EPISODE
88

#88 with Greg Isenberg (part 2) - Why Plugins Are Big Business

Jul 03, 2020·34:00·Sam & Shaan·with Greg Isenberg·Listen·AppleSpotify
0:0017:0034:00
15 moments · 109 paragraphs · synced to the second
SHAAN

Welcome back. This is part 2 of our brainstorm session with Greg Eisenberg. We're gonna continue on. We talked about a bunch of different topics. It's pretty fun. Greg's a good guy. Hope you guys like it. So here we go, part 2. Let's do it.

SHAAN

And they were buying it for somebody else as a gag or what?

Yeah, I think it was mostly, uh, as a gifting thing. And then I included PR for it. I got, uh, I got some PR. Yeah, a little bit. I love it.

SAM

All right, I'll tell you guys something, uh, one interesting thing that I'm paying attention to. Greg, are you a car guy?

I like cars.

SAM

Okay. There's this guy named Doug D'Amore. Do you guys know who Doug D'Amore is? He's this really nerdy, just like a horribly nerdy guy. And he reviews cars and he's really funny and he's cool and he's well-loved and he's got 2 or 3 million subscribers on YouTube and he'll review all types of cars and he's funny and he's like cute and endearing. And he just launched his own car auction.

It's pretty amazing that he did this.

SAM

Because he's a YouTuber and you think, well, like, he's probably not that good at doing other— I mean, you know, he's a YouTuber. I don't expect him to build a, uh, a content thing. But I accidentally pulled up— it's called carsandbids.com. He launched this site, it looks amazing, and he's already populated the site with, uh, hundreds of like fancy cars for sale. So the whole point is that it's cars that are vintage or cars that enthusiasts love. So like a 2013 BMW M5. It's not like a particularly expensive car, but people who love BMWs love this model of car. It's amazing that this guy built this. And I think that what's interesting to me is that a lot of people— I don't know if he's partnered with someone. I think that— I bet you that's what happened. But a lot of people partner with YouTubers, kind of like what they did with Ipsy and the Kardashian lady, uh, and this is just the perfect execution of this. It just launched 2 weeks ago. I think this is going to be a huge thing. Um, and these car companies are quite interesting, these marketplaces.

This is brilliant. I think if you— if we take— if, if you marry the unbundling of Reddit with the partnerships of influencers, yes, you're good, right? There you go. You get the credibility from the influencer, put them in, put them on the cap table, whatever.

SHAAN

Right. Because look, for any, for any, uh, like, uh, lifestyle trend that you find on Reddit, like the body weight-based fitness thing that Sam's talking about, or vegans or whatever, there's going to be lifestyle influencers that live that same lifestyle that have gotten famous for it on Instagram, on YouTube, whoever. And if you marry those two together, you use Reddit as a source for, okay, which Lifestyles are trending. Okay, the FIRE movement is trending in the personal finance community. Cool, then I need to go find people who live that lifestyle, partner with them for distribution for my product. And in this case, the influencer did it themselves, but more and more people are sort of doing it on an equity basis instead of pay for post type of thing, which I think has its trade-offs, has its pros and cons.

SAM

It's pretty interesting. What I would do is I'm quite fascinated with the job boards space still. I don't think anyone has completely nailed the job board space, but you could definitely do it where you partner with people and you talk about cool companies because the pay per lead for jobs is quite, quite high.

SHAAN

So did you guys see what Andrew Wilkinson, another friend of the pod who's coming on, I think next week, did you see what he posted yesterday on Twitter? I think this is pretty smart. He posted about this, this Gmail idea. Sam, did you see it?

I did.

SAM

I did, it was a plugin for Gmail that I don't know what it does.

SHAAN

I forget. He basically, he took the, he replicated the two features that matter in HEY and hey.com. Like, hey, you could screen, you know, new recipients first before they show up in your inbox. And also it'll just hide all your newsletter cruft in one spot, like better than the core thing. I think that was the crux of his idea. But it's like, hey, do you want those cool features of Hey without having to like go get this new email service and like go learn this new thing? 'Cause I'll just make it an add-on for Gmail. And I was like, this is why this guy is smart. That was like such a simple, beautiful idea. And I really hope he makes this and is not just tweeting about it, but I know how he rolls. He tweets to like publicly commit to doing something. And so I think he's actually gonna get this built 'cause he definitely got a good response from it. But I thought it was a great idea. What do you think of that, Greg?

