

TWIG #349 The Conspiracy Behind Apple's New Gaming App and a Plea to Supercell
11 snips Sep 19, 2025
The hosts dive into Unity's recent blunders and their implications for game development. They discuss Apple's bold gaming app strategy and how it might shift the industry. With TikTok's potential U.S. acquisition on the horizon, the conversation turns to AI-driven app trends. Nintendo's latest announcements promise to redefine their future. Finally, the crew urges Supercell to make difficult decisions to navigate a challenging year ahead.
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Unity's Strategic Drift Hurt Core Business
- Unity drifted from gaming into vanity verticals and suffered for it.
- Refocusing on gaming/ad tech and cleaning leadership appears to be restoring traction.
Apple's Games App Is Strategic, Not Just UX
- Apple's new Games app centralizes discovery across App Store, Arcade, and Game Center.
- The move may be driven by legal and payment control motives as much as discovery improvements.
Make Discovery The KPI For Apple Games App
- Track where users start discovery and whether they adopt the Games app as a funnel.
- Prioritize social features and friend-driven hooks to drive repeated visits into the app.