Because it's infant level analysis, Epic doesn't have a unique competitive advantage because they have one popular game. I know a company that has a very popul

Because it's infant level analysis, Epic doesn't have a unique competitive advantage because they have one popular game. I know a company that has a very popular game (Minecraft) and they develop the premier game API DirectX. They also have a pretty popular game console, AR glasses, a well known operating system, etc. I don’t see why they wouldn’t be in a good position to make a play in this space.