I love it. He got 2,400 likes.

SHAAN

And was I right about the summary of what it is?

Yeah. So it's basically, and I love the way he, he actually like communicates it, which is also just seems like a magical part of how he operates, which is— Read it out. All right. I'm working on a fun little Gmail plugin side project, dot, dot, dot, new line. It's an email firewall called Number 1, filters out newsletters/noisy crap emails. Side note for, you know, Greg, side note, that's like beautiful, like layman's terms. Number 2, screens first-time senders similar to HEY. Number 3, delivers emails a few times a day on a set schedule versus 24/7 in brackets like DND. Who wants the beta test? 782 responses.

SHAAN

Right. Yeah, this is like, you know, we got to invest in this little Gmail plugin. That, like, that's how good— that's how good this is. This, this is like a real idea because it's a— if you did these three things, productivity would rise, uh, significantly in, in email, which is something that everybody's using. And so I think, A, he's the right type of guy to kind of spearhead something like this. Uh, he communicated it well, and it's just a simple— it's a simple good idea.

SAM

Greg, who else do you know that has— do you know any big Gmail plugin or Google Chrome plugin businesses?

I do. So I invested in a company called vidIQ. Sean, you know Rob, right? Yeah, Rob. Dude, the guy is a legend and crushing it.

SAM

Can you tell us the story?

I can't tell you the numbers, but I can tell you the story.

SHAAN

Physically, he's a tank. We got to say that.

Physically, he's a tank. He's like the most lovable teddy bear ex-football player of all time. He's in San Francisco. He raises money from like all the right people. He builds a startup, basically like Hootsuite, but for YouTubers. This is in like 2012-ish. Gets, you know, the top 10 biggest video publishers on the platform, AOL, Yahoo, all these, you know, big companies. Realizes that there's no, although it looks cool to work with big companies, you can actually make more money if you just work with little to medium-sized video creators. Ends up doing, at this time, this is like 2014 maybe, the equivalent of nuclear bomb, which is number one, he gets rid of most of his team and moves to Santa Cruz, California, and becomes like, surfs every day, like 4 to 5 hours a day. So now remote is obviously more of a thing, but back then, no. And then decides to completely pivot the business. And because he fundamentally believed, hey, I'm going to forget this website. I'm going to change this to a Chrome extension. Imagine writing that email to your— to Mark Cuban's one of his investors and How much did they raise? Couple million bucks.

SAM

Okay. So what happened?

Um, he moves to Santa Cruz, converts it to a plugin. Um, it becomes like, I think the most widely used plugin for, for video creators. He charges for it. Can't share the numbers, but I will say the business is exploding. Team size is quite big as well. How big? I'd have to pull up the investor update, but somewhere between, you know, 45 people, I would say somewhere in that range, 45 people full-time.

SHAAN

And he was just grinding on it. Like this last time I saw him was a few years ago when we were all hanging out and it wasn't like clear that this was going to be this runaway thing, but it was clear that this guy's never going to fucking quit. Like he was like, look, I'm doing this. And it was, wasn't like, I would have quit literally 9 times during the process that he just kept going. And that's what I admire about this guy.

I admire that. I admire also that he didn't really listen to anyone. Like, you know, I think there's just like a lot of founders like listen to podcasts like this and they're like, oh, I'm going to do like what they did. And it's oftentimes actually the founders that don't even listen to anyone. And who just like take selected tidbits based on their life experience. Right. And like really understand, like Rob knows video more than, and Video Creators better than anyone in the industry. And it was just like, he's like, he had a point of view, like having a point of view matters. Like, he's like, my point of view is that like Video Creators don't want to log into this like website and have another website. And who cares if it's built on top of Google Chrome? Who cares? As long as I'm swiping $9.99 a month for thousands of creators, the hell cares?

