

Naavik Gaming Podcast
Naavik
The Naavik Gaming Podcast is a business-focused exploration of the companies, trends, strategies and leaders that are defining the future of games. To learn more and see other great content visit www.naavik.co.
Episodes
Mentioned books

Dec 17, 2021 • 51min
Roundtable #27 - PlayStation Spartacus, Tencent <3 Supercell & The Game Awards
In this Metacast episode, Aaron Bush, Yonatan Raz-Fridman and Miikka Ahonen join your host Nicolas Vereecke to discuss; #1: PlayStation SpartacusSony is (allegedly) planning a new subscription service to compete with Microsoft’s Xbox Game Pass. The service will allow PlayStation owners to pay a monthly fee for access to a catalog of modern and classic games.Launch expected in spring, the service will merge Sony’s two existing subscription plans, PlayStation Plus and PlayStation Now. #2: Tencent to Increase Supercell StakeSupercell has seen revenue fall nearly every year since Tencent’s acquisition of a majority stake in 2016. The Information now reports that the Chinese internet giant is to boost that stake in Supercell at a valuation of roughly 11b. This is 10% higher than the valuation in 2016.It will do that by buying some of the shares held by the partners that bought in back in 2016. Note - our recording happened minutes before this went live. #3: The Game AwardsThe Game Awards is an award show honoring the best video games of the year. It was held in LA on Thursday last week, and was live streamed globally. I Takes Two won Game Of The Year, but we feel that the awards are very niche and too focused on AAA console/PC games. Aaron now plans to launch the Naavik Games Industry Awards Show. And as this week’s bonus segment, we are predicting what will be the most successful game of 2022. If you would like us to discuss any another gaming-related topics, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordLearn more: Newsletter or Go Premium Follow us: Twitter | LinkedIn | Facebook | Website

Dec 14, 2021 • 1h 1min
Crypto Corner #5 - A Deep Dive into Wolf Game
In this Metacast Crypto Corner episode, your host Nico is joined by Ryan Foo and Oweh Soh to take a deep dive into the Wolf Game phenomenon. If you would like us to discuss another blockchain gaming-related topic, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordLearn more: Newsletter or Go Premium Follow us: Twitter | LinkedIn | Facebook | Website

Dec 10, 2021 • 54min
Roundtable #26 - Massively Multiplayer On-Chain Games, Ubisoft announces AAA NFTs & Moon Active raises $300m
What is a MMOCG or Massively Multiplayer On-Chain Game? How does it work? What can we do with it? Is this going to be a thing?Find out this and more in this week’s roundtable!In this Metacast episode, Florian Ziegler, David Amor and Matej Lancaric are joined by your host Nicolas Vereecke to discuss; Massively Multiplayer On-Chain GamesMMOCGs are games that are both Open-Source and Open-State. The whole game lives completely on the blockchain, which has some profound and interesting consequences. Ubisoft takes a first step into NFTsUbisoft announced the first implementation of blockchain technology into one of its games with the addition of NFTs to the PC version of Ghost Recon Breakpoint. The response was overwhelmingly negative, and the company removed the announcement video from YouTube. The move feels like a conservative experiment into NFTs, and we can only applaud Ubisoft for being the first AAA publisher to do it. Moon Active raises $300m at a $5b valuationMoon Active, the maker of Coin Master, is killing it. The company is not afraid to experiment with different types of games, and it’s paying off. We’re curious to see what they’ll do with this war chest! As this week’s bonus segment, we are giving bold predictions about Ubisoft. If you would like us to discuss any another gaming-related topics, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordRead more: NewsletterFollow us: Twitter | LinkedIn | Facebook | Website

Dec 8, 2021 • 1h 9min
Crypto Corner #4 - Are Sustainable Play-to-Earn Economies Possible?
In this Metacast CryptoCorner episode, your host Nico is joined by Lars Doucet, Ryan Foo and Miko Matsumura to discuss the sustainability of Play-to-Earn Economies.If you would like us to discuss another blockchain gaming-related topic, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordLearn more: Newsletter or Go Premium Follow us: Twitter | LinkedIn | Facebook | Website

