Episodes
What happened? Brawlstars after years of doing well, grew massively from December to January! --- Send in a voice message: https://podcasters.spotify.com/pod/show/gamemakers/message
Published 01/22/24
More Layoffs: Layoffs confirmed at Choices: Stories You Play maker, Pixelberry Studios Google lays off 1,000+ employees in stealth as AI takes on the workload Report: Behaviour Interactive lays off 45 employees Youtube Chief Gaming Guy Laid Off --- Send in a voice message: https://podcasters.spotify.com/pod/show/gamemakers/message
Published 01/22/24
Arthur Trusov and Joseph Kim discuss the latest gaming news from the past week. Layoffs: Unity to lay off 1,800 staff as it continues company reset Twitch is cutting one-third of its staff Playtika to cut 300 - 400 more jobs in latest rounds of layoffs Discord is laying off 17 percent of employees 11 Days Into 2024 And 2700+ Video Game Layoffs Have Been Announced Nacon exec says industry's problem is "too many games" UE5-Powered New Halo Reportedly in Development at 343...
Published 01/15/24
In this podcast episode, Joseph Kim, Matej Lancaric, and Summer Liu discuss the profitability of the game Monopoly Go. They explore the controversy surrounding the game and the lack of a widely accepted definition of profitability in the industry. The conversation covers data analysis, marketing strategies, and the use of different creatives. The hosts also discuss the importance of understanding CPIs and the impact of scaling up advertising spend. The conversation delves into the topic...
Published 01/12/24
Recorded mid December 2023. We discuss the current and future outlook of Roblox with a focus on financials. OUTLINE: 0:00 Intro 1:11 Overview of the business 5:00 Being a social network vs. gaming platform 5:43 Financial overview 7:06 How does Roblox turn around their profitability? Biggest expense buckets 11:51 Structure and components of Roblox business, 3 primary parts: client, studio, and cloud and 8 groups 14:30 Roblox creator economics and definition of a creator 17:45 Growth...
Published 01/11/24
Discussion with Kylan Gibbs, Chief Product Officer at Inworld AI and Travis Boatman, CEO at Carbonated. We discuss Inworld's AI services around AI NPCs / conversational AI for games. OUTLINE: 0:00 Intro 2:00 Inworld AI origin story and application areas of relationships and progression 9:27 Roleplaying is biggest application area for social simulation and emergent storytelling 13:47 How Travis thinks about AI for his games at Carbonated 17:50 Personalizing content for players 20:09 JK’s...
Published 01/09/24
Joseph Kim and Arthur Trusov talk top game charts, game industry news, and games we're playing. Savvy Games Group: “Approximately 75 percent of our capital allotment has not yet been invested” The future of iPhone gaming is in trouble My personal rollercoaster of job hunting and growth in the games industry Kim Kardashian: Hollywood mobile game to shut down Netflix considers ways to make money from video games in potential pivot Predictions for 2024’s gaming Star Citizen has a...
Published 01/09/24
We discuss game industry news for the past week: Joseph Kim and Arthur Trusov. 0:00 Intro - New Years Eve 2:52 Top Steam charts - Baldur’s Gate 3, Lethal Company, Elden Ring and Cyberpunk 2077 big jumps  6:27 Top mobile charts - Ice Scream 8, 8 Ball Pool, Royal Match vs. Monopoly GO 9:40 8 Ball Pool Keeps Trucking from Gamemakers Newsletter, innovations and early history, opportunity in runner games 14:52 Sony Activision Riposte will involve mobile gaming from Reuters 20:27 from Owen...
Published 01/02/24
Joseph Kim (Oldie but Goodie) and Arthur Trusov (Young Blood) discuss top charts and gaming news. 0:00 Intro 2:22 Top Steam charts 5:05 Top mobile charts 7:45 China to curb gaming spend: Netease and Tencent plunge 10:13 China regulator to study concerns about the new gaming curbs 12:45 Take-Two Bet $12B Just as mobile games tumbled 19:33 Valorant Mobile Game 25:30 Insomniac Games major hacking leak 29:30 GTA hacker sentenced 30:45 More layoffs at Sony, may close studio 32:35...
