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Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy

Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]

Nov 19, 2025 · 1h 2m
AI Summary
  • Ari Emanuel's thesis that AI commoditizing digital content will concentrate value in live and physical experiences, informing his portfolio strategy across TKO (UFC, WWE), WME, and MARI
  • Discussion of dealmaking principles—relentless follow-up, over-communication, velocity—that define Emanuel's success as an operator across sports, entertainment, and media
  • Analysis of AI's impact on content creation, IP value, and why live experiences represent a defensible counter-trend to automation

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