Ben Gilbert: belief

Transcript context

…Yeah, great point. So I'm going to revise my grade and I'm going to take it down to a B+ partially for the arguments you just made but also, I do think I'm coming in higher than you because as I thought about it more, like it’s only 2x-ed in 10 years but 2x-ing on $20 billion is really hard. You’re talking $20 billion of value creation and it sounds trivial when you say 2x over 10 years and for us and startups in venture-land. But 2x-ing on that is really, really hard. But at the same time, I completely agree with what you said which is they have kind of fumbled the ball here in that they could be another 2x or 3x bigger than that. And what we’re not considering today is how well-positioned they are. So let’s say that their bets are right and that Overwatch is the franchise of the future that becomes the competitive sport that everyone is watching, teams are paying $20 million for these spots and that all goes fantastically well, that the flywheel continues, that BlizzCon gets more popular, that the Warcraft movie does phenomenally well, that they’re able to create even another franchise. I mean, there’s all these things where you could argue they’re one of the best, if not the best set-up for the future. So I guess stay tuned for another episode in 3 to 5 years, but yeah, I think we’ve said our pieces. All right. Whew! That was both super fun and exhausting. It’s funny, in the research I was doing for this and watching a bunch of videos and reading articles, I'm like, all of these pieces are like, well, here’s the corporate history. If you want to take a nap, read through all this and like man, I get it now, I have just done it. Like even by Acquired standards, this stuff is crazy.…

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