David Rosenthal: belief

Transcript context

…Yeah. The speed at which they were able to do that is pretty laudable and the way they were able to do it. Because you sort of think in a business that’s dangerously cyclical and seasonal like this where you sort of only have one shot per year to introduce something new for the season, the idea that they did their first little test with just streaming one game and then another little test with a post-season package you can buy and then came out with the real deal for that $80 full season package which I think got 100,000 subscribers, so like $8 million in revenue from that first season that went fantastically well. I mean, that's iterative development and they were able to do it even within the constraints of this. You could very easily see management saying, “Well, you know, we’re going to try that for next year.” I think what’s super impressive, like two things. One, this is 2003. Again, we’re years before YouTube. Nobody else is really doing streaming video at this time. It's 4 years before Netflix went online.…

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