TWIG #185 Analysis of Sony's investor day / The $222 billion gaming market vs. global rececession

1

Introduction

00:00 • 3min

2

Diablo Is Your Model, Right?

02:56 • 2min

3

Apex Mobile, I Can't Even Read This Ship.

04:39 • 5min

4

Is It Just as Fundamental as a Roas Model?

09:39 • 2min

5

Apex Mobile Revenue Is Down 66 %, Right?

11:10 • 3min

6

Colegty Mobile Is a Stronger Day One Offering Than Call a Duty Did at Launch

13:49 • 2min

7

Call Duty and Beyond Beon - What's the Underlying Assumption?

16:13 • 2min

8

Gameplay

17:55 • 3min

9

Mobile Game Development

20:38 • 2min

10

College Duty Mobile

22:38 • 4min

11

Deevlo Immortal

26:41 • 2min

12

A Supersel Acquisition of a 60 Million Dollar Investment in Trail Mix

28:28 • 4min

13

I'm Not Going to Use the Words, Given Givein to Head Winds.

32:41 • 2min

14

Do You Know What's Going on at Sony?

34:21 • 5min

15

What Happened to Mobile Gaming in a Recession?

39:11 • 3min

16

Is There a Stadia in Austin, Texas?

42:30 • 2min

17

Sony Investor Day

44:04 • 3min

18

The Live Services Model Is Good for Development Partners, Right?

47:19 • 4min

19

The Consul Business Will Continue as It Always Has Been, and I'm Expecting Many, Many Generations of Playe Stations to Come

50:52 • 4min