MAG Monday #3: India's RMG Ban, Failure of GenAI, Amazon x Netflix Gaming+Streaming Bundle

Alpha: Clash Royale 5x Revenue, Understanding the Illegible Margin

GameDev: The Problem with Product Validation

Happy MAG-nificent Monday!

• 3-Macro: 3 stories impacting the competitive environment in which we operate

  • Hike shuts down after India RMG ban

  • Why GenAI is failing

  • Amazon and Netflix announce Gaming+Streaming bundle

• 2-Alpha: 2 potential sources of Finding Alpha

  • Clash Royale hits 3 year all-time highs… how?

  • The Illegible Margin (by Taylor Pearson)

• 1-Game Dev: 1 lesson learned from getting my ass kicked in game dev

  • The Problem with Product Validation