Real, a social live sports stats app with 1.5M MAU and 50M daily notifications, pitches second-screen dominance
Sep 23, 2026 · Full transcript · This transcript is auto-generated and may contain errors.
Featuring Louis Antonelli & John Antonelli
Speaker 2: me. To see you. Thanks. Great update.
Speaker 1: We'll talk to soon. Cheers. Have a good one. Goodbye. Let me tell you about Cisco. Critical infrastructure for the AI era. Unlock seamless real time experiences and new value with Cisco. We have our next guest in person. Welcome to the show. How are guys doing? Sorry. Let me get this out of here. Welcome. Welcome. Introduce yourselves for those introduce yourselves. Great name. Great well. Introduce yourselves for the audience. Tell us about the company.
Speaker 8: Yeah. Yeah. I'm my name is Louis Antonelli.
Speaker 1: Mhmm.
Speaker 7: I'm John Antonelli. We're brothers, if you haven't.
Speaker 2: There we go.
Speaker 7: You can guess. Fantastic. But, yeah, we're so we started Reel six years ago.
Speaker 5: It's a
Speaker 7: score stat tracking app. It's very social, engaging Yeah. And it caters towards those fantasy players, betters, just avid fans Yeah. That wanna know what's happening in sports.
Speaker 1: Is it the ultimate second screen experience? Is that the trend? Or is this actually like a third screen now? What how do you how do you think about this?
Speaker 8: Yeah. I think it's the ultimate second screen and then I mean, it's the penultimate first screen. When you're not watching the game, it's the fastest way to know what's happening What's
Speaker 1: going on?
Speaker 8: In sports.
Speaker 1: Okay.
Speaker 8: We started, like when we started live data was kind of play by play data was kind of this concept that was kind of shoved on a fifth tab on ESPN. You have to tab over to the play by play. Yep. You'd have to look at, like, really tiny Excel looking rows of data to try to find those small numbers and see, you know, how what's happening. So we wanted to bring engagement, you know, comments, reactions. Yeah. A bunch of community around the data. And then the latency too at the time with gambling companies, like low latency data is super important. Right? Sure. So we brought that more from a media perspective to, you know, show people, you know, bring people that knowledge in real time about what's happening.
Speaker 1: What what what is the data source? Are are are are there, like, sort of open APIs and and companies that are comfortable sharing the raw data? Is it some point, like, someone has to write down what happened in the stadium, I imagine. Yeah. There's no
Speaker 7: It's pretty commoditized.
Speaker 1: Okay.
Speaker 7: Genius Sports, Sport Radar.
Speaker 1: Okay.
Speaker 7: Scrape a lot of the data as
Speaker 1: well. Okay. Got it.
Speaker 7: So it's pretty, like, the fact that Steph created a three isn't owned by the leagues or anyone. Got it. Okay. We've kind of taken a spin on
Speaker 1: Can you put all that together?
Speaker 7: That's our content.
Speaker 2: Yeah. Public ball knowledge.
Speaker 1: Exactly. Exactly. And then Yeah. But but so so the magic, like the secret sauce is really transforming that into a feed that is intelligible, not an excel sheet, more like a Twitter title.
Speaker 7: And contextual too. Like, think we add, like we started to add historical milestones. Okay. This is a player's five on 500 career three or Yeah. A player's 12 straight point in a row. Yeah. A lot of the times when you're on these products, like, won't know or even when you're watching or you're tuning to a game, like, you won't know how well a player's performing or what they did in the first or second quarter and this kind of brings them that. Like Yeah. Adds like what an announcer might tell you.
Speaker 2: Yeah. Okay. So you guys have one one and a half million monthly actives. And it sounds like the social product is actually like working and real Yeah. Which is notable because I feel like so many people think about this idea like, oh, I'm gonna create a data product and there's gonna be a social layer. And then for every 100 pitches like that or people that take a shot, like, yeah, maybe less than one are gonna actually build something where there's like tons of highly engaged users just because I think about where these sports communities pop up, it's on Instagram, on on X, on Reddit, on all these existing social platforms. So was that like, how did you actually make that happen? Yeah.
