Game Theory

Game Theory
Podcast Description
Game Theory, a new video podcast from Lightspeed and Goldman Sachs, in partnership with McKinsey, takes a look behind the curtain of the industry-defining gaming & interactive technology companies—and explores how play is changing everything.
Featuring insights and untold stories from Founders, CEOs & Presidents—including David Baszucki (Roblox), Sarah Bond (Microsoft Xbox), Strauss Zelnick (Take-Two Interactive), Matt Bromberg (Unity), and more—the series dives into how play has shaped consumer behavior and technological innovation for decades. In a candid format, each episode explores a different dimension of play, and how it has influenced the guest's personal and professional lives.
Game Theory is co-hosted by Moritz Baier-Lentz, Partner at Lightspeed, and Hemal Thaker, Managing Director at Goldman Sachs.
Podcast Insights
Content Themes
The podcast focuses on how play influences consumer behavior and technological innovation, with specific episodes shedding light on the narratives and strategies of notable figures in gaming, such as exploring the evolution of virtual worlds through David Baszucki's perspectives on Roblox and gaming's future through Sarah Bond's insights from Microsoft Xbox.

Game Theory, a new video podcast from Lightspeed and Goldman Sachs, in partnership with McKinsey, takes a look behind the curtain of the industry-defining gaming & interactive technology companies—and explores how play is changing everything.
Featuring insights and untold stories from Founders, CEOs & Presidents—including David Baszucki (Roblox), Sarah Bond (Microsoft Xbox), Strauss Zelnick (Take-Two Interactive), Matt Bromberg (Unity), and more—the series dives into how play has shaped consumer behavior and technological innovation for decades. In a candid format, each episode explores a different dimension of play, and how it has influenced the guest’s personal and professional lives.
Game Theory is co-hosted by Moritz Baier-Lentz, Partner at Lightspeed, and Hemal Thaker, Managing Director at Goldman Sachs.
Game publishers used to suffer from “lumpy” annual revenues, attracting players to buy physical releases every five years or so—with a drought of income streams in-between. But they’ve come a long way: portfolio diversification; digital downloads and distribution; add-ons, DLCs, and live services with in-game monetization; platform expansions; and investments in new IP have all driven significant multiple expansions and value creation for players, developers, and shareholders. Few companies signify this transformation like Take-Two Interactive, which owns Rockstar Games, 2K, and Zynga.
In this episode, co-hosts Moritz Baier-Lentz and Hemal Thaker sit down with Strauss Zelnick, Chairman and CEO of Take-Two. Strauss talks about how his commitment to serving others, be it in the office or at the gym, influences the way that sets goals and shapes company culture. They also speak about his storied career in the media and entertainment business; including turning around RCA Records after signing Dave Matthews. War stories like these turned out to be a mere prologue for what awaited Strauss after his takeover at Take-Two—a then distressed company in much need for a new North Star.

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