Deconstructor of Fun TWiG #373: Turkey Funds Game Dev, WB Games Uncertainty & Discord Drama
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Mar 5, 2026 Discussion of Turkey rolling out generous studio subsidies and why it could attract game developers. Debate over Warner Bros Games' uncertain future after major media consolidation. Coverage of Discord pausing its global age checks amid backlash and regulatory scrutiny. Quick rundowns of recent funding, monetization moves, leadership reshuffles, and industry trade-show plans.
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Tilting Point's Budge Deal Was A Strong M&A Win
- Tilting Point's Budge deal was understated; it bought Budge in 2022, grew EBITDA from $10M to $35M and achieved ~4.5x return on sale.
- Tilting Point pioneered UA-funded deal models since 2017 but faces commoditization risks.
Ex-Supercell Team Bets On Social Shooter Misfits
- Misfits, a Barcelona studio of ex-Supercell/King talent, raised $4.5M led by a16z and Laton and resembles Brawl Stars in look and social mechanics.
- The game's social betrayals and alpha tests emphasize creator-driven shareability but monetization model remains unclear.
WB Games Faces Uncertain Future After Paramount Deal
- Paramount's $57.5B debt-fueled acquisition of Warner Bros creates pressure to divest non-core assets, putting WB Games at risk.
- Ellison said no divestitures "at this time," but high debt suggests future studio sales likely.