Deconstructor of Fun TWIG #362 The Golden TWIGs 2025 Show
Dec 18, 2025
Voting for the Golden TWIGs is live! The hosts dive into Mishka's enlightening trip to the Middle East and share industry insights from recent events. They discuss the eyebrow-raising privatization of EA and debate Roblox's soaring user growth. Expect major disappointments in gaming with titles like Mind's Eye and Splitgate 2 under fire. From Ubisoft's governance woes to brilliant moves by companies like Scopely, the conversation is packed with sharp critiques and unexpected highlights in the gaming world.
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Arabian Visits And Gaming Ambitions
- Michail Katkoff described warm Bedouin hospitality and long-term Saudi investment in gaming during his Riyadh and Abu Dhabi visit.
- He observed locals want recognition as a global hub and are humble and eager to learn from outsiders.
Treat UA Financing As Expensive Credit
- Eric Kress warned UA financing carries 20–25% effective yearly rates and is an expensive growth capital source.
- He advised treat it like high-cost credit and compare IRR to other costs of capital, not ROAS.
Underwrite With Data To Win UA Deals
- Michail Katkoff said winners in UA financing are those who can underwrite at scale and build sophisticated data platforms.
- He advised prioritize data capabilities and bank setup across countries to evaluate and deploy capital effectively.