First a message from our friends at Immersed [ad] |
Apple's Vision Pro headset retails for $3,500...and sales have declined by 10x year-over-year.
Meta dominates short-session consumer VR, but just shuttered its enterprise division. |
That leaves a wide-open lane. |
This private company built the #1 virtual workspace app, used by 1.5M+ professionals logging 40 to 60 hours a week. When they saw that level of traction, they expanded. |
They built a work-focused wearable to support how people were already using the platform. |
It is part of the same ecosystem, where software, hardware, and AI work together to support long, focused work sessions. |
This isn't a gaming device.
It's not a chatbot.
And it's definitely not a toy. |
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✔ #1 productivity app on Meta's Quest Store
✔ Nearly 2,000 years of logged work time in its virtual workspace
✔ 75,000+ people on the waitlist and $71M+ in projected demand
✔ Strategic partnerships with Meta, Qualcomm, and Samsung
✔ $7M+ in revenue already generated |
You can still invest at $0.66/share, before this reaches public markets. |
Like NVIDIA or Shopify, this may be one investors remember missing. |
Could this be your next NVIDIA? |
This Reg CF offering is made available through DealMaker Securities LLC. This investment is speculative, illiquid, and involves a high degree of risk, including the possible loss of your entire investment. |
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FEATURED ARTICLE |
The Super Bowl Isn't a Game — It's a $10 Billion Business Night |
The Super Bowl isn't just a football game. It's a one-night pop-up economy where billions of dollars shift hands across media, streaming, gambling, travel, food & beverage, payments, and logistics. |
And the best part (for investors): a meaningful chunk of the winners are publicly traded, which means the money trail shows up in earnings. |
Below is a long-form, numbers-first editorial on: |
what the Super Bowl really costs (and earns) where the ad dollars go (and why they keep rising) which public companies directly benefit and what to watch in the next quarter to see who actually "won" Super Bowl week
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The Economics of the Super Bowl |
Where the money really goes — and which companies benefit most |
First, the headline number everyone feels: Super Bowl ad pricing is now "mega-cap expensive" |
For Super Bowl LX (this year), 30-second ad spots are being quoted around $8 million, with reports that some advertisers are paying more than $10 million for certain placements. |
That's not a typo. The Super Bowl has basically become the only remaining TV event that advertisers treat like a must-buy "cultural monopoly." |
And it's not just the linear broadcast anymore. |
Super Bowl LX is airing on NBC and streaming on Peacock (with broader coverage across NBC's ecosystem). |
Investor translation: this isn't "TV vs streaming." It's a bundled monetization machine. |
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1) The real business model: a one-night auction for attention |
Super Bowl ads are so expensive because they aren't purchased like normal inventory. They're effectively: |
a scarcity auction (limited spots) with unusually high certainty of mass reach plus earned media (people rewatch, share, rank, and discuss the ads)
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That earned media matters. A $8–$10M ad is rarely "just" 30 seconds. It's usually an omnichannel campaign. |
And it's why NBC selling out inventory early is meaningful: the demand curve remains strong at record prices. |
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2) How big is the Super Bowl's economic footprint in the host region? |
This year's Super Bowl is at Levi's Stadium in Santa Clara (Bay Area). |
Local estimates suggest the game alone could generate roughly $370 million to $630 million in economic output for the Bay Area, driven in part by 90,000+ visitors from outside the region. |
That spending doesn't just hit hotels. It spreads across: |
restaurants and bars rideshare and rental cars staffing and event production security retail and local entertainment
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Investor translation: the host-city impact is real but localized; the more investable opportunity is still the national media and commerce layer. |
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The "Public Company Winners" Map |
Let's break Super Bowl economics into buckets, then name the public companies that capture each profit stream. |
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Bucket A: The broadcaster + streaming platform (the obvious winner) |
Comcast / NBCUniversal (CMCSA) |
NBC is the primary broadcast home for Super Bowl LX, and Peacock carries the streaming distribution. |
How Comcast potentially gets paid: |
Broadcast ad revenue (NBC) Streaming ad revenue (Peacock) Subscription retention / acquisition (Peacock bump) Cross-promotion (NBCU portfolio value)
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What to watch in earnings: |
Peacock paid subscriber growth and churn ad sales commentary / CPM strength "engagement" metrics around the Super Bowl window
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If ad slots are truly transacting at $8M–$10M per 30 seconds, the revenue impact is meaningful even for a media giant. |
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Bucket B: Advertisers buying attention (and why that matters for investors) |
The Super Bowl is one of the rare events where you can see corporate strategy in real time: who is willing to pay $8M–$10M to acquire customers? |
This year, a standout theme is weight-loss / GLP-1 marketing. |
Reuters reports weight-loss drug makers and related platforms are making a major Super Bowl push, with brands like Novo Nordisk, Eli Lilly, and Hims & Hers participating across key placements and surrounding programming. |
