(02-11-2023 03:00 PM)AllTideUp Wrote: The Big 12(with networks at their back) are locked in a chess game with the PAC.
The PAC is losing.
Not only did the Big 12 have time to regroup after losing Oklahoma and Texas(and that whole timing issue was surely a consideration in the networks' decision to move UT/OU to the SEC when they did), but the additions they made create stability. The Big 12 moved quickly and this also gave them time to work on their contract more quickly.
Everyone knew ahead of time these contracts were ending around the same time. The Big 12 was forward thinking in their approach, the PAC was predictably behind the curve.
More specifically, the Big 12 acted quickly to get some good products that didn't weaken or fundamentally alter the balance of the Big 12. All the schools in the Big 12 are now solid Power products...competitive, good fan bases, decent money. Now, people can argue that no one in the Big 12 is really "wanted" by another league and that's what makes them stable. Now certainly, it's a factor that neither the Big Ten nor the SEC is beating down the Big 12's door, but those leagues were never the threat. The P2 won those battles long before UT/OU left. The threat was the PAC 12, perhaps to add some Big 12 schools for markets or perhaps simply to grab valuable market share. Either way, the PAC should have taken a merger or something of that nature much more seriously because forgoing that opportunity put the Big 12 in a different head space. At that point, the Big 12 had to look at the PAC this way..."you're either with me or against me because both of us aren't making it out of this fight alive."
So then The Hunger Games began...lol. And in no small part because of the network influences behind the scenes. The PAC was more difficult to work with and easier to weaken...that sealed their fate.
So we come to the time where USC and UCLA bailed. As others have discussed, this was the kill shot and right now the PAC is just slowly bleeding out. The biggest problem for the PAC isn't that they lost 2 great programs. Regardless of their inherent value, their absence in the PAC calculus is irreplaceable because the Los Angeles market was far and away the PAC's most valuable and strategic. Not just for TV ratings either.
When the PAC lost the Battle of Los Angeles, they perhaps still had a shot to limp on in the way the old Big 12 did, but they were going to need help and they don't have any friends left.
Let's examine their potential options. Notice we're not talking about the PAC raiding the Big 12 despite the fact that virtually every Big 12 program is more valuable than either San Diego State or SMU. The Big 12 schools simply aren't an option and for 2 distinct reasons.
1. The Big 12 was quick to get their contract done. Not only did this inject a booster shot of stability, but it also set the market. No one in TV world is looking at the current makeup of the PAC 12 and saying...hmm, that league is definitely more valuable than the Big 12. Not a chance. The Big 12 will still garner better ratings because they have more varied markets and better fan bases. So it doesn't even matter if the Big 12 moved so quickly that they might have actually left a little money on the table. That was never their goal because it would have been a short term victory had they prioritized that. Sound familiar?
Kliavkof and the PAC prioritized as much money as they could possibly get because they've been short term thinkers for a very long time. That means they desperately needed more bidders, they desperately needed to out-earn the Big 12, and they desperately needed the LA market.
2. The second reason is that without the LA market, there isn't a great deal of advantage to staying in the PAC. People can think it's silly that a few PAC schools would bail for the Big 12, but if it was so nutty then the reverse dynamic would have been a possibility. The reality is that the PAC now has to fend off Big 12 overtures. There are a handful of schools that have no shot of getting into the Big Ten which means they either need the PAC to be a good home or they will look elsewhere.
The obvious reality now is that the PAC is not a good home without the LA market. Heck, without the LA market, why the would any Big 12 schools consider moving into that league? It would be completely nonsensical.
Those are the 2 reasons the PAC has to look elsewhere for an opportunity to rebuild and those options aren't great. I'm not knocking San Diego State here. I'm just saying the only reason they are under consideration is because the PAC desperately needs a presence in Southern CA. If they don't at least get SDSU(which is not remotely a replacement for USC or UCLA) then they won't last at all beyond the end of this contract.
The other options seems to be SMU and for pretty good reasons...good market, plenty of money, decent athletics, and potential for growth. But this is also a problem...SMU would rather be in the Big 12.
So from a strategic standpoint, it doesn't make much sense for the PAC to look at SMU. For one, the Big 12 could theoretically invite them and totally blow up the whole deal. Maybe more important than that, if SMU did join the PAC and increased in stature over the next several years, it wouldn't make a lick of difference because SMU would still leave for the Big 12 should the opportunity to present itself. Wouldn't that be great? For the PAC to subsidize SMU for a few years in order to make it easier for SMU to compete in the Big 12 once they made the transition.
Given that reality, I'm not sure the Big 12 is even interested in SMU. Yeah, I know they're talking to them, but a good chess player knows how to distract their opponent. The reality is that the Big 12 doesn't need to be worried about the PAC in their territory...all they have to do is stall until the PAC finally bleeds out and it won't be long.
If SMU thinks a Big 12 offer is on the table then they wait until that becomes a clear 'yes' or 'no.' So it could very well be a con. Stall the PAC a little longer and it means their contract gets worse with every passing week which of course makes it far more likely that the Big 12 obtains their real targets which are a handful of PAC schools.
All the Big 12 has to do at this point is present a better vision, status for certain schools than the PAC does. As soon as it becomes abundantly clear that the PAC has no option, but to take less money than the Big 12...some of those PAC schools are gone because there's no reason to stick around.
(Great post. Thought that this deserves a separate thread.)
I agree, the PAC leadership has boxed themselves in on what choices they will accept.
But even if they were to soften their position on that (such as to add SDSU), they still have things working against them.
If they are in a chess game, they lost before a move has even been made.
The layout of the board is completely against the PAC.
a.) as you head west across the US, states are larger. So the typical 1 or 2 primary state institutions are much farther apart from the next state over, than those further east
b.) The Rocky Mountains
c.) The LA region is the largest population area in the west, and the two biggest schools just cut out for another conference. Adding SDSU and Fresno state may at best, only help slow the bleeding.
Meanwhile, the B12 is roughly in the center of the country and so can potentially invite schools in all directions.
The competition isn't even close.
And everyone who is a decision-maker knows these things.
So this will affect how invitation conversations go, and how media deals will go, etc.
So to adapt a political quote from the past "It's about the geography, stupid" (sorry, whoever came up with
that quote for the economy should have been more polite about it in my opinion : )
WV happened. And we pretty much know why it happened.
USC/UCLA happened. And we know pretty much why they happened.
But we're not going to see more "cross-country" invites that are more than a state away from contiguousness, unless circumstances change.
The board of governors for UCLA established precedent for that.
We're already seeing states make sure that a school cannot leave a conference without notifying various state oversight.
It's starting to be recognized that these moves have much much larger economic repercussions than was thought.
And UCLA set a benchmark for athlete well-being in their deal with Cal.
At this point the PAC's only negotiating position is "We've got content - you want more content, right? Please? Pretty Please?"
Not the strongest position for negotiating.
And coming back to geography, the furthest outliers to the current largest "cluster" of PAC schools are the AZ schools and Colorado.
So I am not surprised that they are the ones likely most interested in leaving - especially since those schools are on the record as wanting a southern california presence.
Colorado might stay with the San Francisco schools as a consolation prize. Maybe.
But I think the AZ schools are out, it's just a matter talking it through.
The key is whoever gets SDSU.
Talk about having a good position in chess.
This is SDSU's moment to shine in the sun, they better milk it for all it's worth. (While, of course, to not go too far to risk losing it.)