Invest Like the Best with Patrick O'Shaughnessy
Description
My guest today is Blake Robbins, a partner at Ludlow Ventures. We talk about all things video games, including the major companies in the industry, how games monetize, how in-game economies work, how e-sports has evolved, and much more. This is a fast-growing segment of consumer attention and interest, I believe we are in the very early days of gaming going mainstream.
I also have a favor to ask. My team and I have built a small survey for Invest Like the Best listeners and if you’ve enjoyed the podcast, I’d deeply appreciate it if you took 5 minutes to fill it out at investorfieldguide.com/survey. It will help shape the future direction of the show, which I intend to keep improving in the years to come. Thank you, and now please enjoy my conversation with Blake Robbins.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
(1:35) – (First question) – Overview of the gaming industry and how folks may get involved as an investor
(3:46) – Some of the biggest players in the space
(5:30) – The monetization methods of these gams
(9:22) – How do these games respond to real currencies
(14:49) – The landscape of e-sports/e-gaming as a whole
(19:57) – His involvement with 100 Thieves
(25:52) – The media landscape and the role of influencers
(29:05) – When he invests and what the opportunities are out there
(33:07) – The engines behind a lot of this; Unity and Unreal
(34:58) – Other investors that get this trend
(37:43) – Other interesting areas of investment for him, including the creator economy
(41:25) – Opportunities to build out and invest in the infrastructure of the creator economy
(45:37) – Infrastructure opportunities that need to be built
(48:08) – Advice for younger professionals
(49:04) – Investment allocation he is most proud of
(50:08) – A unique skill he couldn’t teach or train in others
(52:27) – Something in gaming he doesn’t understand or wants to learn more about
(54:08) – The kindest thing anyone has done for Blake
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag