Deconstructor of Fun

TWiG #335: Embrace CEO Exits, Pokémon meets Genshin and Nintendo’s Mysterious On Switch

Jun 13, 2025
Exciting developments in the gaming industry take center stage, with Habby's surprise launch potentially pushing them to $1B ARR. The turmoil continues as Embracer's CEO departs and Xbox faces disappointing news. A fascinating comparison emerges between a new Pokémon-inspired game and Genshin Impact, highlighting gameplay innovations that engage players creatively. The Summer Games Fest brings showcases and significant announcements, raising questions about major players like Nintendo's absence. Plus, discussions on Apple's new gaming app and the future of Fortnite spice up the conversation.
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ANECDOTE

Phillip Black's Singapore Summit Experience

  • Phillip Black shared his experience at the Play Venture Summit in Singapore, praising its futuristic urban design and infrastructure.
  • He described Singapore as 10 years ahead in urban development and praised the well-organized event and networking opportunities.
INSIGHT

Embracer CEO Change Analysis

  • Eric Kress criticized former Embracer CEO Lars Wingefors for mismanagement and the company's troubles.
  • He expressed hope for new CEO Phil Rogers but warned retaining Lars in M&A is risky.
ADVICE

Simplify Handheld Launch Strategy

  • Launching two expensive handheld gaming devices in a niche market is a risky strategy.
  • Simplify with one SKU and focus on affordability to improve market adoption.
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