The Meb Faber Show - Better Investing Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603
Oct 28, 2025
Peter Levin, co-founder of Griffin Gaming Partners and former CEO of Nerdist Industries, dives into the vibrant world of gaming. He examines the evolution of the industry, emphasizing the dominance of gaming IP and the empowerment of indie developers through platforms like Steam. Levin also tackles the practicality of AI in game development and explains why he is skeptical about trends like esports and VR. He shares insights from his strategic investments and discusses the impressive market scale of gaming compared to traditional media.
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First Check Into GameSpy
- Peter's first personal check was into GameSpy in 1998 after using its multiplayer crawler technology.
- He joined the board, rode turmoil for years, and sold the company to IGN/News Corp.
Gaming Is A Massive Global Industry
- Gaming is a roughly $200 billion industry, rivaling enterprise software in scale.
- One third of the world plays games an hour a day and gaming outpaces music, film, and publishing combined.
Watching Games Outpaces Streaming Hours
- U.S. viewers watched twice as many hours of people playing games as Netflix last year.
- Platforms like Twitch and YouTube dominate game-viewing, with growing consumption on TikTok and X.
