The Importance of Consumer Subscriptions

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Fortnite has a 99% gross margin. It's like the dynamic of iPhone versus Android, but like a whole nother level. I think that nuance is lost on a lot of people when they look at the industry. Epic felt comfortable going to war with Apple because so much of their revenue is actually coming from PlayStation and console.

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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