Inside Saudi Arabia’s $38 Billion Gaming Empire
In early 2022, Savvy Games Group was little more than a newly formed vehicle inside Saudi Arabia’s Public Investment Fund (PIF), armed with a $38 billion war chest... Read more.
Unity’s Ad-Driven Turnaround
When we last looked at Unity in March 2025, the company was losing ground to AppLovin in ad tech and struggling to convince the market it had a coherent plan. A... Read more.
NCSoft’s $200M Bet on Cash-Reward Gaming
We look into the Korean games giant NCSoft’s 70% acquisition in the Berlin-based cash-reward gaming platform JustPlay.... Read more.
Project Genie and the Stock Market’s Category Error
In today’s issue, we look into Project Genie — Google’s experimental AI that generates short, navigable 3D scenes — and explore the possible implications... Read more.
Nex Playground and Motion Gaming’s Second Act
In today’s issue, we explore Nex Playground, an emerging family-focused motion-based console, talk about the future of game-to-screen adaptations in a new podcast... Read more.
Valve’s Real Bet Isn’t Hardware, It’s SteamOS
Today, we explore Valve’s cross-platform expansions, share a new episode with the creators at the forefront of UEFN, revisit our latest deep dive about the future... Read more.
How EA Became a Saudi Trophy Asset
Today, we share our take on EA’s $55B takeover by Saudi Arabia’s Public Investment Fund (PIF), Silver Lake, and Affinity Partners, where we discuss the impact... Read more.
Can NetEase Turn Bungie’s Destiny Into a Mobile Hit?
Today, we look into Destiny: Rising, the first mobile entry in Bungie’s Destiny franchise, developed and published by NetEase. We also talk about UA financing... Read more.
Why Xbox’s Best Path May Be Outside Microsoft
In today’s issue, we make the case for major changes at Xbox, share our conversation with the head of esports at EA, and bring you the latest news and Content... Read more.
Predicting the Next Big Hits on Roblox
In today’s issue, we take a look at some of the biggest hits on Roblox, examining how they take tried-and-true free-to-play game patterns, redesign them to fit... Read more.


