Helldivers 2 Invades Steam / Xbox’s Big Non-Event / Supercell’s Annual Letter

Helldivers 2 Invades Steam / Xbox’s Big Non-Event / Supercell’s Annual Letter

In this week’s Roundtable, the squad dives into the unexpected success of Helldivers 2, PlayStation Studios’ first game to launch simultaneously on PlayStation and PC. We then shift gears to Microsoft’s Xbox Business Event, which, despite its brevity, sparked a flurry of speculation regarding the company’s strategy for porting “exclusives” to PlayStation. The conversation takes…

Decoding Success: From Operator to Venture Capitalist

Decoding Success: From Operator to Venture Capitalist

Today’s guest is Shanti Bergel, Founding General Partner and Managing Director of Transcend Fund, which has been a top decile performer since the firm was founded in 2020. Shanti is not just on the cutting edge of where the games industry is headed, but he’s also a veteran operator across much of the industry’s decades-long…

Disney x Fortnite / Heroes of Mavia Launch / WB Live Service Stumbles

Disney x Fortnite / Heroes of Mavia Launch / WB Live Service Stumbles

In this week’s Roundtable, the squad dives into Disney’s $1.5 billion investment in Epic Games, aiming to create custom Fortnite-related experiences. We speculate on what Disney’s persistent world might look like, especially in light of its potential connections to Fortnite and the recent Lego collaboration. Then, we shift gears to discuss Mythical Games’ settlement of…

China’s Regulations / Microsoft & EA Earnings / Apple’s Legal Challenges

China’s Regulations / Microsoft & EA Earnings / Apple’s Legal Challenges

In this week’s Roundtable, the squad dives into the public reversal of China’s proposed bans on game monetization tactics, plus ponders the future of these regulations and their impact on Chinese game stocks. We then shift focus to Tencent’s CEO’s candid reflections on the company’s 2023 gaming performance and its hopeful outlook on AI for…

Between the Lines: Eastern Europe’s Gaming Market

Between the Lines: Eastern Europe’s Gaming Market

It is known that the gaming scene in CIS has political, legal, and regulatory challenges that make it hard to develop games or deploy investments into the region. But if you do it right, my guests, Maria Kochmola, Managing Partner at The Games Fund, and Arseny Lebedev, CEO and Co-Founder at Original Games, think it’s worth it….