Netmarble IPO: How Greed Destroyed Its Kabam Acquisition

Netmarble is the ninth largest mobile app game publisher in the world and the largest in South Korea. In a month, the company is set to raise $2.3 Billion via an IPO on the KOSPI Korean stock exchange. If successful, the company will be valued at $11.7 Billion and catapult it to the level of …

It’s In the Metagame: A Monetization Opportunity for Twitter

“A Twitter feed of a college basketball game is like being in a room with 20 stoned Bill Waltons” “A Twitter feed of an NFL game has become shoutcasting without the noise.” In July 2016, Twitter announced a pair of deals with the National Football League and the National Hockey League to live stream a …

Machine Zone (MZ): A $10 Billion Dollar Unicorn in the Making

(Original publication date: 6/7/16) (Our suggested “moonshot” for MZ: ending urban traffic congestion via a real-time pricing platform + “connected car”) (Our suggested new tagline for MZ: “put a price on it.”  Shoutout to Portlandia for its “put a bird on it” tagline for a hand-crafted gift store capturing its big picture strategy) Short Postscript …

Kabam’s Downfall: Talking the Talk

The growth in the numbers of technology startups valued over $1 Billion, so-called unicorns, has abruptly stopped and even reversed. In the last several months, a number of unicorns have seen their valuations marked down by mutual funds. This has been accompanied by a number of titillating articles about frivolous spending — Dropbox’s Chrome Panda sculpture — and debauchery — Zenefits’ …

Machine Zone (MZ): Game Unicorn with Marketable NewSQL Database?

  Summary: This paper speculates that the startup Machine Zone intends to market a NewSQL database as a service and merits a $6 Billion valuation. Written: July 25, 2015 Zone (MZ) is a Palo Alto-based  startup with a Top 2 iOS USA app store hit called “Game of War: Fire Age.” (GoW). MZ describes Game …