Acquired 01.03 — Twitch

Acquired on Twitch’s path through Justin.tv and SocialCam before it found consumers. The disruption note Kyle flagged: things that turn out to be really big often start out looking like toys — Facebook was just a website, Twitch was just video games. Straight Clayton M. Christensen.

Notes

• The history of Twitch evolved across Justin.tv, SocialCam, etc. but they never saw major consumer adoption
• Autodesk acquired SocialCam…
• 50% take rate on monetization and aren’t even taking any percentage of tips
• Things that turn about to be really big often start out looking like toys. Facebook was just a website. Twitch was just video games.
• Sounds a lot like disruption theory from Clayton M. Christensen