Gaming Industry

topic on 17 shows · 26 statements across 23 episodes

Acquired the Y Combinator Startup Podcast Founder's Journal In Depth the Pitch We Live to Build Masters of Scale Latent Space No Priors the Official SaaStr Podcast the Startup Ideas Podcast WTF is with Nikhil Kamath the MAD Podcast How I Built This the a16z Podcast TBPN 20VC

26 statements about Gaming Industry, every show

Pincus: The major unlock for gaming is real-world utility and skills
“I think that what's going to be the big unlock for games is the more that we put the real world, you know, real humans, real social in our games, because basically games should be a good use of your time there. It's this big of industry and it's total waste of…”
Mark Pincus Jul 2, 2026 ▶ 28:17 Mark Pincus unpacks his "Proven, Better, New" framework (with Reid Hoffman) | Masters of Scale
TBPN Opinion
Luckey argues the video game industry abandoned innovation for financial extraction
“The gaming industry, like many industries, figured out what actually worked a long time ago. They figured out how to make fun games, they figured out how to make things that make people keep coming back, but it's moved from innovation to extraction, and I will…”
Palmer Luckey Feb 20, 2026 ▶ 15:35 Palmer Luckey: Why I Started My Own Bank
TBPN Assertion Supported
Coogan: Roblox Captured 67% of Non-China Gaming Spend Growth
“67% of global non-China spending growth in the gaming industry last year went to Roblox.”
John Coogan Feb 19, 2026 ▶ 8:55 The SaaSpocalypse Is Over
NO PRIORS Insight
Baszucki: Cheaper asset creation is matched by rising consumer quality expectations
“One could say no matter how cheap it is to create assets, the expectation of quality from consumers goes up at exactly the same velocity.”
David Baszucki Feb 5, 2026 ▶ 27:49 How AI Will Transform Roblox Games into Photorealistic Worlds | CEO David Baszucki
NO PRIORS Opinion
Baszucki: Gaming tech must move to vertically integrated cloud architecture
“That the technology for the gaming industry has to move to cloud vertically integrated and asset management can't just ship on a DVD or be a giant download.”
David Baszucki Feb 5, 2026 ▶ 28:07 How AI Will Transform Roblox Games into Photorealistic Worlds | CEO David Baszucki
THE PITCH Assertion Not checkable as stated
Petty: Casinos struggle to attract the newest generation of gamers
“This is a problem plaguing the entire gaming industry. Nobody can find a way to attract the newest generation of gamers to gamble in their casinos.”
Troy Petty Mar 3, 2025 ▶ 3:52 #6 Guru Games
THE PITCH Opinion
Thomas: Partnering with major casino manufacturers risks losing creative control
“Innovation is so stagnant in the gaming industry, we would hate to give creative control, lose creative control to one of these big manufacturers, and then see them tarnish our game into something that we didn't want it to be in the first place.”
Evan Thomas Mar 3, 2025 ▶ 13:07 #6 Guru Games
THE PITCH Insight
Nadel: Investing in gaming studios is gambling due to rapid copycats
“It's just like gambling. You're trying to pick winners, and then six months later, Someone else comes out with a game that's a similar concept, but a little better, a little cuter. Boom.”
Phil Nadel Mar 3, 2025 ▶ 21:54 #6 Guru Games
IN DEPTH Assertion Not checkable as stated
Magnuson: 85% to 90% of mobile SaaS in 2012-2015 targeted gaming
“If you go back to 2012 to 2015, probably 85, 90% of the SaaS businesses that were in mobile were very focused on helping the gaming industry because it was the kind of quickest route to make money in the early days.”
Bill Magnuson Feb 6, 2025 ▶ 45:17 Inside Braze’s blitz to $500M in CARR | Building broad, going global, and outfoxing the competition
20VC Insight
Jason Citron says building a durable gaming company requires a distribution advantage
“The thesis back in 2012, at the time, my sense was that the way you built a durable company in gaming over time was you actually needed to have some kind of established distribution advantage, and so I kind of put these things together and thought that, like, …”
Jason Citron Nov 25, 2024 ▶ 5:46 Jason Citron, Co-Founder/CEO @Discord: The Untold Story Behind Scaling to 200M Users | E1230 · 20VC with Harry Stebbings
a16z Prediction Not checkable as stated
Andreessen: Gaming Will Continue Driving the Scale of Emerging Tech like AI
“And I fully expect this trend to continue, and it's obviously what we're seeing with AI right now.”
Marc Andreessen Jun 19, 2024 ▶ 4:48 Marc Andreessen & Andrew Chen Talk Creative Computers
WTF Opinion
Kim: Gaming industry slump is a standard post-COVID cyclical correction
“So like, yes, because of COVID there was a huge spike, but if you look at the overall trajectory, at least on the mobile side, The growth, like if you smooth out COVID, then there was an over investment because of COVID, and everyone was extrapolating linearly…”
Joseph Kim Apr 21, 2024 ▶ 1:39:09 Ep# 17 | WTF is Gaming in India? | Career, Investment, Entrepreneurship · Nikhil Kamath
Shulman: Gaming dwarfs music 50x because music is mostly passive consumption
“And, you know, as a very broad heuristic, the gaming industry is 50 times bigger than the music industry. And it's because gaming is super active. And music, too much music is just passive consumption.”
Mikey Shulman Mar 14, 2024 ▶ 45:04 Making Transformers Sing - with Mikey Shulman of Suno
MAD Assertion Not checkable as stated
Carly Taylor: Gaming data teams have better diversity than core programming roles
