David Rosenthal: belief

Transcript context

…Marshmello. Marshmello had 14 million people attending. Now, interestingly, that's not like there was one room with 14 million people. It was limited (I think) to 50 actually for the Travis Scott concert. You want to be in the instance with your 49 friends. You don't want to be with 49 strangers. Now, if all of a sudden, if most of your friends are not going to be playing on an iOS device, they're going to be on a console. They're going to be on a Switch. They're going to be on an Android device. Now, you can't play with them. That hugely removes the value. David, I think this is a good time to bring in the other pillars of Epic's business. Of course, we’ve talked about Fortnite. That on its own is somewhere between $1 billion and $2 billion a year in revenue right now. You got the game engine. That's another $1 billion to $2 billion a year in revenue. You have the apps store, or what do they call it?…

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