Nov 30, 2021 • 1h 6min
Crypto Corner #3 - How we're getting to the next 100 million Blockchain Gamers
In this Metacast CryptoCorner episode, your host Nico is joined by Joost Van Dreunen, Antubel Moreda and Sebastian Park to discuss the next steps in bringing Blockchain Gaming to the masses.We talk about what the biggest challenges still are, who the next gamers will be, and what companies will thrive in this space.If you would like us to discuss another blockchain gaming-related topic, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordLearn more: Newsletter or Go PremiumFollow us: Twitter | LinkedIn | Facebook | Website

Nov 26, 2021 • 54min
Roundtable #25 - Games Industry Deals, Brands moving into Games + Facebook/Meta Haptic Gloves
In this Metacast episode, Miikka Ahonen, Matej Lancaric and Anton Gorodetsky are joined by your host Nicolas Vereecke to discuss; InvestGame’s Gaming Deals Activity Report Q1-Q3 2021Find the report here Brands in GamesNike and Roblox partnered to bring Nikeland onto the platform. We discuss how brands look at games, how they can build exposure within them and what games companies can do to facilitate that. Facebook/Meta Reveals Haptic GlovesMeta has silently been working on haptic technology to augment the Oculus VR Experience. We discuss how it works, the potential of this technology and the roadblocks ahead. As this week’s bonus segment, we are giving bold predictions about Gaming Industry deals. If you would like us to discuss any another gaming-related topics, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordRead more: NewsletterFollow us: Twitter | LinkedIn | Facebook | Website

Nov 24, 2021 • 39min
Salone Seghal - The next 1B Gamers will be in India
Salone Sehgal is a general partner at Lumikai, India’s first gaming and interactive media fund. She previously founded her own gaming startup and served as a GP at London Venture Partners. We chat about the India games market — its potential to bring gaming to the next 1B users — key macro market trends, and specialized gaming VCs. Enjoy!

Nov 19, 2021 • 59min
Roundtable #24 - Roblox Earnings, Forte raises $750m & Riot Surprises Everyone
In this Metacast episode, Yonatan Raz-Fridman and Chong Ahn are joined by your host Nicolas Vereecke to discuss; RobloxRoblox saw impressive revenue growth over the past quarter, even without Forte & the rise of Blockchain Gaming Infrastructure CompaniesForte differentiates itself from other infrastructure providers by offering an all-in one cross-chain solution. Because what they’re building is so ambitious, they’ll be able to make very good use of the $750m they just rasied. Riot Forge announces/drops 4 gamesRiot is killing it these days, and the company is on its way to build the first games-first global multi-media IP. As this week’s bonus segment, we are giving bold predictions about Riot Games If you would like us to discuss any another gaming-related topics, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordRead more: NewsletterFollow us: Twitter | LinkedIn | Facebook | Website

Nov 16, 2021 • 58min
Crypto Corner #2 - Loot, The Hyperverse & The Future of Human Collaboration
“Loot is a time machine into the future of human collaboration and work. We are building the Star Wars of the next generation”In this Metacast CryptoCorner episode, your host Nico is joined by Timshel and LordOfAFew to take a deep dive into the Lootverse.What emerges from the conversation is a mind boggling journey into the Hyperverse. The Hyperverse is a place where hundreds of builders are collaborating in a trustless, permissionless, distributed, global, pseudonymous and asynchronous way. It’s not clean. It’s not pretty. It might not go anywhere. But no one can stop them, and what might emerge could change the way we look at how humans work and collaborate.If you would like us to discuss another blockchain gaming-related topic, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordLearn more: Newsletter or Go Premium Follow us: Twitter | LinkedIn | Facebook | Website

Nov 12, 2021 • 1h 9min
Roundtable #23 - A Deep Dive into Axie Infinity
Naavik is launching a new research service dedicated to blockchain games, and this episode is a discussion about our pilot report that was written by Jimmy, Lars, Anthony, Aaron and Manyu.The team is joined by Nico to discuss important industry developments and dig deep into Axie Infinity. We walk through the game's history, game design, tokenomics, economic issues, future roadmap, and how we think the development team can set itself up for greater success. Remember, if you wish to make us your personal blockchain games research department, go to naavik.co/premium and use the promo code "METACAST" in the next 30 days at checkout to save 25% for the first year subscription. If you would like us to discuss any another gaming-related topics, do reach out at nicolas@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review! Join the discussion: DiscordRead more: NewsletterFollow us: Twitter | LinkedIn | Facebook | Website


