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
18 published records
01 / belief
“I think the NFL had an amazing 20-year run up to call it five years ago where they really turned the NFL into a family sport.”
02 / belief
“I think one thing that's interesting about or potentially advantageous for the Clippers of having Steve Ballmer own the team is that number one, he’s ridiculously involved and much more so than I think most owners are and probably maybe even to a fault.”
03 / belief
“I don’t think this is the causal but maybe he might have seen this as I think the most innovative league sport in the world and that has been experiencing the most growth and experiencing the most growth among young viewers, which is the future.”
04 / belief
“I think I have it much more high level as just that the NBA’s broadcast rights are getting more valuable but I think you nailed exactly why that is.”
05 / belief
“I think one other point that I wanted to make before moving out of this what would have happened otherwise is basketball fans will note that there’s not unprecedented but uncommon thing going on within the Clippers organization where Doc Rivers is both the head coach and sort of the president/GM role.”
06 / uncertainty
“I have this great, great carve out. I don’t know what it's called but you should go and download it.”
07 / belief
“Moving into what would have happened otherwise, I think we should focus more on the team than on what Steve Ballmer could have done with his money.”
08 / uncertainty
“I don’t know what to do with myself other than watch the new Star Wars trailer over and over and over again and wonder if it is Christmas yet.”
09 / evaluation
“I think so when this all went down, I remember reading about it briefly but diving into all the details has been super interesting to understand how the mechanics of all this go down.”
10 / recommendation
“Jack actually wrote a book, his first book which was I believe his dissertation, PhD dissertation called Just Around Midnight which is basically, if you can’t listen to the podcast, this is the podcast in book form.”
11 / uncertainty
“” Or I guess I just wouldn’t have expected that these sports teams would like have a 15x operating income multiple and in kind of talking through with other friends before the show, it kind of makes sense because you would think like okay, am I sure that this B2B SaaS company is going to be around in 15 years?”
12 / recommendation
“It’s super interesting to think about the decisions that guy made and the risks that he took and the way he looks at the world and the way he looks at investing. So if that's your cup of tea or any of those things are your cup of tea, I highly recommend listening to Bill because he is a sage.”
13 / recommendation
“Bill Gurley was on Jason Calacanis’ This Week in Startups this week and any time you get a chance to read some of Bill’s writing on his blog or hear him speak on a podcast, it's a treat because he just has such incredible clarity of thought and he walks through sort of the benchmark business model of really only investing in a couple of companies per year and spending just an incredible amount of time embedded with those companies.”
14 / evaluation
“He still does the standard Ballmer lean-back in the middle of an arena full of people and yell and fling his arms around and talk about “I love the Clippers!”
15 / commitment
“I think again with avoiding the temptation to dive too deep into analyzing these aspects of the game because I’m not qualified.”
16 / evaluation
“I’m still calling it a business line because I think all the future growth is being able to turn that flywheel of the franchise and leverage that brand to get more players, to get more fans and just turn that flywheel on that.”
17 / preference
“I like watching college basketball more because it’s real basketball and watching the NBA is watching a few superstars travel all over the place, dunk and then have – like wait around at the top of the keep for the shot clock to stick down, drive and then dunk.”
18 / prediction
“I think there’s another really key element to analyzing this transaction, which let’s get into now and we can continue to discuss throughout the show which is growth.”