The money shot via Bloomberg - “monthly, non-mobile, video-game subscription spending in the US “has been flat to low single-digit growth” since the middle of 2021. -
“Purchasing games and add-on content as well as free-to-play models are still the vastly preferred method of…

Great history of handhelds from a cool indy pub. Retro Dodo

retrododo.com/a-handheld-his…

If PlayStation and XBOX can’t do it does NETFLIX have a chance?

Handheld gaming rules the world.

What could possibly go wrong.

hmm... maybe handheld can grow market share?!

QCOM lapping APPLE on the NPU. Bravo! 👏 Apple claims best at 38 TOPS. Snapdragon X at 45 TOPS. LFG!

yep. game streaming, game pass... core games as a service... terrible biz and terrible biz for developers. unit economics do not work for either and consumers en masse have rejected. if core gaming wants to go the way of AMC follow the NFLX model. It leads to hell. Nintendo…

🤔

There are 3 primary bluechips in gaming. NINTENDO, STEAM & PLAYSTATION. That's it. Philosophically they are 3 different companies. Only 1 of them is a TOY company.

$60B in new gaming rev up for grabs in the mobile channel over the next 5 yrs. Emergence of the 'core casual' segment and Playtron powered devices sold through mobile network operator channels will impact this growth. Our bet is we can capture a few $B migrating PC and Console…

The 5 largest public empires are OPERATING SYSTEM companies. 3 pure. 2 derivative. The 3 pure = $8T in value. The 2 derivative = $4T. Total = $12T. These 5 companies combined are worth more than the remainder of the entire Fortune 500.

There is hope. But it comes from the heavens not hell (top down NOT bottoms up). There are no incumbent operating systems that were not prior incumbents. There are no massive platfrom shifts that do not favor tech incumbents (AI). Operating systems are the alpha distribution…

This was the best early Steam Deck review that 'got it': 'It consolizes the PC gaming experience like never before.' IGN gave Steam Deck a 7?! Verge also dumped on it.🤡 Victor Lucas one of the best gaming reviewers out there... follow his fantastic channel EPG:

STEAM DECK…

Even mert | helius | hSOL giving some flowers to SUI.

Respect where its due. PLAYTRON is dope and they have a chance to drive more adoption to crypto which helps everything as a whole.

Stop being chain only maxis and give credit where its due.

We want as many crypto users as possible!

We are at the very start of S curve adoption for handheld gaming in every market around the world. 200M+ new “core casual” gamers over next decade.