Source
ACQ2 by Acquired — Building the Savannah Bananas (with Jesse Cole, Founder and Owner) (June 16, 2025) ·
at 52:31 ▸
When this applies
when a novelty/entertainment-first business dominates early but risks a more competitive, legitimized rival absorbing its innovations
The takeaway
If your current winning format risks exactly this failure mode (a bigger incumbent absorbing your innovations), disrupt your own format into something fully competitive before a rival forces the issue.
Why it works
Once a format's novel entertainment elements become proven/popular, better-resourced, higher-talent competitors (here, the NBA) can adopt the same entertainment ideas while also offering superior core competition, draining relevance from the originator.
One level up
Observing how a structurally similar predecessor declined is actionable foresight — use their mistake as a map of the trap to avoid, not just as a colorful history lesson.
Where it stops holding
This stops working when the self-disruption fails to attract real demand (the new competitive format may lack the novelty and goodwill of the original), erasing an already-working asset for an unproven one.
Detail
situation: Globetrotters dominated 1940s-50s sports with huge attendance and even beat NBA teams, but the owner scripted outcomes across multiple touring squads for predictable shows.
decision: The NBA adopted Globetrotter-style entertainment elements while keeping real competition and better players, which the Globetrotters business model could never match once it was scripted.
outcome: Globetrotters survived a century but lost cultural relevance; Jesse used this as the explicit reason to build Banana Ball as a genuinely competitive multi-team league rather than a single scripted entertainment act.
lesson: 'We have a runway, but why don't we disrupt ourselves before we have to?'
In their words
So I said, we have a runway, but why don't we disrupt ourselves before we have to? Because that's what we did win the Coastal Plain League when we're playing college summer ball.