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Chat_UP is Unofficial Partner's AI series created in collaboration with TFG Labs.The brief: cut through the AI firehose, work out what matters, and bring it back to the business of sport. Three stories this week.Story One — Google I/O 2026Google used its developer conference to reposition from "a search company that does AI" to an AI infrastructure company. Headlines: Gemini 3.5, Gemini Omni (real-time processing) and Gemini Spark, a proactive always-on agent that brings agents to search. Plus "Ask YouTube" — pulling answers out of videos rather than watching them.Why it matters for sport: if fans send agents to fetch scores and highlights rather than searching themselves, the SEO-built internet shifts under everyone's feet. It raises hard questions for the sponsorship measurement economy (it's an agent engaging, not a fan) and for anyone building on someone else's land — Google can devote a team to your idea and eat your company. Andy's takeaway: get your house in order, own and structure your own data so you can switch foundation models at will.Story Two — The End of the AI Subsidy Era?A cluster of cost stories: Microsoft cancelled internal Claude Code licenses over token-based billing, Uber reportedly burned through its 2026 AI budget in four months, and US AI software prices jumped 20–37% in six months. Is the bill finally landing?Why it matters: SaaS-era seat pricing is breaking down as agentic systems do the work of many. The in-housing dream — replacing agencies with "two smart people and a model" — looks shakier once you absorb the price volatility the vendor used to carry. For low-margin, high-volume businesses (betting being the obvious one), a few percentage points on cost-per-inference is existential, not a line-item. Andy's counter: much of this can run locally on open-source models, and Chinese models are catching up fast at a tenth of the price.Story Three — Bryson DeChambeau & the Athlete CreatorThe golfer-turned-YouTuber, in contract talks with LIV, is a proxy for the athlete-creator question. He's been on the AI train for years — using and then leading an eight-figure acquisition of AI coaching start-up Sportsbox AI.Why it matters: the collapse of production cost liberates the wannabe Brysons, but the real change is top-line — launching clothing lines, apps and realistic content without occupying an athlete's training time. The deeper thread is disintermediation: leagues being routed around by their own star athletes, and the old rights-holder puzzle of making space for personalities while selling exclusive TV deals.About the co-hostAndy Shora leads TFG Labs. His background is QuantumBlack, McKinsey and BCG Gamma — a wealth of experience from outside sport, brought to bear on the sector.About TFG LabsTFG Labs is the innovation engine of TFG (formerly 21st Group), a business evolving from data-and-insights into an "augmented intelligence" company serving sports organisations. Labs was set up to get ahead of AI and build practical agentic systems that solve real problems in sport — deliberately not chasing the hype cycle.Got questions or voice notes? Send them to Richard via the Unofficial Partner Substack newsletter.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

On 22 April 2026, Coca-Cola unveiled Cole Palmer as its newest football brand ambassador, fronting Premier League and World Cup activations. A month later, Tuchel left him out of the England squad. We use the Palmer story as a way into a wider conversation with Ricardo Fort — former global head of sport at Coca-Cola, now advisor to brands betting billions on the World Cup — about how personal endorsement deals really work in 2026.The anatomy of an endorsement deal. Ricardo breaks down the numbers: $3-8m per year for a top player, rarely a one-year deal, so you're looking at $10m minimum before activation. Add a global campaign on top and you're at $50-60m of media spend that depends on one player turning up.Where the leverage sits. Spoiler: not with the brand. By the time the contract gets signed, the creative idea has been built around the player, the agency is in love with the film, and the agent knows it. Ricardo on why the awkward "what if you don't make the squad?" conversation rarely happens — and why contracts that should include triggers for injury, non-selection, and tournament performance often don't.The slow-moving machine. A good World Cup campaign kicks off weeks after the previous one ends. By the time the squad is announced, 90% of the posts, the point-of-sale, the films and the photography are already in the can. Agility in this market is a myth.The Formula 1 jumpsuit problem. When Vinicius Jr. is fronting campaigns for Visa, Marriott Bonvoy, Rexona, LEGO, Nike, Pepsi and Havaianas, who actually owns him? Ricardo on why most brands have no idea how many other sponsors have signed the same face, and why differentiation has become the real game.Cultural relevance, examined. The phrase everyone in sports marketing reaches for. Ricardo on why it works for Adidas and Nike, why it's largely delusional for everyone else, and why most brands are still asking players to post twice on Instagram and calling it strategy.Also covered. FIFA as a bulletproof brand. Why the ticketing land-grab doesn't damage it. Hospitality as a business. The 3am problems that keep sponsorship directors awake during a tournament — lost VIP guests, missing teenagers, last-minute Croatian billionaires arriving by private jet. And the medal-ceremony speech Ricardo describes as the lowest point of his career.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

