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
cap that participant list at 12 and a half million, the technology could not take more reliably. And [B], there actually weren't 12 and a half million people participating together. There were 12 and a half million people participating in individual versions of that concert, capped to 50 participants each, not all of which were even running in identical synchronicity.

And so imagine what that would be like in a world today. You can all be in the mall, but you can't be there together. And they're not really in sync, something else has happening. Obviously the metaphor breaks down. The technology required to do that is very far away, and the business case to realize it isn't quite there yet either. Imagine, Patrick, if you and I could go to the 1980s and say, "Let's lay the entire country down with fiber optic cable." Cost 400 billion, obviously that would have enormous value in 2020, but it would have taken us 20 years to actually commercialize that. And the capital required to get there, wouldn't work.

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