
Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
Value Hive Podcast
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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.
Play episode from 04:29
Transcript


