Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early advisor and investor to Rovio aka Angry Birds.
In today’s episode, Peter discusses the evolution of the gaming industry, highlighting the dominance of gaming IP. He touches on the rise of indie games, the impact of AI on the space and why he avoids trends like esports, AR and VR.
(0:00) Starts
(1:47) Peter Levin's background in gaming
(5:37) Gaming's transition to mobile gaming and post-2000s developments
(13:49) Comparison of gaming industry to traditional media and the rise of indie gaming
(20:45) Changes in gaming revenue models
(27:30) VR and AR challenges
(35:50) Using a Data-driven approach to invest in gaming startups
(47:00) Impact of AI on game development
(56:32) Peter's most memorable investment
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For detailed show notes, click <a href="https://www.themebfabershow.com/episodes/EON7H0HegIo">here</a>
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Past guests include <a href="https://mebfaber.com/2017/02/08/10017/">Ed Thorp</a>, <a href="https://mebfaber.com/2021/08/04/e337-richard-thaler/">Richard Thaler</a>, <a href="https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/">Jeremy Grantham</a>, <a href="https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/">Joel Greenblatt</a>, <a href="https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/">Campbell Harvey</a>, <a href="https://mebfaber.com/2022/03/30/403-ivy-zelman/">Ivy Zelman</a>, <a href="https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/">Kathryn Kaminski</a>, <a href="https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/">Jason Calacanis</a>, <a href="https://mebfaber.com/2022/01/31/e387-whitney-baker/">Whitney Baker,</a> <a href="https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/">Aswath Damodaran</a>, <a href="https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/">Howard Marks</a>, <a href="https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/">Tom Barton</a>, and many more. 
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out <a href="https://mebfaber.com/mebs-deals/">here</a>! 
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Editing and post-production work for this episode was provided by The Podcast Consultant (<a href="https://thepodcastconsultant.com/">https://thepodcastconsultant.com</a>).
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