Speaker 8: I think so from my perspective, and John can touch on his, but we basically, on Twitter, for example, have a million people who are all separately leaving the same comment about some big play. We take that play as this piece of content, and then underneath that, you'll have the million people. So we've kind of inverted it
Speaker 1: Yep.
Speaker 8: A little bit. So instead of, like, one to many, it's, like, kinda, just flipped. And then And it's more ephemeral,
Speaker 2: so people feel like instead of posting on Twitter It's more Like sometimes when I see somebody in tech, we'll post like
Speaker 1: It's over.
Speaker 2: At like And you're like,
Speaker 1: oh, must be
Speaker 11: about you. Yeah. They'll be like
Speaker 1: You're like, you know, it's actually about the game.
Speaker 2: Yeah. And so like
Speaker 1: AI discourse and also basketball.
Speaker 7: Yeah. That was the issue. It's super fragmented. Yeah. There's also like tons of different I mean, there's only a few people that control the conversation like Yeah. Meme pages and fan pages for every sport, team, and player. And we kind of built for those fan pages and meme pages.
Speaker 1: Yeah. People used to use sort of hashtags on acts to sort of organize around a particular game or something. But that has gone so far out of fashion, the algorithm sort of replaced a lot of that. But you lost in that place the ability to actually tell the app today I only wanna focus on the Lakers game.
Speaker 8: Like Exactly.
Speaker 1: And so even if there's something Yeah. Yeah. Exactly.
Speaker 8: And you'll see X has added like a live chat now at the game level. So we break down our chats to box scores. So instead of just everyone in one massive chat, you know, we're like, oh, I'm talking about Seth Curry's box score or his most recent three or his, you know, blocked shot. So, like, you can dive into these very, like, deeper places. Interesting. A cool stat too is, like, 30% of our monthly users leave comments
Speaker 1: Okay.
Speaker 8: Which is crazy. It's, like, an order of mag couple orders of
Speaker 1: mag Yeah. Normally, it's, like, 99% lurkers.
Speaker 8: Just lurk. Yeah. Yeah. So we bring that, like, really cool global community feel to Sure. To everything. Yeah.
Speaker 1: Did you did you get your start on Vine?
Speaker 7: I started on Vine.
Speaker 1: What were you making on Vine?
Speaker 7: So I was taking highlights and putting songs to them. Oh, I
Speaker 8: was like
Speaker 7: one of 30 people that were Wow. Like the OBJ catch that went viral.
Speaker 1: I put
Speaker 7: song to it. It went viral on when I posted it.
Speaker 1: That's awesome.
Speaker 7: And then I grew a page. It was close to a 100,000 followers in six months.
Speaker 1: Okay. So no no front facing, no personality content. Wow.
Speaker 7: Yeah. Exactly. I was Yeah. And I still know, like, decade later a lot of the same and this is partly why real why we were able to grow is through these meme fan pages.
Speaker 1: Sure. Sure. We have
Speaker 7: a page on Instagram close to a million followers.
Speaker 1: Yeah. And I
Speaker 7: would just curate content. Yeah. But I we noticed, like, why do millions of people go to Instagram and follow hundreds of basketball pages, NFL pages? Yeah. Super fragmented and sensationalized. We I would pull, like, the top three stats in a game and, like, make a graphic out of it. Mhmm. And so a lot of what we've done is we've codified that content. Mhmm. So people share real that's the most shareable score
Speaker 1: app. Sure.
Speaker 7: So it feels like I mean, you see it all over. That's why we've been growing is
Speaker 8: Yeah. People are
Speaker 7: using as a means to, like, slander appraise players.
Speaker 2: Slander. Yeah.
Speaker 7: Like in the first quarter, can say, oh, potato went, like, o for 11 or whatever. Yeah. Yeah. And people screenshot Yeah. That and Yeah. You know, use it as a as a fueling of like narratives and stuff.
Speaker 1: Yeah. What's been the mix of of top of funnel awareness and I guess how has how has it changed amongst I can imagine using, you know, paid partnerships with creators. We want you to you want we want you to promote us versus in house clippers or even like distributed clippers like WAP. Like like what's been what's worked in the past? What's working now? How has it changed?
Speaker 7: I like we just started to seed like, we started with just the NBA. Yeah. Think what the way that we started to grow is like we added now we have 18 leagues. Mhmm. But we seed this content among like, there's creators that talk about the game. Sure. And they might use like a score in the background or whatever. We Sure. Encourage them or pay
Speaker 1: them Okay. Yeah. Sure.
