YouSaid · the spoken record

Niccolo de Masi

lines on the record: 96
first: 2015-12-28
most recent: 2015-12-28
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“Yeah, that's a whole other thing. I mean, it's kind of funny recently we were talking to Ina Fried about a phone thing and she said, you're holding the phone wrong. And I said, I feel like we're just holding the world wrong right now. Yes.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Just collectively lump together like a group of people. Anyway The last one is the Samsung Gear VR. Yeah. I'm pretty excited about that. We talked about this on another podcast episode recently, and I just think it's a really cool $99, pretty...”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Which started as a search company as Well, maybe they can make a battery case better looking than the Apple battery case, right? Yes, that's true. It would be in their moonshot lab. Yes, exactly. All crazy and complicated. Good. Well, I'm glad Google's getting a little fancy. They still dress badly, no matter how high. No, they don't. They look okay They look better than they used to tell you that.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“It's true, but keep in mind that we just mentioned at least two pieces of hardware that are coming from Google, which started as a search company as primarily an ad business. Well, maybe they can make a battery case better looking than the Apple battery case, right? If Google made a battery case, it would be probably like double as a hoverboard or something. It would be in their moonshot lab. All crazy incomplicity.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Sure, just like Huawei and like LG and everything Yes, they have to be good, though. It's like being a dermatologist having bad skin. If they're selling phones, they got to have a proof of concept phone that's pretty good, right?”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Because when you consider that Google has only been doing phones for a few years now, and by doing phones, I mean in collaboration with hardware partners like Huawei and like LG and everything, they've actually gotten quite good. Yes.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“They're such a critical piece of home networking infrastructure. All right, why do you like this one? Because it's pretty tubular and it's cool and you can see all kinds of data about it from the smartphone app. Wow. And it's got all these crazy antenna patterns. You're one of these people.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“The first are the new iPhones. The second, you know, it's funny, I thought about the Amazon Echo and then I realized that was actually last year that was announced last, I believe it was last November. Yeah. But Amazon Echo doesn't count. We do the 2014 one, didn't we?”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“That's okay. I forgive. It's heavy. It's almost four pounds. I don't love the hinge. And you have to actually press a physical button to remove the display from the keyboard You don't like that, it's a little weird, but like a magnetic, but it's a really, really, I mean, it's like a top of the line Microsoft's very first real laptop, if you want to call it that.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“AKA, my 11 year old nephew, and get back to you. My kids love Legos, especially my youngest. Love them. He forced me into the Lego store in New York and spent an enormous amount of time. And then I spent $109 zillion.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Probably launch of 2015. Do you read the Apple Surface or the Microsoft Surface right there? They was kind of full. It was kind of full. I was like, what are they hiring people? It was. It was full of people.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“All right Well, all right, Wayne, I'm glad you'd like your Apple TV iPad Pro. I'd have to say that was not the most exciting prodding lodge of 2015. I'm going to wholeheartedly disagree with you. You were Matt. Wayne, I was meh.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, I'm just not, I don't wear it. I go back to I'm wearing a regular watch again because it tells the time better, you know. I would have to say no on the Apple Watch, but I own it, but I just don't wear hurt anymore. It's like my bread maker or something. Phil the burn at Philip Byrne.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Because I think that Apple is suffering from the same problem that a lot of wearable companies do, which is that people put out these wrist things and then the users don't necessarily see the value of them. And their companies that constantly do that stuff.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“I was so excited when it launched. I really kind of thought my head was going to explode a little bit because I'd been waiting for Apple to have a wearable for so long and I was so excited. But I have to say, I don't think it was the best product launch of all of 2015. Right.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Better than Apple. No, I understand that Apple music. Yeah, I used it for the three month trial. Why didn't you like that? And then I, I don't know, there was just too much going on. There's too much going on in it. And they recommended a mom jeans playlist for me. And I was so brutally offended. No, I'm just kidding. They really did offer a mom jeans playlist for me. But no, I mean, I still think of iTunes, and I know this is a very unhip thing to say. I still think of iTunes as a place to buy music and then have it be stored locally on the phone.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“I think everyone's going to have a haptic suit, trust me. You know, it's just like you can see in the future we're all going to be these like giant blobs of nothing being like poked by suits and things like that. But, you know, but you look forward to much happier three to five years. Three to five years. All right. Not ten years out.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Largest shareholder is already 10 cents. So we're on the map. We're already part of that trend, in my opinion. Sure. But there'll be more of that, I think. And what's, of course, given them advantages, lower cost base, huge domestic gaming markets. And cultures that have great, in some cases like Korea, great broadband. And in China, a huge willingness to take your phone and expect it to do a lot for you. So look out for a world of mobile video, VR, and frankly gaming with mobile VR. All those trends can play into that as well.