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TWIG #183 Ubisoft's bet on mobile / AppLovin's masterful earnings report / the problem with braintrusts

Deconstructor of Fun

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What's Changed Over the Last Six Months?

Lions Gate, the company behind "Fortnite," has cut its revenue guidance by 200 million. The move comes after it announced plans to remove finger printing from all of its games. Langer: If they can't profitably grow their games business, how do they expect their publishing partners to grow their games b profitably? He says if anyone can navigate these choppy waters, it's the k k ar guyes. langer: I'd continually be concerned about iron sorce aplove and unity.

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