In the latest weekly news and podcast after-show (sponsored by YouGov), we discuss an HP report confirming that PCs will always be better than mobile gaming, analysts saying a "Netflix of games" isn't likely, PlayStation releasing a new service to compete with Xbox's Game Pass, Kappa Bar acquiring Meltdown Bars, Bifrost unveiling its new gaming desk, Romain Grosjean partnering with Motorsport Games, Mike Frazzini stepping down as the head of Amazon Games, Amazon introducing Amazon Web Services for games, EA Sports rebranding its soccer video game series, Ninjas in Pyjamas creating a line of pajamas, and so much more!
From the keyboard to the boardroom, this is the business of esports.
Unknown:As the profit of esports I rely on trustworthy and meaningful data every day. Data from a research
Unknown:partner YouGov offers the most complete view of esports fans and gamers in the world, providing
Unknown:context to who they are, what they think the brands they buy, and things they do. You guvs
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Unknown:learn more, from the keyboard to the boardroom. This is the business of esports weekly news show
Unknown:slash post podcast live stream. I am Paul the profit that will lead me I'm joined today by my
Unknown:friends and CO hosts the Honorable Judge Jimmy burrata, Jeff, the juice Cohen, for those of you
Unknown:who are new here, welcome. What we do here is we cover the most pressing gaming and esports topics
Unknown:and news of the week. But we look at all of it through a business and C suite lens, we dissect,
Unknown:we analyze the business implications of everything happening in this industry. But best of all, with
Unknown:the live show, we get to do it live with you guys. You get to participate, ask questions, get in our
Unknown:faces.
Unknown:Challenge us. We encourage you to get involved. It makes it that much more fun. You can lurk if you
Unknown:want to. We know so many of you do. But we really, really appreciate if you get involved, bring your
Unknown:friends, bring your family, bring your colleagues make it a making a Wednesday night event to be
Unknown:here and participate. Welcome, everybody. Jimmy, Jeff, how you guys doing this week? I want to know
Unknown:how you're doing Paul. This is like a marathon recording day for us. Now we have so much content
Unknown:coming out you guys. We got the live show right now. The podcast special episodes. mad at business
Unknown:matter, woman office hours. It's nuts. What's going on? You're building a media company.
Unknown:Was what you
Unknown:would have thought?
Unknown:Yeah. Can you teach? I teased it last week here is it? Yeah, it's the legal special legal episode.
Unknown:We recorded it today. So you guys have that to look forward to very soon it'll come out probably
Unknown:in the next week or so.
Unknown:And it was a really fun episode we touched on I will tease loot boxes. Obviously. We touched on
Unknown:some m&a like mergers and acquisitions. We touched on contract stuff, like player contracts,
Unknown:corporate contracts, like supplier contracts, and tied everything back to obviously relevant news
Unknown:stories, but also learnings takeaways. Call it free legal advice that you can only get on the
Unknown:business of esports. And provided by one of the very best law firms specialize in the esports
Unknown:space, say give LLP who are our partners in that episode. So
Unknown:lots, lots, lots to look forward to guys. Not just that, you know, I mean, Paul has been recording
Unknown:guys for like six hours straight today.
Unknown:I should also want to tease the podcast. Right, Paul? Like we had a great guest. I mean, we just
Unknown:had a great episode. And don't let me take the words out of your mouth if you want to introduce.
Unknown:But I mean, no, absolutely. You can go ahead, Jimmy but like what Samsung next guys we had on
Unknown:who you have to expect on the podcast this week. Yeah. So it's the investment arm of Samsung sort
Unknown:of looking at all the futuristic stuff. And we had Brandon and Brandon Hoffman, who's like their web
Unknown:three guy, their gaming guy their, you know, Metaverse guy. And real quick, they have
Unknown:investments in boarded dock board, a yacht club in the sandbox. I mean, any innovative company that
Unknown:overlaps with Samsung proper, they're taking a look at their they're making bets. And it's a
Unknown:great episode for anyone that wants a broader I think picture of the metaverse and on how
Unknown:companies like Samsung are getting involved. A lot of overlap, I thought with meta business and some
Unknown:of our programming there, but obviously everything has roots in gaming. So we were proud to have one
Unknown:businessy esports that should go alive within the next few days. Yeah, and I'll just tease one last
Unknown:thing, guys.
Unknown:New coming from our friends at you. gov is once a month, we're gonna have if you guys remember the
Unknown:YouGov insights segments that everyone loved so much, we will probably be having one person from
Unknown:YouGov come on the show once a month
Unknown:to guide us through, call it a YouGov insights segment, answer some of the juices, tough
Unknown:questions, obviously, and dig into dig into the great data that you got provide. So once a month
Unknown:for us is not gonna hold back.
Unknown:But you can expect that on the live stream. So they'll be with us live once a month. It'll be
Unknown:awesome. Which will be fun. Johann says Hi, everyone, and welcome. Great to see you back. Adam
Unknown:says Happy Wednesday. Adam Great. Always great to see you. Happy Wednesday, everyone. Guys, we have
Unknown:so much to talk about. Yes, we're missing Lindsay again this week. I know. It's not the same without
Unknown:her.
Unknown:But we'll soldier on and and try and make a great show out of this. We do all miss her. And I've got
Unknown:so many comments from people last week asking where was Lindsay?
Unknown:And that's a good question. Where's Lindsay? On vacation? Somewhere?
Unknown:Oh, one last thing that I mentioned on the podcast, Jimmy, you're muted. It's for the best, I
Unknown:realize I was giving away her her location. And she might not want us to know, avoid all the fans,
Unknown:you know what he's traveling. But somewhere in the UK, I'll say I'll keep it a little more broader.
Unknown:I did want to tease the business of esports. Everyone you see on this screen here and more, we
Unknown:are going to be doing a very special panel at PAX East. If you have any plans of being at PAX East.
Unknown:Now's now you have a reason to go I would argue before you had no good reason to go to PAX East.
Unknown:But now that you know the Prophet himself is going to be there in the flesh. I mean, this is a
Unknown:religious experience. If you've never, you've never had it.
Unknown:You want to make it and you want to come see our business of esports live panel, we're going to
Unknown:have industry people, you're going to have the juice, you're gonna have Jimmy, we're all going to
Unknown:be there. And it's going to be a lot of fun at PAX East, which is April, I want to say 21st to the
Unknown:24th. Correct.
Unknown:So end of April in Boston, one of the best gaming shows you can go to obviously guys, and the most
Unknown:fun part will be our panel.
Unknown:On Friday, I think it's on the Friday. So go check that out. And make sure to come say hello to us.
Unknown:If you're going to be at PAX East. I'm obviously going to remind you as we get closer, but I wanted
Unknown:to tease it because we're all going to be there. So Tom says I want to go now that sounds great,
Unknown:Tom, it's going to be a lot of fun. I hope we'll see you there.
Unknown:We've done the business of esports has done two other live shows three other live shows at PAX in
Unknown:the past. Obviously, there was no PAX East last year. So it'll be fun. It'll be fun to go this
Unknown:year. This is the VA says I wish I could go I wish that too. I wish everyone could come check it out.
Unknown:And and come to our panel. So that's what everyone has to look forward to coming up. All right. Let's
Unknown:jump into some stories. Guys. I think I've chit chatted enough here. I think I've intro it enough,
Unknown:right? I've blogged enough. Go subscribe to the meta business podcast guys.
Unknown:Jeff and I put in a lot of work every single week and it's a really good show. And I hope everyone
Unknown:agrees and enjoys it. So go subscribe to that on Spotify or Apple podcasts or anywhere. You get
Unknown:your podcasts. Okay guys, let's jump into some news. We've got business of esports news. I want
Unknown:to start with maybe the most important story.
Unknown:This week it was a report from HP.
Unknown:Definitely the most important story this week and this is not a joke at all.
Unknown:And the headline here nine out of 10 believe PC gaming offers better experience compared to
Unknown:mobile.
Unknown:So 10 have never played games.
Unknown:HP India's gaming landscape report 2021 shows that nine in 10 Gamers believe that a PC offers a
Unknown:better gaming experience than a smartphone. And many are keen to reportedly migrate to PC gaming.
