Second, I’m reflecting on a point former Netscape CEO Jim Barksdale famously made in 1995: “There are only two ways to make money in business: bundling and unbundling.” I think we’re burnt out by the fragmentation that the D2C era brought to everything. After subscribing to tons of hyper-niche content over the years, the idea of a couple brands we ... See more
Thus, as the cable-tv-dominated status quo crumbles, pro sports will develop a new playbook, centered around better telling player stories. Players will also have more opportunity to tell and sell these stories themselves, direct-to-consumer:
The sports fan has a ton of attention and time to spend on the content that they care about. The average run time of an NBA game is three hours. If you can find a way to be a meaningful part of that person's experience on a nightly basis for the duration of a season, and then multiple seasons across sports, there's a lot of potential to monetize th... See more