Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).
MICAHEL FRAZIS | 4/6/2021
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
New Episodes Weekly
Live Every Thursday @ 9am
Gaming is one of the more exciting industries in technology right now. We discuss the opportunities and precedents for Twitch and streaming phenomenon.
Ben also takes us through leading chipmakers like NVDIA.
0:32 – Long term trends for Nvidia
2:16 – Demand for Nvidia GPU’s in Data centres
3:03 – Use of Nvidia chips for Crypto mining
4:38 – Semiconductors are on the forefront for everything
5:46 – Nvidia compared to other chip makers, AMD and Intel
8:35 – Bitcoin mining economics
9:22 – Technology companies that ‘miss the trend’
10:40 – Moore’s Law and what it means for CPU’s and GPU’s
11:58 – What is the go-to for gamers now?
12:50 – Interesting stocks and opportunities for gaming – the shift to mobile gaming
15:35 – American vs Chinese Mobile games
16:10 – Sea’s mobile game Freefire’s recent success
18:40 – Ben’s experience with mobile gaming
19:44 – Popularity of the MOBA category specifically League of Legends
21:05 – Online viewership of League of Legends worlds more than 44M concurrent
22:06 – Streaming as a platform for advertising games (Twitch, Mixer)
24:42 – Reddit gold – 100,000’s donations add up
25:15 – Facebook hate speech fiasco
26:42 – Radicalisation of people through the Youtube algorithm
27:52 – TicTok’s censorship and radicalisation
29:36 – Thoughts on gaming stocks (Activison, EA)
31:04 – IP conversion from console to Mobile
31:57 – Hit vs franchise games
34:30 – Microsofts unsuccessful move into the streaming industry
36:44 – Chinese apps and consumer trends moving to the US
38:16 – Thoughts on 3D gaming and where gaming will be in 5 years
39:46 – Historical precedence for streaming Chess on Twitch
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