Invest Like The Best
Episode 220 Content to Commerce
Invest Like The Best

Episode 220: Content to Commerce

Invest Like The Best

Episode 220

Content to Commerce

Jesse Jacobs and Mike Kerns are co-founders and partners at The Chernin Group. We cover how TCG identifies creators that they can help build businesses with, how companies should think about influencers and media today, and what creator space innovations they are excited for.

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[00:03:32] - [First question] - The history of TCG 

[00:04:30] - iFilm (Discontinued)

[00:07:08] - Full Screen

[00:07:13] - Crunchyroll

[00:10:46] - Uniting properties across all of TCG’s brands

[00:11:14] - Barstool, MeatEater

[00:12:00] - Headspace, Food 52, Hodinkee, Surfline

[00:14:03] - Accidental businesses and pre-commercial success

[00:14:53] - Exploding Kittens

[00:16:05] - Evaluating the potential of a new pitch

[00:19:12] - Testing, tracking, and understanding media brand conversions

[00:21:13] - The most important things happening in media in 2021

[00:25:12] - Analysis of MeatEater from content to commerce

[00:27:22] - First Lite

[00:29:21] - Replacing your own sponsors with owned companies

[00:30:11] - Analysis of Hodinkee from content to commerce

[00:33:42] - What sparked the resurgence of interest in collectibles

[00:38:05] - Hands-on investing in the intersection of media, finance, and tech 

[00:40:05] - Comcast

[00:41:02] - Surprising discoveries in the sports collectibles space

[00:43:06] - NFTs and their role in generating capital for media companies

[00:44:25] - Sorare

[00:45:22] - JPG File Sells for $69 Million, as “NFT Mania” Gathers Pace

[00:47:23] - How to adapt to the NFT space as a business seeking equity

[00:51:12] - The valuation landscape of today

[00:55:25] - Defining success when working with an influencer

[00:58:48] - Upcoming trends they’re most excited about in the world

[01:01:40] - Roblox

[01:02:00] - Mr Beast, Beastburger

[01:02:47] - Pokemon Go

[01:04:01] - The kindest things anyone’s ever done for them

Content to Commerce

Introduction

Patrick
My guests this week are Jesse Jacobs and Mike Kerns, partners at TCG, also known as the Chernin Group, a multi-stage investment firm dedicated to building consumer businesses. Many think of TCG as some of the best media and technology investors in the world, and in this discussion you'll quickly see why. In our conversation we cover how TCG identifies creators that they can help build businesses with, how established companies should think about influencers and media today, and what innovations they are most excited about in the creator space. As I become more heavily involved in building new media properties, Jesse and Mike have always been my first call for advice, so I'm excited to share this with you. Please enjoy my conversation with Jesse Jacobs and Mike Kerns.

History of The Chernin Group

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