Speaker 7: To use the scoreboard of Reel or whatever. Yeah. And our first thousand users were all my friends that run these meme fan pages. And there's like thousands of these meme fan page. They have some have like hundreds of thousands to millions of followers.
Speaker 1: Yep.
Speaker 7: The NBA Centels or NBA Centrals of the world, Legion Hoops, like Yep. It would take their I I would just like encourage them to use it or naturally weave into the conversation.
Speaker 1: Sure.
Speaker 2: Yeah.
Speaker 7: Because they might just I mean, they're already posting like, oh, LeBron had a sick game. Yeah. Might as well add that, like
Speaker 1: Yeah. The box. Yeah.
Speaker 7: And whatever.
Speaker 2: How do you make money?
Speaker 7: It's a great question.
Speaker 8: So we started with a kind of virtual bucks model, like Roblox or Fortnite that users could, you know, earn and then also collect different moments. So, you know, instead of collecting like a player, collect his home runners, three years touchdown, and build your fandom kind of based on how many you've how many cards you've collected and stuff.
Speaker 2: And you have to be, like, in the app when a play happens in order to collect it?
Speaker 8: Yeah. There's, like, real time raffles, and then there's also just, like, general packs. So it's cool because, like, as soon as every touchdown right now in the NFL happens, you can kinda get, like, a digital representation of it. It's a stat based representation, like a this is a 30 yard touchdown, and a a really cool thing we do is we rate everything between zero and ten. It can actually go above 10 so we don't become like a Let's go.
Speaker 1: Let's go. So we don't we don't wanna go How high can it
Speaker 8: go? Dunk contest.
Speaker 1: There you go. Sometimes it
Speaker 7: is like 14. 14.
Speaker 8: So Shohei's yeah. So Shohei's, like, 10 RBI. That, like, legendary 10 RBI, six for six, fifty fifty game was, like, a, yeah, 15 or something. So Ash and Jensen regularly was sitting in Okay. These college days at, like, 12.
Speaker 1: So it's sort of logarithmic. Like, 15 is 10 times better than 14.
Speaker 2: We're not gonna be it's like
Speaker 8: the dunk contest is the worst back when it was like everything was a 10.
Speaker 2: It was stupid. So we didn't want that. Yeah.
Speaker 8: Yeah. Yeah. But people actually now reference our scores, and it's really good for, like, rookie ladders for MVP. Like, usually, reflects really well Sure. Without us needing to, like Yeah. Subjectively say, like, this is just a it's a Do players like this?
Speaker 7: A lot of them A lot of players. A lot of them use it. Yeah. Because it's just fast. I think that's like
Speaker 1: They're opening it up during the game? How many points
Speaker 8: do I have? Really? Yeah.
Speaker 1: At halftime?
Speaker 7: Like, Trey Jones
Speaker 1: No way.
Speaker 7: When they open up at halftime.
Speaker 8: Every single game. That's crazy. Don't tell, like, Microsoft Surface or whatever because I think they're supposed to use that. It's all good though.
Speaker 2: They're like, damn. Damn. I've gotten an o for 15. Wow. You're really thought I was on a hot screen. That's so funny. It's the opposite approach of like the score takes care of itself.
Speaker 11: Oh, yeah. It's literally
Speaker 2: just like obsessing over the score.
Speaker 7: I think another thing we do different too is a lot of like the ESPN's Bleacher Reports Mhmm. Their score apps would never send real time notifications. Mhmm. Only like half time, end of end of game moments.
Speaker 1: Sure. Sure. Sure.
Speaker 7: So we'll inform you like this is like Tatum's 12 straight point in a row or like this touchdown just happened. We'll take you straight to that moment. Yeah. And I think that we send like 50,000,000 notifications a day Yeah. On average.
Speaker 1: Is that sort of, like, predictive? Like, you can
Speaker 7: It's based on the rating.
