Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
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 this is the second episode of our multi-part series.
on the video game console market. If you've yet to listen to episode one, Sia Kamali is a founder and fund manager at Skycatcher, join me to break down that video game console market and his thesis for why it's an inflecting opportunity. In this episode, we go micro and Sia is back to break down Sony. Now, given this episode is part of the series, I'd say it's not your traditional breakdown. We spend the majority of our time talking about Sony's opportunity in the gaming market and the growing anime market.
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