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Evidence receipt / preference

Published · transcript-backed

Ben Gilbert: preference

13 Jul 2017 Acquired Activision Blizzard

“No, no. And I don’t know, I’d be more of a bull on let’s say they didn’t combine, I would be much more likely to invest in Blizzard than Activision on their own.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
preference
Recorded
13 Jul 2017
Publisher
Acquired

Transcript context

…It actually has not been anywhere near flawless execution. No, no. And I don’t know, I’d be more of a bull on let’s say they didn’t combine, I would be much more likely to invest in Blizzard than Activision on their own. I think that the way that the future is going is like you look at where the value creation is, it is very much a smiling curve argument. It’s the last place to touch consumers or the originator of the content or the IP or the components and very little in the middle and as primarily capital and distribution. Twitch or Riot.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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