Speaker 1: AI model or or okay. So you have the rating and then if something is happening, you can be, like, oh, you should really tune in this game. Something cool
Speaker 8: is happening. We'll tell you when it happens. Okay. We we do some, like, cycle watches are the coolest ones. So, like, when a player's about to hit a cycle in baseball and they have like three of the four things, we won't tell you when they need a triple because that's very unlikely. So we'll only bring you in when they need a single, double or homer.
Speaker 1: Oh, okay.
Speaker 8: So we'll bring people together for kind of more of that, like expected things to build that hype. But most of the time, there's so much going on in sports. They just wanna know kinda what happens.
Speaker 2: Yeah. Is is is real replacing like sports radio in some ways? Because Will be. I guess when I was a kid, I would I would be like, you know, cycling through the radio and I'd hear like a baseball game on. Mhmm. And as a kid, like, you kinda grew up on the Internet. I'm like, who's who's like tuning in to like just the rate like, who's watching sports? Well, you know, who's Listening to Listening to
Speaker 1: Little girl.
Speaker 2: Radio. But it's just sort of that you're kind of like passively following a game or or, you know, a team that you care about. This feels
Speaker 1: like But now people can stream the video on their phone. Like, I feel like that's probably more dominant.
Speaker 7: It is fast. I I like to think of it as like written radio and Twitch. Like, it's faster to read than it is to watch than is the Sure. Sure. Even listen.
Speaker 8: Especially when there's, like, 15 games on at once. Like, you're not streaming 15 games on, like, an NBA Wednesday. Right? So, like, it this is, like, a kind of the red zone of every Okay.
Speaker 1: League. Yeah. Yeah.
Speaker 8: It's kinda like how we
Speaker 1: What's the what's the smallest league you support currently? You like curling?
Speaker 7: We just added that's that's a good question because, like, every league technically can be considered big. I mean, we added we're we're starting to add, like, golf, tennis, some of the more longer tails that we haven't had. Yeah. F one's gonna be coming on the product as well. Nice. But we cover and we have tons of, like, soccer's well, probably
Speaker 1: big. Car You've seen that one?
Speaker 7: Ping pong would be
Speaker 8: considering putting a community vote for, like, some obscure
Speaker 1: Some crazy would
Speaker 11: be awesome.
Speaker 7: Hot dog eating.
Speaker 1: Hot dog eating would be fun.
Speaker 8: Joey Chats People ask for everything.
Speaker 1: I'm sure.
Speaker 8: And we have this, like, pretty strong Australian fan base, so, like Okay. We get every 3AM every day. It's like add the AFL.
Speaker 1: Oh, yeah. Okay.
Speaker 8: The down under group. The Okay.
Speaker 7: And the AFL.
Speaker 8: They're, like, it's like our third biggest city is
Speaker 1: How cyclical is the business? Is the suit I mean, I imagine the Super Bowl is your Super Bowl, but
Speaker 8: NBA too.
Speaker 1: NBA finals is big.
Speaker 7: Base. Yeah.
Speaker 1: But but in general, is there, like, a pretty stable demand for this across
Speaker 8: It's definitely sick I mean, like, summer when it's just baseball. It's just, like, natural cycles. Sure. Sure.
Speaker 7: But World Cup was big for us.
Speaker 1: Oh, sure.
Speaker 8: I think
Speaker 7: as we continue to add more
Speaker 1: Yeah. Summer. How are you thinking about Olympics?
Speaker 7: We're talking about, like, Olympic basketball. The tough thing is, like, it's four months out of the year.
Speaker 1: Sure.
Speaker 7: So, like, put engineering time into it.
Speaker 1: A lot of work.
Speaker 7: But I think now that I mean, our team hasn't really grown from, like, a I mean, our engineers are outputting because of, like, AI and everything.
Speaker 1: A lot more.
Speaker 7: We used to be outputting updates every three to four months. Now it's every, like, two to three weeks.
Speaker 1: That's great.
Speaker 7: And so, like, we're just continuing to add more insights, make the data more
Speaker 1: contextual. Contextual. Sure. Sure. Sure.
Speaker 7: I think that's how we continue to stay, like, ahead is, like, how do we like, we've added next gen stats to NFL. You can see, like, telemetry data. Mhmm. And then we're also seeing you can see, like, personnel, like, personnel coverages and, like, things you wouldn't like, while while you're watching, like, you wouldn't be able to conceptualize.
Speaker 1: Yeah.
