@btc - when I say "proliferation" I dont mean of the leagues themselves, I mean in the viewership which in turn has lead to more advertising / revenue. So I was positing that there might be things that traditional sports leagues have done to more deeply engage a broader viewing audience and that esports might be able to borrow from those activities.

I dont know if there will be a "roll-up" of games into broader leagues. but I think that keeping the interest of fans focused around the specific game(s) might be part of the charm and uniqueness of esports. there may be crossover depending on players/teams, but Twitch streams (as an example) are organized first by game, then you find people you like who play your games and then maybe you follow those folks to new games they try etc.

Gotcha, thanks for clarifying. Overwatch viewership is down, and there is growing sentiment that this industry is just a self inflated circle jerk. While I think there is some future for "esports", it has peaked already in its current form.

https://esportsobserver.com/owl-twit...ge-three-2019/

https://www.palisadeshudson.com/2019...-get-bloodied/

To your point, there are certainly strategic maneuvers to increase revenues for the respective leagues. However, esports wagering is clearly targeting underage bettors, and it's like handing out cigarettes to children.

I think creating localized loyalties is something that e-gaming is lacking. A lot of the appeal of sports is having a home team that everyone has in common.

Not sure how investible any of these are in the public markets right now, but I think they'll all be trends

-Disruption of higher education

-Real world experiences. It seems practically unanimous that people "want to unplug." I think a ton of businesses that tech ironically may enable will develop to serve this desire.

-Co-living. I think it will be a huge trend for young people, partially out of necessity, and it's already growing quite a bit.

$TWOU

$TRIP

$Z

How do you see this taking shape? Higher education is obviously completely broken, but it's a powerful system with deep historical roots and trillions of dollar in vested interests; how is online education going to compete?

Such as? I think the trend will be more and more into immersive virtual reality; no real world escape will compete imo on cost or enjoyment once visual quality equals the real world. Haptic system will complete the package. Our future is to be plugged into a Matrix of sorts.

AirBnB is probably well placed to take advantage of increasing real-world experiences revenue however if you want to be on this space.

^^ those charts though

Higher education/lifelong learning ... INST, Schoology, Moodle
Other real world experiences attempts, EB and GRPN, are not doing that well either.
Co-living is esentially capital intensive construction/development so not gonna be a super fad.

Yeah co living seems like a huge non-starter.

higher ed - i don't necessarily think it's online. some new system will be recognized by both students and employers as properly credentialing 20+ year olds for entry level jobs without the costs associated with the current system. i think the end state is more specialized programs developing for certain careers + today's top universities continuing basically on their current track as they still offer tremendous value. no idea how to invest in this.

experiences - thinking along the lines of Top Golf or Disney parks. Airbnb as you said is heavily focused on this too. you may be right about the long term future but i would guess the virtual world truly competing with the real world is not going to be here for awhile.

edit: none of these ideas probably qualify as 10x fads, though i think are / will be relevant to investors

I can see home schooling becoming a super fad before higher ed. Something like a minecraft education platform dedicated to k-12 curriculum that makes it easy for parents to administer lessons and easy for kids to learn through gaming. Throw in an app store for lesson plans and avatar addons, you've got an easy 10x.

USA higher education continues to produce very high quality research and very high quality grads. In no time in human history did more people have access to higher education than right now. Why is it "completely broken"? Because almost everyone has access and there is credential inflation? That is basically the story of structured education for hundreds of years and it will continue as we all niche down and become super experts during longer and longer structured study. Is it the cost? About 1/2 the grads graduate with 0 debt and of those that graduate with debt, median debt is cheaper than a new Toyota, hardly a huge price for 4 years of higher education. People just like to complain about it.

People were always able to get courses and books and videos to self-educate and online education is nothing different, just a new medium of delivery. The reality? They have absolutely abysmal completion rates.

Online education is like gym memberships. People pay for Duolingo in hopes of learning a new language, but hardly anyone actually learns. Not a bad business model.

There is one startup in this space I think is interesting. They partnered with one Cali university and pay the tuition for a student and the student repays based on their income % after graduation for X years. They have good rules built in to prevent people from gaming their program. It does sound like indentured servitude but this is likely where things are heading. It gives people something immediate while getting them into more expensive long term debt.

As cost of housing grows, more and more people will be forced into these situations. Group housing is cheaper for the renter, but also more profitable for the landlord. It will be interesting how this develops as housing is very regulated and there are strict footage minimums and dweller limits in a lot of bigger jurisdictions. This is why we generally do not have capsule motels or Japanese style housing situations. (tiny houses built on tiny lots, etc.)

Here in NYC, I was reading some analysis on housing density. The exact same buildings generally housed a lot more people 50-100 years ago than they do today. Part of it is regulation and part of it is family size and living expectations/norms.

^ That whole bit was awfully out of touch. You're right of course that upper class children often graduate with no debt (because their parents either raised them to get scholarships or simply paid outright) but the lower classes are laden down with student loan debt at a completely ridiculous rate.

Worse they often don't even graduate, but still retain the debt. The price of a new Toyota can be a pretty huge problem when you're a sandwich artist.

TV Azteca investment creates 24-hour Mexican esports digital channel

I'm guessing most efficient learning is done between age 10-20. For the top 1% who make a difference in the world that seems really inefficient now and should be easily exploitable in the future.

Corporate currency schemes

This is a beauty - https://www.bloomberg.com/news/artic...o-boost-profit