PlayStation

“I burned copies of it from my friends while we were developing it, so like a few of my friends have beta versions of THPS, and I actually modified their PlayStation so they could play it, because I wanted honest feedback from real skaters.”

“The original thesis was that there's an upcoming console cycle and that they're probably going to survive until the upcoming console cycle and the new PlayStation and Microsoft Xbox comes out.”

“Basically, like, it actually turns out there's, like, a genealogy to it, and it actually turns out, like, a lot of it is literally, literally, it's like Call of Duty lobbies for online gaming, so it's, like, literally, like, online gaming lobbies because, like…”

“Roblox had a hundred and fifty million daily users in Q three of 2025. Its quarterly engagement is now equal to Steam, PlayStation, and Fortnite combined.”

“If you do those things, this is a multi-hundred billion dollar asset.”

“We've actually put export controls on GPUs before. I mean, like a perfect analog. We were like, oh, listen, you can do weapon simulation on these things. Like a PlayStation was the first to actually use the SGI. Remember that we're gonna export control that. L…”

“When every time somebody did the growth analysis, it's like all the things that caused growth were outs or exogenous factors. It was not some feature we created that drove growth necessarily. It was the popularity of a specific game or it was a new device gets…”

“We're underneath all the Xbox, all the PlayStation, as well as many gaming devices that that, that you buy when you buy your add-in boards.”

“Turns out that Xbox and PlayStation combined have an install base of something like two hundred million units, and you add all the, like, the smaller ones, and that's another 50 or a hundred. I forget. How many people, and the PC, hardcore PC games as well. So…”

“The original PlayStation sells over a hundred million units, and they win over all the major third-party developers to come over.”

“By the end of the system life, it gets 8000 unique games compared to the N-sixty-four, which came out later, only gets 400 unique games on the platform, so that's like sense of scale here.”

“If you look at the top game consoles ever sold, PlayStation has three of the top three, with the PS two is the best selling of all time, then the PS four, then the original PlayStation. They also have four of the top six because in the number six slot is the …”

“30% of both revenue and profit right now come from gaming for Sony and that's at risk.”

“If the industry moves much more to subscription dynamics, I do think a lot of this power goes away. Switching costs become a lot lower. Network economies become a lot less powerful.”