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LightShed Ventures launched our first fund today. $75mm focused on Seed and A rounds. Excited to find the next category defining companies in TMT with my partners @RichLightShed @WaltLightShed @JamieLightShed
Brandon Ross
2,723 posts
Brandon Ross
@BrandoLightShed
Partner at LightShed⚡️GP at LightShed Ventures
- Vince McMahon is fully gone from WWE as an executive. This includes his role as Head of Creative in addition to the CEO role. $WWE
- Thank you for an interesting, inspiring and fun discussion last night @TripleH @BellaTwins @MsCharlotteWWE @georgeabarrios @RichBTIG Michelle Wilson
- Forget @netflix vs @DisneyPlus vs @hbomax. The new “streaming wars” are @Twitch vs @YouTube vs @WatchMixer100 Thieves creator Jack “CouRage” Dunlop will be leaving Twitch to stream exclusively on YouTube, sources tell me
- “We compete with (and lose to) Fortnite more than HBO” - favorite line of this quarter’s Netflix letter
- Overheard teen convo on NYC subway: “TikTok used to be called Vine and nobody used it. Then they changed the name to TikTok and now everybody uses it.”
- If @twitter is really working on a subscription service I hope it is a news subscription. Tired of hitting paywalls when I click through to articles. Twitter is my newspaper and I am willing to pay for access to more news.
- Penn National had 25% growth in ages 21-45. Younger demos looked for entertainment with no sports, movies, concerts. Nice momentum going into Barstool app launch. $PENN
- No recession in live events. Live Nation has already sold more tickets for 2022 than it did in the entire 2019. Average ticket prices are up double digits on top of it. $LYV
- AT&T and Discovery in talks to combine WarnerMedia with Discovery according to Bloomberg.
- Video game engagement is up 75% during peak hours thanks to social distancing, according to @verizon
- Sign of Roblox embracing web3 and becoming a little less insular - Baszucki spoke on call to the ability to wrap Roblox digital items in an NFT and take them off platform.
