Concerns Over AI Investment in Gaming Venture Capital

We start where we ended last week: the $50M Royal Match campaign and the issue of overspending. Then it's all about Discord’s new CEO and how that signals a potential pivot toward enterprise, ending the platform’s gaming-first DNA.

Then, the crew covers NetEase’s sudden executive shakeup and the surprising Delta Force vs. Call of Duty Mobile battle before unpacking Blizzard’s Nexon partnership in Korea. We cap it off with an explanation on why VCs are suddenly frothing over AI in gaming.

02:39 MAU Event and Fireside Chat
04:15 Royal Match Campaign Follow-up
19:53 Discord's New CEO and Future
29:26 NetEase Executive Departures
33:19 AI in Gaming Venture Capital
37:12 Delta Force vs. Call of Duty Mobile
41:08 Blizzard's Publishing Strategy: Nexon Partnership
46:34 The Impact of Distribution Duopoly on Gaming
53:35 The Future of Game Distribution and Innovation
01:02:55 Web Shops and the Changing Revenue Landscape