Published 12/28/23
Game over podcast Episode #3. Joseph Kim and Arthur Trusov talk top game charts, gaming news, and games we're playing. Overview: 0:00 Intro 2:19 Top Steam charts 4:32 Top Mobile charts 6:10 Netflix future games strategy 10:30 Epic Games hits all time records with Fortnite 13:12 TikTok hits over $10B in mobile IAP revenue 15:45 Epic Games wins verdict against Google for monopolistic behavior 21:40 Max Payne voice actor passed away 22:50 First home game console turns 50 years...
Published 12/19/23
From Game Over podcast. Dual publishing here until we get a bigger audience. Joseph Kim and Arthur Trusov talk top games by market charts, gaming news, and games we're playing. Agenda: 0:00 Intro 2:11 Top Steam charts 3:25 Top Mobile charts 6:53 “Unity, I’m Done” - Fundamentally Games CEO quits Unity 13:56 Frost Giant’s Stormgate RTS fully funds Kickstarter 21:22 Sega’s new Super Game with an over $800M budget 25:50 GTA 6 Launch trailer and announcement 33:10 Day Before extraction...
Published 12/12/23
If you were going to start a new games studio, how would you design the organization, the work environment, and work culture and values for the company? We speak with the co-founders of Gardens, who are building a shared fantasy adventure game from a veteran team that has worked on games such as Journey, Spider-Man, Skyrim, and many others. Gardens has recently announced an over $30M series A round, and we discuss how they are starting. - How are they designing their organization? Why did...
Published 10/21/23
There's a lot of context behind Unity's recent run-time fees and the big changes they rolled out on pricing. Find out more about Unity's business, issues & problems, and future outlook. OUTLINE: 0:00 Intro 0:52 High-level overview of Unity’s business: 1. Create and 2. Grow 5:40 Financials overview: Create vs. Grow, revenue growth, impact from Ironsource 12:04 The new world requires a different management approach & dollar-based net expansion rate 21:30 The Unity China business -...
Published 10/03/23
Epic's Unreal Editor for Fortnite (UEFN) potentially presents a huge new platform rivaling Roblox. Why are some of the most experienced developers in the world like Alex Seropian (founder of Bungie and Industrial Toys/EA) and Pete Hawley (100 Thieves) so excited by UEFN? What does a former Roblox developer, Arthur Trusov, think about the platform especially in comparison to Roblox? Find out now! OUTLINE: 0:00 Intro 1:45 Why UEFN? How big is this opportunity? 8:30 Leaving Roblox and...
Published 08/30/23
IDFA deprecation and the end of fingerprinting *in theory* would end targeting and the ability to do user acquisition as well as in the past. What is the current state of the market and what will the impact of new changes - meaning the end of fingerprinting - have on mobile game companies?We talk to Matej Lancaric, mobile user acquisition specialist and podcast host on 2 and a half gamers for his take on what is going to happen. OUTLINE: 0:00 Intro 2:00 History of UA spend 3:00 UA spend data...
Published 08/22/23
The Pixel bros are joined by Eric Kress from the Deconstructor of Fun podcast to talk everything Take-Two Interactive! OUTLINE: 0:00 Intro 2:45 Take-Two Fundamentals 6:25 The $5.5B to $8B guidance in bookings 7:12 What could be driving $8B in bookings 10:30 Comparing King acquisition vs. Zynga 13:07 Rockstar and 2K Overview 15:38 Kress’ take on T2 business 20:57 Zynga Overview 23:15 Eric: Why Zynga was the worst acquisition ever 29:50 Why some investors ignore T2 longer-term risk 30:40...
