#150 What the heck is going on? Discussing the gaming megatrends with Hemal Thaker (Goldman Sachs) and Kartik Prabhakara (Aream)
Deconstructor of Fun
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What's the Impact of Market Crash?
Games these days have a lot more content than they ever did before. Back then, you had box sales and e giving. To day, there's barely any friction. You can open up your ap store or game store and immediately get any an one. Because the industry is more digital than it wot, that is physical, there's been a massive uplift in gross margins. So gaming's just a more profitable than it ever was,. But it's also more competitive. We mentionedt there's so many more as is mobile thes freto play. There's global companies all round the world. The fight for engagement is, ah, is more competitive, for sure.
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