In this podcast, Jeffrey Towson discusses the business models of Steam and Garena, and he explores how they are changing the gaming industry. He also discusses the future of gaming, and he provides insights into how businesses can succeed in this rapidly changing market.
We are a couple of years into the epic (pun intended) fight between Apple and Epic Games over the App Store. This is really the biggest tech fight we have seen in tech in a decade. For example: Apple doubles down in fight with Fortnite creator Epic Games, seeks damages for breach of contract (CNBC) […]
I first went through the financials of Bilibili in 2018, shortly after it went public. It was a very interesting company because of its rapidly growing usage. But I thought it was basically a weird niche version of YouTube. It had lots of quirky videos about anime, comics and gaming. It had pioneered bullet chat. […]
Legendary emerging markets investor Mark Mobius commented that the China “crackdown” on big tech is likely going to help some smaller digital companies. Those that have long been at a disadvantage to China’s tech giants. They may now have air cover from the government. If nothing else, the giants will be far more hesitant to […]
In this podcast, Jeffrey Towson discusses the rise of “digital sin stocks” such as Skillz and Electronic Arts. He explores the factors that have contributed to their success, such as the growth of mobile gaming and the increasing popularity of esports. He also discusses the risks that investors face when investing in these types of companies, such as the potential for regulation and the addictive nature of their products.