Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
17 published records
01 / belief
“I mean, I think the opportunity here is so much larger than just being the streaming service for Major League Baseball, but that you actually could build the television network of for the internet.”
02 / belief
“We’re just joking. But it is one of those things like I think a lot of people will think this seems creepy right now but I bet we’ll be surprised at how quickly it becomes normal.”
03 / belief
“I think what’s super impressive, like two things. One, this is 2003. Again, we’re years before YouTube.”
04 / belief
“I think could have it been anyone else, like we’re going to get into that in another section, but like, Disney is just the absolute perfect partner for this.”
05 / belief
“I also am giving it an A and I think the biggest thing is their mastery of positioning.”
06 / belief
“I was kind of pushing for like well, I think the thing that’s fairly well understood is the spinout and it’s highly speculative to talk about the future purchase.”
07 / observation
“Anyway, the point is, this is a big deal because for the first time now, you have multiple sports leagues putting their content powered by the same backend onto the internet.”
08 / evaluation
“Totally. And that hamstrings them because they can’t really issue stock to employees, they don’t control their own destiny as much.”
09 / evaluation
“It certainly is. But it kind of got off to an inauspicious start because the league and BAM itself made the same poor decision right off the bat and they, like any super corporate IT department because this is basically Major League Baseball’s IT department, they decided to outsource the website building to a consulting firm and pay them a ton of money.”
10 / evaluation
“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.”
11 / evaluation
“A lot of listeners are probably familiar but that basically refers to the idea that #1, I think OTT is like the stupidest name of all time.”
12 / prediction
“I really hope we can architect a business that’s going to generate more than that. And I think that on its own feel is kind of like a tenuous business model but as that moves closer and closer to the source of the actual rights holder, you can see that that totally looks like it’s going to disintermediate you as someone whose business it is to take on the risk of buying those rights and monetize it if those organizations themselves are getting better and better at monetizing their own unique IP rather than potentially licensing it out to you to figure out.”
13 / evaluation
“Yeah. So the point I'm driving at here is that maybe it doesn’t matter that much that ESPN’s current content is not going to be repurposed for this direct over-the-top service and that it’s much more like who cares, because their current content isn’t what’s going to matter in 5 years.”
14 / recommendation
“Not only and for our listeners, even if you don’t care about sports, you should keep listening because not only is this one of the most interesting sports tech deals that’s happened in the last decade plus, but this is actually I think really important to understand from just a pure technology standpoint when it comes to the future television and things we’ve talked about on this show a lot with Twitch and Amazon and YouTube and even Snapchat.”
15 / evaluation
“It's one of my favorite rebrands ever because the WWF, the World Wildlife Federation had the trademark, and then the WWE had to get off of it.”
16 / prediction
“Like they have these rights but we haven’t seen anything with it, and we’re really going to see something, I would assume, in the next six months where there’s a direct offering that is built by BAMTech that is maybe the one and only way to go and watch these League of Legends matches, and I think we will probably get into e-sports in future episodes but that, Disney/BAMTech is making like these big bets throughout their history on things that are before their time, and that's shown here yet again with a big purchase of these rights.”
17 / evaluation
“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.”