A24 Was Worth $3.5 Billion Two Years Ago. Could It Be Worth $10 Billion?substack.com/@robsheard/note…
When does PE start circling @Nike? $52B market cap is nothing these days.
These college football content teams are creating future A-list producers, directors and editors.
This is superb @Vol_Football
Replying to @Kalshi
@Kalshi and @Polymarket have revolutionized how fans engage with sports. The @FIFAWorldCup has been the catalyst where they now dominate traditional online sports books like @DKSports and @FanDuel who are copying their prediction platforms.
Will Jacob Elordi Be The Next James Bond 007? youtube.com/shorts/6WMT6eD28… via @spreadsheetshow
Check it out!
Will the government confirm aliens exist with @DannyJolles? @Polymarket? Full video:
youtu.be/BZQQHVWMdgE?si=YDx6…
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…
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…
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.gq/robsheard/status/20488…