Unknown:I'll do I wish I could drop this mic. I can't it's on a very fancy stand and call it a day. There we
Unknown:go. We have scientific evidence that I've been right all along. I mean, I'm obviously starting
Unknown:with kind of a silly story guys. But Did anyone need this report? And first of all, second of all?
Unknown:Is anyone surprised?
Unknown:prised that the report mentions it's all highlighted here. It says the report mentions that
Unknown:37% of mobile gamers want to shift to a PC for a better gaming experience. And 54% believe PC
Unknown:gaming has better graphics technology and processing speed than a smartphone.
Unknown:Does that not do those numbers not seem low to you? Well, yeah. The second, the second one makes
Unknown:me think that maybe there's something wrong with these people.
Unknown:Because it's like, keep in mind, it's India, it's HP, India, where mobile is much more prevalent,
Unknown:right? And disposable incomes lower. And there's all kinds of factors obvious, like PC gaming,
Unknown:clearly, the graphics and technology and processing speeds are better. That's like saying
Unknown:like the number three is greater than the number one. Yeah, it should be. The part about gamers
Unknown:wanting to shift from mobile to PC is much more interesting. And kind of the heart of where I
Unknown:think it's more profit is right take, although 37% is like not even a majority, so I don't even
Unknown:it's not the most convincing statistic.
Unknown:ology comes into play, right? Like, how did they ask this question? How did they compile this data?
Unknown:Is preference. Like you said, Jeff is different than just something that's factual, like, factual
Unknown:that PC is better? You can't really dispute that. But if they prefer mobile, or maybe not all of
Unknown:them have significantly or played enough time on on PC, that's a different thing altogether. That's
Unknown:why I questioned the methodology and why we're so lucky to have you gov as partners of the show that
Unknown:will be coming on presenting data like this and in helping us. You know, this is a fun story. Like
Unknown:you said, Jeff, the profit is right kind of thing. But some of the other ones will be able to dive I
Unknown:think into the nuts and bolts of it. And really extrapolates and true meeting.
Unknown:Tom says come to Southern California. Hum, that's why I have Jimmy. RIGHT. Jimmy is already there.
Unknown:He's the it's already been done.
Unknown:Let's move on guys. I want to get to a more serious story. And this one, I think may cause a
Unknown:lot of debate maybe not I actually not sure I want to kind of throw it up there and see. And but the
Unknown:headline definitely is click Beatty. It says this is a PC gamer story. Netflix of games isn't likely
Unknown:says analyst. So this is research firm ampere, it says they're not convinced that subscription
Unknown:services like Game Pass are taking over gaming. They did a talk at GDC. Which, by the way, Jimmy
Unknown:was at and and what they mentioned was according to ampere analysis, subscriptions currently
Unknown:account for 4% of the total games market, he forecasts it'll be 8.4% by 2027, a significant
Unknown:amount of money, but still a small slice of gaming as a whole. He also points out that the total
Unknown:number of Game Pass games is fairly small, hasn't been growing much. It's about a 500 games under
Unknown:Game Pass. And
Unknown:and that it's not like Netflix started small to and has over 2 million 200 million subscribers, he
Unknown:says, But he points out that games and videos are different from each other in some important ways.
Unknown:According to amperes data 79% of game spending in 2021 came from in game transactions in free to
Unknown:play and paid games. That kind of behavior doesn't exist for Netflix or Spotify. So the crux of his
Unknown:argument, game passes and Netflix for games style services are not going to be very big, they will
Unknown:remain sort of niche. And he doesn't think that games are on the verge of a Netflix like takeover.
Unknown:He's quoted as saying, I don't believe that subscriptions will become the dominant
Unknown:monetization model in the game sector, as it has done progressively in the video and music sectors.
Unknown:Anyone agree with his take? And Do any of you guys agree with this take?
Unknown:I'm sorry. Got it. You can go to jail. I just thought if anyone was going to agree, I thought
Unknown:maybe Jeff would, would would I think I think six months ago I probably would have agreed you know
Unknown:as maybe you're alluding to I've been super bearish on Netflix being the Netflix of games and
Unknown:and kind of the moves they've made so far. But it Game Pass. We can't ignore Game Pass. Microsoft
Unknown:has made you know two massive acquisitions. One was, you know, bigger than the other. But clearly
Unknown:Game Pass is why they bought Activision Blizzard, they're gonna put those titles into Game Pass day
Unknown:one. So it's really hard to sit here and ignore that that exists. Like I think, you know, plus, we
Unknown:saw Sony just announced a big subscription. Now they just try to add it to that. Yep. They didn't
Unknown:always get with the segues nearly segue I guess. They didn't put day their games in day one. But
Unknown:clearly they're moving towards a bit of a subscription
Unknown:All as well. So I don't know, I think this guy will probably end up being wrong. I also want to
Unknown:add to that cuz I agree that I think that this is just wrong. We covered around October November
Unknown:last year.
Unknown:Microsoft CEO, Satya Nadella whose bonus, who didn't hit his bonus, because the game has
Unknown:subscriptions fell short. And there was a heavy component built into his contract about building
Unknown:out Game Pass. And we remember focusing on that point alone was the CEO of Microsoft proper and
Unknown:heavy component of his year end bonus was on game paths. And yeah, it was short, that just kind of
Unknown:indicated how much emphasis and effort they're putting behind it, as well as how confident they
Unknown:are in its future. So whether it's Netflix being becoming the Netflix of gaming, whether it's
Unknown:Microsoft, you know, hitting these projections this year, or whether it's Sony, you know, turning
Unknown:some heads with their new subscription service, I these are three very compelling arguments for why
Unknown:this this opinion is wrong. But do you know, one by the argument that if most of the revenue is
Unknown:coming from free to play microtransactions, right, that that as a percentage of the total revenue,
Unknown:game, past subscriptions, that Game Pass style, subscriptions, will all will be always relatively
Unknown:niche? If read a play and in game transactions are the majority of the dollars? Or do you believe
Unknown:that that's not a good argument? Because you think people who are doing free to play will eventually
Unknown:move over to Game Pass style subscriptions?
Unknown:It's a good question. I mean, I think it's a little bit
Unknown:it's a little bit complex, it's a lot of the free to play is including mobile. So it's like depends
Unknown:how we define the gaming industry. And obviously, I think we're as guilty as anyone, I think I use
Unknown:the definition that sort of suits suits best. So like, I'm happy to talk about the 2 billion gamers
Unknown:out there that clearly includes mobile, but now I don't want to include mobile. So I'll kind of
Unknown:acknowledge that the thing that I was gonna say and something I was thinking of that I honestly
Unknown:never really thought of before. We just started this conversation that I want to get your take on.
Unknown:Do we think the metaverse whatever that whatever your definition of it? Will it be a subscription?
Unknown:Question.
Unknown:I mean, they're
Unknown:the the obvious the I think the knee jerk reaction is, it's so much of is going to be driven by in
Unknown:game like in Metaverse, cosmetic purchases, that probably not right, that sort of tends towards
Unknown:free to play or free to enter or however you want to describe it.
Unknown:But it's a good question, because it definitely could be a subscription, right? I don't I didn't
Unknown:think you had to limit your comment to everything other than mobile either, right? Like, Apple
Unknown:Arcade is an all you can eat mobile games subscription. The question is how many people will
Unknown:move off of free to play? Or free to enter? Or what if you're talking about the metaverse, right?
Unknown:How many people will move from that to a subscription? Instead of buying? Cosmetics ala
Unknown:carte, right? How many people will see the value of some kind of all you can eat subscription.