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“The craziest thing I've seen actually is how I can give you more than one answer on that one. I think the Asian gaming companies are doing much more innovative inventing in Korea and China than people give them credit for. And they're figuring out how to make this relevant for the Western world much faster than people think. So let me give you a couple of predictions. I think VR is farther ahead than people think. And if you extrapolate the next three years, it's going to move forward a lot faster in all walks of life. I think the center of gravity for gaming is moving to the east faster than people think. You're going to see a lot of acquisitions of Western companies by Eastern companies.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, but our Kim game and even our Kitty game to some extent, they are narrative role-playing games. And so, what I mean by that is you're making, it's like the choose your own adventure novel, you're making decisions. Do I go do this? Do I do this? That kind of role-playing can be programmatic.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“You go with them Or to be her. Yeah, to be her Supercomputer. Somebody's roleplaying things haven't worked. They've remained small a lot of these villages and communities. I'm blanking on the name. Yeah, but our game.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, so my realistic dream is mobile VR meets video VR and trying to create a new form of interactive entertainment actually. So I don't know exactly what that looks like, but our celebrity platform is obviously fertile ground for this. Sure. You go with them. You know, what is it like to be in someone's or to be her. Yeah, to be her. Be with Brittany on stage. What's that like? And how do you gamify that so that it's neither a reality TV series, it's passive, nor an interactive game where it's not just interactive, but it's a full-on game. I think there's going to be all sorts of room in between those two to sort of jumble up our definition of role-playing role-playing games ultimately, to jumble up the definition of being there and being them. And I'm most excited, of course, about where that becomes mass market. There's always going to be the $10,000 plug-in into your $10,000 super.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“I only want to think about that. You've just led me down a path. Now I'm going to have to call him immediately. Finishing up, if you had to depict what you think the most creative thing and not your company that you've seen come out of this area in the gaming area or where it's going or something you'd like to be invented, what do you imagine would be the most creative that you're actually in a game and really fighting or shopping with Kim or what's your dream?”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“I think the human reactionary sort of instinct is strong. And what happens is people go out, they start to value the non-VR time.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“I was just using a For Problems using Well, I'm sure you're an optimist as I am that he. No, I'm not. Really? You're not. I have teenagers.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Thousand dollars on a TV. Sure. I was just using a ViewMaster one. It was even good. I was just testing it. It was quite good. It was really interesting. I think it does have to get beyond this, and gaming is the low-hanging fruit here for a lot of these, but it'll be interesting when they try to get into full entertainment mode or travel or teaching someone how to speak, or there's a whole thing around fear that you could solve psychological problems using. You could. It is a dystopian view of the future with everyone wearing these things and not interacting with each other, but that's a whole nother. Well, I'm sure you.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“That $99 more and more will go into $99.49. And the next three years, I think you have a chance to grow the installed base not by a factor of two every year, but you could actually do a factor of $10 every year. I don't know how you think if we sold this Christmas next week, but like factors of 10 at that price point, really interesting. And they open up a world whereby mobile is becoming more immersive without having to spend $300 in a console and $1,000 on a TV.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“He figures out new hardware first, adult companies, and game companies, right? So we're going to do our part. I didn't want to think about optic suits for porn. Yeah, exactly. We're not pushing to that either. But ultimately, I think about consumer hardware from a mass market penetration perspective. And to me, what's exciting about mobile VR is sub $100 price points.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“The five or the six. I think it'll be interesting when haptic touch really gets going where you. I just got a thing for CES where these guys are in Kickstarter. They're making a haptic suit that you play during games. So it pokes at you.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Always getting better, but you can always do better. And humans are actually, you know, I'm sure you've read these articles. Humans have many more senses than the sort of, you know, the five or the six kind of thing. We pump 10 or 11.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Exactly. So ultimately, that piece of it will not be impacted by VR. What changes, I think, with mobile VR is kids in the back of the car, you're on the train, you're on the plane. That's a heck of a good experience compared to most seatbacks. On a plane. And for $99, you're going to go a long way with that. So for the developer, it's more expensive. There's no doubt it's dramatically more expensive to do 360. Think about programming a game to minimize motion sickness because you have to play well with advice.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“No, I think it's long session, I think it's long session gaming, right? So a lot of the revenue mobile gaming comes from people, including our Kim game, who are playing it between meetings, frankly, a lunch break in the restroom during meetings during school. I'm playing it right now. Exactly. Exactly. That happens all the time. You know, my board members do that during our meetings.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Believe it What's the difference in creating for that kind of visual display versus something you just look at with your phone? It's an immersive, obviously creative sense of sound. It has a higher sound quality. Higher involvement by the user. And it's expensive.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Oculus, or you stick it in a cardboard. Stick it in some lens eyepiece. But it's going to follow Moore's law. And people aren't thinking about two or three Moore's law cycles from today. You're going to be taking Oculus Rift, which is the more expensive one. That functionality probably will be the price point of Oculus Gear. And Oculus Gear today is a pretty darn good experience for gaming, believe it or not. It's pretty darn good experience for Deer Hunter gaming. And we certainly are intending to be big in this space across the kinds of games that Glue builds, which are shooters, celebrity, racing sports, all these well.