How to trade the gaming industry
00:00 Speaker A
I want to shift the gears to the discussion of hardware and intellectual property. And if you had to think of a bucket for the next 12 months, and one of them may be nvidia, microsoft, sony consoles with vouchers and hardware, and then we have content and rope on the other side, we will enter the game with two and Roblox, we will reach the Grand Thft in a second. Where do you see in this direction next year?
00:32 Speaker B
I mean, the hardware side is hard to play. UM, Nvidia is obviously an extraordinary company, but you know, I think less than 5% of its income comes from the game. So it could be 10, but really small. I think from 45 billion to four or five billion. I mean, you know, they are wonders, um, but they won’t really grow too much. It was more like 50% game for PC graphics processors. Now it’s all AI. That’s why I love Nvidia, but it’s not really a game game. Nintendo pure game. Sony is not a very pure game because of studios and other things. However, Nintendo is a pure game with many great software, UH hardware manufacturer. And you can join there. Stock is at the highest level of all time. I mean, you know, it’s okay. I think there is probably a part of it. But very, very, I prefer to play on the software side. UH intellectual property is cheap to produce again and over again and again, it is very high margin. So, you want to play content or men who have technology and contain unity and Applovin.
02:08 Speaker A
Well, let’s stay loyal to content and IP, talk about the Grand Theft Auto 6. The UH has been a dozen years since five five outputs, and I wonder what the expectations are and then especially the pricing point. I believe you say you can reach three steps.
02:30 Speaker B
Yeah, I’m sure it will be $ 100. Um and you know, funny because I am based on what CEO Strauss Zelnick says, that is, they will charge what the game is worth, and consumers will feel that they get a value because they pay. If you’re going to charge $ 60 or 70 dollars, there’s no point in making this comment. So only the idea that the price is dealt with tells me that it will start from 100 and I don’t think even players will escape. UM, this game will probably be twice the larger than the last one. As you pointed out, the development of 12 years will be released, the UH is only shy from the 13th anniversary of the latest version. There are 1,200 people working on it, so they spend for development cost in the north of 100 million a year. In other words, he invested in one billion, billion five games. Why don’t you charge $ 100? And the truth is that players are a group of Whiny, but the truth is that if they don’t want to pay $ 100, they can wait a year. They can buy it at 70 next year. And I think two 100 fees will get. I think they will sell 30 or 40 million units of $ 100 or almost all of the $ 30. So if they can earn extra two or three billion dollars, why not?
