an initial £200k in order to appear in ChatGPT results. The

🧵 OpenAI's ad pivot Read more

The four problems to solve

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 ā€˜generational’. That's how Jonathon Ross, CEO of Groq sees it.

@20vc_tok

The 4 future opportunities in AI šŸ¤– 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

The four problems to solve Read more

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

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 ā€˜the Bloomberg terminal for sport’, which takes in multiple data sources and turns them in to something useful. That podcast is here:

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

Enshittification

Enshittification
Photo by John Cardamone / Unsplash

šŸ¤– Briefing: How digital platforms degrade over time

Note: šŸ¤– indicates the following material is derived using Chat_UP, Unofficial Partner's language model trained on our podcasts and newsletters.

Enshittification is Cory Doctorow's term to describe the cyclical degradation of online platforms. The central thesis is that the decline of digital services is not an accident or a result of corporate incompetence, but a deliberate, multi-stage process driven by a policy environment that has eliminated the traditional disciplines of competition, regulation, and user empowerment.

Enshittification follows a predictable three-stage lifecycle:

  1. Attract End Users: Platforms begin by offering a high-quality, valuable service
Enshittification Read more