Unknown:I do think the point that he that he probably is driving out I'm sure it was mentioned in the
Unknown:article is just around how consumption is different, right? You, you can play games for
Unknown:many, many hours, like the average gamer will maybe play. I don't know, four games a year,
Unknown:obviously, some people will play 50. But even still, you know, the average person just consuming
Unknown:TV content will watch 250 shows a year and like a power user might watch 1000. So I do think like
Unknown:that is an inherent difference in the medium that that does not lend itself to subscription. Um, but
Unknown:I just think people like Microsoft and Netflix, when these these big companies get this business
Unknown:model in my head in their head, I kind of think they're just gonna, like, take a hammer to the
Unknown:industry and kind of mold it to the way they want to be. Like, I don't know, it just seems like
Unknown:that's where this is heading. And like, there's no choice that we have. I don't know, maybe that's
Unknown:too simplistic. No, I mean, sure. All good points. I think another part of it relies on IP, like, a
Unknown:lot of these free to play games are not really story rich environments. They're driven by
Unknown:microtransactions. I find short things that grab attention.
Unknown:But there's always going to be a need, I think for that storytelling game, that captive RPG or what
Unknown:have you that people want to immerse themselves in. And I think you know, whether it's a story, a
Unknown:story game, or a game that has a nice strong story, but also has multiplayer. No, we saw
Unknown:Some great acquisitions at the start of this year. And we saw a lot of backlash between amongst
Unknown:Microsoft and Sony. You know, when Bungie was acquired when Activision Blizzard was acquired,
Unknown:like they better keep this game, you know, cross platform. And then when the index stories came
Unknown:out, you know, steam tech saying, Oh, we're not going to make our own subscription service. But
Unknown:we're welcome to support Microsoft on our platform. So one, you see a lot of
Unknown:we see a lot of consolidation, we see a lot of these development studios that are being acquired,
Unknown:that have interesting IP. And and we see a lot of, and I don't know if that correlates or not to
Unknown:these gamepass type efforts to these subscription services, where they want to have a unique and
Unknown:tempting catalogue to win the console wars, or at least have an edge up over the competition, apart
Unknown:to is you see a big need also, for that cross platform play. How does that affect subscription
Unknown:subscription services? Well, depending on who you ask, if you ask, you know, valve right there,
Unknown:they're open, they're they don't want to compete, they want to support it. So I know there's a lot
Unknown:of things to weigh in to consider here. But regardless of where you land on any one of these
Unknown:issues, I think it's still worth saying that there's significant money and effort being spent
Unknown:to develop the subscription programs, mobile console, etc.
Unknown:And to expect it it I would only expect it to grow, and for them to put more resources behind
Unknown:it.
Unknown:I just want to read some of the comments here. Tom says is it 48% of total gaming revenue? I wonder
Unknown:what the percentages of total streaming revenue of all video entertainment revenue? Tom, it is have
Unknown:they used revenue as sort of the way to come up with that number. So yes.
Unknown:What it would be of the total streaming revenue evolved video and entertainment about I don't
Unknown:know, a smaller number I would assume. Today. Johann says why not in Metaverse subscription in
Unknown:Metaverse, subscriptions to enter arenas areas resembling real life, gym memberships, etc. I
Unknown:mean, that would make sense, right?
Unknown:And he goes on to say think like the WoW model in the metaverse. I mean, the WoW model. Let's be
Unknown:honest,
Unknown:no one has been able to replicate that right in all of gaming. And I would argue that that is the
Unknown:pinnacle of game monetization, in the sense that they charge an upfront fee for the game and the
Unknown:expansions. They charge a monthly subscription to play the game. And they charge for in game items.
Unknown:Right? Yeah, like you want a little pet, you want to buy a WoW Token for more gold in the game,
Unknown:whatever. Like, it's all of the above. They just said We want all the monetization.
Unknown:So I like I would think everyone would want the WoW model. The question is, what will people's
Unknown:reaction to that be? And can you be undercut by free to play right? Like, this is always the
Unknown:challenge with Free to Play is does it make your service seem expensive, all of a sudden, and
Unknown:people aren't willing to plunk down dollars to try?
Unknown:Well, the funny thing is, even fortnight has now a subscription model baked into it, you could play
Unknown:fortnight free to play and that was one of the quintessential, I think examples of a successful
Unknown:free to play game. And you can actually buy not not just the Battle Pass, right, which is just
Unknown:gamification in rewards, but they actually have a subscription, where it's like $15 a month, it
Unknown:comes with a new skin every month, as well as other rewards that you enable. Because you're part
Unknown:of this, this elite subscriber base. So it is that idea of attacking it on it was I think
Unknown:I think GTA just announced the same thing. I don't know if we're gonna cover that. But seems like
Unknown:that's the premium subscription is now something that a lot of these games are adding, which makes
Unknown:all the sense in the world. It's just like, bounce, you know, getting whatever servicing more
Unknown:the demand curve. I like the idea of making it a VIP experience at but you have to have you have to
Unknown:offer enough to really justify the cost and
Unknown:all of it.
Unknown:And I think you should be Tom's comment. Tom says I think Jeff is right about the hammer part, the
Unknown:juices off and write your answers. I think it would make more sense to be a premium add on
Unknown:rather than a standalone model. Yeah, I totally. I mean, we have to get to a point where they're
Unknown:subscriptions that provide enough value in the metaverse right like there are there are hurdles
Unknown:before I think worrying about direct monetization and like being able to connect meta verses and
Unknown:interoperate between them and your avatar be able to travel between them and things like that. But
Unknown:yes, I agree as an add on it makes it makes a lot of sense. As I wanted to put this story next to
Unknown:the Sony story which Jeff You ruined my my segue here
Unknown:but I wanted to see if this changed anyone's mind about that take right and the headline here, Sony
Unknown:to make
Unknown:gaming history next week, which they did this this was one article published on Friday that I pulled
Unknown:next week with breakthrough business plan. It says Sony will reportedly reveal its new breakthrough
Unknown:PlayStation Spartacus subscription service next week and make games history. I feel like this
Unknown:author was a little bit too excited.
Unknown:How Yeah, How is this not just copying what their betters have already done, crappier version of
Unknown:gamepass? Cool. So they're gonna bundle PlayStation Now with PlayStation Plus, it's going
Unknown:to be one offering. And here's like, I'll put this up on the board. Here's sort of what what you get.
Unknown:There's three tiers 999 1299 and 1599. Which I think Game Pass is 999. I don't know if it's the
Unknown:same pricing. I think Game Pass has a wider range. Jimmy, you're Jeff, if you want to check that
Unknown:quickly.
Unknown:But that's what we have. And does anyone think Sony's is offering here is going to make much of a
Unknown:dent?
Unknown:I think it will. It depends what you mean by much of a dent? I think I mean, like, are we going to
Unknown:be talking about it the same way we talk about Game Pass? Because I think Game Pass? We've
Unknown:mentioned multiple times, has been quite, I don't know, revolutionary use maybe too strong of a
Unknown:word, but is really shaking up the games industry, I think and will continue to and see explosive
Unknown:growth. PlayStation seems confused to me in the sense that, like the essential, I don't think
Unknown:other than the free monthly games, you don't get access to some library, right? Yeah, I think you
Unknown:only get that with the extra subscription, and the premium. So like, it's not, it doesn't feel like
Unknown:all you can eat Game Pass, it feels sort of halfway between what they had now and Game Pass.
Unknown:Yeah, I think this will be a decent piece of business for Sony in the sense that I think a lot
Unknown:of people will look at this and say, for $3 more a month, I'll get access to some old games, like
Unknown:maybe I'll play him once in a while. So I might as well just pay the extra $3. So I think they'll
Unknown:they'll make a decent amount of incremental revenue. And I'm sure that incremental revenue is
Unknown:very profitable. But in terms of making a dent in the industry, or this being literally something we
Unknown:ever talk about, again, I would say the only time we'll ever talk about this, again, is if they put,
Unknown:start putting games, you know day one into it and raise the price, which I suspect will happen in
Unknown:the next 18 months. Otherwise, we'll never talk about this again.
Unknown:There's no real quick road we're gonna compare with Game Pass. I see Game Pass for console at 99
Unknown:a month, Game Pass for PC at 999 a month, Game Pass ultimate 1499 a month. And it's worth noting
Unknown:that your first month is $1. Also, I'm pretty sure I have a discord nitro reward of Game Pass for
Unknown:three months that I can gift or redeem myself, which is interesting because I thought discord had
Unknown:a agreement with Sony after they have publicly shamed or embarrassed Microsoft on that $10
Unknown:billion offer last year. So I thought that was amusing. I you know what I also hate about the
Unknown:Sony offering, although I think I don't know if Xbox still does it at least they used to with gold
Unknown:or whatever. Like, why is online multiplayer a service I'm paying for as a console owner like,
Unknown:this is not like this is not 2001 this is this makes absolutely no sense to be listed as
Unknown:something that I'm paying for as part of the service offering.
