I'm bearish on Discord. Unlike Slack, it targets a price-averse demographic and is attempting to enter spaces that are very saturated (Steam, Origin, Epic, Ubisoft are already crushing the digital distribution medium), so then it's basically an IRC replacement for gamers. I understand Slack's valuation as it targets huge companies with up to decades-long contracts and has projected revenues > $1B for this year, but I…
I think you’re underestimating the market and features Discord could bring to gaming companies, eg identity management, cross games challenges, and more
I'm bearish on Discord. Unlike Slack, it targets a price-averse demographic and is attempting to enter spaces that are very saturated (Steam, Origin, Epic, Ubisoft are already crushing the digital distribution medium), so then it's basically an IRC replacement for gamers. I understand Slack's valuation as it targets huge companies with up to decades-long contracts and has projected revenues > $1B for this year, but I…
Discord, however, is a bit of a lifestyle brand like Twitch. It's where conversations happen, and it's incredibly useful to the gaming community. If they can get even a toehold with their subscription services and store, I think they have a very serious chance of turning towards something valuable.
Discord is as valuable to the gaming community as IRC was, or as Ventrilo was, or as Skype was (for a while). In other words, not very (as all those tools were easily replaced). Twitch built a marketplace of creators and consumers (like YouTube) -- that's why it's hard to replace. Discord, on the other hand, is a chat program.
I'm bearish on Discord. Unlike Slack, it targets a price-averse demographic and is attempting to enter spaces that are very saturated (Steam, Origin, Epic, Ubisoft are already crushing the digital distribution medium), so then it's basically an IRC replacement for gamers. I understand Slack's valuation as it targets huge companies with up to decades-long contracts and has projected revenues > $1B for this year, but I…
I think Discord is a clear buy for someone like Microsoft. It gives them a big leg up, and doesn't really compete with Skype in the demographics.
Discord is now imo the best positioned competitor to Steam based on their latest updates. They're launching a full self-service game publishing platform and only taking 10% revenue, instead of Steam's 30%. Discord already has the gaming focused community and their store has already been doing very well and is super easy to use. If Discord broke into the streaming market there would be no reason to ever leave it for s…
I might argue that Epic is also positioned to take on Steam. Small cut of proceeds, and they have a HUGE audience of kids about to age into the gaming market who have only ever played Fortnite (and don't have the baggage of a huge Steam library.) I love Discord though, and I generally agree with your analysis.
>they have a HUGE audience of kids about to age into the gaming market who have only ever played Fortnite (and don't have the baggage of a huge Steam library.)
This never occurred to me before. When you put it like that it really does make me think they could be an extremely strong rival to Steam.
I'm bearish on Discord. Unlike Slack, it targets a price-averse demographic and is attempting to enter spaces that are very saturated (Steam, Origin, Epic, Ubisoft are already crushing the digital distribution medium), so then it's basically an IRC replacement for gamers. I understand Slack's valuation as it targets huge companies with up to decades-long contracts and has projected revenues > $1B for this year, but I…
I think Discord is a clear buy for someone like Microsoft. It gives them a big leg up, and doesn't really compete with Skype in the demographics.
Completely agree. Skype was the gamer go-to for a while, in fact.
I'm bearish on Discord. Unlike Slack, it targets a price-averse demographic and is attempting to enter spaces that are very saturated (Steam, Origin, Epic, Ubisoft are already crushing the digital distribution medium), so then it's basically an IRC replacement for gamers. I understand Slack's valuation as it targets huge companies with up to decades-long contracts and has projected revenues > $1B for this year, but I…
Have you tried having group voice chats over IRC? This is where discord shines.
I'm bearish on Discord. Unlike Slack, it targets a price-averse demographic and is attempting to enter spaces that are very saturated (Steam, Origin, Epic, Ubisoft are already crushing the digital distribution medium), so then it's basically an IRC replacement for gamers. I understand Slack's valuation as it targets huge companies with up to decades-long contracts and has projected revenues > $1B for this year, but I…
I'm not so sure gamers are a price-averse demographic
I'm bearish on Discord. Unlike Slack, it targets a price-averse demographic and is attempting to enter spaces that are very saturated (Steam, Origin, Epic, Ubisoft are already crushing the digital distribution medium), so then it's basically an IRC replacement for gamers. I understand Slack's valuation as it targets huge companies with up to decades-long contracts and has projected revenues > $1B for this year, but I…
Discord is already considered uncool among a pretty influential crowd of users, people are sick of how laggy it is compared to other services and it is now a product no one asked for with the new store.
The fact it is also a gigantic datamining operation also is not going over so well.
Discord, however, is a bit of a lifestyle brand like Twitch. It's where conversations happen, and it's incredibly useful to the gaming community. If they can get even a toehold with their subscription services and store, I think they have a very serious chance of turning towards something valuable.
Discord is as valuable to the gaming community as IRC was, or as Ventrilo was, or as Skype was (for a while). In other words, not very (as all those tools were easily replaced). Twitch built a marketplace of creators and consumers (like YouTube) -- that's why it's hard to replace. Discord, on the other hand, is a chat program.
I disagree. It's more connected to communities than IRC/Vent/Skype. Right now I hang out in multiple alpha dev game discords, speedrunning discords, a personal game friends discord, a queer gaming discord, and a tabletop game development discord. The degree to which I'm connected to communities is much stronger than in something like IRC or Vent.