What are the right metrics to use?

Expanded to allow anybody to stream but the ‘everyday life’ content wasn’t gaining traction

Metcalfe’s law is wrong – the value of network effects does have a limit, it eventually gets to a point of supply that is difficult to navigate and has an increased number of ‘trolls’ and illegitimate users

We are entering a new age of creative work – pay the creator, not the company

Brand marketing is overused in customer acquisition

The principles of marketing durably persist over time, they just use different mediums and technologies

Twitch started as ‘JustinTV’ named after the founder, Justin Kan

Roblox is a great example of experimentation with AR/VR, the technological risks are super low when the main objective is to have fun

Incentives to create content drastically improve when the creator has clear income opportunity rather than creating for views/engagement