NCAA

“So that's lifted, but it's not yet salaries for athletes, but that's coming because they've also passed the, there's also been a rule passed around the athlete themselves being able to monetize their name and likeness, you know, like, I'm in a college town in …”

“So what I think would, what I think is an easy opportunity is you're going to see loads of little pure sweats, which is like a really simple app that just has basketball workouts that you pay a hundred or 200 dollars a month or a year for. I have to imagine yo…”

“And so somebody who builds that back office sort of reporting tool, that underlying infrastructure layer that's going to become incredibly valuable. A way to think about that is like Carta or AngelList, like these underlying platforms that sit underneath the e…”

“I view it as in these markets, it's whoever builds this first simple, useful thing. We'll get a ton of adoption. And then it's a race between the people who tried to build the big valuable thing. And the group that got a bunch of adoption to go from small and …”

“So I think you're going to find some super agents that come out of this, like this one rule change. There's some kid who's the next Ari gold. That's sitting on Kentucky's campus or Alabama's campus. That's going to end up being like worth 50, a hundred million…”