SAM

That's a good one. Who else do you know? Or what else do you know?

I mean, in the Chrome extension space, none as intimately as Rob.

SHAAN

I have a friend doing something cool. My friend Stuart is building this thing called, I think it's called Luster.ai. Greg, have you seen this one? No. So I don't know how much I'll have to ask him if I can even talk about this, but it's pretty cool. I think he's out publicly public with it now, but basically he had built this company called Slant and Slant was like crushing it on SEO for like when you would search for a product, let's say you want to find a pair of headphones. He was kind of doing the Wirecutter thing, but programmatically and crowdsourced actually. So You would search for headphones and you would get a result which is like, this is the best affordable pick, this is the medium range pick, and this is the high end, I want the best thing for the best, you know, at a high— I'm not as price sensitive pick. And so he was doing that and Slant was doing well, but he was like, he similarly threw the whole thing away, pivoted to a Chrome extension that works on top of several sites. Like I use it on top of Amazon, for example, and it'll just say like, hey, you know, I'm looking for a TV. It'll be like, by the way, here's the best TV worth buying and here's where you can find it at the best price across other sites. So it's kind of Honey-esque, but it's really about the recommendation along with understanding, oh, the price has dropped over here, you should actually get it over here.

SAM

It's like Kayak or something where they like aggregate New York Times, Wirecutter, and a whole bunch of stuff to get the reviews.

SHAAN

Yeah, I don't use Kayak, but it's pretty good.

In the 30 seconds that you started explaining this, I like added it and I'm on Amazon and I'm actually looking for a TV and it's giving me recommendations. So that's why like—

SHAAN

That's why these rock, 'cause how lightweight they are.

These rock. These rock. I like it 'cause it's super easy to install. It's always present. Like, that's it. Now I'm an active user, right?

SAM

Um, and you're not going to churn.

I'm not going to churn. Um, I mean, and number 3, like, I'm a big, you know, from a thesis perspective, a big believer in curation. I think like Amazon's for, for, you know, great examples. Amazon's great because it— you can get anything, but people want curation, you know. Instagram's great, but people want curation. There's just this demand towards curation, and it's a huge opportunity.

SHAAN

And I think this is like the Gmail plugin idea, like, because everybody uses email, you only need to grab such a small fraction of the sort of total base. Um, and same thing with like shopping, Amazon, right? Like, so for Luster to work, they only need such a small number of people who are regularly shopping. And I've seen his charts and it's growing really well. Um, like, I think, I think that these— I, I personally gravitate towards either super niche and you can own that scene, or universal product and you can go for the people who care about, let's say, quality more than the average, more than the 98% of the other people who use that thing. Those are like, you want to kind of polarize in one end or the other and not get stuck in the middle.

SAM

One of the greatest companies ever, or that I know of, uh, personally, is Grammarly. Um, if you live underneath a rock, Grammarly is a plugin that helps you write better. It just— you people dismiss, probably dismiss the business early on saying this is just Word, or what's that called, Word Check?

SHAAN

Spell check.

SAM

Spell check. I mean, this is just spell check, and it's not. It helps you have better grammar. And, uh, that's also—

SHAAN

it kind of just is spell check, like, it's like, right? Like, and that's actually okay. Like, it was just spell check but for the internet, because spell check was limited to like Word documents and, uh, you know, text messaging. But you didn't get spell check in every email you were sending or wherever, right? Like, it didn't even have to be more. I mean, it became more as it went, but like, but not much. Actually, just spell check was fucking great. It was— that was a great thesis right there, and I totally dismissed it.

SHAAN

Yeah, I think they're like stupidly profitable.

SAM

Um, yeah, it's a fucking plugin.

SHAAN

On the other hand, like as a consumer, Chrome extensions are a fucking crazy thing to install because they get like read permissions on every website you visit, which is just insane. Um, that's like handing over the keys to every account, your bank account and everything you ever said to anybody. So I'm very like judicious with Chrome extension installation. Most people, it appears, you know, I would say most people don't even know what a Chrome extension is, but then a lot of people install them when it seems like a huge privacy issue. And that's Chrome.

