Deconstructor of Fun

• TWIG #353 Netflix Goes Couch Co-op, PlayStation 6’s AI Ambitions, Supercell’s Open Letter

  Supercell’s CEO releases a rare open letter calling for more industry collaboration, while Ubisoft’s nepotism controversy reignites debates around leadership culture. Netflix Games kicks off its Battle for the Living Room with a push into Smart TV party games, and early buzz around PlayStation 6 points to an AI-driven leap in graphics and efficiency. Meanwhile, Battlefield’s launch performance goes head-to-head with Call of Duty once again, and Disney enters the overcrowded match-3 market with Magic Match. All that and more, as we unpack the business behind the biggest moves in games this week.00:00 - Intro & Guest Welcome07:17 - China’s Gaming Policy Shifts & Market Access22:00 - Sponsor: Sensor Tower23:55 - China’s Game Development & Publishing Landscape38:35 - India’s Gaming Market: Growth & Monetization55:00 - Sponsor: AppCharge55:45 - India: Western Success Stories & Localization1:12:20 - MENA Region: Female Gamers & Genre Trends1:28:10 - Sponsor: AppsFlyer1:28:45 - MENA: Cultural Sensitivities & Mature Content1:47:30 - Southeast Asia: Monetization & Payment Trends2:05:00 - Southeast Asia: Generative AI in Gaming2:15:00 - Final Thoughts & How to Access Asian/MENA Markets2:20:00 - Outro & Community Call-to-Action

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• TWIG #352 EU Regulations, Epic Shops, and the AI Slop Machine Is this goof?

  This week in games: Ilke’s open letter to the EU stirs the industry pot, AppLovin faces an SEC probe, and Epic drops its new Web Shops like it’s 2012 all over again. Ubisoft’s management drama continues, Istanbul’s gaming boom is no joke, and we wrap with a spicy take on the new wave of AI business slop.00:00 Welcome01:00 Intro & Shills07:58 Ilke's Open Letter on EU Regulations21:38 AppLovin Under Fire: SEC Probe and Stock Volatility29:19 Epic Games' Web Shops Launch36:50 Ubisoft's Management and Future41:47 Istanbul's Gaming Industry Boom51:32 AI Business Slop01:01:00 EOS

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• How Balatro Became a 7-Million-Copy Indie Hit | Harvey Elliott, CEO of Playstack

  A one-person poker roguelike sold seven million copies and outperformed studios with hundred-million-dollar budgets. In this episode, Playstack CEO Harvey Elliott joins Michail Katkoff to break down how they discovered Balatro, what makes a modern indie publisher truly valuable, and why the next wave of hits will come from focus—not funding.02:07 Understanding Bellatro's Success: Metrics and Engagement04:50 The Indie Developer vs. Publisher Dynamic08:11 Finding the Right Fit: Indie Publishers and Developers17:20 Standing Out in a Crowded Market: Indie Publishing Strategies23:22 AI in Game Development: Opportunities and Challenges33:26 Post-Launch Support: Keeping Games Alive38:15 Creative Game Integrations and Developer Relationships41:05 Royalty Structures and Developer Support47:09 Negotiating Publisher Agreements and Revenue Shares50:41 Funding Models and Developer Financial Security56:27 Budgeting for Indie Games and Financial Viability

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• TWIG #351 EA Acquisition Analysis That Will Shock You

  A new guest host, Josh Chandley, is stepping into the arena as we dig into Microsoft’s latest controversial moves and what they signal for the company’s long-term gaming strategy. Then, we unpack the historic $55B acquisition of EA by Saudi Arabia, the largest leveraged buyout in gaming history. What does this mean for EA, for the industry, and for the shrinking pool of public gaming companies? Finally, we explore AppLovin’s surprising push into e-commerce, and why it might be more disruptive than you think.Timestamps00:52 Guest Star Host: Josh Chandley06:23 Microsoft’s Controversial Moves13:35 The EA Acquisition: A Historic Deal17:31 Industry Reactions and Analysis29:12 Saudi Arabia’s Gaming Ambitions31:39 Financial Concerns and Debt Management40:16 AppLovin’s E-commerce Expansion50:58 Unity’s Challenges and Opportunities

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• TWIG #350 Supercell Leaks! Staff Reveal What’s Really Happening

  No Jen this week — just the boys. Phil loses it on Supercell and Google Play, we wade into the “brain rot” panic, and Simon Hay somehow still gets a shoutout. From Newzoo’s latest report to Supercell’s IPO pipe dreams, Discord going offline, Xbox hiking prices, and Epic trying to AI their way out of irrelevance…Chapters00:00 Introduction00:27 Jen's Neuralink Update00:41 Phil's Rant on Supercell and Google Play01:48 Brain Rot Controversy03:59 Shoutout to Simon Hay and Space Ape04:52 New Zoo Gaming Market Report05:22 Upcoming Events and Conferences09:07 Supercell's Struggles and IPO Speculations18:52 Discord's Decline and Google Play's New Features27:15 Xbox Game Pass and Price Hikes29:35 Microsoft's Struggles and FTC Concerns31:15 Epic Games' Monetization Shift35:52 Epic's New Announcements and AI Integration38:54 European Lottery Giant Acquires Prize Picks45:55 Lingo Kids' Funding and Strategy50:51 Take-Two's Puzzle Game Success54:28 Borderlands 4 Release and Performance Issues

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