Writing since 2019 On media, technology & strategy

Essays & Dispatches

22 essays · 9 dispatches · 7 notes by Narendra Nag
Cover Essay · Sports

The Observer Effect

Half a season into MLB's robot-umpire era, the machine's biggest effect on baseball has come from the calls it never made. Umpires shade toward the machine's zone, hitters have learned to wait, walks hit a rate unseen since 1950 — and knowing the strike zone better than the umpire is now a measurable, tradable skill.

Twenty-one and four.

That was Carson Kelly’s record on challenged ball-strike calls as the Cubs’ catcher when ESPN checked in this May — twenty-one calls overturned, four lost. Baseball Savant scored the work at 2.3 runs above expectation. Not runs from hitting. Not runs from framing, blocking, or throwing out runners. Runs from knowing the strike zone better than the umpire standing behind him, and proving it, in public, twenty-one times out of twenty-five.

A year ago that skill did not exist as a measurable thing. There was no column for it, no run value, no leaderboard. Now there is a public dashboard.

Continue reading the essay
01 Research Report The State of Local Sports Rights in 2026A research report on the post-RSN landscape. Q2 2026

More from the desk

22 essays since 2019
№01

The Machine Is Right and Nobody Believes It

Sports·17 Jul 2026

The World Cup's offside machine took a goal off the board for a touch no replay can show, and FIFA says the call was correct. It probably was. That...

11 min
№02

The Bounce-Click Argument

Media·19 Jun 2026

Google's defense of AI Overviews is that the clicks they replace were 'bounce clicks' — visits no one valued. The defense is technically true. It i...

11 min
№03

The Magicians

Sports·5 Jun 2026

Italy 1990 was the first World Cup I watched. I have not missed a single game played in any World Cup since — nine tournaments, more than five hund...

13 min
№04

The First WNBA Billion-Dollar Team

Sports·12 May 2026

The Golden State Valkyries are worth $1 billion two seasons into existence. That number is the cleanest case study of a league entering its second ...

10 min
№05

The Untapped Economics of Minor League Broadcasting

Sports·6 May 2026

The FAST-era distribution stack has quietly inverted the unit economics of minor league broadcasting — most of the teams we already cut were alread...

15 min
№06

The Unit Economics of Boredom

Media·2 May 2026

Streaming P&Ls optimize for minutes produced, which is cheap. The scarce variable is minutes earned — attention that is genuinely arousal-weighted....

14 min
№07

The NBA's Next Decade Will Not Look Like Its Last

Sports·29 Apr 2026

The eleven-year, $76 billion media rights deal was priced against a world that is already moving — generationally, geographically, and through the ...

16 min
№08

The Measurement Problem in Creator Economics

Media·26 Apr 2026

CPM, followers, watch-time, RPM. The canonical creator-economy metrics are inherited from businesses that no longer exist. Modern creator revenue h...

13 min

Notes & marginalia

Short observations, filed as they happen

  • APR 22 Victory+ became the Minnesota Lynx's exclusive local streaming home — APMC's first WNBA deal, 29 games free in 2026.Sports
  • APR 22 Fox bought back the 2026 Big Ten title game from NBC for $45–55M.Sports
  • APR 21 NBC began selling Peacock subscriptions through the Roku Channel.Streaming
  • APR 20 John Ternus will succeed Tim Cook as Apple CEO on September 1; Cook moves to Executive Chairman.Tech
  • APR 18 First NBA playoff weekend under the new 11-year media deal — games split across ABC/ESPN, Peacock, and Prime. The seams showed on night one.Sports
  • APR 17 Victory+ became the first third-party streaming home for Dallas Cowboys content — APMC's deal.Sports

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