David Rosenthal: prediction

Transcript context

…Yeah, totally. And I played Fortnite on my phone last week. Yeah, totally. It's doable. I think the reason that it hasn't happened is because of this economic issue. If you're operating your game as a service and making revenue in a SaaS-like manner through subscriptions, and/or virtual good economies, you don’t want to pay 30% to Apple or Google. That’s just a non-starter. Actually, I think Apple's kind of like zooming out even more. One of the big failures of Apple—and Android too in a different way, but really Apple—is that they had an opportunity to have iOS devices, which sort of became the Uber device that ate lots of other specialized niche electronic pieces. They had the opportunity to eat game consoles as well but that never happened. I think this is the reason why. Yeah, instead they segmented it. They ate a lot of handheld gaming. The Switch has still done well, but there are mobile type games that have gotten exceedingly well.…

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