Epic Games, every mention

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every year anyone Blake Robbins 4David Rosenthal 2Ben Gilbert 2Mitch Lasky 1John Bathgate 1

Verbatim, from the transcripts: the passages where Epic Games comes up

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Meta (Audio) · Acquired Oct 28, 2024 · 1 mention

Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired Apr 26, 2023 · 8 mentions

  • ▶ 27:37 Blake Robbins Yeah, I think there's, there's a new iteration of that, or what the, the latest attempt of being a platform-based publisher would actually probably be Epic, which, you know, Epic has Fortnite.
  • ▶ 28:23 David Rosenthal No, the gaming is like, you know, you've got Steam, you've got obviously the consoles, you've got Microsoft, um, and Epic is trying, but
  • ▶ 30:34 David Rosenthal I don't want to go deep in the Epic Games ecosystem.
  • ▶ 45:04 Blake Robbins I think this is part of why, like, Epic actually felt comfortable going to war with Apple, is, is if you look during those filings, so much of their revenue is actually coming from PlayStation and console, and that to me is just like,…
  • ▶ 46:22 Mitch Lasky 49% of Epic.
  • ▶ 49:24 Blake Robbins It's, it's really to be determined because you have your Discord attempt at it, you have Epic really trying to do it, and, and, and they're sort of, I mean, everything brute forcing that they possibly can to make it happen, and it doesn't…
  • ▶ 50:24 Ben Gilbert So at the top of this list are companies you'd expect like Epic Games, Niantic, and one of Mitch's investments, that game company, high probability of success, 97 to 99% likely to produce what PitchBook defines as a successful exit for…
  • ▶ 1:07:00 Blake Robbins And one of the, the most famous examples right now is that Fortnite was, you know, comes from PUBG and, and sort of stole that, that whole reign, is actually Fall Guys, which, which, uh, which Fortnite or Epic bought.

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 1 mention

  • ▶ 21:06 John Bathgate You, you obviously see it with, with Spotify in the EU and Epic here and all the new Epic here in the, in, in the U S and, um, you know, all the being in the news flow constantly.
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