The Information's TITV Gen Z vs. Sports Media, SaaS Valuations & NVIDIA’s 80-Year Bet on VAST Data | Aug 27, 2025
28 snips
Aug 27, 2025 
Jamin Ball, a partner at Altimeter Capital, dives into the complexities of software valuations and the rise of quasi-public companies. Dan Porter, CEO of Overtime, discusses why Gen Z is steering away from watching live sports on TV, emphasizing shifts in content consumption. Kevin McLaughlin provides insights into VAST Data's role in the AI storage boom and NVIDIA’s ambitious 80-year strategy. The conversation reveals how tech giants challenge traditional media and reshape the landscape of enterprise SaaS, amidst evolving data management needs.
AI Snips
Chapters
Transcript
Episode notes
Leagues Prefer Long Deals For Stability
- Leagues favor long-term deals because owners value predictable, contractually obligated income.
- That scarcity makes rights a feeding frenzy when packages come up for sale.
Tech Firms Have Distinct Sports Strategies
- Big tech firms pursue sports for different strategic reasons rather than identical aims.
- Netflix chases big live events, Amazon ties content to Prime, and Apple plays selective, controlled bets.
Gen Z Won't Sit Through Full Live Games
- Gen Z rarely watches full live games on TV because their attention is fragmented and focused on participation.
- Social platforms keep fans informed without requiring live-game viewing, creating many fans but fewer paying customers.