Like the rest of the world, the games industry has undergone many changes! The impact of the end of ZIRP, global macro trends, and the end of the age of excess leads to many changes. We discuss where we are today, the M&A outlook, and the outlook for major public game companies. M&A discussion - Scopely/Savvy - Rovio/SEGA - Activision/Microsoft Public Companies: - AI + @NVIDIA (NVDA) - Embracer (EMBRAC-B) - Ubisoft (UBSFF) - Take Two (TTWO) - EA (EA) - Unity (U) - Applovin (APP) OUTLINE: 0:00 Intro 3:19 Where are we as a games industry? 7:20 Are games recession-proof? 8:53 JK take on rise of Asia, age of efficiency 13:48 State of M&A 23:06 Rovio + @SEGA 29:08 Scopely + Savvy 32:32 Outlook on Activision acquisition by Microsoft 37:33 AI x Nvidia 47:35 Large vector to small vector game development 50:59 Embracer 52:50 Speculation on lost $2B deal by Embracer 54:50 Ubisoft 59:43 Take-Two 1:06:49 Unity 1:13:25EA 1:16:48 Applovin 👇 EPISODE LINKS: - Matthew Kanterman: https://www.linkedin.com/in/matthew-k... - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peg... 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/