Walter Mitty

Walter Mitty

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Walter Mitty
On February 11, 2020, Walter Mitty commented on A Storm is Coming for Blizzard Entertainment :

Very interesting article! As a WoW player myself I’m really sad to see the directions they took with different games and the lack of understanding of their users and fans. It seems that the acquisition of Blizzard by Activision changed their focus and innovation process.

The Warcraft 3: Reforged release is surprising, such an easy way to attract old customers and they made so many mistakes. I share Colm Farrell concern on how the industry is going to look in a few years, and if this type of game studio is now just part of a niche segment for old gamers looking for some nostalgic memories.

Walter Mitty
On February 11, 2020, Walter Mitty commented on Betterment: Winning in the wealth management space :

Thanks for the article! As a user of Betterment, I agree with the point about user experience and a customer-centric focus, it’s really easy to use and one of the reasons why I chose them (and their 1.84% APY of course). It’s easy to see how they are building one by one different products and services that could replace a bank in the near-term. It’s going to be difficult for larger organizations to respond to companies such as Betterment, with less overhead and no need for physical space.

Walter Mitty
On February 11, 2020, Walter Mitty commented on Peloton: Winning the fitness battle, losing the economic war :

Interesting post, I haven’t used Peloton myself but I would like to get one in the near future. I agree with the analysis regarding the obsolescence with their equipment, and how to keep those users into the subscriptions. I wonder if they can create features that link to their app and platform in ways difficult to replicate for competitors. Also, I would like to see how they make money: is the recurrent subscription the source of revenues and profits? or is the equipment? If they’re selling the equipment at cost, just to attract customers the idea would be to lock them up with the app, making the obsolescence argument less relevant. Another issue is differentiation against competitors, this could end up like online mattresses, with 200 bikes and apps that do the same thing.