Deconstructor of Fun TWIG #337 Supercell's AI Ruse and Microsoft’s Muddled Xbox Strategy
Jun 26, 2025
The podcast dives into the turmoil at Supercell, examining its stagnating performance and cryptic communication. It highlights Netflix's surprising decision to cut mobile games and discusses the layoffs at Mind’s Eye. Microsoft's muddled Xbox strategy is critically analyzed, raising questions about innovation in gaming. The 20th anniversary of YouTube sparks a conversation about the future of gaming content, while emerging trends in mobile and Steam hint at an exciting landscape for 2025.
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Supercell’s Revenue Stagnation
- Supercell's revenue is declining with key titles like Brawl Stars down nearly 50%.
- They are relying on older games while new development struggles to sustain past success.
Careful With Web Store Revenue
- Exercise caution when interpreting revenue drops due to increasing web store payments.
- Web store revenue can offset mobile app revenue dips, complicating surface-level analysis.
Supercell’s Work-Life Culture
- Supercell maintains a strong work-life balance culture with remote leadership and generous time off.
- This culture supports employee happiness but may limit aggressive growth and risk-taking.