Ben Gilbert: prediction

Transcript context

…I've been a gamer all my life. I love video game history. I was so looking forward to doing this episode and covering Nintendo. I had no idea what an incredible story it is of how Nintendo single-handedly resuscitated this industry, achieved 95% global market share, and dominated this multibillion-dollar industry that was left for dead. That is the story we're going to tell today. We're not going to get to the Switch. We're not going to get to the Wii. We're barely even going to get to the Super Nintendo. In this episode, we'll be covering Nintendo's early years or at least the first 100 years of the company up until about 1990. I think we have a part two in the works because the story of Nintendo after 1990 is a completely different company and a completely different set of analyses to do so. Consider this a part one and truly a story all to its own. Listeners, we have a big announcement. We are renaming the LP Show. The LP Show has been public for the last year and has effectively served as Acquired's ESPN2 channel. We're going to make it official. The LP Show is now known as ACQ2. It still has the same great expert interviews with founders and investors like Vijaye Raji, the former Facebook exec who founded Statsig, and Meghan Reynolds, the head of capital formation at Altimeter. You can still find it in every single podcast player whether you’re an LP or not. if you've never given it a shot, there is no better time. Just search ACQ2 in any podcast player. We have some banger episodes coming up in the next couple of months on the calendar. For our LPs, just so you're not confused, we will keep updating your old feed with all these new episodes just so you don't miss them. Speaking of the LP program, we are revamping it. It is not going away. We want to basically shift away from it being about these episodes and make it more about bringing you closer into the Acquired kitchen. For our limited partners, we're bringing back private Zoom calls that we'll email you about the next one soon, and we'll be adding a new feature. You can help us pick future episodes. LPs, look out for an email on that and more stuff to come. You can join at acquired.fm/lp. After you finish this episode, come discuss it with the other 14,000 smart, thoughtful, kind, curious members of the Acquired community at acquired.fm/slack. Without further ado, David take us in. Listeners, this is not investment advice. David and I may have investments or make investments soon in the companies that we discuss, and this show is for informational and entertainment purposes only. There are quite a lot of books written about the history of Nintendo, some of which are very good, and we've read basically all of them at this point. In particular, I would highly recommend Game Over and Power Up.…

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