Meet us at Gamescom 2026, August 26-27th 
Meet us at Gamescom 2026, August 26-27th
Roblox lost nearly a third of its value after reporting its Q2 2026 results at the end of July. The stock now trades near $37, about 75% below its 2025 peak and well below its listing price from five years ago. Around $70B in market value has evaporated over the past twelve months. Roblox’s business…
Host Devin Becker sits down with Nicolas Vizioli (Founder of Lemonade) to unpack what “AI coding for UGC in Roblox” actually looks like in practice, ranging from how Lemonade plugs into Roblox workflows to why Roblox is a uniquely interesting target compared to broader “vibe coding” for apps. Nicolas shares early results, where the product is (and isn’t)…
The direct-to-consumer (D2C) model is expanding beyond traditional webshops and into the world of user-generated content (UGC), especially on PC and console. In this episode, host Devin Becker is joined by Liam Wiltshire, General Manager at Tebex, to explore how the evolution of private servers, mods, and community-run experiences is shaping new monetization strategies. Liam shares the…
With the games industry in constant evolution, it’s important to occasionally pause and take stock of where things stand. Host Devin Becker is joined by Aaron Bush, Managing Partner and Co-Founder at Naavik, for a wide-ranging check-in on market trends, strategic moves from platform holders and investors, and how the current landscape might evolve from here. The conversation…
Africa’s gaming market is young, fast-growing, and mobile-first. In this episode, host Alexandra Takei, Director at Ruckus Games, is joined by Cordel Robbin-Coker, CEO of Carry1st, and Temi Afolabi, a lead on XBOX’s Global Expansion team, to examine the opportunity and hurdles of scaling games in Africa. They break down Africa’s demographics, monetization challenges, and infrastructure gaps. Cordel highlights Carry1st’s…
In this episode, host Devin Becker welcomes fellow Naavik host and consultant David Taylor to discuss insights from Naavik’s recent State of UGC Gaming deep dive and beyond. We discuss how leading UGC platforms are evolving and where they face the most promise and challenges, from Roblox’s growing ad and brand integrations to Fortnite’s challenge of escaping its battle royale roots. …
Over the years, Spatial has undergone a wide-ranging evolution. It evolved from an AR collaboration platform to a Roblox competitor (with 2M+ creators), and it’s now a VR game developer with the top earning VR game on the Meta Quest store (Animal Company). Spatial has raised almost $50M, according to Crunchbase, based on the founders’ convictions that…
Today, host Devin Becker is joined by Sam Means, Founder of Wavlake, and Ben Cousens, Chief Strategy Officer of ZBD, for an exploration of alternative payment systems for creators in the music and gaming industries. The conversation dives into how Wavlake leverages Bitcoin to revolutionize artist payments and music distribution, offering unique benefits over traditional platforms like Spotify and Apple…
Host Aaron Bush welcomes Shahar Sorek, CMO of Overwolf, and Nick Tuosto, co-founder of Griffin Gaming Partners and GoodGame Advisors, to discuss the growing – and increasingly interconnected – impact of transmedia and modding on the gaming industry. As beloved entertainment IPs partner with more types of game creators, we examine how these transmedia efforts are reshaping consumer behaviors…
As the world of gaming matures, the influence of content creators and influencers on game development and marketing is increasingly important. In this episode host Devin Becker sits down with Justin Sacks, CEO of Nexus, and Bryan Herren, Director of Partnerships for Off Brand, to delve into the pivotal role of content creators in shaping the gaming ecosystem. The conversation kicks…
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