David Rosenthal: belief

Transcript context

…Oh my gosh, yeah. Well, if you look at Apple, it’s only going up. Yeah. To be fair to the Eventbrite episode, I think Kevin or Julia, or maybe both—when we're talking about this—said, yes, there are situations where being private is better. It's not like being public is better writ large, and this is one of those situations. Right, right. Yeah, that's a great point. Okay, a couple more. One is that game engines in particular are of a type of product that has incredible inertia that is hard to build. It's hard to get customers, but then they're almost impossible to displace. No one's going to swap out their game engine for a different game engine. You also are going to be able to start a successful competitor to the Unreal Engine right now. If you look at when Unity successfully started a game engine, it took off because of the birth of mobile. There was this brand new paradigm where you needed to have an engine with a very different set of resources. We haven't gone deep on this on the show, but if you're developing a mobile-only game, you would be pulling your hair out trying to do it just with the Unreal Engine. If you're going to do that, it better be worth it because you're also developing for PC and consoles. The only way to compete with one of those products—once it has momentum behind it—is in a displacement of paradigms, so mobile is coming out. Who knows what the next one will be, but it's one of these companies where the inertia around it makes switching impossible until the next technology generation.…

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