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Jim Williams: ACC Venture Capital Play
I’ve reported for over a year that the ACC is interested in USF and that the conference is preparing to lose some schools in the next round of realignment. The ACC knows what’s coming. By 2031, some schools will be gone. But unlike the Big 12, which didn’t see it coming when Oklahoma and Texas left for the SEC—or the Pac-12 when USC and UCLA bolted for the Big Ten—the conference is well aware of which members want out.
The revenue gap is a canyon, and the Big Ten and SEC are pulling with real gravity. But the ACC isn’t panicking about the next two years. The strategy is about the next two decades so the VC investment they want now will pay off in the post 2036
What the ACC is pitching to VC firms is a vision of what the conference could become in the next era: a coast‑to‑coast, academically aligned, modern league built around schools willing to stay together. Boston College, Stanford, Cal, Duke, Georgia Tech, SMU, Pitt, Syracuse, Wake Forest, NC State, maybe Louisville, and either Virginia Tech or Virginia could be enticed by a cash infusion now to stick it out until 2036, when a major payday awaits.
The ACC is also eyeing additions like USF, UConn, Memphis, Tulane, San Diego State, Boise State, UNLV, and Army and Navy for football. These aren’t Clemson, Florida State, Miami, or North Carolina, but each brings something the conference can use to stay in the Power 4 conversation.
This is still a league with a national footprint, real institutional heft, and strong academic brands. It finally reflects where college athletics is heading, not where it used to be.
The Irish Stays with the ACC
Notre Dame says in Olympic sports and would be given the choice of which five ACC schools to schedule in football. That would be Pitt, Stanford, Army, Navy, Georgia Tech, Duke, Boston College, and USF, which would make up the likely rotation, since the Irish have a long history of playing each of them.
Streamers Are Lurking, Rights Are Shifting
Amazon, Apple, YouTube—they want more than games. They want national windows, diverse time zones, and educated, spendy audiences. The ACC checks every box. Now DAZN’s at the table, eyeing a shot at American college football. The ACC is the on-ramp: national schedule, academic profile, advertiser appeal.
That’s a streaming-friendly slate, with enough market diversity to keep Scripps, CW, WBD Sports, and Fox happy and interested. It’s a league that fits both the future and the present—a rare thing in this business.
The Post-2036 Bet
The ACC’s VC push isn’t a desperation move. It’s a positioning play. The goal is to be the first major conference built for a streaming world, the last big rights prize before 2040. Invest now, stabilize now, go digital in 2037, and the ACC believes it can come out of the post-ESPN era stronger than anyone expects. This isn’t about hanging on. It’s about being first through the next open door.
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Jim Williams is not a top tier realignment news reporter, and he is a pro USF guy. So no wonder he views the Big 12 PE deal as a good omen for USF.
Having said that, I think he does have some connections with ACC insiders.
I don't exactly follow his logic, but I believes this is what he's saying:
1) The ACC gets VC money
2) With the money, minimize the Gap and the number of defects to keep the conference together
3) Backfill with G5 schools (USF!) after some schools leave
4) Get a streaming deal post 2037.
I guess this is a possible outcome, although you know I believe the ACC will target the B12 schools in 2030
Link:
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Posted: 02/15/2026 at 12:58 PM ET
Thread Replies (15)
Jim Williams: ACC Venture Capital Play
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-- RandomAsianGuy
Feb 15, 2026 at 12:58 PM ET
RandomAsianGuy
•
02/15/26 12:58 PM ET
The real question is this.
-- RandomAsianGuy
Feb 16, 2026 at 01:02 PM ET
RandomAsianGuy
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02/16/26 01:02 PM ET
Your first paragraph said it all.....
-- 2hhoop3
Feb 16, 2026 at 01:27 PM ET
2hhoop3
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02/16/26 01:27 PM ET
JW is doubling down on VC idea.
-- RandomAsianGuy
Feb 17, 2026 at 06:49 PM ET
RandomAsianGuy
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02/17/26 06:49 PM ET
Williams raises some valid points.....
-- 2hhoop3
Feb 17, 2026 at 08:16 PM ET
2hhoop3
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02/17/26 08:16 PM ET
True that. Ignoring the USF/AAC angle, he had a point.**
-- RandomAsianGuy
Feb 17, 2026 at 08:40 PM ET
RandomAsianGuy
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02/17/26 08:40 PM ET
I agree with everything you wrote except for the joke part. Utah
-- Big12 guy
Feb 16, 2026 at 02:43 PM ET
Big12 guy
•
02/16/26 02:43 PM ET
I am not saying it is.........
-- 2hhoop3
Feb 16, 2026 at 03:06 PM ET
2hhoop3
•
02/16/26 03:06 PM ET
We need to secure a spot in a better conference!
-- EDGEMAN
Feb 16, 2026 at 11:16 AM ET
EDGEMAN
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02/16/26 11:16 AM ET
I hope to God VT isn't in the version of the ACC he thinks will emerge.
-- Baltimore_Hokie
Feb 16, 2026 at 10:38 AM ET
Baltimore_Hokie
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02/16/26 10:38 AM ET
Hey I don’t disagree. **
-- RandomAsianGuy
Feb 16, 2026 at 01:01 PM ET
RandomAsianGuy
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02/16/26 01:01 PM ET
The conference he proposes is truly sucky.
-- Hokester
Feb 16, 2026 at 08:42 AM ET
Hokester
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02/16/26 08:42 AM ET
"When you wish upon a star" This guy is hallucinating!!**
-- ancient alien 2018
Feb 15, 2026 at 10:18 PM ET
ancient alien 2018
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02/15/26 10:18 PM ET
ND would be out so quick if that happens. Our strength of schedule would
-- goldendomer
Feb 15, 2026 at 02:00 PM ET
goldendomer
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02/15/26 02:00 PM ET