Unknown:Playstations like services offerings. This is totally subjective. This is me my own, you know,
Unknown:experience, I find they've always been incredibly confusing. I never have understood their service
Unknown:offerings. I've never really understood what I get for it.
Unknown:You know, I would argue Nintendo also a little bit the same like I had you have to play for pay for
Unknown:online access, or like online saves or things like that just features that you would think should be
Unknown:included. And that are included with a PC, right? If I buy a PC game, I can play it online. They're
Unknown:not the arguments the same, right? It's costing the developer server time.
Unknown:I mean, you're making a broader rant that I'm happy to tack on to because this is part of the
Unknown:same argument which is like why am I paying $60 For this game, when I used to pay that for the CD
Unknown:right for the disc, when they don't have distribution anymore? It's just an online
Unknown:purchase. So I'm ranting because I think the PlayStation offering here is just marketed very
Unknown:stupidly, right like Game Pass I think has become dead simple. It's here are all the games you can
Unknown:play for $10 a month
Unknown:that's not what Playstation has gone and done here. Right? It's like here's some other things
Unknown:you get with it which should really be free. And and we're trying to mash together these already
Unknown:confusing off
Unknown:brings,
Unknown:it's it felt it feels half baked, it feels like a reaction to Microsoft. And it's well thought out,
Unknown:I'm sorry to interrupt, I definitely agree with you. And my add on was really to the point of, it
Unknown:seems like a lot of these price points and a lot of the ways that they affect our culture, or that
Unknown:the way they target, their consumer is just really outdated. And it's kind of a mesh of how things
Unknown:used to be done, versus how they think it should be done. And it gets very confusing, are kind of
Unknown:in need of a massive shift the way music underwent, were really, you know, out unit sales
Unknown:were replaced by streaming services, and you don't really monitor measure or care about individual
Unknown:album sales anymore. Um, I don't know how that works here, if you just lean all in on Game Pass,
Unknown:and PlayStation Plus. But what we did see in music was, again, this massive shift away from one
Unknown:economic structure and system that stopped working because of piracy, and then ended up relying on a
Unknown:broader access and subscription based platform. And we haven't seen something similar, I don't
Unknown:think in other mediums and other industries, which is why we have this confusion, why we have these
Unknown:price points that are kind of arbitrary, why we have these marketing mechanisms that seemed to not
Unknown:really address or really give you the full picture or what we want. So no, I totally agree with you
Unknown:there. I'm just trying to make sense of it and comparing to an outside industry. Yeah, I always
Unknown:go back to like VCs talk a lot about this product market fit, right. And I think Game Pass has
Unknown:succeeded because they understand this. And things like PlayStation Plus, now God knows what, like,
Unknown:they have not understood this. And things like
Unknown:Google stadia, right. Like, if you understand who you're the market you're going after is and for
Unknown:these all, you can eat subscriptions, for the most part. It's not the most hardcore gamer, right?
Unknown:Like it's really not most hardcore gamer already probably has a pretty significant library plays
Unknown:the games they want to play probably plays one or two games a lot. Like this is a more casual gamer
Unknown:family kids write something that is meant to be simple, easy to understand, I don't have to worry
Unknown:about it. I don't have to worry about my kid asking for the next you know, a game that comes
Unknown:out there's always stuff for them to play. And an Xbox has succeeded at that right? They even
Unknown:bundled it with the console for like one monthly price. It was like dead simple to understand. With
Unknown:PlayStation none of this makes sense to me, right? Like I'm confused by it. And if I'm confused by
Unknown:it, someone who's a more casual gamer is definitely going to be confused by it. And I
Unknown:suspect like stadia when you don't have that product market fit, it's going to miss the mark.
Unknown:That said it can be the next game pass but I am one of the rare people that doesn't use Game Pass.
Unknown:exclusives are what make PlayStation special. Give me more Spider Man Spider Man games are Ratchet
Unknown:and Clank I've literally considered just upgrading to PS five for the new Ratchet and Clank game.
Unknown:Matt don't do that those games aren't that good.
Unknown:That says join the meta TV discord that I can get on board with discord.gg/meta. TV. Absolutely
Unknown:everyone should go join the meta TV discord where we all hang out. And you can interact with all of
Unknown:us on a daily basis.
Unknown:Tom says I agree with Paul confusing I have to Google the PlayStation subscription I have to see
Unknown:which one it is when someone asks. Yeah, I never remember plus said now like what what they what
Unknown:comes with them and what they all mean? I know I'm subscribed to one or both, but I don't even
Unknown:remember no. Like it's at that level. So definitely doesn't doesn't doesn't bode well. And
Unknown:I suspect it'll flop. Yeah. Did you guys see the comments? And I know this probably moving on. But
Unknown:I'm curious your thoughts. There was an article in
Unknown:forget games industry dot biz, where Jim Ryan had a quote basically saying, like, the reason why
Unknown:they're not putting PlayStation games, you know, day one into the subscription is because it would
Unknown:lower the quality of games. I guess I'm curious if you guys agree with that take? I don't think I do.
Unknown:But, I mean, that was definitely not immediately, right. They're gonna put a bunch of games in the
Unknown:subscription that were made before the subscription existed. They're not just magically
Unknown:going to go down in quality. That's a pretty dumb take. I guess the argument would be, they would
Unknown:have to spend that to make the economics work, they'd have to eventually spend less on
Unknown:development.
Unknown:I assume that that's
Unknown:like, well, Microsoft clearly thinks that's not the case. Right? Yeah. And, and I suspect there is
Unknown:some, there is some I don't know what did you call it like a balance point like a point at which that
Unknown:that intersection value that intersecting value is where the kind of scale you need to get to in
Unknown:terms of number of subscribers, so that you can continue to
Unknown:To build the same quality of games now, do you need 50 million subscribers or 10 million
Unknown:subscribers? I don't know what the number is right? Where you're sort of
Unknown:at the same level of revenue as what those games in their aggregate would have otherwise generated.
Unknown:It's, I think it's an okay take, the reality is like, I don't think the developers are just gonna
Unknown:make worse games. It's also not like a end all be all right? Like the Game Pass subscription price
Unknown:isn't the only factor that pays for these games, right? It's really to broaden their audience to
Unknown:get more people playing. And then you hit them also with the microtransactions in the games,
Unknown:which go back and pay for the games themselves. And the peripherals that Xbox is selling, right,
Unknown:the racer, the cymric, you know, the sim rigs and monitors or keyboard, everything, everything that
Unknown:these guys are selling goes into this giant mechanism. So you can't make the argument that if
Unknown:we have a Game Pass price, we put these games in that pool, that we're going to have to make games
Unknown:for cheaper, because I think also you borrow rights, like some of the cheaper Studios, where
Unknown:they're going to attract more users, because in Game Pass, some of those cheaper studios are going
Unknown:to benefit off of being in there. And it's you kind of spreading the losses around, but you're
Unknown:also cross promoting or cross pollinating, I think among the different titles, where you're getting
Unknown:people to try different games, you microtransactions in those different games, I'm
Unknown:one of those where when I try a new game, more likely than not, I'm going to put 20 bucks or so
Unknown:because I'm gonna want to look how I want to look. And I think they're kind of betting on that. I
Unknown:mean, even without the microtransactions, all we have to do is look at video streaming, right? Like
Unknown:Netflix itself, or Hulu or Disney or any of these services, right? Like, the quality of the content
Unknown:we watch go down, I would argue anything, the quality of the content has gone up, and I suspect
Unknown:it will be the same because a lot of people that are saying that that whole ecosystem is
Unknown:unsustainable.
Unknown:Because it creates more competition and it forces the quality to go up right because now the value
Unknown:of the customer is not one game, the value of the customer becomes a lifetime value equation, right?