Chrome doesn't allow you to use, uh, 1Password. I hate it.

SHAAN

I use it though. I also hate it, but yeah, I use it.

Explain, explain.

SAM

I want to hear why mine just never works.

Yes, same.

SHAAN

Use it. It's quite, it's quite complicated for me. Like, there's the Chrome extension, there's the app I have on my desktop, and then at some point, like, one of those, like, just stops. Like, like, it'll stop autofilling. I'm like, fuck. And now I always have to do this, like, two-step process. Or I'll get a new computer and I'm like, it's like, what's your seed? I'm like, man, I don't know. I did this, like, 4 years ago. I need to remember this thing. Like, I don't know. That's just really hard. And then the other thing is, like, anything that's social or with teams, you have to then sort of get to the team thing. And now I get— need to get everybody else to adopt 1Password, and they're usually less tech savvy than me, and I'm not even that tech savvy. So it ends up being this like failure of like getting other people to adopt it. Like, I wish there was a simpler—

SAM

I wish it always— it always runs into Google's password thing, right? Like they hit— they hit each other somehow. Yeah, I can't stand it.

Why?

SAM

Are you an investor?

Sorry. No, I— listen, 1Password to me is the necessary evil to, to do stuff on the internet. Like, I think that like people who don't have password managers, like, good luck, right? You know, I think it's worth it. I think, I think, you know, I have it as an extension. I was just looking at my extension. I'm like looking at Loom I'm looking at 1Password. I actually think that there's an opportunity, you know, to create a better 1Password, but it's probably a difficult problem, and I hate difficult problems, um, sometimes.

SHAAN

I don't even think it's a difficult problem. I think you could do the same thing and just brand it better and write better copy and make it more family-friendly and be like, this is called Family Password, and Family Password helps your family be safe. And, uh, it's not 1Password, which feels to me like an engineer's product built for engineers. And all my engineers, like at my company, are like, yeah, it's great. And they can't believe I'm not using it. And I'm like, I can't believe you use this fucking thing. It's so like difficult to use. And like, I don't know, there's just layers of annoyance with it.

SAM

Do you guys want to— this is a slight deviation, but you guys want to see the numbers for— so I own a Google plugin. Yeah, you want to see the numbers for it?

It's— never ask me twice.

SAM

Watch this.

Okay, I'm pulling up his skirt right now.

SAM

So the, uh, the Hustle has a plugin Um, can you see my screen?

SHAAN

Yeah. Okay, thrilling for the audio listeners.

SAM

Okay guys, uh, well, I'm gonna try and tell them. Okay, so if you go to Snippets by The Hustle, it's a plugin that says it has 5,000 users. And all it is is, um, you open your plugin, you open your, your desktop, and a new— and an article comes up, like a new headline.

SHAAN

And if you like, every new tab, every new tab, the, the default like blank page has a news article.

SAM

Yeah, and you could hit refresh up here and that will refresh it and give you a new article. It's super simple. It's not complicated at all. I made it, or we made it in 2015. I'll check out this, check out this. We made it one time and we sent one email about it and I never touched it ever again. It has, check this out. Okay, so I'm going, I'm on Google Analytics. I'm going back to 2015. Let's see how many page views. Probably gotten 20 million page views. So 30, 40 million page views it's gotten, and it's only had a lifetime of 28,000 users. But I promoted it one time, literally one time, and, uh, look at the retention. That's crazy, right? So like, this was in, uh, what year was this? Oh, I, I changed the Google Analytics, but this, I believe, was still in '16., but like they stuck, they stick. And, and what's interesting is that, um, per session, so each time someone opens a new tab, on average they click refresh 4 times.

