Game companies (with some exceptions like Nintendo) don't last! They are not long-term defensible. In tech, the FAANG companies are massively defensible. In fact, Amazon today is the most valuable and most defensible company in the world.
In the video games industry, we don’t see the same level of long-term defensibility that we see in those industries.
After lots of great feedback and discussion after posting a blog post about this issue, we decided to bring some smart folks to talk about this. Here's the written blog post
So the topic of our discussion today is as follows:
- #1. What are the current defensibility strategies of game companies today?
- #2. How defensible are gaming companies?
- #3. How can game companies build greater long-term defensibility?
- #4. How should management teams be thinking about building greater defensibility into their companies?
- #5. Which game company has the greatest defensibility in the market today?
And with us today to speak to all of these issues and more are:
- #1. Lloyd Melnick, GM of Chumba Casino at VGW
- #2. Kristian Segerstrale, CEO of Super Evil Megacorp
- #3. Mark Sottosanti, SVP at Riot Games
Your host/moderator:
- Joe Kim, CEO of LILA Games, YouTuber at GameMakers, and DOF Podcast Co-host/Producer, Twitter/Insta: @jokim1