GameMakers

Joseph Kim
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Jan 2, 2024 • 1h 12min

8 Ball Pool. Sony MIcrosoft Riposte mobile M&A in '24?, Owen Mahoney, Top 5 FPS Games, Starfield "Mostly Negative", Top Steam and Nintendo Games of '23, Layoffs in '23 | GO #5

Joseph Kim and Arthur Trusov discuss top games on Steam and mobile charts, Sony and Microsoft's potential entry into mobile gaming, the best FPS mobile games for 2024, China's response to gaming restrictions on WeChat, Starfield's negative reviews, Valve and Nintendo's bestselling games in 2023, layoffs in the game industry, and their thoughts on 2024. They also mention playing Diablo 4, Block Jam 3D, and Ghostrunner.
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Dec 28, 2023 • 41min

China regulations tank Netease and Tencent, Take-Two's $12B Zynga bet tumbles, Valorant Mobile, Insomniac Games leak, More layoffs, Winter sale and gaming deals | GO #4

Joseph Kim and Arthur Trusov discuss top charts and gaming news, including China's impact on Tencent and NetEase, Take-Two's $12B Zynga bet, Valorant Mobile, Insomniac Games leak, steam winter sale, and more layoffs at Sony.
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Dec 19, 2023 • 44min

Netflix game strategy, Fortnite breaks records, Tiktok breaks $10B, Epic vs. Google, and more! | Go #3

Joseph Kim and Arthur Trusov discuss the future of gaming with topics ranging from Netflix's game strategy to Epic Games breaking records and TikTok's revenue. They also cover the recent legal victory of Epic Games against Google, the passing of Max Payne voice actor, and Sony's patent on dynamically adjusting game difficulty. Additionally, they touch on Tencent shutting down a game studio, the shutdown of E3, and the controversy over Twitch's decision on nudity in streams.
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Dec 12, 2023 • 51min

"Unity, I'm done," Stormgate RTS Kickstarter, Sega's $800M Super Game, GTA 6, Game Awards | GO #2

Joseph Kim, CEO of Fundamentally Games, discusses quitting Unity. Other topics include the Stormgate RTS Kickstarter, Sega's $800M Super Game, GTA 6, the Game Awards, and what games they are playing.
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Oct 21, 2023 • 58min

Gardens: Building a Startup Games Studio for success (makers of Journey, Spider-Man, Skyrim)

Co-founders of Gardens, a startup games studio building a shared fantasy adventure game, discuss their organization design and decision-making process. They are joined by industry veteran Kristian Segerstrale. Topics include cofounder relationships, validating game concepts, industry trends, and building a successful game studio with employee-centric values.
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17 snips
Oct 3, 2023 • 1h 9min

Unity Software (U): Huge Problems, Negative Outlook, Big Changes Required

This podcast discusses Unity Software's business, financials, pricing changes, and future outlook. It explores the impact of recent pricing changes, compares Unity's management to Twitter's inefficiency, and emphasizes the need for change and management realignment in public gaming companies.
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Aug 30, 2023 • 54min

Why legendary developers are jumping onto Unreal Editor for Fortnite (UEFN)!

Legendary developers including Alex Seropian, founder of Bungie and Industrial Toys/EA, and Pete Hawley from 100 Thieves discuss their excitement for Unreal Editor for Fortnite (UEFN) and its potential as a rival to Roblox. They compare the technical limitations and advantages of UEFN and Roblox, explore the economic opportunities for developers, and discuss the importance of collaboration, diversity, and community in game development. They also address the switch from Roblox to UEFN and the reasons why some developers are hesitant to make the jump.
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Aug 22, 2023 • 41min

Mobile UA Landscape Impact on Gaming Companies (Pixels & Profits #7) ft. Matej Lancaric

