Zenga: The Next Generation of Mobile Games

Randy Pitchford: Take two is four groups, basically four labels, basically. Rockstar games, 2k, this thing called private division, which maybe Matthew, you can talk about a little bit as well. And then Zenga, which is like where all the mobile sits today. He says from an investment perspective, I think their business is very, very simple. It's basically GTA and 2K. You know, kind of everything else is a footnote to some degree. Pitchford: They may have made the same game over and over again for them but they don't really innovated enough.

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