Skillz vs. Electronic Arts. And the Emergence of Digital Sin Stocks. (88)

This week’s podcast is about Skillz and Electronic Arts. There are some interesting and evolving strategy aspects to gaming - especially as it goes to multiplayer and tournaments. And as Skillz opens up tournament gaming based on cash rewards, the question is how far into gambling is this going to go?

You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.

Addiction by Design: Machine Gambling in Las Vegas

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Related articles:

• Ant Financial and the 3 Types of Network Effects (Asia Tech Strategy – Podcast 86)
• A Day in the Life of a Didi Chuxing Driver (Pt 1 of 3)

From the Concept Library, concepts for this article are:

• Network Effects
• Share of the Consumer Mind

From the Company Library, companies for this article are:

• Skillz
• Electronic Arts

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I write and speak about digital China and Asia’s latest tech trends.

I also run Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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