The team reacts to this year’s World Video Game Hall of Fame inductees and unpacks Triple Dot’s surprising acquisition of AppLovin’s mobile games business—what does it signal for the midcore M&A market? With public gaming companies hitting all-time highs, we discuss whether this is a sustainable trend or a short-term sugar high. Supercell’s major
Squadbusters revamp gets the DoF treatment, and we debate Nintendo’s cautious forecasts in light of its market position. Rounding things out, we analyze Microsoft’s strategic shifts post-console wars and what the completed Activision deal actually changes for the ecosystem. Packed episode. Big takes. No filler.
02:43 Hobby Updates and Banter
05:06 Dream Games TV Campaign Analysis
06:40 Interview with Mike Quigley
07:29 Prize Picks and Predictive Markets
17:37 World Video Game Hall of Fame Inductees
20:38 Triple Dot Acquires AppLovin's Mobile Game Business
30:03 Publicly Traded Gaming Companies at All-Time Highs
36:03 Supercell & Squadbusters Revamp
50:48 Nintendo's Conservative Forecast
54:16 Microsoft's Strategic Shift and Console Market Impact
56:58 The Activision Deal and Its Implications
01:02:23 Conclusion and Wrap-Up
