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My conversation with Sebastian Park

2021-10-31

Sebastian is an e-sports executive, investor, and entrepreneur. We made bets about the future of NFTs, the Creator Economy, and UGC gaming. In between, I learned about how working for Darryl Morey influenced how Sebastian thinks about predictions.

Here are the bets we made:

  • The future of NFTs: No more than 2 of the top 50 NFT projects on OpenSea.io will still be there in October 2023 (Last 30 day trading volume)

  • The future of the Creator Economy: If you look at the top 10 web3 companies in 2023, less than 30% of the value will come platform companies.

  • The future of UGC gaming: By 2030, we will see the same fragmentation in gaming that we do in video. More hours of playtime for top UGC game platform more than the top studio game.

A transcript is available here.