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Concept Arbitrage: Electronic Arts

Posted on Monday, Jun 26th 2006

Can you imagine, how much fun a Taxi driver in Mumbai would have playing a cell-phone game that lets him undress Aisharya Rai, bit by bit?

Well, as the cell phone content publishers in the US have already discovered, one of the most popular and profitable categories in Mobile Entertainment is what Mauj calls Naughty.

Mauj and Nazara are new entrants into the Online / Mobile content arena in India. India does content well, Bollywood being a wildly successful industry that has, forever, been in domestic production – domestic AND international consumption mode. This is right in India’s sweet-spot, and I am very bullish about the segment.

There is, of course, the Bollywood derivatives, India’s absolute obsession: Hum Aapke Hain Koun: Devar Deewana – In keeping with the Indian Customs & traditions, it’s the 7th month Godh Bharai (Baby Shower Ceremony) for Nishas (Madhuri Dixit) sister. There has been a lot of playful banter happening. Nisha has teased Prem (Salman Khan)a lot of times and now its Prems turn to get even.

India’s obsession also includes soccer and cricket. If you are following the world cup soccer, both games today were decided based on penalty kicks. Well, here is Mauj’s little PK game: Penalty Challenge : The pressure is on. Victory or Defeat, Glory or Tears, it is all down to you. Hold Your nerve and take on 5 levels of increasingly difficult opponents or challenge a friend to a one off competition. It is that moment that can make you a Hero, So go on and become an instant hero by playing Penalty Challenge.

Not much in cricket?? Big surprize! Big mistake. Nazara leads with Sachin on Mobile, which is spot on!

I see interesting Regional content in Mauj’s portfolio. A game called Against All Odds: Sab Kichur Birudho (Bengali) : Play as Malaika Rusedski and fight against an ancient curse in the pyramid. Out of curiosity to explore, Malaika Rusedski touches the Anubis thereby unleashing the curse of the pyramid- leading to a whole new saga of wrath and fury of the mummies. The only way out is to fight till the last breath and survive. AGAINST ALL ODDS!

Well anyway, I have huge confidence in India’s ability to figure out what the market wants in Mobile content, and DISH it out. Mauj and Nazara are very good investments, and I am sure, the infinitely creative cultural pool of India will come up with many others like them. If you are a VC, pick up an Indian content provider for your portfolio. It’s a must. So far, both of these are in Sequoia’s folder.

This segment is a part in the series : Concept Arbitrage

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[…] Persistent : Offshore software services (funded by Norwest) […]

Sramana Mitra on Strategy » Blog Archive » Concept Arbitrage: Preface Monday, June 26, 2006 at 8:14 PM PT

[…] Concept Arbitrage : Electronic Arts Concept Arbitrage : Netflix Concept Arbitrage : Travelocity Concept Arbitrage : Match.com Concept Arbitrage : Juniper […]

Sramana Mitra on Strategy » Blog Archive » Concept Arbitrage : Summary Trends Wednesday, June 28, 2006 at 6:12 PM PT

Articles are nice. But my question is where are the VCs who can fund startups with less or none expereince and financial background.
If a young software programmer wants to fund his project where he will go for the money?????

sumit kumar Friday, June 1, 2007 at 8:50 PM PT

bootstrap using services to make a living. classical indian method of entrepreneurship …

Sramana Mitra Saturday, June 2, 2007 at 12:42 PM PT