Novo Nordisk (NVO) |
If a company is spending Super Bowl money, it signals: |
confidence in demand durability willingness to compete in direct-to-consumer channels aggressive customer acquisition intent
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Eli Lilly (LLY) |
Reuters notes Lilly aimed to spotlight Zepbound in Super Bowl-related programming. |
Hims & Hers (HIMS) |
Direct-to-consumer healthcare brands care deeply about CAC (customer acquisition cost). A Super Bowl buy implies they believe lifetime value (LTV) supports it. |
Investor translation: Super Bowl advertisers are basically telling you where the highest-margin customer battles are happening right now. |
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Bucket C: AI companies buying legitimacy (a new Super Bowl category) |
Super Bowl ads aren't just for soda and trucks anymore. This year, Reuters highlights a public feud via Super Bowl ads between Anthropic and OpenAI, with the cost context again being "up to $10 million" and viewership expectation around 120 million. |
Even if you can't directly buy Anthropic or OpenAI, the trend matters: |
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Investor translation: brand-building costs are rising in AI, and the "free attention" phase is ending. That changes margin expectations for the sector. |
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Bucket D: Sports betting and wagering (the steady structural winner) |
The Super Bowl is one of the biggest wagering events of the year. While the exact legal handle varies each year, the investable structure is simple: |
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Public names that tend to benefit: |
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What to watch: |
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Super Bowl weeks can look great on headlines and still be profit-light if promos are extreme. The Cheap Investor angle is to watch profitability, not handle. |
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Bucket E: Payments + commerce rails (quiet beneficiaries) |
The Super Bowl is a massive transaction volume spike: |
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Public beneficiaries can include: |
Visa (V) / Mastercard (MA) American Express (AXP) (affluent travel and hospitality skew) PayPal (PYPL) (online commerce pockets)
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No, you won't see "Super Bowl revenue" as a line item. But you can see: |
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Bucket F: The host-city infrastructure and real estate layer (localized but real) |
The Bay Area host committee's estimates imply a meaningful but localized impact. |
Public companies that can benefit indirectly (not always cleanly attributable): |
Marriott (MAR), Hilton (HLT), Hyatt (H) (regional occupancy and rates) Live Nation (LYV) (ancillary events) Uber (UBER) (mobility demand spikes)
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This bucket matters more if you're looking for regional demand surges and event-driven elasticity. |
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The most important economic truth: Super Bowl ROI is not measured on Monday |
The market's mistake is treating "Super Bowl winners" like a one-day scoreboard. |
For advertisers, the real question is: |
did they acquire customers at an acceptable CAC? did brand search interest spike and persist? did conversion rates hold after the hype?
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For platforms like Peacock, the question is: |
did subs stick after the game? did ad loads increase without hurting engagement? did the event lift the broader funnel?
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A Cheap Investor doesn't chase the party. They track the hangover. |
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What to expect from this year's Super Bowl economy |
Based on the current reporting, three themes stand out: |
1) Ad prices are at records — because reach is still unmatched |
The $8M baseline and $10M+ anecdotes imply the pricing power remains intact. |
2) Big-ticket categories are "health, AI, and platforms" |
The prominence of GLP-1 marketing and AI brand wars shows where the next multi-year consumer battles are forming. |
3) The Bay Area gets a real but bounded local boost |
The $370M–$630M output estimates (plus visitor forecasts) suggest a strong regional pulse, though investors should treat it as localized stimulus, not a national macro event. |
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A practical investor checklist for the week after the game |
If you want to "trade the Super Bowl" without being silly, here's the actionable plan: |
Tomorrow / next trading week: |
Comcast (CMCSA): watch price action + analyst notes about NBC ad haul and Peacock engagement GLP-1 names (NVO, LLY): watch marketing commentary and any demand/brand-search chatter HIMS: watch sentiment around customer acquisition economics and regulatory noise in the weight-loss channel Sports betting (DKNG, FLUT, MGM): watch promo intensity commentary and Q1 guidance signals Payments (V, MA, AXP): not a Super Bowl trade, but watch spend trends if consumer data remains strong
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The Cheap Investor move is to look for mispricing: |
if the market overreacts to "good buzz" without profit proof, fade it if the market underreacts to structurally improving economics (subs retention, ad load strength), lean into it slowly
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investing involves risk, including the potential loss of principal. Always do your own research before making investment decisions. |
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