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Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]
Invest Like the Best with Patrick O'Shaughnessy
Is Epic a Platform Company?
I think the gaming industry is fascinating, and in many respects sort of a leading indicator where things are going. They seem like both intra structure and platform components. If someone uses an epic engine and doesn't pay epic, it doesn't cost epic anything. There's no marginal cost. So you want to increase your time costs as much as possible. Increasing the rolls of the dice is in a world of abundance, all bot increase n roll the dice. Is tho shopify thing. The more companies that you shopefy and fail, he's a positive indicator for shopefy because that means they're getting more rolls of the dice at thatone s....
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