• The KillerFrogs

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  1. Gary's Shirtless Revenge

    ESPN + is showing Texas State @ Baylor

    Not predicting it specifically, but my guess is Aranda’s seat is starting to get very hot. Program is moving backwards. They’ve got some major NIL problems too.
  2. Gary's Shirtless Revenge

    Theo Wease? Zach McQueen?

    It's well known that AI large language models (LLMs) frequently make stuff up, or "hallucinate" as the AI developers call it. It's a real issue.
  3. Gary's Shirtless Revenge

    New State recruiting laws

    Everybody is a states' rights activist until 'crootin comes into play! #StateLaw
  4. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    Final Apple offer details, from public reports and general scuttlebutt I trust: - $25mm AAV for 12 members over 5 years, but it was scaled and the early years were much lower. Think $20mm per in year 1. - There was a mutual termination option after year 3. This was meant to protect Apple, who...
  5. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    Priority #1 is making basketball only work for two schools, which he’s been all but told he must do (vs full membership). I think that might be a tough road. There are other full member possibilities that could happen, but we will see what develops.
  6. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    In other words: He and everybody else got played.
  7. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    There may not be room, financially, for all four corners. Somebody might need to take a bit of a haircut.
  8. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    This and the Dodd tweet smell heavily of BY placing leaks, fyi. Doesn’t mean it’s wrong, just putting that out there.
  9. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    Apple folks, famously tight-lipped, made it known they weren't happy about the accelerated timetable nor the deal terms being leaked (in part). I'm not sure this is a deadline as much as it is a withdrawal (my intuition).
  10. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    Nope, but if they received a benefit in the early years that then later corrected, that would likely be adjusted out accordingly. That doesn’t mean they’d be certain, quite the opposite actually. But it doesn’t matter. I don’t think they are ever going to sell enough subs for those higher...
  11. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    It’s going to cost more than that and the assumption on net value the subscriber will bring will be higher.
  12. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    Just a note for those doing math at home, keep in mind that Apple likely uses a form of mark to market management accounting/reporting for subscriber revenue. For example, if a new subscriber signs up for $5 a month, the book value can be placed at the “fair market value of that subscriber”...
  13. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    Summarizing what I'm seeing on Twitter and putting that up against the industry chatter I have as my background: - If it's Apple instead Google/YouTube, that probably means no upfront payment or purchase structure is included. Just a straight licensing deal, though the PAC Network would likely...
  14. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    The "incentives" he is referencing are likely the payment model that both Apple and Google/YouTube favor, wherein they agree to share performance revenue tied to subs should they hit X thresholds after costs are recovered. So something like: - Initial upfront payment of ~$50-100mm - $200mm...
  15. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    No idea on $$ value and not sure the reporting on $20mm is right, but I don’t think Google or Apple would pay a huge AAV. However, the upfront payment could be meaningful, depending on how it is structured.
  16. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    Well, I can answer some of these questions: - For now, NBCU is out, they just can't get the PAC to move off of streaming. They offered the PAC a deal with NBC, USA, and Peacock as the distribution points. I feel confident they could have gotten ~$300 million per year AAV for 12 teams, had they...
  17. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    Lots of revisionist history in this article. If this is their legal strategy, they better be headed to the BIG and not the SEC, as ESPN won't go along with it and will take the ACC's side. Would they ultimately settle? Yes, but boy that settlement could be... record breaking.
  18. Gary's Shirtless Revenge

    Big 12 in position to poach Pac 12 schools?

    We signed our GOR buddy, we’re locked in for a bit.
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