Speaker 7: We're just trying to bake it in and into a very digestible way because then that makes it more shareable. You'll tell your friend more like, it's all that helps is that helps, like, the growth flow.
Speaker 8: Yeah. It can go really deep on live still. Like, live for us is, like, everything. That's most of our usage is live. So Yeah. Just keep being just go as deep as we can.
Speaker 1: What's the house philosophy on prediction markets? Partner, roll your own, stay away from? How do you puzzle it out?
Speaker 8: Yeah. We have an engagement feature we launched kinda with the virtual box, kind of more of a kind of fun Sure. Play thing to build your profile and, like, compete with others as on that dimension. Mhmm. We've considered kind of the the prediction markers. We we
Speaker 7: A lot of our I mean,
Speaker 8: our
Speaker 7: recent I mean, we in the last year and a half, two years, a lot of our usage has come from fantasy players and batters. Sure. And people just, like, sweating their bats, basically,
Speaker 8: like Yeah. Around like They're,
Speaker 11: like, oh, I
Speaker 7: need another 12 k's or 10 k's or whatever. Okay. Yeah. Or, like, another touchdown. And so we're like, how do we play into, like, more of a real real money gaming space the real money gaming space. And we've talked across the board from the to Yeah. All of them. We end we ended up landing on FanDuel as, like, a partner for us. Yeah. So that's another revenue stream.
Speaker 1: Okay.
Speaker 7: I was like, how do we bring odds to the product? Yeah. I mean, we were talking about it. It's like, we have so many betters, and we can't even serve them with live odds. Sure. And so it's another data source.
Speaker 8: Yeah. The data layer of live odds too, like, it adds a dimension that people kind of expect. Now you see it on every broadcast now. It has live odds and what, like, what Vegas thinks, what the people think. So I think there's, like, a lot of cool things we can do with, like, real time charts about how the lines are moving for everything. Yeah. People can discuss every market. They can kinda just, like, have it where they expect it with especially with our we signed up millions and millions of the of the gamblers in the last couple years. So
Speaker 7: A lot. And It's kinda I mean, use for the people that are interested in it, I mean, and we've just been missing that as, like, a source of data. And it's a good conversational piece too.
Speaker 9: You can
Speaker 8: turn it off. Like, obviously, there's people that don't wanna see that, so they can just Oh.
Speaker 1: Pull it off.
Speaker 2: That's cool. So do think AI is allowing people more time to just watch sports?
Speaker 7: More I think the thing that's missing though, which I think we separate ourselves even across Instagram and Twitter and TikTok is they don't have deeper community. Like, I can spend six hours a day on NBA Twitter Yeah. And get nothing from my fandom. Like, I don't get badges. Don't get, like, anything related to, from, you know, viewing these games, we build up your profile. And I think that's something we wanna continue to, like, triple down on is that community side. Because a lot of these I mean, you look at, like, there's hundreds of millions of Taylor Swift fans. Yeah. Well, there's no, like I still think there's these communal things that can be built for, like, tons of different niches.
Speaker 1: Yeah. A of it's offline, like, you have the tour merch or the signed, you know, album or the jersey that's signed, but on the digital world. There was, like, I mean, there was some movement towards this with, like, NFTs, but it it sort of died off.
Speaker 7: You think about it with Belly and Yeah. Even, like, the letter boxes of the world.
Speaker 1: Sure. Yeah. It's the same thing. Pockets Yeah. Clout people, like
Speaker 7: They want that like community
Speaker 1: profile that they're building up.
Speaker 7: Focused thing.
Speaker 8: Yeah. Yeah. I think sports is pretty safe though. And AI because it's like the last kind of human thing that people value. I mean, that sounds dystopian.
Speaker 1: The whole
Speaker 9: I don't
Speaker 2: know. It's like the it's our our
Speaker 1: More than
Speaker 11: family. More than your
Speaker 2: if you think
Speaker 8: about it, it's like
Speaker 1: The only live thing.
Speaker 8: And that's why you see these ticket prices are
Speaker 1: going Yeah. Ticket prices are high and, of course, there's a bunch of venture capitalists that are trading AI.
Speaker 7: More than anything too. Yeah. Humans. Yeah.
