Games Industry

“We built a app install business and then Apple came for that with ATT, you know, a tremendous amount of kind of self-preferencing for themselves there. And in doing so, they really put a, you know, the brakes on what was a really rapidly growing part of the ga…”

“I think games is coming for a new renaissance. There's gonna be, Tons and tons of games that are made, but the real skill is in understanding what a good game looks like.”

“Really I think the vertical that we're most bullish in and that we think is most ripe for disruption is in the games industry, like we're talking about, where there's already single companies that are doing billions in digital assets that you know, are essenti…”

“In the games industry, like, the more successful you are, the harder it becomes to Create the next hit game, I feel. Because, you know, when you're gonna start, and there are no expectations, and you kind of have nothing to lose, there's, like, no pressure as …”

“VR seems to be stuck as a subset of the games industry. And no one has managed to do anything on VR that anyone actually uses that isn't a game other than kind of niche, like medical and industrial applications.”

“As David mentioned, it generates a hundred and forty eight billion dollars of revenue every year. It's bigger than music. It's bigger than the box office.”