LYV directional thesis
The world's biggest concert and venue operator keeps filling seats and raising prices as crowds chase real, in-person experiences that no screen or AI can copy, while digital rivals get commoditized.
“Now, I, you know, look, this thing is no joke. We all know that it's big stakes. There's a lot to it. But, you know, I still think whatever that human was to being scrappy to find their friend for the photography, you know, that scrappiness is going to be deployed into something else.”73:50claim_id
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