Not Investment Advice cover image

235: Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries

Not Investment Advice

00:00

Why PE likes gaming: franchises and recurring revenue

Trung and Bilal discuss FIFA and Madden's value, recurring monetization, and EA needing new franchises for growth.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app