Deep Dives
Deconstructing the frontier of video games
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DEEP DIVES
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Unity: Analysing the First Game Engine IPO
Welcome to Master the Meta, the #1 newsletter analysing the business strategy of the gaming industry. Hi everyone, On August 24th 2020, Unity filed its S-1, a ~300 page document jam-packed with information that not only explains what the business does, but also details how it scaled and what it wants to accomplish in the…
A Look Under the Hood of Skillz
Two weeks back, mobile game developer Big Run Studios (BRS) raised a second seed funding round of $5.25M through investment firms Transcend Fund and Galaxy Interactive. This comes a few months after BRS’ first seed round of $1.4M, and is most likely due to the recent success of their flagship title “Blackout Blitz” – a…
Why Nintendo Isn’t the Next Disney (And What It Will Be Instead)
Welcome to Master the Meta, a newsletter focused on the business of video games. There are three certainties in life: death, taxes, and false beliefs that “Nintendo is the next Disney.” Even if hyperbolic — because apparently some people have never heard this comparison — it’s as if there is a natural cycle at play….
Epic Games & The Quest to Push Boundaries
Welcome to Master the Meta, a newsletter focused on the business of video games. This is the first of many company deep dives Master the Meta will publish going forward, and there’s no better place to start than with Epic Games, perhaps the most forward thinking business in the industry. This is my attempt to…
The Path to Titan
Revisiting The Path to Platform For those who didn’t read the original article, the general idea is that there are tiers of success that games and franchises can achieve. A brief summary: Tier 4: Standalone Games. One-and-done experiences that aren’t designed for infinite play (like God of War, Uncharted, BioShock). Tier 3: Games as a Service. Whether…
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