Invest Like the Best with Patrick O'Shaughnessy Blake Robbins – Investing in Gaming - [Invest Like the Best, EP.180]
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Jun 30, 2020 Blake Robbins, a partner at Ludlow Ventures, specializes in gaming investments and the creator economy. He discusses the evolution of game monetization, transitioning from traditional models to innovative free-to-play formats. Robbins shares insights on the budding esports industry and the significant role of influencers in shaping the gaming landscape. He highlights opportunities for investors in this fast-growing sector and emphasizes the importance of infrastructure for supporting gaming startups. Get ready for a deep dive into the future of gaming!
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Games as Platforms
- Free-to-play games are becoming platforms, not just products.
- This shift is driven by games like Fortnite and League of Legends.
Major Players in Gaming
- Tencent is a major player in the gaming industry, owning large stakes in studios like Epic Games (Fortnite).
- Other key players include Activision Blizzard, Electronic Arts, Sea Limited, and Valve (Steam).
Monetization and In-Game Economies
- In-game cosmetic items, like character skins, drive significant revenue for free-to-play games.
- These don't affect gameplay but act as forms of self-expression.