Speakers in the public record
Claim mix
belief 5evaluation 5prediction 3preference 1commitment 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
15 published records
“All right. So listeners, David and I have never really done a merger before in this way, really a merger of pseudo equals and so we were talking before the show about the way that we feel we should evaluate this I think the framework that we’re going to use is the combined enterprise value like far down the road, so let’s say the 2017 combined enterprise value more than the separated enterprise value.”
- Publisher
- Acquired
“I think that obviously the dynamics will be slightly different as it’s a different world but as we pointed out throughout the show as they sort of relate to the game with MOBAs sort of laid the groundwork for the MOBA genre to emerge but then didn’t participate until too late, there are several elements of the flywheel that are kind of missing that are holes in the chain for Blizzard right now.”
- Publisher
- Acquired
“I think for me, we’ve talked about a lot on this show already but one that I think is super powerful is just this idea of building and then creating, enabling a platform for users of all types of it to then be creative themselves.”
- Publisher
- Acquired
“I mean, there’s all these things where you could argue they’re one of the best, if not the best set-up for the future. So I guess stay tuned for another episode in 3 to 5 years, but yeah, I think we’ve said our pieces.”
- Publisher
- Acquired
“Yup, I think so. Another big one that we keep touching on is really this concept of sort of the IP flywheel that Blizzard released the Warcraft movie recently and it will be interesting to see how well they’re able to parlay the IP from these games into physical locations, into cinema, into TV shows, into toys.”
- Publisher
- Acquired
“Like Valve does this with Steam, and Steam is this incredible distribution channel where they basically can take a cut off every game that gets pumped out and control distribution because everyone already has Steam installed and that's where they go to browse games, and that screen real estate is incredibly valuable.”
- Publisher
- Acquired
“Unfortunately, they kind of sold the company at the wrong time because they sold it before it comes out.”
- Publisher
- Acquired
“No, no. And I don’t know, I’d be more of a bull on let’s say they didn’t combine, I would be much more likely to invest in Blizzard than Activision on their own.”
- Publisher
- Acquired
“I've been a little bit stumped too because I think on an absolute basis, it’s been fine like the growth has been what you would hope for out of a 10-year investment.”
- Publisher
- Acquired
“The question is, in my mind, if it were just Blizzard, like would they have believed in it and persevered through it and shipped at any way?”
- Publisher
- Acquired
“Like going through the episode and thinking, I think we’ve been very laudatory of Blizzard certainly and the merger and we’ve talked about how sort of in our expert opinion it would have been hard for a lot of this innovation and value capture really of that innovation that they realized to happen separately for both companies.”
- Publisher
- Acquired
“The nature of podcasting is that when people subscribe, they sort of push an episode and they have an opportunity to decide if they want to listen or not. But unlike a movie where their relationship with their customer sort of ends by going to the theater and then that person leaving the theater, it's not like Disney has my email address because I went and saw a movie at Regal Cinemas that was created by them, but listeners of Acquired know that a new episode comes into your podcast feed every time.”
- Publisher
- Acquired
“I think that what would have happened otherwise, I don’t think we would see Overwatch and I don’t think we would see a lot of the character of Blizzard Activision as it is today without that Activision component.”
- Publisher
- Acquired
“I wrote in my notes the decreasing power of distributors in the internet era. But it's really the changing nature distribution in the internet era because I think that if you look at the power that Activision had historically and then you look at the power that Blizzard has had more recently, the nature of these studios is that they can kind of do their own distribution once they get scale.”
- Publisher
- Acquired
“Let’s do it, as always. So we’re going to tell the history of Blizzard, the Blizzard Entertainment side of Activision Blizzard, mostly because we think there’s kind of more interesting stuff both from tech themes going on in that regard and the story as I alluded to earlier is just crazy – yet another example of you can’t make this stuff up.”
- Publisher
- Acquired