SHAAN

That's cool. So you're basically hijacking their, their, uh, attention workflow of what they're trying to do. They're like, oh, I need to go to, you know, my email. Oh wait, hold on. Um, there used to be this Chrome extension called Momentum that I thought was awesome. It was really fucking simple. You would open a new tab and it would just have a beautiful photo and it would say, good afternoon, Sean, or whatever time of the day it was. And the lighting would kind of change depending on what time of day it was. And it would say, you know, what's your focus for today? And I could just type it in. And then from that moment on, like it would just always say like, good evening, Sean, your focus of the day is this. And I love that thing. And this was so viral. I just noticed every time I'd open my laptop and I'd be doing something, somebody like the person over my shoulder would always pause me and be like, what's that? What's that thing? And so like this could be paired with the Reddit thing from earlier where you could actually pair a delivery mechanism, which is this Chrome extension for new tabs, with a market segment that's really avid that you found on a subreddit. There's a product idea here I really wanna fund. I tried telling my friend Jake to do, to build this thing, but he wasn't super interested just because it's very like front-end heavy and he's a back-end engineer. But if there's a front-end engineer, if there's an engineer who loves good design, This is the product I wanna, I would invest in to get built. So I don't know if you guys ever seen, I think I talked about this once, but I don't know if you've ever seen Stripe Home. Have you guys ever seen this product? So Stripe basically did something that actually several companies do, which is they build an internal sort of like homepage for their company. And Stripe Home, it's unreleased product. I don't know why, it looks amazing. They clearly put like, thousands of hours of dev cycles and design cycles into this thing. You basically, it'll show like, hey, here's the 5 new employees we hired. Here's some company announcements. Here's like, you know, some funny quote or whatever. And it's just this really good homepage. And if you start open a new tab, I think that's what you see if you have a Stripe imaged laptop for your company. And so I think every company would want this when you give your employee a laptop. I think you would want to have like a branded new tab homepage. And so it would be home for whatever your company is. And Sam, I know you kind of had something like this out of, uh, Rippling or something like that.

SAM

Yeah, well, that's what I was about to say. The, the— this is, uh, I agree everyone wants this, but you'd have to, you'd have to, uh, attach it to someone's payroll or their HR software.

SHAAN

I don't think, I don't think you do. I don't think you do, because I think what you do is you just make it where any— it's like bottoms up. Any engineer at the company can, uh, like enable this for their company. You don't have to really hook into who are the new hires and all that good stuff. Like, there's just some basic information that you can that you, that you can show without hooking in, and then you can get better like, like Slack as you integrate more sources of data. And so like Amazon has a thing called Phone Tool that does this where you can go to Phone Tool and it's hooked into the data system. So you can go look up any employee, you can see who they report to, you can see where they are in the org chart, you can see their level. And I know that Clearbit made this for their company. And so they have a Clearbit homepage that they worked on, you know, developing. So anytime some, anytime you see several companies building the same in-house system, for themselves, that's something that you could export out and can be given to any company out of the box, uh, as an easy-to-use thing. And this is something that literally you just win on design. If you go look at when Stripe Home talks about it on Twitter, there's like hundreds and hundreds of replies on the tweet because people just think it's beautiful and they don't even need the functionality. They just like the look of it. Just like the Momentum tab, people liked what my new tab looked like. And I think you could do the same for businesses and you could charge them for it. So free idea, free idea. Just tell me if you're doing it because I want to invest.

SAM

I gotta check out, guys. I'll talk to you soon, Greg. See you, Sean.

Yeah, see ya later.

SAM

Keep on— keep it going, Greg.

SHAAN

I got two more things for you and then we can bounce.

Cool.

SHAAN

First question for you: do you think that there's— that— do you think that there's going to be sort of a backlash against TikTok, or TikTok will just get banned for being sort of Chinese spyware? And should somebody just be, you know, like Triller or somebody just be positioning themselves as the as a net waiting to catch all these TikTok users if people revolt against TikTok, which is sort of, you know, a Chinese company. And there's been lots of reports, it was a big Reddit thread recently about how much data it's pulling off of your phone and how it's basically spyware.

I think Jason Kalkanis has tweeted about this too. I think he sees a lot of opportunity You know, I think if we look at like the past as the best predictor of the future, there's been so much anti-Facebook sentiment and people still use Facebook products. I think I don't see a massive opportunity to like wait for that to to be honest.