Speaker 1: Yeah. Community building, how do you deal with moderation? Do you have an in house team, an AI system, hybrid? I imagine that, like, calling the most disruptive folks in or there's probably a dance there.
Speaker 8: Yeah. It's very it's a huge dance because our demographic is, like, at 18 to 30. So you definitely wanna keep some of that edginess. Yeah. You wanna be able go
Speaker 1: and talk some trash.
Speaker 8: Exactly. Yeah.
Speaker 1: And not liable or slander. There needs to be an appropriate level of slander.
Speaker 8: But we use yeah. We've been using AI for moderation
Speaker 1: Okay.
Speaker 8: From from day one and Yeah. Just building that up over time. So we've it's always gonna be a dance and a balance. Sure. Sure. We we're pretty confident now. We actually scan, like, every single reply in real time Okay. Just to make sure we catch, like, the really, really
Speaker 1: bad stuff. Like a really cheap commodity open source model for that? Are you actually passing that through AR, or is it just, like, look up table if bad word?
Speaker 8: Like Yeah. Well, we we use the look up table I'm sure. Catches like 808085%. Sure. Then we have like a classifier Okay. Yeah. That's super fast, like catches another 10%. Yeah. And then anything that falls through there will hit like any of the latest Yeah.
Speaker 1: And then and then you can and then you can escalate.
Speaker 8: So we have a couple layers there. Yeah. Yeah. Escalate if we need to. Generally, it's which worked super well. And I think it's something that's missing on a lot of these kind of live chats. There's a lot some of these live chat stream like, you just have close the chat.
Speaker 2: So, like,
Speaker 8: we don't want we don't want that. So Yeah. Yeah. It's a dance, I think it's, it's important.
Speaker 2: What's stopping you guys from having one and a half billion monthly actives? Right now, you have one and a half million. Yeah.
Speaker 7: It's a great billion users, so we could have every, like, live show, The Bachelor, from The Bachelor to, like,
Speaker 1: Love Island. Yeah.
Speaker 7: You take data. I mean, you can talk about what you saw.
Speaker 8: The so the original idea came from so my now wife and I, we built, like, a fantasy bachelor app where we would sit and type in everything that was happening. Every kiss, every hug. And we had, like we built it. It was just us two.
Speaker 2: We had we built, like, we had,
Speaker 1: like funniest.
Speaker 8: Yeah. We had like 50,000
Speaker 1: Walking in for the bachelor.
Speaker 2: 50,000 weekly users for every kiss and every hug. So
Speaker 1: I I watched Wow.
Speaker 8: We watched four years. So you're sitting there
Speaker 2: like, Riz them up. Riz them up.
Speaker 10: Four Four years.
Speaker 8: And we had to be on live because it was just like a perfect mix with play by play and sports and, like, this live feed concept. So that's
Speaker 7: kinda the So fun. Him not having to type in the data every time.
Speaker 9: Not having to type in it.
Speaker 2: Even though the some
Speaker 8: of these third party providers aren't
Speaker 1: Yes.
Speaker 7: But you look at, like, politics. Yeah. Yeah. There's tons of, like Yeah. Even how
Speaker 1: You have markets and stuff.
Speaker 7: Especially around, like, the elections. It's, like, would be cool in theory. And we don't wanna go down that path Yeah. Before we dominate. I think sports is still, like, a 10 x with what we have.
Speaker 8: Mhmm. People do ask for elections, like
Speaker 1: Sure.
Speaker 8: A lot. It's And kind of does it is has similar feel to, like, a prediction market with, like, the Yeah.
Speaker 1: Everyone's watched, like, the election map populate and go red and blue over the night, and and that's sort of, like, a similar visualization for sure. We are
Speaker 7: a daily use product though.
Speaker 1: Okay.
Speaker 7: And I love talking about like monthly actives, but we peaked at like 1,100,000 daily.
Speaker 1: Yeah. It's really good peak down
Speaker 7: yeah. Down mile is like 70%
Speaker 1: Yeah.
Speaker 7: At its peak, like, during moments you would think people would be watching.
Speaker 1: Sure.
