Themes

As part of our ongoing work on game development software, we surveyed 24 Unity developers to better understand how they use the product. Given the small sample size, we view the data as directional rather than definitive but were left…

Console sales have been up through the month of March as most of the world has been in lockdown, according to GSD. The Nintendo Switch, which had previously sold over 40 million units through the end of 2019, has been…

Gaming is an undeniable long-term growth opportunity. Games like Fortnite have become a growing part of pop culture, game streamers are taking young audiences away from mainstream and YouTube content, and esports has emerged as an exciting way for gaming…

As long-term tech growth investors, we’re more interested in the downstream impacts of how our recent period of social distancing changes the way consumers act permanently vs temporarily. To think through some of the opportunities and things to avoid, we’ve…

Written by guest author Kenny Fennell. Kenny is a consultant with WSP’s New Mobility Group. His work focuses on emerging mobility pilots, policy, and planning. Prior to this role, he worked in the City of Detroit’s Office of Mobility Innovation. Views…

The gaming space has been a relatively safe place for investors over the past few weeks. Since Feb. 24th, the Nasdaq is down 15.7%; in that same time period, the three major game publishers (Activision Blizzard, Electronic Arts, and Take-Two…

In the wake of COVID-19, consumers around the globe have been forced to change their buying habits. For many, ecommerce has become the preferred—or only—way to buy goods, a change that will likely accelerate the adoption of ecommerce by 2-3…

Market volatility clusters. It always has and likely always will. When we wrote about the recent market volatility last week, we had just lived through a period where seven of 10 trading days had a move of +/- 3% in…

Over the past 10 trading days, the S&P 500 has been +/- 3% seven days. Only six other periods in recorded history have had similar levels of stock market volatility. We looked at the last 100 years of daily S&P…

Earlier this week, Social Capital published its Annual Letter. In the letter, Chamath Palihapitiya, founder of Social Capital, details his viewpoint on why Big Tech should be broken up and how. I enjoy reading Palihapitiya’s letter every year, but I take…

The end of the war is a long way off, but Amazon has just won another battle for the future of retail. The company recently announced the opening of Go Grocery, a first-of-its-kind large format automated retail store in downtown…

Automation is poised to be the defining theme of the 2020s. The time is now because of the confluence of advancements in deep learning, information collection via powerful sensors, and hardware able to calculate real-time judgments on that information to…