SHAAN

I would agree. The only difference here is that I think it might be government-based this time. Like India just banned TikTok in India. TikTok. And TikTok's fucking huge in India. So somebody's gonna get the benefit of that. I don't know who it's gonna be, but like, I think if the government comes out and does it, that's different than like people all sort of, there's no way they're all gonna coordinate and decide to care on a given day and move networks. That I don't think happens.

Yeah.

SHAAN

Okay, two other random ideas I saw. There's a company called Aerist. I don't know how you say it, Aerist, but that's kind of interesting. It's called, the website is, let's find it. It's like Aerist text messaging courses. Basically these guys are letting you build a course like Teachable just through text message delivery. So it's aerist.co. And so you can go on, I could be like, hey, I'm gonna teach you how to start businesses. Like I might do this. I might just make one of these just to try this platform out., but I can be like, hey, I can help you, uh, I don't know, get business ideas or learn how to start a business. And I have a little editor on my side. I can create a text drip and people can receive these text messages, um, you know, on a daily basis, like learning in little nuggets. Um, I thought it was kind of an interesting idea, interesting concept. What do you think of this?

I can't tell you how good of an idea this is. This is like, this is like a no-brainer to like, set up 10 courses. Like, you know, what I would do is start like almost like a little bit of a management company for Eris. Like find, like, you know, you're the idea guy and dating coach and dating, like, and just, and just like, okay, we're, I'm going to help you like get this out there. You do the editing, you do the paid ads on Facebook and then it's new. So it's interesting. The idea around like, oh, it's through text. It's kind of interesting. It's not like, another guy pressing a button, you get to this landing page. Hey, let me sell you this course, right?

SHAAN

Easy. Yeah, I think this is kind of cool. I'm gonna try, I'm gonna try it out. I'm gonna make one actually. I don't know how much effort it's gonna be. If the platform is easy to use, I'm gonna try one and we'll, we'll see what happens with this. Uh, what's the most sort of interesting thing you've seen lately, um, that's outside of the sort of Reddit, uh, investigation you've been doing? Either something you've thought of or another product that you really like right now?

Top of mind, there's an app called Hags, H-A-G-S, which is an app built on top of Snap, basically.

SHAAN

Is that like the old yearbook, like Hags thing? Is that what it stands for?

Yes, exactly. So it's yearbook signatures. I think there's tons of opportunity on top of Snap Kit, which is Snap's Apps developer platform, and Hags is obviously taking advantage of that. You—

SHAAN

Hags, if you don't know, stands for have a great summer, which is what people used to sign off with on yearbooks.

Exactly. So you basically post a story, like swipe up to sign my yearbook, and you can— it's basically a high school social network, and the entry point is through yearbooks. What I love about it, number one, built on top of Snap Kit, tons of opportunity right there. Go look into that, like especially like building, they just announced mini apps. You can create like apps within Snap Conversations. I see that being huge. So I like that. I like their design style, like their design, like if you, you know, I think there's so many apps out there that they all just look the same. And it's just refreshing to see something new. Even that, the website that you showed with the Chrome extension, the Amazon one, that, or the product recommendation one like that. Like I looked at it, I'm like, yeah, I'm in. Cause it's like cool. It looks good. Interesting looking. Yeah. It's interesting looking. So it's like design something that's interesting. Hags does that. And it just shot up in the charts and you know, it's been cool to see. So I really like that. Um, what else have I been really liking? StadiumLive is pretty cool. I don't know if you've seen that.

SHAAN

I saw when it got funded. It's like a sports fan thing, but what's cool about it?

For— it's like basically like, again, in this sort of like Gen Z world, it's like basically ESPN for Gen Z. You get assigned— I'm very interested in like virtual avatars as an entry point to socialization. As COVID and this pandemic continues, people are going to be looking for new ways to just connect with one another, and avatars is a really good one. You get assigned an avatar, you join like a game, basically esports or sports, and, you know, might be like Toronto Maple Leafs versus Montreal Canadiens. You see it Again, connects with Snapchat, so you get— it's your Bitmoji, um, that you can like edit, and you could just see other people there. There's like polls and stuff to like keep you entertained, and you kind of feel like you're in this like virtual environment. So what I love about it is like, number one, virtual environment, number two, vertical network, number three, built on top of Snap.

