Frazis Capital Podcast

Gaming is one of the more exciting industries in technology right now. We discuss the opportunities and precedents for Twitch and streaming phenomenon.  Ben also takes us through leading chipmakers like NVDIA.  0:32 - Long term trends for Nvidia 2:16 - Demand for Nvidia GPU's in Data centres 3:03 - Use of Nvidia chips for Crypto mining 4:38 - Semiconductors are on the forefront for everything 5:46 - Nvidia compared to other chip makers, AMD and Intel 8:35 - Bitcoin mining economics 9:22 - Technology companies that 'miss the trend' 10:40 - Moore's Law and what it means for CPU's and GPU's 11:58 - What is the go-to for gamers now? 12:50 - Interesting stocks and opportunities for gaming - the shift to mobile gaming 15:35 - American vs Chinese Mobile games 16:10 - Sea's mobile game Freefire's recent success 18:40 - Ben's experience with mobile gaming  19:44 - Popularity of the MOBA category specifically League of Legends 21:05 - Online viewership of League of Legends worlds more than 44M concurre