Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player
This is Business Breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. We believe every business has lessons and secrets that investors and operators can learn from, and we are here. to bring them to you.
To find more episodes of breakdowns, check out joinccolossus.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell and today's episode is the first in a multi-part series on the video game market.
More specifically, the video game console market. Our guest is Sia Kamali, the founder and fund manager at Skycatcher. Now, Skycatcher describes themselves as focused on capturing asymmetry at the internet frontier. And Sia has very strong conviction, which you'll hear, that the video game console market is entering a major paradigm shift with an App Store model. set to hit its inflection point.
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