Very similar to my Field II client, ChefTime in Brazil.
It’s clear they are starting to solve the scaling question — I wonder whether they will be able / required to penetrate the broader food delivery market (as opposed to being just a “dinner subscription replacement”. Blue Apron’s famous “blue cards” that share easy-to-use recipes are highly replaceable (i.e. once I’ve cooked it once with my Blue Apron order, I might just go to the grocery store and buy the same ingredients).
They appear to already be starting to expand into cutlery / pots / pans and alcohol. No question it’s a great idea, but whether they can remain “sticky” (pun intended) will be the true test.
What is the next frontier for Blizzard (and EA — @KQ)? It seems like the gaming industry is approaching a tipping point as the quantity of players explodes (I believe League of Legends tipped over 1 million players simultaneously online recently). What does the future hold? Is it proliferation of games? Or the launch of more adjacent opportunities — such as virtual reality / leagues?
If virtual reality, I think their operating model will continue to flourish.
With the hiring of Steve Bornstein, it looks like Blizzard is headed for the latter — in that case, I expect a radically new (or altogether separate) set of business/operating models.
Fascinating! It strikes me that the parity, limited number of games, and deep college infrastructure give the NFL a substantial advantage over other leagues. Would the MLB be more popular if college baseball had better viewership? To what extent do our professional leagues have an interest / responsibility to build out future talent?
How might this be applied to “new” leagues — whether growing sports (squash/lacrosse) or e-sports (video games)?