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Gaming
Doug Clinton, Steve Van Sloun
TwitchCon 2018, Buzz Streamer Survey
The TwitchCon 2018 keynote (Friday 10/26) shared impressive engagement metrics for the platform. There were 18.2B chat messages and whispers sent, 85M cheers and subscriptions, 3.2B interactions with extensions, and 150M clips created. Leading up to TwitchCon, we did a…
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Amazon
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Gaming
Doug Clinton, Steve Van Sloun
Fortnite Continues Expansion into Esports, Launches In-Game Tournaments
On Monday, October 15th, Epic Games announced In-Game Tournaments for Fortnite, allowing all players to compete in events to win prizes. The first batch of tournaments includes 5 different competitions: two solo events, two duo events, and one squad event. Tournaments…
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Gaming
Doug Clinton, Steve Van Sloun
Fortnite Does It Again: Incentivizes More Monetization
Fornite (Epic Games) recognizes the importance of the influencer community on gamers perhaps better than any other publisher. Fortnite recently announced “Support-a-Creator,” a way for players to support their favorite video makers, streamers, storytellers, artists, cosplayers, musicians, and community builders.…
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Gaming
Consumer Neurotech: Volume II
Neurotech for Control In the first part of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. With the initial groundwork laid, we can finally dig into the technologies themselves. Here,…
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Artificial Intelligence
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Augmented Reality
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Gaming
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Neurotech
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Robotics
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Virtual Reality
Doug Clinton, Steve Van Sloun
Sizing Up Twitch’s Game Streaming Business
We think Twitch will pay streamers almost $75M in 2018 and see that number expanding to $180M by 2020. We tested streaming on Twitch to get a better sense of what it takes to be a streamer and reach Twitch’s…
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Amazon
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Feedback Loup
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Gaming
Doug Clinton, Andrew Murphy, Gene Munster
Manifesto 2.0
We pride ourselves on contrarian curiosity. When that curiosity leads us to new conclusions, we change our minds. As part of that exploration, the areas that we find most interesting evolve over time. What was once frontier eventually becomes commonplace.…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Gaming
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Investment Philosophy
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Loup Ventures Podcast
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Neurotech
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Retail
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Robotics
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Virtual Reality
Doug Clinton, Steve Van Sloun
Major Publishers Can Learn from Fortnite’s Monetization Model
Fortnite surpassed the $1B mark for total revenue in July by employing a unique monetization model compared to typical franchise games. Instead of selling its game for an upfront fee, Epic Games, the publisher of Fortnite, gives the game away…
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Gaming
Doug Clinton, Steve Van Sloun
Battle Royale Continues Its Ascent
Since early 2017, battle royale games, namely Fortnite and PUBG, have exploded in popularity. Not only have the games been a massive financial success, but a cultural phenomenon as well. There are countless examples of battle royale games making appearances…
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Gaming
Gene Munster, Steve Van Sloun
Nvidia Unveils the Holy Grail of Computer Graphics
During Gamescom 2018, Nvidia introduced its new GeForce RTX product line — three graphics cards ($499-$999) based on its new Turing architecture. Nvidia CEO Jensen Huang called the line’s primary innovation, real-time ray tracing, the “holy grail of computer graphics.”…
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Artificial Intelligence
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Gaming
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Nvidia
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Virtual Reality
Gene Munster, Steve Van Sloun
Nvidia – Crypto Stings, Big Picture Intact
Shares of NVDA are down 5% after-hours. The company missed expectations in its OEM and IP segment as the decline in crypto pricing triggered softening demand for crypto-mining hardware. While crypto drives just ~3% of revenue, the miss in the…
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Artificial Intelligence
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Autonomous Vehicles
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Cryptocurrency
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Gaming
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Nvidia
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Tesla
Gene Munster, Steve Van Sloun
Tech Companies Move into Streaming Live Sports
We hear a lot about the exploding budgets that tech giants are spending on original content as consumers continue to cut the cord. In the last few years, some of the same players have started to add live sports to…
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Amazon
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Gaming
Gene Munster
Fortnite Launches Ranked Play, Commits $100M to Esports
Fresh off of Fortnite’s first foray into ranked play on May 17th, Epic Games has committed $100M in prize pool money for Fortnite competitions in the 2018-2019 season. The ranked play ‘Solo Showdown’ game mode was available to players from…
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Gaming
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