We go deep behind the "epic" story of a plucky game developer from Cary, North Carolina (by way of Potomac, Maryland) which, after bootstrapping for its first 22 years, has quietly morphed into an $18b juggernaut that may become the most important technology company for the next evolution of the internet. And oh yeah, its founder, CEO and controlling shareholder? He cares more about land conservation than he does about money, he's beholden to no one and has the firepower of China's biggest internet giant behind him, and he's willing to stare down Apple, Google and anyone else who doesn't support his vision of an open and equal-opportunity internet future in a fight to the death. You'll want to buckle your seats for this one!!

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Links:

MTV Cribs, "Tim Sweeney Edition": https://www.youtube.com/watch?v=lRGUKMKadJ8

Carve Outs:

Ben's "3 part carve out":
- https://www.youtube.com/watch?v=bErPsq5kPzE - original video demo of Unreal Engine for filmmaking
- https://www.youtube.com/watch?v=gUnxzVOs3rk - Feb 2020, video on "The Volume"
- https://ascmag.com/articles/the-mandalorian
David
- Asimov's Foundation Series: https://www.amazon.com/Complete-Asimovs-Foundation-Foundations-Prelude/dp/B01EFDEMS8

Sources: (available on Journal at https://usejournal.com/app/space/journal:space:project/7efa6d43-a601-4784-8e36-1edda2b1b451 )

Hedge Fund Tips with Tom Hayes - Podcast - Episode 252 - August 14, 2024