Matt Ball - The Future of Media: Movies, the Metaverse, and More - [Invest Like the Best, EP.185]

Published: Aug. 4, 2020, 9:30 a.m.

b"My guest today, Matthew Ball, is a long time coming. He\\u2019s the former head of strategy at Amazon Studios, an investor, and probably my favorite business essayist writing today. In fact, I can\\u2019t 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\\u2019ll see why. Our conversation is all about the past and future of media. We discuss movies, music, television, video games, and the metaverse. When I re-listened to this episode I couldn\\u2019t believe how much information was in Matthew's head and how easily he covered so many topics in depth. Please enjoy this great conversation.\\n \\xa0\\n This week\\u2019s episode is sponsored by Bottomless. Bottomless is a smart coffee subscription which automatically re-orders coffee for you based on your consumption habits.\\xa0\\n \\xa0\\n Bottomless is offering one month and your second bag of coffee for free at\\xa0bottomless.com/patrick.\\n \\xa0\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club and new email newsletter called \\u201cInside the Episode\\u201d at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\n \\xa0\\n Show Notes\\n (2:20) \\u2013 (First question) \\u2013 Compulsive interest of how people entertain themselves\\n (4:19) \\u2013 Changes of intellectual property and trademark in media\\n (9:12) \\u2013 Cross media world building and Netflix\\u2019s strategy\\n (11:47) \\u2013 Competing with the major power players at the top\\n (16:54) \\u2013 Fate of movies in the new media landscape\\n (20:38) \\u2013 Fate of music in the new media landscape\\n (25:40) \\u2013 Age and gaming in this media transition\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 (26:20) \\u2013 Gavin Baker Podcast Episode\\n (29:50) \\u2013 Legacy of the Marvel Cinematic Universe\\n (34:48) \\u2013 How he defines the notion of a metaverse\\n (39:53) \\u2013 Creating a more interoperable version of our digital world\\n (47:37) \\u2013 What is not included in the metaverse and investing in one\\n (52:14) \\u2013 Tim Sweeney\\u2019s role in Epic Gaming\\n (58:12) \\u2013 The unreal engine\\n (1:07:46) \\u2013 What should investors be thinking about when it comes to gaming worlds\\n (1:12:43) \\u2013 Opportunities in the gaming space for investors\\n (1:19:59) \\u2013 Cloud gaming\\u2019s impact on the space\\n (1:26:54) \\u2013 Will other media platforms have to copy the gaming industry\\n (1:30:51) \\u2013 How interactivity and feedback loops plays into his investment decisions\\n (1:33:07) \\u2013 Ease of creating a new media business today\\n (1:35:20) \\u2013 Trends media storytelling\\n (1:38:50) \\u2013 What makes for good IP in media content\\n (1:42;14) \\u2013 Why he wants to explore payment platforms and block chain\\n (1:44:56) \\u2013 Kindest thing anyone has done for him\\n \\xa0\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club and new email newsletter called \\u201cInside the Episode\\u201d at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag"