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EP 69: Emmett Shear (Co-Founder, Twitch). Behind-The-Scenes stories from Twitch's growth to streaming leader
The Logan Bartlett Show
The Intuition of Gaming
The gaming thing was purely intuition. If I like watching this, it's likely to also be popular media. The part that was more data backed was the streamer part. There were about 200 people making gaming content and who had any audience at all. So we just pivoted the company to be wholly focused on that.
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Speaker 2
Was the gaming thing an intuition on your part? I mean, you obviously enjoyed watching it. Or was there, I guess as you reach these conclusions, gaming and focusing on streamers and not the viewers, was
Speaker 1
there data that backed that up or was it just an intuition thing that you kind of realized? The gaming thing was purely intuition. I mean, you could point at data like there are a lot of gamers. If I was to do a McKinsey market research thing, I
Speaker 2
could be like, oh, look, the gaming industry is very large. It's increasingly spending more time on the internet. Bessemer's memo is public from their investment. So you can go look at all their market size. I actually went back and I found the email I wrote that's like, it's
Speaker 1
like two paragraphs long, like a half page email that's like, here's why gaming makes sense. And it's basically, it's the very abbreviated version of that argument. And advertisers like gaming, the game companies interest are aligned with ours. So the copyright stuff, I thought about that. But the idea was purely intuition. I really like this. I bet I'm not that much of a weirdo. I like popular media. If I like watching this, it's likely to also be popular media. The part that was more data backed was the streamer part. I went and looked and found that there were about 200 people making gaming content and who had any audience at all. And I was like, oh, if we can convince 180 of those people to stream on Twitch, we just win. There's just no, it's an ambiguous. There's no way we can lose, actually. And so we just pivoted the company to be wholly focused on that. And that, I think, was reasonably data driven in the sense that I went and looked at, I looked at to just make the decision about viewer versus streamer, I went and actually got data and then thought about it. Although it was certainly informed by having worked in the space for five years and having the intuition to sort of understand the dynamic of what it would mean to win a streamer.
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