A24 Was Worth $3.5 Billion Two Years Ago. Could It Be Worth $10 Billion?substack.com/@robsheard/note…
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When does PE start circling @Nike? $52B market cap is nothing these days.
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These college football content teams are creating future A-list producers, directors and editors.
This is superb @Vol_Football
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Will Jacob Elordi Be The Next James Bond 007? youtube.com/shorts/6WMT6eD28… via @spreadsheetshow
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Check it out!
Will the government confirm aliens exist with @DannyJolles? @Polymarket? Full video:
youtu.be/BZQQHVWMdgE?si=YDx6…
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The cable era is over. Food and travel creators now own production, distribution, and audience across @YouTube @tiktok_us @instagram @X . I wrote about why.👇
open.substack.com/pub/robshe…
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AI can generate a visual. It can generate audio.
It cannot generate what Damien Jalet put in the last two minutes of the GENER8ION / Yung Lean “Storm” video directed by Romain Gavras.
It cannot be scraped. It cannot be predicted.
Watch the video. Then read why it matters.
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I’ve always been fascinated @NFL @NBA and @MLB valuations since lists were created in the 1990s.
With the @FIFAcom World Cup coming up I wanted to explore the national federations and apply a similar methodology.
Full breakdown👇
open.substack.com/pub/robshe…
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AI made pixels free. It didn’t make dancers, venues, or knockouts free.
When synthetic video trades at zero, the premium flips to the unfakeable input. Real bodies. Real rooms. Real consequences.
@Gap stock moved on a dance video. The moat is physical.
open.substack.com/pub/robshe… xitter.cf/robsheard/status/20488…
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