The industry isn’t slowing down. This week, we break down the biggest shifts across games.
Topics Covered:
● Disney and Epic: Why the speculation is picking up and what a bigger Disney move into games could look like
● Unity’s latest shift: A strong earnings beat, the shutdown of Ironsource, and the sale of Supersonic
● Studio closures and shutdowns: What the latest cuts across VR, live service, and Embracer say about the market
● The Merge 2 rise: Why the category keeps growing and the debate over what’s really driving the revenue
● Cookie Run’s next step: Franchise expansion and the challenge of turning one hit into something bigger
● New soft-launch shooters: Ex-Supercell teams, familiar patterns, and questions about where action games fit on mobile
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We also get into Tim Sweeney’s role in Epic’s future, Unity versus AppLovin in ad tech, card systems, soft-launch design, and Kress’s latest reality check on mobile.
CHAPTERS:
01:14 Mario Movie Backlash
03:45 Leroy Jenkins Capital
06:52 Housekeeping And Corrections
09:10 Disney Buying Epic Rumor
12:12 Tim Sweeney Control Fight
14:55 Entertainment Gaming Graveyard
17:46 Unity Dumps IronSource
23:22 Vector Versus AppLovin Scale
26:35 Shutdowns And VR Reality Check
30:46 Matthew Ball Metaverse Spat
33:38 Embracer Wildland Canceled
36:50 Merge Two Boom Explained
42:29 Cards Drive Revenue Debate
50:48 Cookie Run Franchise Bet
56:50 Soft Launch Shooter Doubts
01:00:22 Field Day Hands On Review
01:06:06 Kress's Mobile Reality Rant
01:10:16 Episode Wrap Up
