Ben Gilbert: belief

Transcript context

…Once they launched the Switch, it is an immediate hit. Nintendo plans an initial 2 million unit worldwide production run. Remember, the Wii U was such a flop. They only sold 13 million units in the whole lifetime. Two million units, it sells out immediately. They have to airship more units from their production lines to retailers across the world at a cost of $45 per unit just to get more in the hands of demand out there, which was a brilliant move that the old Nintendo never would have done. It's worth eating that cost to serve demand and build out the install base. What a difference. Yup. Although I wonder if they still have some of that in them. It's the sixth year of the Switch. I was backed up to a month to get one online. I drove to a Target and got the last one in person. I think there are still some games going on over there for limiting supply. Yeah. They can probably use the excuse of, oh, chip shortage, but there's no chip shortage on the Tegra from 2014. It's a huge success.…

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