I actually think in the short term, you are 100% correct. But by definition, its tough to say what the value of paradigm disruption is as a rule in any case, and that's what we're poking around at here. It's BY's modus operandi.
I know it's hard to imagine, but I've seen lots of interesting talk that the RELATIVE value of college football is essentially maxed out, as huge as that number currently is.
The demographic shift coming as the boomers age out of the college sports audience window is just not there to sustain the growth we've seen over the past two decades.
I think short term, it's admittedly a terrible move to deal with UConn whatsoever. They are essentially a net negative football wise which currently pays the bills, no doubt.
But you WILL see the relative value of TV contracts pull back even with the big ten and SEC. They won't be crying poverty, no doubt. I'll give you that. But the future demographics have always looked better for basketball with Gen Z and beyond.
There is room for growth there with the youth, as well as internationally. NYC is one of the more international places you could have a presence to boot. Basketball sells with the foreign markets and the youth, just have to figure out the best way to do it like the NBA has. I think that's part of BY's approach I really do. We've already seen some evidence he believes this.