Published 08/01/23
Mukul Deora is a modern-day Renaissance man. He has found success in business, music, movies (as the producer for The White Tiger), and today he's tackling tech entrepreneurship in social media. The White Tiger movie encapsulates many of my personal beliefs and aspirations of what people are capable of if they change their mindset and are given the opportunity. In this discussion with Mukul, we discuss: #1. Living a life well-lived, #2. Mukul's journey and how he's found success in diverse...
Published 07/24/23
OUTLINE: 0:00 Intro 1:13 3x3 format explanation 2:40 To JK: How to balance work and family between SF and Bangalore? 11:00 How do you evaluate sacrifice to the potential gain? 15:06 To Mishka: Thoughts on entrepreneurial journey. Biggest highlight and lowlight? 30:00 To JK: What has been the hardest part of your journey? What did you not expect? 43:55 To Mishka: What has been your biggest lesson learned? What would you do over if you could? 1:02:36 To JK: What is your why, and what are...
Published 07/18/23
How do hit games use persona analysis to optimize feature design, do product validation, live ops, etc. Josh Rivers used data-oriented persona analysis while working on Eve Online at CCP. Nick Reinhart used persona analysis on Star Wars Galaxy of Heroes. Even if you prefer other methodologies, the persona analysis using the data-oriented approach by Josh and Nick should at least be understood by F2P game developers. OUTLINE: 0:00 Intro 1:23 Definition of personas 5:57 Examples of persona...
Published 07/17/23
Does a gaming smartphone make sense? Can a gaming publisher or other company launch a successful phone that competes with iPhone or Android phones? What do you think? OUTLINE: 0:00 Intro 2:30 Existing gaming smartphones 3:01 Argument for a Nintendo smartphone 9:15 Argument for a Tesla smartphone 👇 EPISODE LINKS: - Pixels & Profits Play List: https://www.youtube.com/playlist?list=PLQNQpqdo6_6ERZd901Sdxo9bnSqCmXo2d - Matthew Kanterman, Director of Research Roundhill Investments:...
Published 07/09/23
Welcome, everyone; this week, we are doing a new format called What If? We want to speculate on several scenarios and evaluate the pros and cons and potential strategic and financial implications based on these hypothetical scenarios. In this episode, we discuss the potential and hypothesize the impact of an Xbox console business carve-out from Microsoft We recorded this episode in 3 parts: #1. Xbox carve-out #2. Gaming smartphone #3. M&A scenarios Stay tuned for future...
Published 07/09/23
I spoke with Brewed Games, an 8-person indie PC game dev studio based in Bangalore, India, making a souls-like action RPG game. We cover their origin story, challenges, and future opportunity. Check it out! 👇 EPISODE LINKS: - Brewed Games: https://www.brewedgames.com/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/gamemakers/message
Published 07/06/23
Feedback and performance evaluation for employees is one of a company's most challenging, political, and sensitive topics. However, without this practice done well, it will be tough to hold performance standards or see improvement in a team or company. I would argue that if you are not doing this well, your team/company is doomed over the long term. I discuss with industry experts and ex-Riot production leaders Ben Carcich and Aaron Smith from Valarin who are some of the most thoughtful...
Published 06/26/23
We speak to Serkan Toto to get his take on the top Japanese and Korean game companies. Serkan is considered by many to be the foremost expert on the Japanese video games space. Check out more from Serkan: - https://www.serkantoto.com/ - Twitter: https://twitter.com/serkantoto OUTLINE: 0:00 Intro 1:25 Key Asian gaming trends, including crypto 4:45 Serkan’s take on the console wars 8:18 Matthew’s take: Mobile never killed console 9:22 Serkan: Traditional Asian game companies killing it on...
Published 06/24/23
From Wargaming, Anton Kolkovskiy founded Bulberry Studio to build mid-core F2P mobile games. As war broke out between Russia and Ukraine, Anton was unable to raise a follow-on round of funding and eventually shut down the studio he had spent so much time, energy, and effort into. What were the lessons he learned from the start to launch to attempting to save the company? What would he do differently knowing what he knows now? Phylicia Koh is a partner at Play Ventures, and while Play did...
Published 06/20/23