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11min chapter
Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
Value Hive Podcast
The Evolution and Future of the Gaming Industry
This chapter explores the shifts in the gaming industry, emphasizing the rise of mobile gaming and the prevalence of free-to-play models. It addresses the consolidation among game companies, challenges to traditional gaming models, and the evolving roles of user acquisition and monetization strategies.
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