Niccolo De Masi

10 statements across 2 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Feb 19, 2016 by Niccolo De Masi · said 1 times in 1 episodes since 2016 · across every show →

On the record as a speaker too: Niccolo De Masi's record, appearances and statements → this page counts the times other people say the name.

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Everything said about Niccolo De Masi, oldest first

Feb 19, 2016
Insight
De Masi: Phasing out legacy business lines is more profitable than selling
“And it's usually, if not always, more profitable to run off your own legacy business than it is to try and sell it. Because if you sell it, you're gonna get a discount to what the cash, the free cash flow is you can generate.”
Niccolo De Masi Feb 19, 2016 ▶ 6:21 20 VC: Niccolo De Masi @ Glu Mobile on Private Market Valuations, Being A Public Market CEO & The Trends Of Mobile Gaming
Mar 11, 2016 bullish
Prediction Didn’t hold up
De Masi: $9 mobile devices will match Oculus Rift power in 2-3 cycles
“Over the next two to three Moore's law cycles, you're going to see that Oculus Rift power turning up, I think, in handheld devices that cost nine dollars.”
Niccolo De Masi Mar 11, 2016 ▶ 20:47 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Mar 11, 2016 bullish
Prediction Held up
De Masi: PC gaming VR will achieve real revenue generation by 2017
“I think there will be hardcore PC gamers that take to VR in the next two years, and they'll start to be actual money made there in 2017.”
Niccolo De Masi Mar 11, 2016 ▶ 21:02 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Mar 11, 2016 bullish
Prediction Didn’t hold up
De Masi: Mobile VR/AR will scale to 100M+ devices in 2-3 cycles
“I think the most exciting intersection is going to be two or three more loss cycles away when VR and AR using your phone as the primary device Will be an option for the mass market. It won't be a million of these or even ten million sold. It'll be a hundred mi…”
Niccolo De Masi Mar 11, 2016 ▶ 23:19 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Mar 11, 2016 bullish
Prediction Not checkable as stated
De Masi: Well-capitalized startups will see unparalleled deal terms in 2016-2018
“I think this is a good moment for backing your better capitalized portfolio companies to act as a consolidator, encouraging them to be on the offensive, so to speak, because I think you're going to get unparalleled deals in the next year or two.”
Niccolo De Masi Mar 11, 2016 ▶ 11:25 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Mar 11, 2016 positive
Insight
De Masi: Startups prioritizing revenue in downturns build enduring businesses
“If you're raising money in oh eight or nine, you know, the firms that focused on proving they have a revenue model that is real usually end up to be great businesses five years down the line because they forced the discipline themselves to think about revenue …”
Niccolo De Masi Mar 11, 2016 ▶ 15:22 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Mar 11, 2016
Disclosure
De Masi: Kim Kardashian communicates weekly and meets quarterly with Glu CEO
“Honestly, she and I exchange numerous emails a week. There's phone calls every few weeks, and we meet up in person, you know, probably at least quarterly.”
Niccolo De Masi Mar 11, 2016 ▶ 30:41 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Mar 11, 2016
Assertion Partly supported
De Masi: Female celebrities dominate top social media follower rankings
“Women are social media mavens compared to men. There are very few men that break fifty million, let alone a hundred million followers, and you look at the top 20, 30 most popular people in the world, It's like three-quarters female, especially the over a hundr…”
Niccolo De Masi Mar 11, 2016 ▶ 29:03 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Mar 11, 2016 bearish
Assertion Partly supported
De Masi: Uber and Airbnb are burning massive cash defending network effects
“Other than Uber and Airbnb, I can't think of you with the same sort of network effects. And you can see how much money it's taking them to defend that. I mean, even the private company info that's leaked there is they're all hosing through cash.”
Niccolo De Masi Mar 11, 2016 ▶ 16:12 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Mar 11, 2016 negative
Insight
De Masi: Free services rarely develop pricing power over consumers later
“If you condition consumers for something to be free, you don't usually get pricing power.”
Niccolo De Masi Mar 11, 2016 ▶ 15:49 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
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