Is there further evidence whether a growth by acquisition model is sustainable? What are the consequences of Roblox leaning into generative AI? What can we learn by analysing 2020 to 2022’s gaming deals? We dive into the latest games business news with Aaron Bush, Felipe Mata, and your host Maria Gillies.
In this episode, Patrick Lee – founder and managing partner of Top Corner Capital – joins Naavik co-founder Alex Takei to discuss: What is venture debt and where did it come from (turns out, it’s 20% of the venture market). Also how is it different from venture capital, as well as who should raise it, and when.
Embracer is a frankenstein of a company that hasn’t quite seen synergies from its acquisitions yet. We look at where there’s room for optimism, as the company clearly has backup options for what to do with its assets.
In this episode, Jason Chapman – co-founder and managing partner of Konvoy Ventures – joins Naavik co-founder Aaron Bush to discuss: The origins, present state, and core theses of Konvoy Ventures. What technology and platform trends Jason is excited about. Also, what attributes the Konvoy team looks for in the teams and founders it backs. The duo also discuss the current state of the venture market, including where we are in the latest web3 cycle and the lessons learned in scaling an investment firm;
In Embracer Group’s latest earnings report, they announced six new acquisitions, including the IP behind Lord of the Rings. We analyze the Embracer deals and tease our new game deconstruction of Sunflower Lands.
Lately, there has been so much news around layoffs in the games industry. We take a look at the macro trends behind employment, and where this talent is moving to / what strategic priorities a company might have during this time. We also tease H2’s M&A activity, in collaboration with InvestGame.
In this Metacast episode, Abhimanyu Kumar and Aaron Bush, join your host Maria Gillies to discuss the first half of 2022. The team dives into who could still make billion-dollar acquisitions during a market downturn, the implications of the current economy on crypto gaming, and whether or not console games could prove to be resilient in the face of lower consumer spend.
In this Metacast episode, Anthony Pecorella, Anil Das-Gupta and Matt Dion, join your host Maria Gillies to discuss Investing in Interestingness and whether or not setting goals is actually counterproductive when creating innovative games. The team also discusses the concept of full on-chain games, and chats about why traditional console developers aren’t taking full advantage of the mobile market.
Public markets are down, but venture funding (albeit a lagging indicator) is still on a tear. Will gaming’s M&A and funding pace continue? We also roundup this week’s news.
In this week’s Metacast episode, Nicolas Vereecke, David Amor and Abhimanyu Kumar, join your host Maria Gillies to discuss EA’s Rumored Sale or Merger and how a company like NBCUniversal, Disney, Apple or Amazon could benefit from acquiring EA. The team also discusses Merit Circle DAO Proposal to Remove YGG Seed Investor: What instigated the proposal and if its fair. Finally, the group discusses whether or not Crypto Gaming is broken.
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