Stratechery cover image

Gaming the Smiling Curve

Stratechery

00:00

Understanding the Smiling Curve in Gaming and Aggregation Strategies

This chapter explores the Smiling Curve concept and its application in the technology manufacturing value chain, particularly within the gaming industry. It emphasizes the role of dominant platforms like Apple and Google, as well as the strategic shifts towards subscription models exemplified by initiatives such as Xbox Game Pass.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app