Thread by @Yield_Fanatic

@ChrisGuthrie A big part of my arg on existing games is that 'garbage' can still be monetized successfully.

There are many orgs out there that monetize what you & I may consider 'garbage' but off which a successful biz may be built.

@ChrisGuthrie For eg. The $AMZN bookstore concept was initially garbage to me....but the success speaks for itself.

I doubt we will see $SKLZ joining hands with large devs on existing titles like Call of Duty. The model only works if all both/all players in the specific game are betting...

@ChrisGuthrie ...so if you extend the existing title onto $SKLZ for monetisation - you run the risk of having the same game across 2 diff apps... Viability is questionable.

This however doesn't mean they don't join hands on new titles. All we need on $SKLZ is a new blockbuster hit...

@ChrisGuthrie ...and that can happen with existing small developers or with large studios they don't have a relationship with.

This is the issue when investing in $SKLZ though. You really need to be able to take comfort from a) the execution and monetization of simple games to date,...

@ChrisGuthrie b) team behind the org - executives, board and strategic investors, c) intelligent deployment of $600m cash $SKLZ is sitting on, d) potential to bring new exciting titles from new & existing partners and e)potential for $SKLZ to make a foray into true eSports world & make it work

@ChrisGuthrie Thats why I started by saying it's not an easy inv. But, there's a lot to like here - investors need to feel comf with the higher risk, while noting assymetric payoff if successful.

$SKLZ have a basic biz currrntly but future may be brighter than the fins & product suite shows

@ChrisGuthrie 1 more thing. I don't think other large devs will make their own platforms.

That'd mean investing in a new product with a diff set of customers.

Rather I find potential of hosting mob based tournaments etc on the $SKLZ platform as a way for them to monetize off existing titles