SBJ Morning Buzzcast: November 19, 2025
Austin Karp, Joe Lemire, Rob Schaefer and Chris Smith look back at the key themes from yesterday's Media Innovators -- including content delivery and the future of sports bundles. The group also looks ahead to today's Dealmakers conference and how private equity will be in the spotlight throughout the day. Timestamps 00:06 – Intro: Austin Karp kicks off from Times Square 00:32 – Biggest takeaway: Discoverability challenges for sports media 01:19 – Wall Street analysts on ESPN-YouTube TV deal & Paramount Global 02:03 – Cord-cutting vs cable: Matt Ho’s bullish stance 02:31 – AI in sports content: PGA Tour, NBA, and Genius Sports innovations 04:32 – Content delivery trends: Ingestion, streaming bundles, TikTok impact 05:53 – Spotlight on John Fanta’s broadcasting journey 06:29 – Dealmakers preview: Private equity, tech, and new investment ideas 07:12 – Heavy hitters panel: Future of Sports Capital with KKR, Sixth Street, Redbird 07:46 – Morning sessions: Sports tech disruptors & athlete investment strategies 08:56 – Closing thoughts: NBA expansion in Europe and key storylines