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Right. I actually think that all the action of relevance for the mass mark in the next three to five years, at least three years, is going to be mobile VR. And we are very excited about it as a company. This is a step.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Creaters So we shipped Deer Hunter 2014 for the Oculus And that's out and actually generating money already. And it's generating.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Don't have to be curiosity. There'll be curiosities, actually. What about virtual reality? How do you look at that? I was just at a dinner the other night. One of the things I think is most important is how do you create for these platforms? We already have creators don't exist. I mean, they're just starting to understand what works in a virtual reality rather than just looking around.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Not the other way around. And I actually think that Nintendo Sony consoles are going to be niche high-end luxury products that survive in developed nations, but in emerging markets. There'll be curiosity. There'll be curiosities, actually. You're not digging up the ground to put in fiber in emerging markets, but you can mask them. Masks are pretty efficient to get communication protocols out.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“That's unfair. Let's stick to a consumer electronics here. The personalization of entertainment means that certainly in Asia, you have a lot of teenagers who are playing games in their bedrooms on their phone because their parents are watching TV. So I look at the phone today in emerging markets as what the computer was in the 90s in developed nations. Like if you had to pick, you're going to spend one month of your income. It's going to go on that phone, effectively. So I think phones retain primacy. And that's really interesting for a company like Glue because I actually look at things like the Apple TV, Google TV world. That's an extension of my free-to-play game experience.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Still, a phone. I actually think the phone will retain primacy much longer than people think. Some examples, when you go on a business trip, right, you never say it's okay. I don't need my phone, I have my tablet. But you might say I left my PC at home on my laptop.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“So we're living the future of what record labels and film studios are afraid of. Game by game, you just got to live and die in its own right. The storefronts are effectively open today. I mean, this whole walled garden stuff, in my opinion, went away once you got over a million Aps. I mean, there's 2 million apps now. I mean, it's open as it gets, frankly. And so I think that you're going to have competition lesser descent from Samsung, Amazon, they're going to try. These are the companies you can string together at the four screens. Apple and Google will keep slugging it out because they can't afford to lose. You can't afford to have a 2020 plan that says, I will seed one of these screens.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“I wish I do have my moments when we're like, well, if I could have, you know, like the old days in the record labels, if I could have just packaged 10 games together and made you buy them all, I would definitely have a more profitable way. Exactly. But the thing is we're already profitable in industry that has been effectively unbundled.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, well, laptops, I mean, laptops are running around a while. And I think that what's happening already is, you know, Apple, you can play Kim's game on phones, tablets in the Macstore. So that hits desktop and laptop. I think Apple TV, it's early days, and that controller is not ideal, obviously. None of them are. But none of them are. That's fair. But it will resolve itself. And so I think the future of gaming from a platform perspective is I've been quite public that I think Apple and Google are in Pole position here. They're just such huge companies today that to grow from a half a billion to a trillion dollar market cap, they have to swallow other industries. Hence cars. Cars, banking, is also entertainment. All this has to get swallowed and kind of disaggregated in a lot of ways. And what's interesting to me about mobile gaming is”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“No, so I actually think that gaming on all platforms is what the future is about. So I talk often about sort of quad screen future that I think Apple and Google and Amazon are trying to create for their users. You want one billion relationship where you can effectively one consumer relationship and they want to lock consumers into their four screens, laptop, desktop, phone, tablet, living room.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“You know, from the gaming industry, I have found his book remarkably relevant because we're such a competitive industry. Yeah.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“I read a fair amount of history and sort of civilization based books, but Peter Thiel Zero to one is, if you haven't read it, it's well worth it”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Attention quite a bit, and also the famer it is. Correct. And I think that's a big trend that Glue is playing into, which is if you're a musician today, you know, live performance. Really important income stream. Maybe it's number one. Merchandising sponsorship, big income stream. I want gaming to be number three.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“Sort of break it down Of the revenue, I'll put it that way. Well, yeah, I think that gets their attention quite a bit. And also the famer is another area for their success that they don't have to rely on their traditional needs. Correct.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“And so, if you sort of break it down, you can guesstimate that it's a meaningful minority of the revenue, I'll put it that way. It can be for, you know, my aspiration, of course, is to be meaningful because you get people's time and attention. Well, yeah, I think that.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT
“So we have to disclose Kim's personal royalty share. What we have disclosed is that the game is made something like $140 million in its first five quarters. That's sort of top line revenue. Apple, of course, get to cut from that. And then Glue has costs and Kim's got a royalty as well. If you look at our quarterly reports, what you can see is that we pay across the whole business about 11% of glue revenues are going on some kind of royalty payment.”
2015-12-28 · Decoder with Nilay Patel · Recode Decode: Niccolo de Masi, Glu CEO · IDENTIFIED FROM THE TRANSCRIPT