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slide 94:

nearly 4.2 million people streamed in december 2018 at least once on twitch

that seems incredibly high. I wonder how many of those are streaming games vs. talk/conversation vs. travel/outside social etc.

I also wonder what the cost of all of this is. How many of them will actually be unprofitable for twitch due to not having any viewers. The streaming infrastructure must be more expensive than say a yt vid that no one watches, no?



I'd argue against this solely based on the deflationary costs within computing. Factor that in, and the outlook for twitch looks great.

Article readers -> Video consumers(YouTube, Facebook etc)-> livestream (initially games and now anything)

Streaming games might be the first high value use case but I can def. see twitch gain traction in other niches.




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