Emergency Pod! Microsoft in talks to buy Discord for $10B+; breaking down their thesis, Discord’s business & more | E1190



about this episode

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Listen here:
Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957
Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9
Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio

Show notes:
0:00 Intro / OurCrowd – Sign up for a free account at https://www.ourcrowd.com/twist
1:38 What is Discord? How does it compare to Reddit & Slack? How have they opened their market since COVID?
5:03 Discord’s user metrics & how they make money
7:49 History of Discord & how it parallels Slack’s journey, comparing Discord at $10B with Slack at $27.7B
11:24 Microsoft’s thesis for paying ~75x revenue for Discord: Creating “Netflix for video games”
16:01 Summarizing the potential acquisition, Microsoft’s growing gaming portfolio

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