Breaking down the FTX book + film rights & Michael Lewis’s involvement with Lon Harris | E1615
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Apple's Strategy
Apple's strategic move to secure Major League Soccer (MLS) streaming rights is a significant step in the sports streaming landscape. explains that this deal could serve as a blueprint for future ventures, like the NFL Sunday Ticket, offering a separate subscription within Apple TV Plus 1. This approach allows Apple to provide discounts to its subscribers, enhancing its value proposition. However, highlights the critical issue of data ownership, as Apple traditionally does not share subscriber information, which could influence negotiations with sports leagues 2.
Celebrity Influence
The role of celebrities in investments, especially in sports and streaming, is complex. and Lon discuss how celebrity endorsements can blur lines between personal investment and promotional activities, citing examples like Kim Kardashian and Tom Brady 3. This intersection raises questions about transparency and accountability in financial promotions. Additionally, the UFC's decision to stick with Disney for streaming rights, despite offers from other tech giants, underscores the importance of established relationships and proven platforms in high-stakes negotiations 4.