In this week's Roundtable, we explore the gaming highlights from the 2024 Consumer Electronics Show and joke about what trends are peaking in ridiculous ways (AI-powered egg cartons, anyone?). We then dive into a couple strategy changes being discussed by leading subscription businesses: first, how Netflix is reportedly rethinking ways to monetize games, and, second, what Xbox (with Game Pass) may be planning in bringing previous exclusives to the PlayStation 5. We then discuss Unity's and Twitch's major layoffs and what these may foreshadow for the remainder of 2024. Additionally, we explore Second Dinner's large $100M Series B amidst the uncertainty surrounding its publisher Nuverse. Finally, the squad shares new ideas for what M&A markets may deliver in 2024. Join us for all the latest games business news with Dave Elton, Aaron Bush, and host Devin Becker.

Big thanks to Lightspeed Venture Partners for making this episode possible! With its dedicated gaming practice, "Lightspeed Gaming," the firm is investing from over $7B in early- and growth-stage capital — the by far largest fund focused on gaming and interactive technology. If you’re interested in learning more, go to https://gaming.lsvp.com/.

We’d also like to thank Coda Payments for making this episode possible! Coda helps developers collect some of their revenues outside the app stores, keeping more of the income they generate for themselves. To learn more, head to https://www.codapayments.com/naavik?utm_source=newsletter&utm_medium=webpage&utm_campaign=naavik

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Sound design by Gavin Mc Cabe.