Speaker 7: But they're almost like people wanna also see because a lot of people watch alone, like Mhmm. Mhmm. Like just at home or whatever. Just want that community or that second screen. And like during the Bam, out of Bio game, we had like 200,000 concurrent people, like, tracking his, like, every point. Yeah. Towards his 83 points. Yeah. So we see, like, during big moments like that or even just, like, the NBA finals or the Super Bowl, we have, like, very concurrent usage, like, high concurrent usage.
Speaker 1: Yeah.
Speaker 7: Just, like, figuring out how to make that more engaging and then also more fun with your friends. I
Speaker 1: think
Speaker 7: it's a big growth unlock for us.
Speaker 2: And all the all the betting and and prediction market companies must be so pissed off that they don't have this product. Because it's like actually, like, all they care about is is, you know, user acquisition and figuring out how to get engagement and deep usage and you guys feel like you built something that built something that's gonna be very hard to actually replicate but would be would be very valuable to them.
Speaker 1: Yeah. Yeah. Are there like walk me through the how a subculture emerges. I'm thinking about like on Twitter, it's just one big global chat room, but then there's like teapot. Like that part of Twitter like these like the the the SF tech insider community has has created its own little sub community. Are there groups of people that break out and build like a Discord further? Or or do you have the functionality to create like, a group of people that are all commenting on similar games and then they, you know, become friends on the app and
Speaker 8: Mhmm.
Speaker 1: Can interact more communally outside of a particular event?
Speaker 8: Yeah. We have, like, sub we have groups in there, so people can, like, create groups, and it's kinda nested under any piece of content. You can kinda talk in that group. Yeah. I think most of the sub communities, though, are still global, but they're around, like, kind of those meme moments. So,
Speaker 1: like Sure.
Speaker 8: When Brandon Podzemski was trying to hit 30 points, for example, like, everyone with every game was just this community and then they would grow from Who were like the yeah. Like, we need the 30 and he gets 28 and everyone just be devastated. So like Okay. Tracking those type of moments when they pop up Yeah. Is really big. Like, the meatball sub thing with the interceptions right now in NFL. There's like random something. It almost feels like you're
Speaker 1: just making
Speaker 8: out stuff that adds.
Speaker 2: I don't know anything.
Speaker 1: And you can just throw one in that doesn't exist and we'd like, damn, that's
Speaker 8: But they happen all the time. Yeah. It's like crazy.
Speaker 7: Create them? It's kind of like they're already a known like, people are already talking about like, yeah, like like the Brandon Zemski 30. Yeah. Like it comes from NBA Twitter almost. Yeah.
Speaker 1: I think
Speaker 7: we can do, like we haven't really been at this this scale before. So I think we can start curating those like subgroups or encouraging them beyond just like teams or players or whatever. Yeah. Yeah.
Speaker 1: It's awesome. Well, thanks for coming Thanks for Thank you. Have a great rest of your day. We'll talk to you soon. Let me tell you about Railway. Later, Greg. Railway is the all in one intelligent cloud provider. Use your favorite agent to deploy web app servers, databases, and more while Railway automatically takes care of scaling, monitoring, and security. Our next guest is coming in just a minute. We have Max Levchin from Affirm coming back on the show. Always fun to talk to Max about his role as CEO, how he's adopting AI, what he's seeing in the consumer markets and debt markets and all sorts of things. While we are waiting for him, let's talk about another electric vehicle, another international electric vehicle, the the Geely EV that can charge under five minutes. Is this is this fast enough? How long does it take to get gas? Two minutes? Four minutes? Five minutes? This feels like maybe a tipping point where people will, you know, be more likely to adopt this. It does make me wonder about the Roadster. Is that gonna be a new will they roll out a new charging technology that allows them to charge faster? They've been sort of Tesla has not moved fast into the, like, sort of wireless charging. The actual Porsche, the Cayenne EV does wireless charging. You just put a mat down on your on your garage floor, drive over it, and then it charges. That's it seems like a no brainer. I'm surprised that Tesla hasn't done that, especially since they were working on that crazy robotic snake arm.
Speaker 2: Yeah. Well, I'm hoping the Roadster will just send the battery out the side rocket engines.
Speaker 1: Okay.
Speaker 2: But but we'll see. Yeah. But yeah, it's an interesting trade right now, you know. It's it's charging at at these charging stations can cost, know, in the tens of dollars. It takes quite a bit longer than gas, obviously.