Kohi Chats

After convincing our friends to buy overpriced JPEGs, we decided to dive deeper into probably the most widely-known entry point to NFTs which are the Profile Picture (PFP) NFTs

We've bought our first NFTs and changed our Twitter and Instagram profile pictures accordingly. People have started to ask us what those pictures are and it's surprisingly very difficult to answer without sounding ridiculous to the non-crypto audience ("You spent few hundred dollars on a JPEG, what?!"). In this episode, we discussed how we can better explain the concept of NFTs to the non-degenerates. 

Another "Is ___ Bullshit" ad-hoc series, where we share our views on Ethereum network's gas fees. Learnings from burning money trying to do stuff we don't understand in Ethereum

An ad-hoc episode where we riffed on the absurdness of modern and digital art. Some may say we just don't get it, but we are trying.

Grab a cup of coffee and hear us chat about what the new retail concept for coffee (e.g. the Luckin Coffees/Kopi Kenangans of the world) is about

Apple recently launched a new privacy feature in iOS 14.5 that requires apps to get user's permission to track them cross-apps. And 75% of the users have opted out of being tracked, this has caused a big ruckus among advertisers and platforms that heavily rely on advertisement as their main source of revenues.

Is this really as apocalyptic as what people make it up to be?

How does Amazon sustain high growth rates despite being such a massive company? We talked about one aspect of Amazon's growth strategy in this episode- diversifying revenue through 1) adding more services horizontally, 2) adding more services via converting its own cost centre into a revenue generating business that is used to either partially or fully subsidise its own operations and contribute directly to the bottom line (operating profits).

00:12 Amazon's growth strategy 

02:08 AWS as an example of how Amazon converted internal infrastructure cost to a revenue generating business

05:00 Applying this top line diversification strategy of externalizing and monetizing internal tools to other business lines

06:36 First order effect: Subsidize its own cost centre

07:11 Amazon Ads as an example of the above

14:30 Second order effect: Increase operating profits by having new business lines contribute majorly to (top and) bottom line 

What's with the hype for virtual real estate investing on metaverse platforms? Is there more to this phenomenon, or is this just a FOMO reaction?

0:12 Intro

1:20 Virtual real estate investing hype

4:30 Earth 2 case study

17:05 Is this a ponzi scheme? Is this sketchy?

25:38 Ending thoughts

Metaverses and UGC are in the midst of a hot moment right now. We explored whether UGC is good for the gaming metaverse and whether this is a reliable form of engagement in virtual worlds.

0:00-0:11 Our favorite coffee ASMR

0:11 Intro

0:33 Notable financing rounds in the gaming industry in Mar-21

2:22 Recurring investment theme - metaverse and UGC gaming 

5:22 Do we really believe in the democratization of game creation?

16:56 How Epic Games is bullish on UGC gaming and metaverses

18:50 New jobs as a result of UGC gaming

20:07 Cross-game interoperability as a marketing strategy for brands when it becomes available

22:40 UGC game ecosystem

Covid-19 has led to a surge of virtual concerts. In this episode, we shared our observations of how artists have adapted to the lockdown, whether this trend will continue post-covid and whether people will continue to find value in virtual concerts.