亿万富翁竞购体育球队,湖人估值或超百亿
Billionaires Continue to Rush Into Sports
Bob Iger and Josh Kushner were looking at the NBA expansion team in Las Vegas, and then the price was getting high is what Iger told me. And at some point, a little birdie or an intermediary suggested or told Bob Iger and Josh Fisher, hey. You should go look at the Lakers. And sure enough, that had to be on Saturday or Sunday. And some seventy two hours later, maybe ninety hours later, they had a deal. You know, they were looking in Vegas.
鲍勃·艾格和乔什·库什纳当时正在考虑拉斯维加斯的NBA扩张球队,但据艾格告诉我,价格越来越高。在某个时候,一个小道消息或中间人建议或告诉鲍勃·艾格和乔什·费舍尔,嘿,你们应该去看看湖人队。果然,那可能是在周六或周日。大约72小时后,也许90小时后,他们达成了交易。你知道,他们原本在看拉斯维加斯。
Yeah. They were gonna start a team from scratch, Randall. What happened? I really think that there's a Walmart family involved or a Walton family involved, and there's a couple other groups involved in Las Vegas, including Bill Foley, who's the older of the gold owner of the Golden Knights. And then you have Mark Lazarie and a group known as the Las Vegas Jacks. When you have that many groups involved naturally, that competition is going to drive the price high.
是的。他们本来打算从零开始建一支球队,兰德尔。发生了什么?我真的认为有沃尔玛家族或沃尔顿家族参与,还有拉斯维加斯的其他几个团体,包括比尔·福利,他是金骑士队的老板之一。然后还有马克·拉扎里和一个名为拉斯维加斯杰克斯的团体。当有这么多团体参与时,自然,竞争会推高价格。
Yeah. Now Josh Kushner and Bob Iger were considered favorites. However, if they say it's high, I can only imagine that is it. I I would guesstimate that it's over $10,000,000,000. I I gotta go from the Lakers to the Knicks. I'm a Knicks fan. I'm sorry. I gotta go there, guys. And Randall and I, we were at the New York Knicks parade, so we did that together too. We had a great time out there. But now all this, the Knicks moving closer to this New York Rangers spin off.
是的。现在乔什·库什纳和鲍勃·艾格被认为是热门人选。然而,如果他们说价格高,我只能想象那有多高。我猜测会超过100亿美元。我得从湖人队转到尼克斯队。我是尼克斯球迷。对不起,我得说这个,各位。兰德尔和我,我们参加了纽约尼克斯队的游行,所以我们一起经历了那个。我们在那里玩得很开心。但现在所有这些,尼克斯队更接近纽约游骑兵队的拆分。
I mean, what's going on? Is this going through? I think so. I think, you know, the Knicks are or Madison Square Garden Sports Corporation is targeting separating the rangers business from the knicks business. And so what this will mean is that Madison Square Garden Sports Corporation will become the Madison Square Garden Knicks Corporation, and then there will be a separate rangers business. What's expected to happen is this is going to extract value.
我的意思是,发生了什么?这会通过吗?我认为会。我认为,你知道,尼克斯队或麦迪逊广场花园体育公司正计划将游骑兵业务与尼克斯业务分开。所以这将意味着麦迪逊广场花园体育公司将成为麦迪逊广场花园尼克斯公司,然后会有一个独立的游骑兵业务。预期会发生的是,这将提取价值。
This is going to figure out the difference between the Knicks business and the Rangers business. And, you know, James Dolan has said that he is has no plans of selling either team. But once you see the value of those teams, who's to say he couldn't get $2,000,000,000 for 20% of the team or maybe even 15% of the team? Enter Jeff Bezos. I know. Not to be left out of this game as Randall reports. Fenway Sports Group from beautiful Boston selling a minority stake in Liverpool.
这将弄清楚尼克斯业务和游骑兵业务之间的区别。而且,你知道,詹姆斯·多兰已经表示他没有出售任何一支球队的计划。但一旦你看到这些球队的价值,谁知道他不能以20%的股份或甚至15%的股份获得20亿美元呢?杰夫·贝索斯登场。我知道。正如兰德尔报道的那样,不能在这场游戏中缺席。来自美丽波士顿的芬威体育集团出售利物浦的少数股权。
So he's got 30% of the team or the franchise, Randall. Is this Delivered next day. Dope. Yeah. By drone. Just saying. Is is this a vanity piece or an investment? Yeah. I think it's a bit of both, but the reality is that any team in the world that Jeff Bezos wants, he can ask. Well, They you know, at at some point, when you have as much money of just as Jeff Bezos does, someone could not be looking to sell, and he would say name your price, and they would say 25,000,000,000, and he would just write a check.
