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Matthew Ball
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1/ Since Dec, $TWTR stock has grown 50% above all-time highs. Lots has been said about Twitter’s product upside, ability to capture more of the value it creates (see @Post_Market
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1/ Recently hosted an event for portfolio company, @AntennaData, after spending a week in Antenna's database and with the (superb) team. Here are my favorite slides:None tell more stories than
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[NEW] Apple, Its Control Over the iPhone, The Internet, And Yes, The Metaverse---An essay on platforms, power, prosperity, principles, and profits.https://www.matthewball.vc/all/applemetaverse I started this essay in August 2020 and it
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A thread on my most-read essays of 2020 and my thoughts 3-11 months later. Thank you everyone for the reads, feedback, support, follows, notes, edits, gripes, responses, more! #1: 7
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1/ Thoughts on Disney's Analyst Day.Obviously a longtime Disney D2C bull; I was astounded, shocked by slate's quality, range, volume. This is Disney going beyond a digital "Vault" plus originals.
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Important to recognize where we were pre-COVID with the box officeDisney was already shifting several live action titles to Disney+, WB was standing up a D2HBO division, etc.Theatrical was becoming
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Here we goRoblox S-1https://www.sec.gov/Archives/edgar/data/1315098/000119312520298230/d87104ds1.htm 6th "Risk Factor" is on how Apple and Google could harm their business through policy changes, non-support, non-approval, etc.YTD
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1/ Wrote a bit here (On Fortnite's Travis Concert), but important to understand today’s virtual concerts as 3 things (1) Technical R&D; (2) Creative R&D; (3) Social experienceVirtual 'games' are
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1/ RE: Fire TV/Roku disputesEasy to forget how hard it was for OTT video to just reach consumersIn 2012, top devices for Netflix were Xbox 360/PS3! Families didn't have Internet
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1/ This trivial looking, but incredibly important impressive video (watch to the end) shows why video game engines like Unreal and Unity have become so important today.https://twitter.com/R_Nikaido/status/1274142361635876866 2/ Game engines
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1/ Most HBO Max commentary overlooks why a "telephone company" bought a media co in the first placeAT&T plans to invest $4B in HBO Max, after $108B buying TimeWarner +
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1/ I remain surprised by lack of UI/X innovation on Disney+. Iger spoke of unique navigation. To date this just means tiles like "Marvel" or "Princesses" Netflix launched kids UI
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