Phil Spencer's Business Moves
Invest Like the Best with Patrick O'Shaughnessy
My guest today is Mitch Lasky. Mitch is a partner at...
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Sep 6 2022 1h 13m
Chapter 1 2 mins
[First question] Why there aren’t more famous gaming investorsChapter 2 2 mins
The most important features of the modern gaming business modelChapter 3 51 sec
Developing his aesthetic taste and investing decision skillChapter 4 1 min
What makes a game funChapter 5 1 min
How delivering a pleasurable active user experience differs from passive content and mediaChapter 6 1 min
The developers of Doom being the first real modern video game companyChapter 7 1 min
Half-Life’s important role in the development of the gaming industryChapter 8 3 mins
The powerful notion of the platform-based publisher modelChapter 9 2 mins
How some of the big game aggregators get started in the first placeChapter 10 1 min
What Riot can teach non-gaming businesses about business writ largeChapter 11 4 mins
Ways that the change from physical games to downloads changed monetizationChapter 12 3 mins
How to quantify an economic model in the new paradigm of superfan monetizationChapter 13 3 mins
What the shift in gaming platforms has done to the business modelChapter 14 2 mins
The impact of Apple’s privacy changes on gaming revenueChapter 15 2 mins
How the access to professional game engines and a lower friction environment will change the industryChapter 16 2 mins
Whether or not there is a step beyond mobileChapter 17 2 mins
Ways platforms like Twitch and Discord have influenced gamingChapter 18 2 mins
What he’s learned about games that allow them to seemingly exist foreverChapter 19 1 min
Signs of a healthy gaming communityChapter 20 1 min
The role of celebrities and influencers and generating retained audiencesChapter 21 5 mins
Whether or not crypto will unlock new opportunities for in-game monetizationChapter 22 1 min
Key categories of motivators that could replace a ponzi-style in-game inflationChapter 23 3 mins
Contrasting League of Legends versus a Ready Player One style worldChapter 24 2 mins
Emerging technologies and trends that may revolutionize the industryChapter 25 2 mins
A future with further consolidation on distribution and powerChapter 26 2 mins
The most genius game pattern he’s ever playedChapter 27 2 mins
What attributes will define the great game investors in the coming decadesChapter 28 4 mins
How much his experience lends itself to investing in other sectorsChapter 29 2 mins
The kindest thing anyone has ever done for him