Invest Like The Best
Episode 185 The Future of Media: Movies, the Metaverse, and More
Invest Like The Best

Episode 185: The Future of Media: Movies, the Metaverse, and More

Invest Like The Best

Episode 185

The Future of Media: Movies, the Metaverse, and More

Matthew Ball is the Managing Partner of Epyllion Industries and the former head of strategy at Amazon Studios. We cover the past and future of media, video games, and the metaverse.

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[00:02:20] – Compulsive interest in how people entertain themselves

[00:04:19] – Changes of intellectual property and trademark in media

[00:09:12] – Cross-media world building and Netflix’s strategy

[00:11:47] – Competing with the major power players at the top

[00:16:54] – Fate of movies in the new media landscape

[00:20:38] – Fate of music in the new media landscape

[00:25:40] – Age and gaming in this media transition

[00:29:50] – Legacy of the Marvel Cinematic Universe

[00:34:48] – How he defines the notion of a metaverse

[00:39:53] – Creating a more interoperable version of our digital world

[00:47:37] – What is not included in the metaverse and investing in one

[00:52:14] – Tim Sweeney’s role in Epic Gaming

[00:58:12] – The unreal engine

[01:07:46] – What should investors be thinking about when it comes to gaming worlds

[01:12:43] – Opportunities in the gaming space for investors

[01:19:59] – Cloud gaming’s impact on the space

[01:26:54] – Will other media platforms have to copy the gaming industry

[01:30:51] – How interactivity and feedback loops play into his investment decisions

[01:33:07] – Ease of creating a new media business today

[01:35:20] – Trends media storytelling

[01:38:50] – What makes for good IP in media content

[01:42:14] – Why he wants to explore payment platforms and blockchain

[01:44:56] – Kindest thing anyone has done for him

The Future of Media: Movies, the Metaverse, and More

Introduction

Patrick
My guest today, Matthew Ball, is a long time coming. He's the former head of strategy at Amazon Studios, an investor, and probably my favorite business essayist writing today. In fact, I can't think of another author whose work I read as quickly once a new essay drops. Read his latest on the past and future of Nintendo and you'll see why. Our conversation is all about the past and future of media. We discuss movies, music, television, video games, and the meta-verse. When I re-listened to this episode, I couldn't believe how much information was in Matthew's head and how easily he covered so many topics in depth.

Matthew's Compulsive Interest

Patrick
So Matthew, this conversation has been, I don't know, two years in the making. Luckily, in those two years you've written about 25 more interesting things that we might explore today, so I'm glad that we waited. I thought it'd be fun for those that aren't familiar with you to sort of sum up your compulsive interest, which I would define as how people entertain themselves. How would you describe your compulsive interest?

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