I'm one of the accused here so I'll bring my A game.

It's inevitable and here's why.

If your point is "sport isn't a business then stop now".

To see any future you need to analyse the possible forces of change and assess their power and motivation.

Silicon Valley is all!
Silicon Valley has financed where we are today and what will happen tomorrow. The FAANG generation of unicorns makers.

It is their mindset that dominates all. Sandhill Road, Palo Alto, Menlo Park dictates business and culture.

They dominate "content" and distribution. Right?
They operate on something called Product Market Fit. PMT.

"a scenario in which a company’s target customers are buying, using, and telling others about the company’s product in numbers large enough to sustain that product’s growth and profitability."

PMT and scalability rules!
In my startup work I speak to a lot of VCs. They are clear what they want

Football and sport does not have their PMT.

Once you see that, the end becomes clearer.

It's flow logic. Sport is entertainment. That industry is dominated by California. They think this way.

Ergo:
- unbundling means that media isn't interested in Palace Brighton. Doesn't work.

- younger audiences want different entertainment content, where there isn't a place for no name teams/players. It's celeb culture.

- football is a low scoring game that lasts too long for kids.
- here's a killer: Silicon Valley talks "scalability". That means no borders. The market is digital and global. And yet football governance and monetisation is geographical. Mismatch.

In the theme of "snackable", I'll stop here. You get the point.

No PMT, no scaleability.
If the guys that dictate where the world goes like your content but don't like how it is packaged and sold, guess what is going to happen?

Follow the money. In this case Californian VC money and big finance PE money.

This is why I think it is inevitable.
So what to do?

Is Agnelli right?

Is UEFA too compliant in the 90 degree position?

What does infantino want?

None of what I see today is correct. It's all half pregnant compromises and power plays. All selfish agendas.

Football is not dealing with this disruption well.
One piece of news was underreported last week and shows the future. @JoePompliano

A new young league, started by people who already have the audience. The young audience.

The killer quotes are below. And that is why a superleague in inevitable.

huddleup.substack.com/p/overtime-cre…
Overtime, has 45m+ followers across social platforms, and an investor list that includes Andreessen Horowitz, Kevin Durant, Carmelo Anthony. As the premier social media platform for Gen-Z sports fans, Overtime already has an intimate relationship with their future players & fans.
Andreessen is the clue.
*** Creeping dyslexia I fear. PMT isn't even the right letters.

Thanks for pointing it out.

And thanks twitter for no edit function yet. Seriously?

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More from @RPMComo

21 Dec 20
@ttmygh @fleckcap @AitkenAdvisors I know Grant well by I'm a lay person in all this. Here is a thread on this episode. Not all complimentary. The episode itself chastised the sin of "overthinking it all" and that's spot on. All of us have uses gallons of ink and gigas of audio files in analysing since 2008. 1/n
@ttmygh @fleckcap @AitkenAdvisors 2/n. The overthinking has ignored the famous Munger axiom " show me the incentives and I'll tell you...". What are those? Well every govt from China to GCC manipulates socioeconomic conditions to stave off the mob. Every country has an unwritten social contract to be honoured.
@ttmygh @fleckcap @AitkenAdvisors 3/n. Why have all the western smart analysts not considered that the free world has that also? Why have they focussed on "fundamentals"? Ps: I'm 100% guilty of this. Our "democracies" are also fighting for their lives to stave off the mob. And honour the promises. Mainly pensions
Read 8 tweets
20 Dec 20
At the #spl I had the good fortune to frequent senior politicians. Took them to games. Dewar, Galbraith, Reid. 1998 started both the spl and holyrood. I remember those days. The theme was " the quality of msp is low. They are councillors. The talent is down in Westminster". 1/2
2/2. Donald said " give it time. Eventually the best will stay up here.". I never bought that. Not sure Donald did either. Reid certainly didn't as I remember. Well it's a generation later. It's clear there is no talent in holyrood. Mitigating is there is none in London either.
That isn't a political comment. I personally don't care that much. As Sean Connery said "Scotland's greatest export in people". Talent wants to hang out where other talented people are. Where there's that energy. I see no energy in Scotland. But there is a chance now.
Read 5 tweets

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