Introducing Ponder: the agentic video editor.
It’s a new paradigm for filmmaking, where powerful creative agents and humans collaborate to tell world-class stories.
We're also announcing our $2.5M pre-seed, led by Liu Jiang from Sunflower (@seedtosunflower), with @Joshuabrowder and @MattHartman.
Joined by @levie (Box), @emerywells (Frame), @JaredLeto, @CommaCapital, the @nyuniversity venture fund, @cory, @darian314, @shiffman, and many more incredible founders, investors, and creators.
Couldn’t agree with Rich more. It’s the most Hollywood thing ever to say. People like verticals video. Let’s turn our videos we already own into vertical videos. It’s not the shape of the video lol that makes it interesting. It’s what you do with the shape. Lack of fundamental innovation or first principles here.
Honey, We Shrunk the Screen: Hollywood's Vertical Video Strategy Is Dead Wrong
We believe the strategy behind almost all of these [new vertical video] products, including Netflix, is dead wrong and misses the far larger opportunity in mobile vertical video content.
$NFLX $DIS $PSKY $WBD $CMCSA $NYT
https://t.co/7JSFZcpIge
Today marks my last day as CEO of Overtime.
It has been ten years since we started Overtime and it has been one of the most fun, crazy and rewarding experiences of my life.
I was 50 years old when we started. Ten years later, I am turning 60. The life changes are not lost on me, especially after my mother passed a little over a year ago.
TicketWeb at the beginning of the dot com technology boom… to Draw Something around the explosion of the iPhone… to Overtime at the emergence of the creator economy. What a ride.
Over the last few months I have spent more and more of my time writing code and getting back to building. The power of AI is transformational and exciting, in code and in data. This feels like one of those times…
Overtime has great leadership who have been at the company through its growth and have the power and dedication to see it through. It will continue to do incredible work and change the landscape of sports. I will never get tired of seeing a kid in an Overtime hoodie.
I will be embarking on my own journey and also cheering from the sidelines.
Thank you to all the people, athletes and partners of Overtime, and thank you to the fans.
Thank you to Kevin Ollie for teaching me so much about basketball and about life.
Thank you to Melanie for your undying support and for being my ride or die through all of it.
Thank you to Joshua and Miles for recognizing the irony that your dad has almost no vertical, but worked in basketball.
And Tallulah, I am so proud of you and how much you have grown. I love all of you so much.
And shoutout to Overtime!
Dan
It’s March. The job is to win basketball games and a national title. But in March, 2026, that’s no longer whole opportunity.
The game hasn’t changed but the world around it has.
Here's why. NIL. Media. Distribution. The economics of attention. These can be a distraction or an advantage and the programs that understand that will have an edge.
That’s why I’m excited about what we just announced with UConn Women’s Basketball. Overtime and UConn are launching an official content studio inside Gampel Pavilion and creating content with the team throughout March Madness.
I say a content studio but that doesn't even begin to explain it. That sounds like we built something physical. But instead what we have built is an unprecedented storytelling and attention machine.
UConn is a program that has won 50 straight games, has gone 33-0, and just won its 13th consecutive conference tournament title.
So the point is not to pull focus from basketball. The point is that in modern college sports, winning is the foundation, not the whole structure. The athletes are building audience, influence, and opportunity in real time. The programs that build for that reality will create more value for their players and more momentum for the sport.
We’ll be working with athletes including Azzi Fudd, Sarah Strong, and KK Arnold, who was part of Overtime Takeover back in 2022 before we launched Overtime Select.
We’ve believed for a long time that women’s basketball deserves more ambitious storytelling, more visibility, and more opportunity. Partnering with UConn turns that point of view into actual views.
Thank you to Wendy’s and Google Gemini who quickly saw the vision and jumped onboard.
Keep basketball at the center. Build everything else around it. Basketball is a system. And now it's a full ecosystem.
UConn took a chance on us. We took a chance on UConn. And we couldn't be happier. I think we will look back on this as a pivotal moment. And I know I will also be looking forward, to a great tournament and the story of UConn winning the chip!
𝗦𝗕𝗝 𝗘𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲: @overtime and @UConnWBB are partnering on a first-of-its-kind branded content studio on campus 🏀
The deal includes premium and branded content with Wendy's and Google Gemini, distributed across 120M+ followers.
MORE: https://t.co/yUGggaScVk
Glass Break: Omaha Productions and Overtime are collaborating on Roku docuseries about Sac State basketball, featuring Mike Bibby as coach, Shaq as GM, and Mikey Williams seeking to get his career back on track after gun arrest
Talked to Bibby for @FOS
https://t.co/dPQJH1htYH
I think way too much about AI. You do too. You have adopted AI. But I am here to tell you, you really haven’t.
Most people who say they’re “using AI” are really using it like a fancy search bar. Research a topic. Summarize an article. Pull a list of competitors. Maybe rewrite a paragraph.
The real power of AI isn’t “research faster.” The real power is that it lets normal humans do data analytics. It’s a natural language interface into learning at scale.
In other words, you can turn your own work into a dataset, and then talk to it like a person. And that changes the game, because the bottleneck stops being “can we get the data?” and becomes “are we smart enough to ask the right questions?”
Take a social media manager. If you’re using AI to brainstorm captions, you’re cooked. The transformational move is: stop treating content as instincts and start treating it as evidence.
You can literally screen record yourself scrolling through 100 posts in your niche. Just scroll. Captions, comments, engagement, whatever you can see. Then run that recording through something like Gemini (the best for video) to transcribe the captions. Now you’ve got raw text. Next, pair it with performance signals you care about—comments is an easy one because comments usually mean people felt something, not just that they saw something.
Now ask the AI to analyze it semantically. Not “which caption is best,” but “what patterns show up in the captions that generate replies?”
That’s not AI writing for you. That’s AI teaching you what’s actually happening.
Same idea for sales. Most sales teams use AI like an intern who can draft emails. It’s not the lever. The lever is: take 100 emails that did not land and 100 that did. Same product, same audience, same period. Feed them in. Then ask the AI to do a semantic comparison. What language shows up in the winners? What language shows up in the losers? Do the winning emails ask for a meeting differently?
You’re not asking AI to “write better emails.” You’re using AI to reverse engineer what your buyers respond to, using your own evidence, not generic advice from the internet.
Almost every job has a pile of unlabeled data sitting right under it. Customer support has transcripts. Recruiting has outreach messages and candidate responses. Product teams have user interviews. Managers have performance feedback.
You can take messy reality and still extract truth from it because language is the medium. AI is good at language. Most of your work is language. Stop asking AI to give you answers and start feeding it your own history so it can show you patterns you can’t see.
Most people don’t have an information problem. They have a pattern-recognition problem. They are sitting on years of evidence and still making decisions based on hunches because the evidence is trapped in text.
AI is the key that unlocks that text.
Ja’Marr Chase, Puka Nacua, and Aaron Donald are joining RGIII and Cam Newton to coach Overtime OT7 this March. The best players coaching the top five-star recruits starting March 21. Does elite coaching actually change outcomes, or do the best players win no matter what?
Nerd gummy clusters target audience is 8-16 year olds.
Nerds ad firm creator director: How about we spend $10 million with 57-year-old Andy Cohen starring in our commercial?
After months of planning, we're excited to announce 'The Polymarket' is coming to New York City.
New York's first free grocery store.
We signed the lease. And we donated $1 million to Food Bank For NYC — an organization that changes how our city responds to hunger. 🧵