The Evolution of Nintendo's Business Model

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If they come out with a fully backward compatible Switch and an open app store, that's the new Nintendo. I think you can see publicly in the way that they're going with Microsoft against Sony that who knows what this actually looks like in the next 90 days. Both everything we can tell of how they're starting with Microsoft and embracing openness gives a clue of maybe how this works. That is so compelling, at least for me as a consumer if they do that. The console business has been essentially the same business since 1985. It's sell a box and sell some physical hardware for that box andGrudgingly allow it to be played online and grudgingly allow communication between users.

We sit down Benchmark’s legendary gaming investors Mitch Lasky and Blake Robbins (now also of the excellent Gamecraft podcast fame) to discuss the history and future of gaming business models. This episode is the perfect bookend to our Nintendo/Sega gaming series this season on Acquired — no one is more qualified than Mitch and Blake to breakdown how the business side of the industry has evolved so radically from the Periscope quarter-drop days to the forever games and platform based publishers of today.

Regardless if you’re a gamer, understanding the incredible innovation that’s taken place over the past two decades in gaming and what it portends for other industries is critical for any founder and investor to understand. Tune in!

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