Invest Like the Best with Patrick O’Shaughnessy
This week’s episode covers a new set of topics. The conversation, with Niel Robertson, covers media, e-sports, content distribution, marketing, and a lot more. Niel started a software company out of his bedroom when he was 14, and sold his first company in 1999 for $280 million, when he was 24 years old. He has started and sold other companies to Twitter and Cisco. He started another large business that ultimately failed. He’s been an investor, venture partner, and serial entrepreneur. You can find more in the shownotes.
As I often do, I cut the long background section from the interview so we can get right to the meat of things, but Niel concluded that section saying: “I think that could be all summed up by I just liked building things and I can't stop doing it.”
In addition to the overall media landscape, we discuss the role that the biggest media platforms will play, and where other opportunities may exist. We cover digital collectibles stored on blockchain, and what type of digital assets may be leased to others. We close with a discussion of leadership, company structure, content creation, and something you should do each year.
Please enjoy this unique conversation with Niel Robertson.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Books Referenced
The Start-up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career
Show Notes
2:30 - (First Question) – Overview of the media landscape as it relates to influencer marketing
6:42 – How does he think about this space as an investor
12:21 – What is the future of distribution of products
17:01 - An overview of the e-sports ecosystem
18:20 – The shift of people watching others play video games
20:06 – Will we see power shift from the platform to the influencer
27:03 – Why Amazon is the sleeper in this game
29:38 – Reviewing some of the other platforms, starting with Snapchat
30:54 – Twitter
32:06 – Other platforms that should be focused on…Pinterest
33:38 – His interest in blockchain and digital collectibles
36:34 – Who will be disrupted by digital collectibles
37:55 – Why does the decentralization of these assets matter
39:49 – The tokenization of assets
42:11 – What companies have the largest hurdles to innovate in these spaces
44:57 – His thoughts on leadership
46:44 – The Start-up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career
47:52 – Advice for content creators and content aggregators
50:10 – His thoughts on companies that aggregate top content creators
53:17 – His experience owning restaurants
55:46 – His experience in motocross
57:31 – Kindest thing anyone has done for Neil
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag