sari

Player retention in gaming is everything. Despite this, publishers optimize for company profit at the cost of player value and well-being. They are able to do this due to their end-to-end ownership and control over the development, distribution, and management of games.

But the more interesting development in the business of celebrity is the shift away from advertising.

Feel like there's a massive opportunity to buy ad-supported media brands at a discount right now and convert to subs Falling CPMs drops valuation, but if they have brand equity can convert a % to subs. then buy ads at that low CPM (which wouldn't work as a straight arb play)

Some observers argue that the market worked as intended, correcting for unrealistic optimism on the part of venture capitalists and private equity investors who poured millions into these businesses without fully interrogating whether the business models worked...a growing chorus of entrepreneurs and venture capitalists are deciding that if the IPO... See more

I think it’s dangerous to take an excessively U.S.-centric perspective here. If you interact with or look at survey data, or otherwise try to assess what’s the sentiment of people in Poland, what’s the sentiment of people in India, or what’s the sentiment of people in Indonesia, they view the internet extremely positively. And I think correctly so,... See more

We are inventing better ways to find a network, in cohort-based education products and professional communities. I think we’re still early in the rise of companies offering many other services in the university “package”, but it’s a matter of time.