Unknown:That you have the hopefully keep them for years and years and they're worth a lot more than just
Unknown:one game. And so to compete for customers becomes much more critical, right? And that competition
Unknown:creates good content and I think will create better games. I mean, their take is just wrong. I
Unknown:just don't think they've thought it through fully and I don't think they've looked at what has
Unknown:happened in entertainment broadly. Because that that's definitely not the outcome I see.
Unknown:Which is why you should be reading the business of esports.com and that game industry dot whatever I
Unknown:did whatever I thought it was
Unknown:the one actual takes direct sum to the business of esports.com
Unknown:we have a daily newsletter to you don't even need to go to the website have it pushed to your email
Unknown:every day. But still come to the website to just yeah
Unknown:alright, let's let's This is from another outlet you shouldn't be reading
Unknown:because they don't have really no clue what they're talking about. This the headline is kappa
Unknown:bar acquires meltdown bars, forms world's largest esports bar chain. And the story here is Swedish
Unknown:esports bar and restaurant franchise kappa bar has acquired French esports bar chain meltdown bars.
Unknown:So they're now this bigger group that they've become according to them the largest esports
Unknown:focused bar franchise in the world with 28 locations I thought that was funny I thought like
Unknown:that many locations
Unknown:and they plan to open 100 venues by 2027.
Unknown:How do we all feel about esports bars guys and and sort of consolidation happening in the esports bar
Unknown:space. But before we dive too deeply into this, I want to tease I'm pretty sure this was discussed
Unknown:on this week's episode. Office hours with a professor you guys all know and love William
Unknown:Kahless. been with us since the beginning. Williams new spin off show office hours with a
Unknown:professor comes out once a week. One deep dive discussion. One topic William finds interesting.
Unknown:This is the topic for this week. So if you miss William, you want to hear
Unknown:you know his voice and his perspective. If you're interested in esports bars, you know, that should
Unknown:be pushed on this same feed for our podcasts and audio listeners. And it's on our YouTube and on
Unknown:our website as well for everyone else.
Unknown:I'm sure nobody nobody Mrs. Williams voice.
Unknown:Students is evening all by the way. And Tom says I heard the professor's rating and won't spoil it. I
Unknown:mean, we can talk about it, Tom if you'd like and I'm curious. Tom, did you agree with his rating or
Unknown:not? Let's put it that way.
Unknown:Jeff, go ahead.
Unknown:I want to know, because I always be
Unknown:the i i Didn't I don't know, I don't have this, like, I guess. I just don't know.
Unknown:If there's not much demand for this, like I'm much more bullish on on kind of the land center model,
Unknown:and I'm not sure, nothing that I saw it at least when I listened to Williams take, I didn't see any
Unknown:incorporation of that, like, either land center aspect or or just more gamification I, I just saw
Unknown:described as basically these are sports bars, but they're going to have esports on the TVs, like,
Unknown:for me that's going to, that's going to turn away more people than it's going to bring in. I think,
Unknown:I just, I don't Maybe I'm being too bearish. Now, obviously, I work in this industry, so I shouldn't
Unknown:be, but I just don't know if there's that much demand.
Unknown:You know, to go to these things, I think the problem is, is there's no visuals here, I don't
Unknown:know what it looks like. And anything on paper can sound however the author and your imagination make
Unknown:it seem to sound. So you know, like, at exit, we announced a partnership with drays nightclub in
Unknown:Vegas, kind of a an activation with a nightclub one step higher, I think than a bar in terms of
Unknown:just like the rage factor, but also equally ambiguous as to like, what does that look like?
Unknown:Because I haven't shown you what the activation in the nightclub in Vegas looks like. So when I think
Unknown:of these esports bars, and I'm sure if we go deeper into the story, and I'm sure William gets
Unknown:into this as well, on his show, you can kind of illustrate I think, what to expect. But without
Unknown:having, honestly the deck in front of me where I'm seeing the architectural designs and layouts, the
Unknown:projections, it's a very hard thing.
Unknown:Because it does rely so much on imagination. And I've seen amazing creative firms that can take
Unknown:simple ideas like this and really bring it to life. That doesn't change. I think Jeff's point
Unknown:which comes next, which is well once you build it, will they come? Or will this kind of alienate and
Unknown:segregate communities as opposed to opening them up? What I can say on that front is my very first
Unknown:date with my fiancee, I took her to one of those classic arcade bars, you know, they had all the
Unknown:pinball machines, they had all the old school like 80s arcade machines, rampage and like the the
Unknown:bartender one where you felt the glasses, and we had so much fun. And that was kind of like my nerd
Unknown:culture, my gaming culture, drinks, good food, and then kind of something that she wouldn't have gone
Unknown:with with any other guy, I hope. But so to that same point here, do we get that same experience
Unknown:here, right, where it becomes a welcoming bar that open? It's open anyone that wants to drink? And
Unknown:they kind of knows gaming's cool? Or is this really
Unknown:just for people that like that kind of thing? You know, it's like the potential antithesis of an
Unknown:Irish bar, which is open to everybody that wants to drink because they know what to expect there. I
Unknown:think it's it was it was kind of to your point, Jeff. Look, I will Tom mentions it so great
Unknown:inflation a but he was excited. I think he was on track. Yeah, you know,
Unknown:you should go watch the video everyone like it's a great episode, office hours with the professor. He
Unknown:mentioned minutes to write Paul. So yeah, quick, quick, quick lesson five minutes. In fact, he
Unknown:mentioned three reasons why including, you know, potential for content. And that could be
Unknown:relatively easy to scale, things like that. So I won't ruin the episode, you should go listen to
Unknown:office hours with the professor. But he William does give some good reasons for why the merger
Unknown:makes sense. The question I have for you guys is Do you like the idea of a an esports? Bar? And
Unknown:I'll define it as you know, a place you can go drink, watch esports?
Unknown:For the most part, right? That's maybe gaming themed, but targeted at an adult crowd because
Unknown:there's alcohol, right? Or would you rather have at least in North America, because we should limit
Unknown:it in some way? Or would you rather have a land center right, like a place to go to, to play games
Unknown:and compete with your friends that is not age limited. The hard part about the bar part, as
Unknown:opposed to the land Center is a lot of at least watching it. A lot of why Twitch is so successful
Unknown:is the connectivity that the audience has directly with who they're watching. And maybe I'm taking
Unknown:this into content creators and less of esports, which have the tournaments and the competitive
Unknown:element. So correct me or redirect me if I'm broadening your hype, you're, it's hypothetical
Unknown:too much. But right, like if you're going to put on Twitch and watch, like a tournament, that's one
Unknown:thing, if I'm going to in that in the random hours at the bars open where there's nothing going on
Unknown:that weekend. I'm gonna just leave Twitch on Well, there's no way for me in the bar to type in the
Unknown:chat to x QC or to whoever I'm watching. So it's a little different in terms of I think we're that
Unknown:audience. Why that audience normally why
Unknown:and also how that content creator or that channel reacts with the audience. So personally, I'm more
Unknown:in favor of the land centers. Because I've been to some great land centers. We had esports arena on
Unknown:the podcast a few months ago, based here in Orange County, but with dozens of locations around the
Unknown:United States, including inside multiple Walmart's and I've been to their Wednesday night fight
Unknown:nights. They have a beer and liquor license. You know, you're getting a drink, and you're watching
Unknown:people play Smash ultimate, you're watching Mortal Kombat. And they're playing live there in front of
Unknown:you. Very fun environment, different experience. That's my preference. Yeah, keep in mind the I
Unknown:think the melt most of the meltdown locations have like things you can play, right? But they're more
Unknown:like console or social game or things like Smash, right? Where multiple people are gathered around.
