TBPN Diet TBPN: October 22nd, 2025
27 snips
Oct 23, 2025 Hosts dive into Apple TV's groundbreaking five-year F1 deal and its potential to reshape U.S. viewership. They discuss the unique high-value audience of F1 while debating the impact of this shift from ESPN. The conversation shifts to Apple's Vision Pro, exploring immersive experiences for fans. Meta's recent AI layoffs and WhatsApp's restrictions on non-Meta chatbots also get the spotlight. Finally, the show humorously comments on recurring heists at the Louvre and highlights NVIDIA's ambitious space computing initiatives.
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Apple Buys F1 Rights, But Reach May Shrink
- Apple struck a five-year US-only deal to move F1 rights from ESPN to Apple TV, paying roughly $140–$160M per year.
- The hosts argue this may not grow U.S. viewership because Apple TV attracts intentional viewers, unlike ESPN's background-TV audience.
F1's Deep Fan Layers Fit Apple's Audience
- Apple will integrate F1 streams into Apple TV so subscribers get full race access via login to the F1 app.
- The show highlights F1's multi-layered appeal: drivers, engineering, and team business make it a high-value audience for Apple.
Build Native Spatial Content For Vision Pro
- Consider Vision Pro as the next distribution channel for immersive sports, not just standard streaming.
- Invest in spatial or 3D production to create a distinctive, sellable Vision Pro experience rather than mirror 2D broadcasts.