#150 What the heck is going on? Discussing the gaming megatrends with Hemal Thaker (Goldman Sachs) and Kartik Prabhakara (Aream)
Deconstructor of Fun
00:00
Btitsis
The overall size of the industry probably helps to acquire more capital. And then portfolio and platform diversification. So both are probably actions to decrease the volatility. We see a lot of mobile companyes, specially on the moat, especially on the mit cor side. A moving in too. There's still some stuff that is extremely well-received but not everybody wants to go into services model.
Transcript
Play full episode
