David Rosenthal: evaluation

Transcript context

…It's 4 years before Netflix went online. Yup, absolutely. No streaming Netflix. And like you said, they get 100,000 subscribers right off the bat. That's $8 million in subscription revenue. But then they’re also selling ads on top of the game. So this pretty quickly becomes a really interesting high-margin business for Major League Baseball. And BAM is building all this expertise. This is hard. They’re streaming 15 games every single day all around the world. They’re building all this expertise in streaming live video and not just live vide but live video where it matters that it can’t be 10 minutes delayed because if the score changes and you hear about it somewhere else and you’re delayed watching the game, people get upset about that. Yup. And a big selling point for them is effectively handling that multiplatform handoff because for them – I was just listening to a podcast that we’ll throw in the show notes where the Commissioner of Major League Baseball is on one of Fortune’s podcasts and he’s mentioning that one big core asset to this, it’s not just the raw sort of video encoding and fallbacks and relationships with the CDNs to distribute the video files themselves. It’s actually the expertise of hey, I'm watching this on my TV or I call it my AppleTV and I switch over to my phone, it better pick up exactly where I left off and it can’t pick up like in the middle of the next inning where I accidentally see the score. Like that destroys the experience. So they have sort of developed expertise in this thing that is initially quite specific to their use case but then we’ll see in the future as it becomes more important to be able to stream live events in sort of this real-time way, cross-device over the internet. That's a huge asset.…

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