Don’t buy U because of games. Is like buying TSLA for cars or buying AAPL in 1998 because of candy iMac . Buy U because of VR/AR + more just like buy TSLA because of power distribution + more.
If I am not wrong, market cap of SHOP is much less than $10B when IPO. Market cap of U is pretty high.
Finished reading the article, MF is talking big, this type of biz model is no different from App Store… quite common right? Is not a super duper new biz model. Developer pays a small sum to join the developer program (annual subscription), can offer free or paid game (usage or revenue sharing).