

TWIG #245 Kress Returns to Question Netflix, Blizzard, Subscriptions and Venture Capitalists
Aug 17, 2023
The podcast discusses the cannibalization of Genshin Impact by Honkai, Roblox's burning business, Netflix's foray into streaming, the subscription business model for games, and the sustainability of the Venture Capital model.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Exploring Japanese Culture and Self-Expression
02:17 • 9min
Diablo Mortal's Revenue and Monopoly Go's Lack of Ads
10:49 • 9min
Portfolio Strategy, Heroic Labs, and AppsFlyer for Games
19:51 • 2min
Netflix's Strategy in the Gaming Industry
22:18 • 18min
Exola Paystation and DataAI's Game IQ: Unlocking Consumer Insights and Analyzing Game Features
39:55 • 2min
Roblox's Performance and Growth Strategy
42:14 • 20min
Analysis of Interest Rates, Stock Market, and Tech Industry Performance
01:02:25 • 3min