所以他拥有球队或特许经营权的30%,Randall。这是次日送达的。棒极了。是的。通过无人机。只是说说。这是虚荣之作还是投资?是的。我认为两者兼有,但现实是,世界上任何一支球队,只要杰夫·贝索斯想要,他都可以问。嗯,你知道,在某个时候,当你拥有像杰夫·贝索斯一样多的钱时,有人可能不想卖,他会说开个价吧,他们会说250亿美元,然后他就直接写张支票。
And so the fact that this is, you know, a 30% stake shows I think there's some interest, but the fact I don't think he's going to be involved on the day to day Mhmm. Is something I think that is very small in his world. You know what's interesting? I think the Feet had a piece too. And we talked about this on air with David Westin, of course, formerly head of ABC News. He knows Bob Iger. But we were talking about this idea, Randall, and I'm curious what you guys are hearing that the interest in sports teams kind of resilient to AI, artificial intelligence.
所以,你知道,这30%的股份表明我认为有一些兴趣,但我不认为他会参与日常运营,嗯,这在他世界里是非常小的事情。你知道有趣的是什么吗?我认为Feet也有一份。我们在节目中和David Westin讨论过这个,当然,他是ABC新闻的前负责人。他认识Bob Iger。但我们正在讨论这个想法,Randall,我很好奇你们听到的关于体育球队对人工智能具有某种韧性的消息。
As we think about it in a world where we don't know, feel like a lot's gonna be impacted, sports maybe not so much. Live sports, certainly. I doubt it. I I doubt it right now. I think that AI will enhance sports experiences. You think about walking into a new arena. If you're a season ticket holder, is your experience now customized? Do is this does the the arena or does your app say welcome back, Carol? We'd love to have you eat the barbecue chicken you had last time.
当我们思考在一个我们不知道的世界里,感觉很多事情都会受到影响,体育可能不会那么多。现场体育,当然。我怀疑。我现在怀疑。我认为人工智能将增强体育体验。你想象走进一个新球馆。如果你是季票持有者,你的体验现在是个性化的吗?球馆或你的应用会说欢迎回来,Carol?我们希望你吃上次吃的烤鸡吗?
Like, sort of those customized experiences is what I expect. Now long term, if someone's able to create a technology based league, something with robots or something that I think, is we're far away from, that's the only threat that I see, but it's not in sight. It's, it's a fantasy. And, Randall, I gotta ask you. Are you okay? Because there were so much sports breaking over the the headline just keep coming out yesterday.
比如,那种定制化的体验是我所期待的。现在长期来看,如果有人能创建一个基于技术的联盟,比如机器人什么的,我认为我们离那还很远,这是我所看到的唯一威胁,但它不在眼前。这是一个幻想。而且,Randall,我得问你。你还好吗?因为昨天有太多体育新闻爆发,头条不断涌现。
Yes. He's still in his pajamas. Randall's always okay. Pajamas. Aren't you, Randall? Am I okay? Let me tell you. I'm not okay. This news when this news broke on Wednesday, I got a call maybe two minutes before Ramona Shelbourne at ESPN story went live, and it just took over my day. And then yesterday, it had to be around 6PM that the Knicks and Rangers announced that they were separating their business, and I quickly did that too.
是的。他还穿着睡衣。Randall总是没事的。睡衣。不是吗,Randall?我没事吗?让我告诉你。我不好。当这个消息在周三爆出时,在ESPN的Ramona Shelbourne报道上线前大约两分钟,我接到了一个电话,它占据了我一整天。然后昨天,大约下午6点,尼克斯队和游骑兵队宣布他们分离业务,我也很快报道了。
So I don't need any news to break for the next week or so. Everybody just settle down, and let's get ready for the NFL season. I think we wanted you to come in studio and Tim Stenovec, my cohost during the week, and he was like I think he messaged him, if everybody would stop messaging me, I could get to Bloomberg. I did say that. He did. I did say that. Because later I was trying to get to to to Alexa around noon, and I did not get there until 02:30.
所以接下来一周左右我不需要任何新闻来打破平静。大家安静下来,让我们为NFL赛季做好准备。我想我们想让你来演播室,蒂姆·斯泰诺维克,我一周的联合主持人,他好像给他发了消息,如果大家不再给我发消息,我就能去彭博了。我确实说过。他说了。我确实说过。因为后来我试图在中午左右到达Alexa,但我直到02:30才到。
You got the best around he's like the coolest cucumber at Bloomberg News. You got this We we talked about this purchase of the Lakers, and he came in wearing a jersey. I was we were blown away. He came in prepared to play.
你身边有最好的,他就像彭博新闻社里最冷静的人。你搞定了这个,我们谈到了收购湖人队的事,他穿着球衣来了。我们都被震撼了。他做好了上场的准备。
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力