Unknown:Maybe Francois can give us some details because actually haven't been to a meltdown. And he says
Unknown:there's one meltdown in Montreal, it's where I always hang out, usually. But it's more than just
Unknown:watching. Right. So let's know more about it. I'm curious what the chat thinks in terms of like,
Unknown:would you rather own a pure land center open to all ages? Or do people like the idea of a more
Unknown:adult audience bar, it's about the viewing and maybe more about social games, and not so much
Unknown:hardcore gaming of any kind. So one thing about the viewing that I want to add from a business
Unknown:owners perspective is when you have these land centers, or when you allow anyone to play games,
Unknown:you need all that equipment, right. And, you know, I for my bachelor party, which was a few months
Unknown:ago, we went to Atlanta center for part of the festivities. And I got to speak with the owner and
Unknown:learn about their location in Chicago. And this is mid lane esports. By the way, if you guys are
Unknown:listening outside Chicago had the best time my reviews are get, by the way are getting 1000s of
Unknown:views on Google Maps, it's so funny. Um, but I remember talking with them and them saying, you
Unknown:know, the, a lot of the problem is these kids and these players get so frustrated, they break the
Unknown:controllers, or they break the equipment. And it's not a matter of being able to, or rather just a
Unknown:matter of being able to replace, because the kids will pay for whatever they break, you know, it's
Unknown:part of the terms, but it's just a matter of being able to find more and replace more. So I do like,
Unknown:now, now that we're talking through this, that if you're watching type of facility, that that
Unknown:concern, the need for certain high speed internet, the need for you know, 20 or 100 stations that can
Unknown:that you can hook up a PC or a console, or both to the all these places where they just have monitors
Unknown:with interchangeable parts. You remove a ton of overhead, and you kind of simplify the experience.
Unknown:So that you know, there's pros and cons, I suppose to both Yeah, I think no doubt the capital cost
Unknown:opening land center is definitely greater. Yeah, that's what you just kind of touched on. But I do
Unknown:think if you open a land center and do it right, it's a lot easier to build a community and bring
Unknown:people in. I think if you open one of these bars, you have to then find the community find what they
Unknown:like, find what games they like, and you really have to probably build, you know, seven or eight
Unknown:different communities, right? Because if there's a League of Legends big tournament going on, it's
Unknown:probably not the same people you're going to bring in if there's, you know, a big FIFA tournament or,
Unknown:you know, a big NBA 2k tournament. It's just not but they're coming for the drinking. Right. So
Unknown:that's the draw that is somewhat universal. And like, comment, he says, imagine an Irish bar, but
Unknown:with gaming stuff. Even land senators can have bar. So I guess my point is, like, if I'm a big
Unknown:League of Legends fan, and there's NBA touquet tournament that weekend, like I could care less
Unknown:about Congress bar, I'll just go to any bar. Right? Like, it's just, I don't know that it you.
Unknown:I think it would be a lot harder than you would think. The premise of this kind of takes that
Unknown:gamers are very homogenous. And that if you're a gamer, you want to go to a gamer bar, because
Unknown:they'll be games on the TV. But frankly, like if, if there's League of Legends, I might walk in and
Unknown:be like, This is terrible. I'm out of here. But if there's FIFA might be like, Oh, well, this is
Unknown:cool. I'll stay. I think that like most gamers fall somewhere in that spectrum. It's a good
Unknown:point, that here's I think where my take on this lies, though. And it says the subtle rebuttal of
Unknown:your of your take here, which is given the option, right of going to a bar where I have no guarantee
Unknown:of finding any gamers versus going to a bar where I find people who appreciate some games, maybe not
Unknown:the exact games I appreciate. I probably go you know, probably go to a bar where I'll find some
Unknown:gamers given the option, right? All other things being equal. And so I definitely see a market for
Unknown:this and I like it. I think I like it better. At least in North America, as a as some like not
Unknown:instead of land centers, but call it wherever you land center, maybe two or three of these bars
Unknown:because I think they do appeal to the kind of person who wants to go out that
Unknown:Is into gaming but may not go to a land center, right prefers people who go to a land center, it's
Unknown:because they want to play somewhere that's not their home with people who are not in their home,
Unknown:right? It's a very kind of specific outing versus a bar, you could just go to three nights a week to
Unknown:drink and have fun with your friends. I don't I don't recommend drinking at a bar three nights a
Unknown:week. But you know,
Unknown:you could. And I think if you look at the land centers, that least that I'm aware of, almost all
Unknown:of them make way more money on food and beverage than they do on the land center itself. Right. And
Unknown:so throw an alcohol there, you know, probably is more profitable and lower costs than a land
Unknown:center.
Unknown:But
Unknown:outside of North America may may be totally different, right? Maybe I think the dynamics would
Unknown:be different. And I think it would, this would not be as interesting as the land center.
Unknown:Stewart says, Paul, you've just described the gaming version of Tinder. Well, I see all kinds of
Unknown:opportunities for gamer dating.
Unknown:Especially if you have gamer bars, I mean that they should go hand in hand. I think the second
Unknown:week in a row. We've talked about gaming Tinder, I have to just start to do it. Yeah, pretty sure we
Unknown:talked about this last week.
Unknown:All right, guys, that before we get to the next section here, actually, I want to just read this
Unknown:comment of also says, you'd be surprised, Jeff, the land centers have a harder time here than the
Unknown:thematic gaming bars. We have a couple.
Unknown:So there you have it. Interesting anecdotal evidence there. What's that? I'm saying that's why
Unknown:I love doing this show. Because I like, like being told I'm wrong. That's why it's so important that
Unknown:we do the show live. And we encourage our listeners to join live. Because then we get some
Unknown:awesome comments like that from Francoise and Stuart, right? Because, you know, we're putting on
Unknown:our tinfoil hats here. And your your opinions are just as valuable and we love including you in the
Unknown:conversation. I just want to share that right now. Cuz I know we have so many listeners that listen
Unknown:throughout the week, you know, while they're working out or while they're offline. But if you
Unknown:can make it Wednesday nights, 830. Eastern, everywhere that you can find anything on live
Unknown:stream, YouTube, LinkedIn, Twitter, Twitch trovo, forgetting Facebook, I'm forgetting a few. But
Unknown:if you're there were there. Guys, I just want to I want to remind everyone also this live stream,
Unknown:very generously sponsored by YouGov.
Unknown:They're great supporters of the live stream, they provide the absolute best data on gamers, games
Unknown:esports fans around the world. If you're looking for really actionable data on any of those
Unknown:audiences, and you're looking at the gaming audience as a potential opportunity for you your
Unknown:business, you definitely need to be talking to the fine folks at you. gov, you can reach out to them
Unknown:directly or you can reach out to any one of us. And we can connect you with them. I will post a
Unknown:link in the chat. It's you gov.com/boe. It's even simpler than it used to be. I don't know. I think
Unknown:there's some stuff up there now. But we're going to there's going to be more there. So keep
Unknown:visiting that link. Keep checking it
Unknown:as time goes on, because we're going to try and put real value added stuff there for you guys. You
Unknown:gov.com/boe And make sure to go show you give some love. Guys. You know what this?
Unknown:This means, right? Because I've got a few smaller stories here. I think we might have to do
Unknown:everyone's favorite new segment. What do you say? Yeah, lightning round. I was a waiter
Unknown:Alright, were those unfamiliar if you're new here, our lightning round I give all of us actually
Unknown:including myself. 30 seconds to give your quick take on on a number of topics. We're going to go
Unknown:through these really quickly. We'll try and go in alternating order guys. So Jimmy, then Jeff and
Unknown:Jeff and Jimmy. And I'll I'll you know, finish everyone.
Unknown:But let's start with
Unknown:gaming desks. Right? Let's start with an easy one. Probably Jeff's favorite here. By the way. If you
Unknown:go over time, you're gonna hear this sound, which means you're we're over your time.
Unknown:Alright guys, here's the first story.
Unknown:By frost gaming desk lets you build your dream battle station. Now what it is basically, it's a
Unknown:pegboard. For those who you know who haven't your garage is like pegboards for your tools. It's like
Unknown:a pegboard. But for all your gaming accessories and stuff to put behind your desk or it connects
Unknown:to the desk that they also have
Unknown:And you see you mount all your things here to it including your coke on the side here that mounts
Unknown:to the desk and all your plants and Nintendo and everything else all your accessories. love, hate.
