This podcast discusses the upcoming Nintendo Switch 2, analyzing its potential success and risks. The panelists examine Nintendo's history, highlighting past successes and failures (like the Wii U) to contextualize the Switch 2's relatively conservative design. They explore the high expectations placed on the Switch 2 given the immense success of the original Switch, its impact on Nintendo's revenue and stock price, and the competitive landscape including other entertainment options and potential tariffs. The discussion also touches on the success of the recent Super Mario Bros. movie and its potential positive impact on Nintendo's brand.
