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Deconstructor of Fun
TWIG #308 Plarium Gets Raided / Take-Two Divests / EA CEO Flirts With Disney
Nov 14, 2024
Venture capital insights take center stage as hosts dissect the evolving landscape of gaming investments and funding. The potential leadership shifts at EA and the impact of strategic acquisitions by companies like MTG are hot topics. Attention turns to the surprising valuation of Plarium and Take-Two's recent divestments. Roblox's notable growth trajectory sparks intrigue, while the competitive dynamics of the mobile gaming sector face scrutiny. The buzzing rumors of EA's flirtation with Disney add a pinch of glamour to the unfolding drama.
56:53
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Quick takeaways
- Venture capital investments in gaming face misalignment with developer interests, raising concerns about long-term sustainability amid market fluctuations.
- Crunchyroll's new Game Vault initiative aims to support indie developers by providing funding tailored to anime-themed games for its subscriber base.
Deep dives
Exploration of Venture Capital in Gaming
The podcast delves into the significant role of venture capital (VC) within the gaming industry, particularly discussing feedback received on previous discussions about VC investments. It explores the complexity of how VC incentives often misalign with the interests of game developers and highlights the challenges found in AAA game investments compared to mobile gaming. The conversation refers to various case studies, illustrating how VC lacks suitable exit strategies in gaming, especially given the high stakes associated with potential game failures. This misalignment raises concerns about the long-term sustainability of VC interest in the gaming sector, especially amidst fluctuating market dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode