Mark Pincus

speaker

1,607 appearances 3 recordings 3 series first heard Jun 2026 last heard 1 Jul

Mark Pincus’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 2.

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I think Y Combinator, probably less than 10% of their companies are consumer.

I'm investing in some consumer, but it's after I see traction and it feels unpredictable and completely uncertain before there's traction.

So I just think...

Distribution is pretty broken, even though AI feels like a new platform.

At a consumer level, it's not.

We have a portal in GPT, but we also have to remember we're so early.

GPT is a single-player experience.

There is no multiplayer version of Cloud or GPT.

There is no app version.

connection.

None of the things that enabled Zynga or MySpace was started.

YouTube was started on top of MySpace.

People forget that.

There isn't an obvious way to jumpstart distribution.

I think

You know, VCs rightly want to see something predictable.

And so the small number, a company called FOMO announced a big round last week, and I invested in that along with Union Square Ventures.

I only invested after they proved it and got the traction.

It's a $280 billion industry that doesn't seem to have any innovation.

I think games have gotten really boring and have kind of stagnated.

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