IDFA deprecation and the end of fingerprinting *in theory* would end targeting and the ability to do user acquisition as well as in the past. What is the current state of the market and what will the impact of new changes - meaning the end of fingerprinting - have on mobile game companies?We talk to Matej Lancaric, mobile user acquisition specialist and podcast host on 2 and a half gamers for his take on what is going to happen. OUTLINE: 0:00 Intro 2:00 History of UA spend 3:00 UA spend data points - growth vs. profitability 6:15 UA terms explanation: Payback period, ROAS, bad modeling, AEO/VO 9:00 Will the end of fingerprinting kill off event optimization? 11:24 Max and why Applovin has a major advantage as an ad network 14:44 Back to the history of UA spend - current day 15:55 Current market comps for UA spend - G5 17:00 Current UA strategies 21:30 Demand vs. supply side explanation 22:50 Applovin vs. Ironsource 24:14 End of fingerprinting: Will changes in UA cause publishers to push games now? 28:28 What is the impact of end of fingerprinting? 29:57 Is Apple’s ad network good for industry? 31:49 How does web shops impact UA? 33:05 Typical UA budgets for new game launches 35:55 What’s driving success for games Matej is pushing? 38:10 Asia gamedev strength before the rest of the world 39:30 Last words from Matej 👇 EPISODE LINKS: - Matej Lancaric: https://www.linkedin.com/in/matejlancaric/, www.lancaric.me- Matthew Kanterman: https://www.linkedin.com/in/matthew-kanterman-cfa-b6345133/- Joseph Kim: https://www.linkedin.com/in/jokim/- Brian Peganoff: https://www.linkedin.com/in/brian-peganoff/ SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I 🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI 🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s 🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs 🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw 🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso 🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA 🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY
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Aug 1, 2023 • 58min

Take-Two Interactive Financial Deep Dive (Pixels & Profits #6) ft. Eric Kress

The Pixel bros are joined by Eric Kress from the Deconstructor of Fun podcast to talk everything Take-Two Interactive! OUTLINE: 0:00 Intro 2:45 Take-Two Fundamentals 6:25 The $5.5B to $8B guidance in bookings 7:12 What could be driving $8B in bookings 10:30 Comparing King acquisition vs. Zynga 13:07 Rockstar and 2K Overview 15:38 Kress’ take on T2 business 20:57 Zynga Overview 23:15 Eric: Why Zynga was the worst acquisition ever 29:50 Why some investors ignore T2 longer-term risk 30:40 Bull case for T2 31:38 Why GTA6 will not sell as much as GTA5 32:48 The PC case for GTA6 33:38 Product portfolio strategy discussion: broad vs. focused 37:49 Overall outlook 38:25 T2 acquisition scenarios 40:25 Growth opportunities 46:52 Why did T2 buy Zynga and what are the ramifications? 53:37 Conclusions 👇 EPISODE LINKS: - Eric Kress: https://www.linkedin.com/in/serkantoto/ - Matthew Kanterman: https://www.linkedin.com/in/matthew-kanterman-cfa-b6345133/ - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peganoff/ SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I 🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI 🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s 🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs 🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw 🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso 🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA 🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY
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Jul 24, 2023 • 56min

Rise of the White Tiger | Life, Entrepreneurship, and Rise of India & Opportunity ft. Mukul Deora

Mukul Deora is a modern-day Renaissance man. He has found success in business, music, movies (as the producer for The White Tiger), and today he's tackling tech entrepreneurship in social media. The White Tiger movie encapsulates many of my personal beliefs and aspirations of what people are capable of if they change their mindset and are given the opportunity. In this discussion with Mukul, we discuss: #1. Living a life well-lived, #2. Mukul's journey and how he's found success in diverse areas, and #3. the future of opportunity for India. Definitely check out this conversation and let us know what you think! OUTLINE: 0:00 Intro 0:55 What does it mean to live a life well lived? 1:20 The concept of the rooster coop 2:30 JK’s interpretation of a life well lived: an interesting story and achieving potential/meaning 4:37 The story that we tell ourselves 5:49 Interpreting the rooster coop 8:10 Learn about yourself by doing 10:10 How does Mukul value his life? 11:52 Mukul’s religious views 13:40 Not living with regret 15:10 How has Mukul been successful in many different industries 22:55 Summarizing Mukul’s entrepreneurial lessons 26:35 Being an “unreasonable man” and persisting in making The White Tiger movie 32:00 Being a dreamer that persists and succeeds vs. just dreaming 38:15 The Rise of The White Tiger: The future of opportunity in India 40:45 Opportunity lies with the yellow skin man and the brown skin man 46:25 Rich men are born with opportunities they can waste 52:10 JK’s thesis behind India based on Nvidia’s success 👇 EPISODE LINKS: - Mukul Deora on LinkedIn: https://www.linkedin.com/in/mukul-deora-8234bbb6/ SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I 🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI 🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s 🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs 🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw 🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso 🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA 🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY

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