Pokémon GO

“My personal view is, it's too early to say whether they have a network effect. Given the gaming elements today, I don't think they have a network effect.”

“Nintendo is up to 96%. I just took this morning since early July.”

“I think this was the first, I would say, like a massive game that showed light AR meaning You could get some experience of rudimentary augmented reality without an additional hardware.”

“Because, so they like, they know the Andreessen Horowitz fountain, they know the fountain behind the Rosewood Hotel. They also know, they take information on climate and weather conditions, you know, for the gaming aspect of it, they decide, you know, if you'r…”

“And as an infrastructure investor, I invest in storage businesses. And then when I look at how much I need to pay for like, 30 extra Pokemon, it was thousands of times more expensive than what storage is.”