Narendra Nag
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Sports as AI Insurance
August 28, 2026
May 8. June 3. June 11. Within five weeks this spring, three of the most sophisticated actors in and around sports finance said the same thing in public. On...
Licensed vs. Extracted
August 21, 2026
The line that matters in AI-generated sports content is not AI versus no-AI. It is licensed versus extracted. ESPN is running what I am fairly sure is the...
The Cheapest Truck Wins
August 14, 2026
Thirteen NBA teams and seven NHL teams woke up this spring as local-television free agents. When Main Street Sports Group announced in April that it would...
The Catch-Up Layer
August 7, 2026
The AI that actually shipped in sports streaming answers "I'm late." It does not answer "what should I watch." Run the inventory. Amazon's NBA coverage —...
The Observer Effect
July 31, 2026
Twenty-one and four. That was Carson Kelly's record on challenged ball-strike calls as the Cubs' catcher when ESPN checked in this May — twenty-one calls...
The Word 'AI' Is Doing a Lot of Work
July 24, 2026
The World Cup that ended on Sunday was produced out of a private cloud of roughly sixty servers in Dallas — and almost none of it was AI. I want to sit with...
The Machine Is Right and Nobody Believes It
July 17, 2026
On July 2, in a round-of-32 match at this World Cup, Croatia scored what looked like a late equalizer against Portugal. The players peeled away to celebrate....
Writing Past the Free Tier
July 10, 2026
The newsletter you are reading went out automatically on a Friday morning, three minutes after the post went live on the site. It is styled in the same...
Zero-Click as a Business Model
June 26, 2026
A number worth sitting with — more than 80% of Google searches now end without a click to any external website. For queries that trigger AI Overviews, the...
The Bounce-Click Argument
June 19, 2026
Google has a name for the clicks that AI Overviews replaced. It calls them bounce clicks. The framing, articulated by a senior Google search executive last...
Apple's Friday Night Baseball, On Purpose
June 12, 2026
The most underread sports-rights move of 2026 is the one that did not get renegotiated. In November, Apple announced that MLS Season Pass would no longer be...
The Magicians
June 5, 2026
Next Thursday, Mexico will play South Africa at Estadio Azteca in the opening match of the 2026 FIFA World Cup. The kickoff is at 3pm local time. The stadium...
The Living Room Vote
May 29, 2026
In February, the FCC opened a public comment docket on the consumer experience of live sports viewing. The framing was deliberately mild — a study of the...