Unknown:Think this is great. By the way, you can hide all your cables too. We haven't seen much innovation
Unknown:in gaming desks, we talk a lot about gaming chairs. Jimmy YOU LOVE the gaming this gaming desk
Unknown:concept. You know, I'm a fan of organization in general, I got some pretty gnarly OCD and I my
Unknown:things have to be a certain way. This kind of reminds me of the IKEA one strangely enough, but
Unknown:it for anyone that's watching, it looks really cool. If you're listening, check them out. I think
Unknown:it's hard to find, or I would be hard to find someone that doesn't think this looks cool. But I
Unknown:would definitely use this and you know, especially if they sent me one for free by frost.
Unknown:Jeff, I like this a lot. I mean, it's good for accessorizing I can accessorize all my pens and
Unknown:behind them very excited. I'm just gonna need to hire a TaskRabbit because I'm not very handy. So
Unknown:no way I have it back together myself.
Unknown:You know, I like it. I like it a lot. I think it's so cool guys, desk innovation, we may have to get
Unknown:on board with desk reviews the same way we're the official gaming chair reviewer of esports. I think
Unknown:we need to get on board with some desk reviews if we start seeing some innovation there. All right,
Unknown:let's get to more serious one. This one's cool motorsport games partners with HOMAG Kosha to
Unknown:assist in the development of our factor two, and esports events. Joining as a technical advisor
Unknown:GORGEOU will help iterate our factor two, and the company's robust live esports events. This is
Unknown:really cool motorsport games makes racing games partnering with a real ex f1 driver at this point.
Unknown:curious what you guys think. But also, why don't we see this more in like real sports games like
Unknown:other sports titles like they're there other than the name, you never hear about them partnering
Unknown:with like an actual athlete to make the game better? Jeff, start with you. Yeah, I think it's a
Unknown:great, it's a great example. I mean, motorsports is definitely one of the it's the esport that
Unknown:probably has the most crossover between the actual sport and the video game. I think we've even done
Unknown:stories in the past where like, motorsport athletes end up crossing over into the real thing,
Unknown:which I think is always pretty neat to see. So good on motorsports, obviously, you know, leaning
Unknown:into that. I think our factor two is, is a pretty impressive game. You know, in terms of simulate
Unknown:simulation, it's probably the best out there. And definitely exciting to to bring him on board.
Unknown:Jimmy YEAH. It's your point. It's like, Why isn't anyone else doing this? I I've, I've said before,
Unknown:and I'm gonna say, again, is I think the way the racing community has embraced esports is really
Unknown:how it should be done. You don't see a lot of other sports, other traditional meat sports, that
Unknown:are really leaning into this movement to this community, or to the technology and the
Unknown:overlapping that are readily available, as well as, as the racing community has. So hats off to
Unknown:motorsport, you're,
Unknown:you know, maybe they'll get Lewis Hamilton next year.
Unknown:For paws benefit
Unknown:f1
Unknown:This is this working?
Unknown:This is the one with the Bulldog, right, yeah, he's the best
Unknown:I'm good on on who they picked here. I think a woman is a, you know, a great f1 Driver,
Unknown:unfortunately, whose career ended, you know, not, not in not the most great way, you know, you know,
Unknown:very fiery crash. And it's nice to see sort of a second life and esports for these guys. And I
Unknown:think big pickup for motorsport, right? That's just a really big name. Really, really big name.
Unknown:It's the equivalent of having, you know, like a, maybe like a Tom Brady, right? Like, it's a
Unknown:really, there's only 20 f1 drivers in the world at any one time. So any of these guys are pretty big
Unknown:names. So big pickup. I like to see this. Hopefully our factor two is even. Even better,
Unknown:right that this can only make the game better. Oh, very cool. All right, guys, let's, let's talk
Unknown:about Amazon.
Unknown:I have two Amazon stories. So we're gonna do these back to back here. The first one may be less good
Unknown:news. The second one I think more good news. And the headline here Amazon game studio head for Xeni
Unknown:steps down so the head of Amazon game studio stepping down. He's leaving to focus on his
Unknown:family.
Unknown:He said he supposedly he was there at the beginning of Amazon games. He was involved with
Unknown:new world last Stark obviously there was a very nice letter saying they wish him all the best
Unknown:thankful for his contributions etc.
Unknown:What do you guys think of this? Amazon game studio has had a checkered college history, right?
Unknown:Is this a bad sign? Do we buy that it's about family is it just burnt out after you know all the
Unknown:ups and downs of being an Amazon game studio?
Unknown:Curious what you make this Jimmy, go ahead.
Unknown:You know, I want to draw everyone's attention to the business of esports episode with Facebook
Unknown:gaming's head of strategy and operations, John pan. Before he was with Facebook, John was
Unknown:actually over at Amazon, because of a lot of the red tape on the things that he was in wasn't able
Unknown:to say, given his posting at Facebook, we actually talked a lot about his time with Amazon about his
Unknown:time with riot. And it was a really fun episode. I also teach with John at University of California,
Unknown:Irvine in their esports track, Episode 178. Sorry, Paul, I'm using my time.
Unknown:Stay away. I'll be good. There you go.
Unknown:178.
Unknown:That was a great shout out for it start my time over. I feel like you I'm resetting the clock. Go
Unknown:ahead.
Unknown:Yeah, I mean, I, I believe this, you know, I think, you know, Mike przy. I think he's been
Unknown:there for quite some time. And if I recall, he wasn't always in gaming. So he's had a pretty long
Unknown:and distinguished career at Amazon, I assume, probably made a lot of money. So guys like that
Unknown:tend to tend to retire. I do remember there was a bunch of some negative articles kind of around
Unknown:maybe his leadership and maybe a lack of understanding of the gaming market prior to the
Unknown:last couple Amazon releases, which have obviously done a lot better. It's a big job in the industry.
Unknown:It'd be interesting to see who takes it. I mean, it's a huge opportunity. Andy Jassy the current
Unknown:CEO has said, games are a priority. So this is going to be a big high paying job for someone
Unknown:curious, see who takes the leap? Any any theories?
Unknown:Kind of added, I get the bell. This is like
Unknown:legally, I can't say the Jews, but you know, they're people they can call my people. Yeah.
Unknown:But Amazon is Amazon. Yeah, I mean, I look, I hope I wish him the best, obviously, hope it was a you
Unknown:know, mutually
Unknown:agreed upon kind of departure.
Unknown:I just think because of how much new world failed with so much potential, you know, I having new
Unknown:leadership was needed, right that they had such they had a potential goldmine with new world. And,
Unknown:and I don't know how they mess that up. I mean, I do know how they mess that up. But
Unknown:so much potential there. I think new blood will hopefully bring new ideas and new approaches. And,
Unknown:you know, Amazon has all the resources in the world to make great games. So hopefully they do.
Unknown:Second Amazon story, guys, this one. The headline here is Amazon launches AWS for games, dedicated
Unknown:products and services for the gaming industry. So AWS, Microsoft, and Google are all stepping up
Unknown:their pitches to game developers and publishers. as the industry grows. Now, Amazon's throwing
Unknown:their hat in the ring, obviously, they have a specific AWS product for the gaming industry, like
Unknown:cloud gaming, obviously gaming workloads in the in the cloud.
Unknown:And now I think what's interesting is when people talk about cloud gaming, it's more like about this
Unknown:right? Not so much playing games in your browser. I love stadia it's more like what is the infor
Unknown:cloud infrastructure for game developers and games?
Unknown:You guys love this move from Amazon, you know, is this maybe bigger opportunity than their game
Unknown:studio? Jeff, start with you. I'm gonna I'm gonna have to do on this one a little bit. To me. This
Unknown:is something that Amazon was already doing. I think like, almost probably every single gaming
Unknown:studio uses AWS I know Activision does, I think take two does. Our EA may use Google, but I'm not
Unknown:sure like most companies use AWS. I think they just are seeing gaming as a big opportunity. And
Unknown:maybe they're putting a little more focus into marketing to gaming studios as maybe they're
Unknown:seeing a lot of money flowing into kind of web through gaming and yada yada yada. But I would
Unknown:like to see the products behind this to me this strikes me as something where it's worth words
Unknown:like they're just focusing on it from a sales perspective more and I'm not sure there's actually
Unknown:product
Unknown:shipping there. But no, no, no, no, no, you're you're, you're you're sleeping on the bell. This
Unknown:whole thing is a facade. It's the
Unknown:US was at GDC in San Francisco was really fun to meet with them, speak with them. hinting of course
Unknown:here that I believe we'll be having them on the show in the near future. So stay tuned for that.