“I see more representation in, in data teams than I do for something, let's say like the, I don't know, hardware level programming. You know, which has just historically been, like, a lot of these, like, deep nitty-gritty computer science fields have been, like…”
Carly Taylor Sep 14, 2023 ▶ 17:38 From Xbox to Databricks: Carly Taylor’s Rebel Path in Data Science & Gaming AI
ACQUIRED Assertion Contradicted
Gilbert: Gaming revenue historically surpassed Hollywood and TV including arcade coin drops
“I was shocked to learn that the gaming industry has always been larger than TV and Hollywood, if you include the total coin drop in arcades, and I always just thought this was this new phenomenon of like, wow, video games have become so much a part of the fabr…”
Ben Gilbert Apr 26, 2023 ▶ 1:41:12 Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
STARTUP IDEAS Assertion Supported
Wyatt: Gaming startup capital reached an all-time high in 2022
“There has never been this kind of capital being deployed to entrepreneurs in the history of gaming.”
Ryan Wyatt Mar 31, 2022 ▶ 52:54 The Future of Gaming | Ryan Wyatt, Polygon Studios
SAASTR Insight
Mickos: Companies Should Price and Justify Freemium by Customer LTV
“If you're wondering about pricing and how to set it, and should you do freemium or not, a way to think about it is lifetime value of the customer. And this is something we learn from the gaming industry, where that's all they do.”
Mårten Mickos Dec 16, 2021 ▶ 15:42 Picking the Perfect Pricing Model that Fits Your App and More with HackerOne's CEO Marten Mickos
Lieberman draws Morning Brew's playbook from gaming and low-margin industries.
“One of my favorite ways to build a media company is to look outside of media for inspiration. When thinking about how can we surprise and delight our readers at Morning Brew, I would look to the gaming industry. When thinking about how can we run our business …”
Alex Lieberman Oct 8, 2021 ▶ 1:24 Amazing Leadership Lessons from Ted Lasso
WE LIVE TO BUILD Assertion Partly supported
Benatar: Gaming reached $180B pre-COVID, triple Hollywood's annual revenue
“If it's the whole gaming industry, including e-sports and stuff, the numbers are a hundred and eighty billion. I think it was even before COVID, it was a hundred and eighty billion. And I believe that post COVID it's way more. It's like three times what Hollyw…”
Shlomi Benatar Jul 13, 2021 ▶ 17:07 The $180B Industry Bigger Than Hollywood Nobody Talks About
Pokimane aims to uplift women, POC, and LGBTQ+ creators in gaming
“Now that I recognize my position within the gaming industry, sometimes I do feel a pressure that is a bit difficult, which is to kind of Represent a lot of women in gaming, and also I absolutely want to uplift more women people of color, LGBTQ, just, I just wa…”
Pokimane (Imane Anys) Sep 10, 2020 ▶ 22:11 How I Built Resilience: Pokimane
a16z Assertion Not checkable as stated
Riccitiello: Gaming cannot rely exclusively on streaming due to latency constraints
“The gaming industry can't do Streaming exclusively as easily as they can in the movie industry or the music industry because you can't compress it to the same degree and because latency is a controlling factor.”
John Riccitiello Mar 16, 2020 ▶ 35:24 How Gaming is Changing the Media Landscape
a16z Assertion Not checkable as stated
Chou: Making a living in gaming can be as hard as reaching the NBA
“In fact, sometimes it's as hard to make it in the industry and certain parts of it as it is to become an NBA player.”
Kevin Chou Mar 9, 2020 ▶ 0:55 Gamers are Entering a New Era of Monetization
Lantz: Using higher education merely for job placement wastes academia
“We're not a, like, a professional training school, like, we're not a handmaid into the industry where it's like an on-ramp to getting a job, like, yes, we want our students to be successful and have jobs and have careers, but that's a bad use of the academy, t…”
Frank Lantz Dec 20, 2018 ▶ 41:01 Frank Lantz - Director of NYU's Game Center and Creator of Universal Paperclips · Y Combinator
20VC Assertion Partly supported
Sideman: Gaming industry reached $100B annually, double Hollywood's size
“And, you know, that's why the gaming industry bypassed Hollywood in size. It's around a hundred billion a year versus Hollywood at less than 50.”
Adi Sideman Oct 27, 2017 ▶ 4:55 20VC: Why Decentralisation is Key For Digital Media Distribution, Why Gradual Decentralisation Is The Most Practical Approach and Why Incumbents Are The Biggest Barrier To The Rise of Crypto with Adi Sideman, Founder & CEO @ YouNow
20VC Insight
Chou: Venture capital is as hit-driven as the gaming industry
“I would say that that is the exact description of a VC's business. You may have a big hit, but you may not ever have another one.”
Kevin Chou Mar 17, 2017 ▶ 4:41 20VC: Why Success in Gaming is Like Success in VC, The Key To Building An Enduring Game & Why Few Metrics Matter in Gaming with Kevin Chou, Founder & CEO @ Kabam
20VC Opinion
Helgason: Overreliance on microtransactions creates an unhealthy gaming monoculture
“It's really just healthy for the ecosystem to have, like, many different ways of monetizing, and, you know, it's become a bit too much of a monoculture in some ways, like, the people that are making all the money are doing the same thing with microtransactions…”
David Helgason Jul 22, 2016 ▶ 9:08 20VC: Unity 3D's David Helgason on Building a $bn Business, Getting Funded By Sequoia and Powering The Pokemon Revolution

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