Richard Gillis, Mike Jakeman and invited guests dissect the business of cricket.The IPL auction has become one of the most watched events in world cricket — part financial instrument, part entertainment spectacle. This episode gets under the bonnet: how it actually works, what it means for players, why it's reshaping cricket's global talent economy, and whether any of it translates to the UK market.The conversation moves fast from mechanics to philosophy: competitive balance vs. team identity, player as commodity vs. player as inspiration, and the central tension of the hundred — is it building something sustainable, or is it a VC play dressed up as a sport?Guests Charlie Hartley — Former county cricketer (Kent), entrepreneur. Author of a cricket coaching resource and a children's book on the life lessons of sport. Founder of a sports tech platform focused on athlete-fan data and engagement. Brings a player's perspective on the franchise model and its implications for the English game.Gaurav Sundararaman — Cricket analyst and commentator with deep knowledge of the IPL. Has worked across the IPL ecosystem and brings an Indian market perspective on how the auction works from the inside — how franchises think, how scouting operates, and how the competition has evolved over nearly two decades.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

The news agenda around this summer's FIFA World Cup in North America has been dominated by the price of tickets. Why are they so expensive? What's it got to do with changes made by FIFA specifically for this tournament? Guests:Professor Rob Wilson, Dean of University Campus of Football Business (UCFB) and Shaun Stewart, vice president of StubHub, known as Viagogo in Europe.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

The Bundle is the original and much copied series on the sports media and streaming marketplace with co-hosts Yannick Ramcke, General Manager of OTT at the streaming service OneFootball and Murray Barnett, founder of 26West Sport and formerly of F1, World Rugby and ESPN.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

Picks and Shovels: The Sports Investment Thesis That Doesn't Need Media Rights to WorkAltman Solon's seventh annual Global Sports Survey lands with a central argument: sport is maturing into a full-stack asset class. But the more interesting story isn't at the top, it's in the layer underneath. Richard Gillis talks to David Dellea, Christophe Sommer and Matt Del Percio about where capital is actually moving, what the $400 billion ecosystem really means when you strip out the double counting, and whether anyone has the nerve to call time on the bubble question.Altman Solon's Global Sports Survey: The Next Frontier of Sports Investment is available now. Altman Solon’s 7th Global Sports Survey provides a comprehensive view of the evolving sports landscape, featuring insights from 250 sports executives globally, including rights owners, investment professionals, and media companies, as well as 6,000 sports fans across the U.S., U.K., Germany, Spain, Italy, and France.Download the report for free by clicking this link: https://altsl.co/4n1i7VBUnofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

The NBA Europe franchise sale process has moved from speculation to live transaction. Franchise fees of $500m to $1bn. No broadcast deal. Governance terms that European investors have already pushed back on. And a city map — London, Paris, Madrid, Rome — that looks more like a premium real estate index than a list of places where people actually watch basketball.Lenz Balan is right in the middle of it. He's the CEO of the London Lions, the club he helped save from administration after the collapse of 777 Partners, his former employer. He's seeking to build a new arena. He's positioning the Lions for NBA Europe and EuroLeague. And he's one of the few people who can speak to both the investment case and the on-the-ground reality of trying to grow basketball in a city that keeps saying it's ready.This conversation covers the money — what kind of capital actually makes sense for a multi-decade project with unresolved economics. The fan map problem — whether London is genuinely a basketball market or a hospitality venue dressed up as one. And the questions that still don't have answers: media rights, player movement, the EuroLeague endgame.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