Unknown:supportive of what they're doing. And I think that if you're going to create a cloud based gaming
Unknown:solution that it has to start with someone like AWS, um, they can't do much worse than Google so
Unknown:sky's the limit.
Unknown:I mean, I don't know why Jeff, you're fussed about like, whether it's renaming an existing product,
Unknown:or it's a brand new product sort of doesn't matter, right? It's just, it's smart marketing to,
Unknown:to launch a specific product, again, whether its underlying something that's the same, or it's
Unknown:something that they've totally new that they've invented. I suspect not. I think it's really just
Unknown:a rebrand of an existing product stack. I still think it's smart, right? That you have an industry
Unknown:that's growing, might as well sell them something and make them feel like they're buying something
Unknown:specific, especially if your competitors offering something specific. Hardware BBQ says, I still
Unknown:feel cloud gaming has a long way to go. But we're getting close. I mean, definitely not stadia cloud
Unknown:gaming hardware BBQ, I hate to break that one to you. Data Center deployment for cloud gaming would
Unknown:be interesting to see how it grows.
Unknown:Again, when we talk about cloud gaming, I'm really talking about infrastructure for normal games,
Unknown:like, like, who's running the servers for Call of Duty, right when I think this is the better
Unknown:definition of cloud gaming, not how can I play Call of Duty in my browser on my Chromebook
Unknown:that that has failed and I think is dead and gone and no one should be talking about that anymore.
Unknown:So
Unknown:hard work so they better not delete my Mass Effect three games saves for the me. I need those
Unknown:character developments.
Unknown:I can't guarantee anything harder BBQ. Alright, I just want to mention this one I missed Tom says
Unknown:that desk is amazing. Only $500 could be worth it. Organization is important for 500 bucks. I agree.
Unknown:Totally worth it sold on Amazon. Yeah.
Unknown:Alright guys, let's move on to the next story.
Unknown:We've got EA here in the news. And we finally have confirmation or at least reported confirmation
Unknown:that EA will reportedly move forward with plans to rebrand FIFA as EA Sports FC so we have a name now
Unknown:at least right we've been theorizing what the name is going to be. So it looks like FIFA is going
Unknown:away and it's going to be EA Sports football club or EA Sports FC for short. Very quickly. Jimmy,
Unknown:you love the name or you don't name is fine. It's not going to do anything. I mean, whoever plays
Unknown:and loves FIFA will probably still call it FIFA but will also continue to purchase EA FIFA Club
Unknown:FC. So I think they're saving a ton of money ton of headache. And you know good for them.
Unknown:Jeff Yeah, I totally agree with Jimmy. I think most people will probably still call it FIFA. I
Unknown:think this is great and that it saves them I feel like I remember something like to something
Unknown:egregious like $200 million a year.
Unknown:I've made that number up but it was something substantial. So yeah, interesting to see where
Unknown:they what they what they do with that money, you know, they invest in other games like Apex legends
Unknown:did they return the capital of shareholders, they pay into their CEO and a bonus who knows any of
Unknown:those are possible.
Unknown:Agar BBQ says I'm just and there's a word missing your hardware barbecue, so I'm not sure. Are you
Unknown:mad? Are you sad? Are you happy? I'm just
Unknown:is the most important word in the sentence. I'm just they're not calling it soccer. So you either
Unknown:love or you hate that they're not calling it soccer.
Unknown:Like Pro Evolution Soccer.
Unknown:That we're missing that word, barbecue. We need that words.
Unknown:Alright, let's, let's move on. Glad. There you go. I'm glad they're not calling it soccer. I think
Unknown:they know their market is not primarily North America. So
Unknown:it that makes total sense. As this is the last last story in the lightning round I want to get to
Unknown:and it's maybe the most silly, but I just love the headline. The headline here after 22 years esports
Unknown:giant ninjas in pajamas, finally releases pajamas. And so this is Swedish esports team. They've been
Unknown:around 22 years. Big Counter Strike Team Stockholm based. They're obviously called ninjas in pajamas.
Unknown:But up until now they've not sold pajamas. Now for $110. You can get silk effect polyester and how
Unknown:it's silk effect. Polyester is just polyester, I think a two piece outfit.
Unknown:Sporting subtle neon embroidery of an IPS logo.
Unknown:And
Unknown:there you go. I can't describe it better than that. Unfortunately, if you're listening to this,
Unknown:I don't know how to describe it other than their black silky looking pajamas.
Unknown:Did they wait the right amount of time guys to come out with pajamas? When you're called
Unknown:in pajamas or or should they have waited a little bit longer Jeff
Unknown:I mean if they were gonna wait 22 years they should have at least made it a quarter century
Unknown:like
Unknown:let's do it on the right interval but it is shocking that they never thought to do this in the
Unknown:past and it's also shocking that they chose to do $110 You know silk effect polyester I think they
Unknown:could have done like a range like maybe people would want a little bit cheaper product maybe some
Unknown:of the even more high end but
Unknown:yes this you're calling this a ripoff Jimmy price is outrageous.
Unknown:Also like Yeah, how did you wait that long to do something so obvious? You're not building any more
Unknown:hype by the extra you know 20 years beyond your two and when it when this could have launched?
Unknown:At least it's not a hoodie? I'll say that. At least it's not
Unknown:a little more stole my take
Unknown:I'm glad to be right then.
Unknown:No, it's It's one of those things.
Unknown:How much do you want to bet that we see literally every other esports team do a pajama now right
Unknown:we're gonna see 100 Thieves do a pajama you're gonna see FES do a pajama you're gonna see them
Unknown:all do pajamas now
Unknown:because that's what happens I think they're they're leading the way with dramas nicely
Unknown:Cool, thank you
Unknown:alright guys, that's that's that ends this week's lightning round. I hope everyone enjoyed that.
Unknown:Let me get get us back to our normal show
Unknown:I just want to read Tom's comment. He says the lightning round is the best part of the show.
Unknown:Great addition Can I license that intro? Tom for a fee anything is possible. Hardware BBQ says still
Unknown:a better story than half life three rumors.
Unknown:I won't be I don't think we'll be covering half life three rumors anytime soon. Because Half Life
Unknown:three is never coming out. Our door barbecue says I'm happy ninjas in pajamas isn't getting into
Unknown:crypto and NFT yet. I mean, I feel like all the sports teams basically have to at some point.
Unknown:Otherwise people start asking why they're not.
Unknown:But yeah, that guys wraps up both the lightning round and this week's show.
Unknown:I hope everyone enjoyed that. Thank you all for coming. Jimmy. Jeff. Thank you guys. Thank you to
Unknown:everyone who participated Tom hardware barbecue Johann Stuart Khosla. All you guys Matt, Adam,
Unknown:everyone who came in participated. Really appreciate all you guys. Make sure to join the
Unknown:discord. Its discord GG slash meta TV.
Unknown:And make sure go follow us everywhere. Everywhere you find business of esports content, tick tock
Unknown:Instagram, YouTube, LinkedIn. Go follow our YouTube a lot of people I think not following our
Unknown:YouTube yet make sure you go follow that and subscribe to the podcast business of esports Mehta
Unknown:business Mehta woman, all the podcasts we put out every week, business of esports guys is now
Unknown:putting out like almost four pieces of podcast content a week. So you get sometimes one or two
Unknown:podcast episodes, you get the weekly news show. You get Office Hours all from one convenient feed.
Unknown:I mean, it's like it's it's a smorgasbord of, of business of esports content. Tom says always fun
Unknown:thank you Tom hardware BBQ says Have a good evening and have consequences. Great show. As
Unknown:always. Thank you guys.
Unknown:Don't forget the future is fun. And we will see you guys next week.