Kevin Chou
Managing Partner, SuperLayer. On 2 shows, 3 appearances. The Shows tab opens the full record on each.
founderexecutiveinvestor@KevinChou ↗LinkedIn ↗superlayer.io ↗
Kevin Chou is a serial entrepreneur best known for co-founding mobile gaming company Kabam and esports franchise Gen.G. He later co-founded blockchain gaming platform Forte, creator cryptocurrency protocol Rally, venture studio SuperLayer, and plug-in solar non-profit Bright Saver.
2shows
3appearances
33statements
14resolved
12supported
0contradicted
86%fully supported
Everything Kevin Chou said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Chou: Rally will operate as a network, not an IPO-bound company
“I'm not trying to be a company. We're trying to really create a network where other businesses can build a business and not worry about rally being a traditional company that's trying to you know, earn revenues and do an IPO at some point and eventually potent…”
Chou: Blockchain in gaming will unlock digital asset ownership and residual value
“So blockchain technology, when applied to gaming in the right way, will unlock real ownership for digital assets and create residual value for virtual items, as well as in certain cases, turn digital purchases into investments.”
Chou: In-game blockchain smart contracts let developers monetize secondary markets
“But blockchain technology, if it was applied inside of a game, Would unlock, would solve all of these problems. Players would get a safe way to transact and buy and sell the things that they want. Service providers would have a built-in customer base, and then…”
Kevin Chou predicts a mobile game will generate over $10 billion
“And so this idea that there'll be a Godzilla game at some point in the future that, let's say, gets half a billion people or a billion people, you know, four or five years down the road to play it, and monetizes the way that a Clash of Clans or a Game of War, …”
Chou: Standard consumer metrics like DAU and MAU fail in gaming
“Looking at day one, day seven, day 30, day 90, day one 80, day 365, none of these metrics. Really tell the right, you know, story, nor does looking at DAU, and certainly not MAU. So some of these kind of common metrics that other kind of consumer services use …”
Kevin Chou: Esports needs 5-to-10-year player careers to build fan loyalty
“What'll make this industry really take off is that you need the longevity of the players to be in the five, ideally 10 year long sort of time frame, because people love, you know, having a favorite athlete, right? Like if you're a huge LeBron fan, or if you're…”
Chou: Metaverse fashion will spawn digital equivalents of Supreme
“I think there's going to be a whole incredibly rich category now that you can create true and authenticated scarcity, you know, of fashion. I think the kind of Supremes and other, you know, equivalents will start to emerge in the metaverse.”
Kevin Chou: Blockchain will enable gamers to become creators and entrepreneurs
“Blockchain technology will unlock the opportunities for them to become creators, entrepreneurs, and service providers.”
Chou: Only 10,000 of Twitch's 3M streamers earn full-time income
“On Twitch, the largest streaming platform, there's over three million active streamers a month. Out of that, there's only 10,000 that are in Twitch's partner program making a full-time income.”
Chou: Blockchain will drive an economic revolution in gaming
“Now, blockchain technology, I believe, will open up the next major chapter in gaming, and it's not going to be a computing revolution. It will be an economic revolution.”
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.”
Chou: NFTs will evolve from singular items to composable collectible sets
“And so I think we'll see that emerge in the NFT space where today we just kind of think about these NFTs as singular items, but what happens when you designed them as sets and people want to collect them almost like playing, you know, McDonald's monopoly or so…”
Chou: Decentralized social networks must disincentivize central corporate ownership
“So we believe very much that kind of, especially in social creating a decentralized network, which I believe starts with having a business model or an economic model that does not incentivize a central company to exist at the core of the network is really impo…”
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.”
Chou: Marshmello's Fortnite concert drove a 24,000% boost in music streams
“What's amazing is that 10.7 million people attended this concert live. The result for him was the single biggest week of album sales in his entire career, and a 24,000 percent increase in his monetized music streams.”
Chou: $93B of the $150B gaming market comes from in-game purchases
“The hundred fifty billion dollars I talked about earlier, ninety-three billion, or the large majority, is spent on in-game purchases of assets just like this one.”
Kevin Chou: Gray market gaming platform processed 30 million transactions
“One company has over 500,000 players that are ready to transact in pretty much any game you can imagine, and they've done over thirty million transactions to date.”
Successful games can grow revenue for 3-5 years and endure a decade
“Games can continue to grow for three, four, five years in terms of its user base, in terms of its revenue, and potentially have a nice shelf life for another five to 10 years beyond that.”
Chou: $30B gaming giants derive value from a few decade-old games
“And if you look at Activision, you look at EA, these thirty billion dollar public companies, they're really trading at that value based on a very small number of games that have been around for many, many years, oftentimes a decade, and will likely be around f…”
Top mobile games sustain top chart positions for two to four years
“Today, when you take a look at the top grossing charts, the top download charts, they tend to be games that have been there for a very long time. So today, you know, the Candy Crushes, the Clash of Clans, the Game of Wars, Marvel Contents of Champions, Star Wa…”
Chou: Long-term player retention matters far more than early monetization
“By Far and away, the most important thing is to get the long-term retention, right? And you can screw that up in the early days through monetization, at least in the Western markets.”
Asian and Western gaming markets will converge within 5 to 10 years
“I think in another five to 10 years, you're going to see, you know, games cross kind of east to west a lot more.”
Top esports players have careers lasting only a couple of years
“The biggest challenge right now is that the longevity of an esports player is not very long. So meaning that the careers of these players are just a couple of years because a lot of the, at the Very highest. And, you know, you have people who could do, you kno…”
Kevin Chou: Strategy-focused, non-fast-twitch esports games will proliferate
“There's a new game that's a relatively new game that's come on the scene called Hearthstone, which is by Blizzard. And that's become a really interesting eSport because it's a card-based game. It's not a fast Twitch game, meaning you don't need 250 actions per…”
One line per show, most statements first. The link opens Kevin's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 a16zLEDGER | Managing Partner, SuperLayer | 2 | 19 | 78% 7/9 | full record on the a16z Podcast → |
 20VCLEDGER | Managing Partner, SuperLayer | 1 | 14 | 100% 5/5 | full record on 20VC → |