Louis Theroux's documentary about the manosphere didn't at first seem to have much to do with sports digital strategy?Until you get to the platforms: Kick. Rumble. A whole ecosystem of streaming channels that the sports business conversation barely mentions, yet where significant numbers of young men are spending serious time.So we brought in Dan Ayers, VP of Transformation Digital at IMG, to ask: is the industry optimising for the wrong platforms?What follows is a conversation that starts with Kick and ends somewhere much more interesting: in the weeds of Reddit moderators, Discord quiz nights, Iron Maiden's fan base, and what a thousand true fans is actually worth. Dan makes a strong case that the non-obvious channels aren't really about reach at all. Reddit and Discord represent a qualitatively different kind of engagement — audience-to-audience, not brand-to-audience — and the sports organisations that understand that distinction are building something that turns out to be genuinely valuable precisely when things go wrong.There's also a sharp thread running through this about numbers — what a view is worth now that TikTok set the floor at zero seconds, why 15,000 concurrent viewers on a cycling stream is a better result than it sounds, and why the industry's fandom claims may be heading for a Barcelona email database moment.Dan is a rare guest: someone who's been inside platform change long enough — from Sony Music in the early 2000s through to IMG's YouTube CMS work today — to have real opinions rather than consulting hedges.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

Craig Hepburn sits at the intersection of enterprise technology and cultural institutions. He spent years as UEFA’s Chief Digital Transformation Officer, overseeing its digital ecosystem, OTT platform build, and Innovation Hub. He moved to Art Basel as CDO in 2023. He is now an independent AI strategist, Perplexity Fellow, and prolific writer on the structural implications of AI for organisations and industries. His Substack has become essential reading on the gap between AI hype and implementation reality.Hepburn’s central thesis is that most people and organisations are “tourists in someone else’s architecture.” He draws a sharp distinction between using AI (prompting chatbots, generating content) and building with AI (constructing proprietary systems, workflows and tools). He argues the latter is what will separate winners from losers — and that the window for making that shift is narrowing fast.Crucially, Hepburn’s argument extends beyond sport. His recent writing on “The Builder and the Billion Dollar Lie” contends that entire industries — consulting, systems integration, transformation programmes — were built inside the gap between the person who understood a problem and the person who could build the solution. Agentic AI, he argues, is starting to close that gap. That has profound implications for the agency model in sport.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

This week we go behind the curtain of the 25th Sport Industry Awards, ahead of the big night at Battersea Evolution on Thursday 30th April. With an illustrious group of people from across the industry, Richard and Sean went to EY’s London Bridge offices in London to discuss the shortlist for the Business Moment of the Year Award.The winner will be announced on the night. Seven groundbreaking moments over the past 12 months were judged by a panel of industry experts:Brett Gosper, NFL Head of Europe & Asia-PacificAllan Noble, Partner at EYFiona Harold, CEO of World NetballNick Keller, Chairman of Sport Industry Group.THE BUSINESS MOMENT OF THE YEAR 2025/26 SHORTLIST1. CVC restructures its sports portfolio in to Global Sports Group2. Creative Artists Agency (CAA) acquires Portas Consulting3. Red Bull’s takeover of Newcastle Falcons4. Public Investment Fund (PIF) acquires EA Sports5. F1 The Movie 6. The Bundesliga’s UK streaming strategy7. Genius Sports acquires LegendFor full details of the shortlist, visit the Sport Industry websiteUnofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner’ on Apple, Spotify and every podcast app. If you’re interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.