This is Matt Reustle and today we are breaking down the mobile gaming industry. It was several months ago that I was reading an industry report for our Business Breakdown on Electronic Arts. I was shocked to see that mobile gaming was now 50% of the overall gaming market. What really stood out to me was just how different the business model is. You have smal ... Show More
May 29
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business behind it. Our guest is Sean Barrett, foun ... Show More
49m 24s
May 15
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks ... Show More
1h 5m
May 8
Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]
Today, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian, the CEO of Opendoor, shortly after the company reported its first quarter 2026 earnings, and we covered both what is happening inside the business right now and how he is thinking a ... Show More
25m 34s
Sep 2022
Mitch Lasky - The Business of Gaming - [Invest Like the Best, EP.293]
My guest today is Mitch Lasky. Mitch is a partner at Benchmark and one of the leading figures in the video game industry. Over the last 30 years, he has built, led, and invested in a number of the best gaming companies in the world, including Activision, EA, Riot, Snapchat, and D ... Show More
1h 15m
Mar 2020
Esports Biz Show: Mobile Esports with Complexity Gaming's Director of Mobile Gaming, Matt "MobileMatt" Rutledge
Welcome to this week's Esports Biz Show! This episode discusses the growth of mobile gaming and the competitive mobile esports scene with Director of Mobile Gaming for Complexity Gaming, Matt "MobileMatt' Rutledge (@TheMobileMatt). Learn more about your ad choices. Visit podcastc ... Show More
36m 41s
Oct 2023
Strauss Zelnick - Playing to Your Strengths - [Invest Like the Best, EP.347]
My guest this week is Strauss Zelnick, the CEO of leading game publisher Take-Two Interactive. Maybe most well-known for its hugely successful Grand Theft Auto game, Take-Two is a sophisticated, top-tier developer, publisher, and marketer of interactive entertainment that owns Ro ... Show More
1h 16m
Nov 2018
[REPLAY] Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25]
[REPLAY] Modern Monopolies: What It Takes to Dominate the 21st Century Economy, which explores the platform business model (Uber, Airbnb, Github). Alex is also the founder and CEO of Applico, a company that he started in his dorm room that is since grown into a huge enterprise th ... Show More
1h 16m
Feb 2023
Jeff Green - Modernizing Advertising - [Invest Like the Best, EP.315]
My guest today is Jeff Green, the CEO and co-founder of advertising platform, The Trade Desk. The Trade Desk is the second advertising exchange Jeff has built, having sold his first venue to Microsoft in 2007. He started The Trade Desk in 2009 and has built it into a $30 billion ... Show More
1h 7m
Mar 2022
The Next Tech Battleground: Online Gaming & the Metaverse
In the latest episode of Exchanges at Goldman Sachs, Jung Min, co-COO of Global Technology, Media and Telecom (TMT) and co-head of TMT in Asia Pacific Ex-Japan in Goldman Sachs’ Investment Banking Division, explains the evolution of the gaming industry and why the sector is poise ... Show More
21m 53s