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Published · transcript-backed

Ben Gilbert: prediction

11 Apr 2023 Acquired Nintendo: The Console Wars

“I do think we're in a very fun period here because we will get to learn what their strategy is (I think) in the next six months around the next generation console.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
prediction
Recorded
11 Apr 2023
Publisher
Acquired

Transcript context

…Right. I suspect there are a lot of people listening right now at the end of our two-part, call it 7–8 hours series on Nintendo, that have learned a lot and are surprised about a lot of things. However, I think people that actively follow the stock and either are long or short in it, are not surprised. This is not new information, per se. There's just so much uncertainty. I do think we're in a very fun period here because we will get to learn what their strategy is (I think) in the next six months around the next generation console. Yes, and that will be amazing. I guess, though, there is a third option, which you never know with Nintendo, which is that we don't, and they just do nothing. I don't think they will do this, but they could. Is there a really compelling reason right now to release another hardware generation? Is the Switch under attack from any angle?…

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