Archive - Aaron Miller's Substack

The $5 Billion Creator HoldCo

As Beast Industries seeks a $5 billion valuation, we explain how creator HoldCos emerged, why they appeal to creators & investors, and how we’d evaluate…

Published on Will Ventures' Substack • Mar 24

February 2025

The NBA x Open AI Deal

When will we see the first deal between a major sports league and a generative AI platform?

Feb 3 •

January 2025

Is The Sports Betting Gold Rush Over? (Part II)

In Part I, we explored the opportunity for new sports betting platforms. In Part II, we explain why a wave of new "betting-adjacent" businesses will…

Jan 8 •

and

December 2024

November 2024

What the NBA sees in Latin America

As the NBA explores a Mexico City franchise, we see a LATAM sports industry primed for growth, and room to build the region's own Fanatics, DraftKings…

Nov 14, 2024 •

and

October 2024

September 2024

Youth Sports is Serious Business

An analysis of why investors love the youth sports business, why rollups & PE activity are hot, and where I see the next wave of growth opportunities.

Sep 26, 2024 •

August 2024

July 2024

What AI Video Means for the Future of Sports

AI-generated video is advancing rapidly. That has major consequences for the sports industry.

Jul 24, 2024 •

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