Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
2 Mar 2026 Acquired Formula 1
“I think, is the easy answer. David: And then I think inventory, you're right. There's sort of a structural thing.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 2 Mar 2026
- Publisher
- Acquired
- Episode
- Formula 1
Transcript context
…So they're just fundamentally limited by inventory. Now that said, the flip of that is they absolutely have the opportunity, like Liberty identified, to make those 22 races into 22 Super Bowls, which they're well on their way to doing. They have to. There's that. The biggest thing is the US is the biggest media market in the world with the highest revenue per consumer and the highest subscriber fee per media broadcast. And you just don't have penetration here yet. They're working on it. I think, is the easy answer. David: And then I think inventory, you're right. There's sort of a structural thing. And then that leads to, hey, if you really care about growing revenue and you really care about the US strategy, you'v got to fix the race calendar.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.