

Cycles & Survival (Ep. 17)
66 snips Apr 2, 2025
Mitch and Blake examine the current state of the gaming industry, challenging the notion of cyclical downturns or stagnant maturity. They argue for the interplay of content, distribution, and technology as key innovation forces. The discussion highlights the decline in venture capital and its impact on both independent and major studios, while exploring the shift to free-to-play models and the revolutionary role of AI. They critique the stagnation in content innovation and the monopolistic trends in game distribution, urging for a deeper understanding of market dynamics.
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Industry at a Low Point
- The video game industry is at a low point, prompting various explanations.
- These include cyclicality, market maturity, and corporate greed, but the hosts reject these simplistic views.
Three-Body Problem
- The hosts propose a "three-body problem": content, technology, and distribution innovation cycles.
- These cycles interact and are currently all at a low point, causing the industry's downturn.
Content Innovation
- Content innovation introduces new player experiences, genres, and mechanics, driving audience growth.
- Examples include Battle Royale, MOBAs, FPS, puzzle games, and sandboxes.