SHAAN

I like that. You know, when you said avatars, it reminded me of an app I saw this weekend It's actually number 1 in the charts right now. I don't know if you've seen it. It's called Trivia Royale.

Oh yeah, oh yeah, I love it.

SHAAN

So this was made by the guys who made QuizUp, I think. So this guy Thor and somebody else, they have this new company called TeaTime Games, and they made QuizUp, which was like, you know, the most popular quiz trivia app at the time. Kind of went through a rise and a big fall, and then they kind of spun out. They're like, all right, we're doing it again. And so the way this one works, you download the app, you make a little avatar, which is like doesn't sound that great yet, but they use Facemoji, which is cool. So it's actually a pretty good high-quality one. But they, they combined the trivia game of like HQ or QuizUp with Battle Royale from Fortnite. So it starts— every game starts with 1,000 people and you go head-to-head against somebody and you play, you do 5 questions of trivia, and at the end you win or they win, and then it goes like the pool cuts in half. So now there's 500 players left, then 250, then 125, and just keeps going until there's there's one person left standing as the winner, winner of Trivial Royale. And it's number one in the charts right now. It's a beautifully made app, just really well done. I don't know if it'll have, you know, the sort of stickiness that you would want, but I don't know, I like it. It's sort of same guys working on the problem from a different angle, which I always respect.

Yeah, I think I love it. Beautiful. Games is always one of those things where, you know, as you know, it kind of like, is it is it a hit or can they build it sort of as a platform, right? But I feel like these guys, I mean, they've probably learned a lot from QuizUp and they probably got a good shot at it. So I'm pretty excited about it.

SHAAN

Games struggle because games are both a hit business and a fad business, and people can confuse those two. And it's like the hit business, as in your game just out the gate could be a flop or a hit, but even if it's a hit, it could then be a fad hit, or it could be a long-lasting League of Legends type of hit, which is super sticky.— and you really only get the value if you get the hit and it's not a fad, or you just do a bunch of fad hits over and over and over again as a studio doing little quick hitters. And so that's the— those are the only two models that work in gaming, unfortunately, which is tough.

Like, you don't want to be on that treadmill.

SHAAN

Exactly.

Right.

SHAAN

Or you do if it's your first time and you got a bunch of energy and you're like, yeah, this is great, I'm gonna do this thing that's really fun. And then, you know, for me at least, the further you go, you're like, hell no, I don't want to— if it's It's a treadmill. I don't even want to touch it. I don't want to get near it.

Another, like, I don't know if you saw it, It's Me.

SHAAN

It's Me. Is this a, is this the dating app or which one is this?

Yeah, it's kind of a, it's more of like a make friends app, but it could be used for dating. Also Avatar. So you download the app, you tell you, you know, they ask you like, what are you into? Animals, whatever. There's some sort of like, Personality quiz. Yeah, personality quiz. Exactly. They ask you to create an avatar. You create an avatar, then you're in this world. Basically, you chat roulette style, press a button, get connected with someone who they think you would like jive with. And basically, as you like move your, your head, your avatar, just like on Facebook, Yeah, exactly. It tracks you. It's, it's cool because you're getting to know someone through your voice plus avatar, right?

SHAAN

Is it— what kind of lowers the barrier, the friction, where there's the barrier? It's not your real face, you're not on webcam, you don't have to care about how you look, but it's higher fidelity than just a still photo and text.

Exactly. So what other verticals could you do that in, right?

SHAAN

Yeah, so many ideas, dude. Uh, okay, dude, this is great. I'm glad you came back on. Uh, we should wrap it up, but, um, let us know what you think. If you guys love Greg, let us know, then we have Greg on more. If you hate Greg, let us know that we'll never let Greg on again. You have a deal. Uh, so, uh, Greg, good times, man.

All right, thanks, man. I appreciate it. Cool.

SHAAN

Take care. See ya.