GameMakers

Welcome, everyone; this week, we are doing a new format called What If? We want to speculate on several scenarios and evaluate the pros and cons and potential strategic and financial implications based on these hypothetical scenarios. In this episode, we discuss the potential and hypothesize the impact of an Xbox console business carve-out from Microsoft We recorded this episode in 3 parts: #1. Xbox carve-out #2. Gaming smartphone #3. M&A scenarios Stay tuned for future episodes! OUTLINE: 0:00 Intro 0:57 Console economics from Microsoft disclosures 9:30 Xbox unitary economics 12:15 Positive trends for Xbox business 13:10 Attractiveness of Xbox business 16:00 Leadership for Xbox business 20:26 Should Gamepass and Xbox be together? 24:48 Xbox viability of carve-out and business valuation 33:55 Potential acquirers for Xbox business SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I 🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI 🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s 🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs 🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw 🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso 🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA 🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY

I spoke with Brewed Games, an 8-person indie PC game dev studio based in Bangalore, India, making a souls-like action RPG game. We cover their origin story, challenges, and future opportunity. Check it out! 👇 EPISODE LINKS: - Brewed Games: https://www.brewedgames.com/

Feedback and performance evaluation for employees is one of a company's most challenging, political, and sensitive topics. However, without this practice done well, it will be tough to hold performance standards or see improvement in a team or company. I would argue that if you are not doing this well, your team/company is doomed over the long term. I discuss with industry experts and ex-Riot production leaders Ben Carcich and Aaron Smith from Valarin who are some of the most thoughtful and deep thinkers on leadership, production, and best practices. OUTLINE: 0:00 Intro 3:50 Why feedback and performance evaluation is so bad at companies, toxic kindness 10:16 How to flip the script on feedback, why feedback is viewed negatively 14:45 Misunderstanding of psychological safety 19:40 Formal systems vs. informal systems 27:00 What did you say when you told them? 30:15 Why informal systems are more effective 30:45 How to optimize feedback delivery, shit sandwich and Impact model 40:00 How to proactively prevent having to give feedback, importance of setting expectations 45:44 Reducing feedback because feedback is overhead 48:40 Some people just can’t give feedback 53:18 Techniques to train people to give feedback - this takes time! 56:45 Time + risk of training someone to give feedback, are you creating a team-wide problem? 57:17 Performance evaluation 58:15 Importance of performance evaluation and how it can be counter-productive 1:00:40 Thinking about performance evaluation from foundational objectives 1:07:00 How to setup a performance evaluation system for your company 1:12:00 Different types of performance evaluation systems: Skills vs. performance targets vs. OKRs vs. stack ranking 1:28:58 Start, Stop, Continue 1:31:40 How to keep performance evaluation systems uniform 1:46:10 Final words of advice and contacting Ben and Aaron 👇 EPISODE LINKS: - Building Better Games: https://www.buildingbettergames.gg/ - Building Better Games podcast: https://pod.link/1559448378 - Ben Carcich: https://www.linkedin.com/in/benjamin-... - Aaron Smith: https://www.linkedin.com/in/doublearo... SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney    • Economy of the Me...   ℹ️ How to Build the Amazon of Game Companies    • Building the Amaz...   🔮 Gaming Trends | A Look Ahead at 2021    • Mobile Gaming Tre...   🖥️ The Future of PC Gaming    • Future of PC Gami...   🔴 Games Industry M&A    • Games Industry M&...   🔴 Netcode for Multiplayer Games    • Netcode for Multi...   🔴 IDFA Deprecation Product Impact    • Apple IDFA Deprec...   🔴 Trip Hawkins on the New High Score    • Trip Hawkins | Th...   🔴 LiveOps F2P Best Practices    • LiveOps - F2P Sal...  

We speak to Serkan Toto to get his take on the top Japanese and Korean game companies. Serkan is considered by many to be the foremost expert on the Japanese video games space. Check out more from Serkan: - https://www.serkantoto.com/ - Twitter: https://twitter.com/serkantoto OUTLINE: 0:00 Intro 1:25 Key Asian gaming trends, including crypto 4:45 Serkan’s take on the console wars 8:18 Matthew’s take: Mobile never killed console 9:22 Serkan: Traditional Asian game companies killing it on mobile 10:55 Live services from Asian game companies 14:20 Nintendo 25:28 Will Nintendo ever push mobile? 31:36 Sony 40:30 Mobile for Sony 43:00 Sony first party 48:28 Square Enix 55:51 Nexon 1:03:29 NCSoft 1:12:52 Netmarble 1:19:47 Other remaining Japanese and Korean gaming companies: Watch out for Capcom! 1:26:26 SEGA + Rovio 1:30:42 Leads-based model for Asia to grow Western audience 1:32:00 Chinese invasion of Japanese talent 👇 EPISODE LINKS: Special Guest Serkan Toto: https://www.linkedin.com/in/serkantoto/ - Matthew Kanterman: https://www.linkedin.com/in/matthew-k... - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peg... SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney    • Economy of the Me...   ℹ️ How to Build the Amazon of Game Companies    • Building the Amaz...   🔮 Gaming Trends | A Look Ahead at 2021    • Mobile Gaming Tre...   🖥️ The Future of PC Gaming    • Future of PC Gami...   🔴 Games Industry M&A    • Games Industry M&...   🔴 Netcode for Multiplayer Games    • Netcode for Multi...   🔴 IDFA Deprecation Product Impact    • Apple IDFA Deprec...   🔴 Trip Hawkins on the New High Score    • Trip Hawkins | Th...   🔴 LiveOps F2P Best Practices    • LiveOps - F2P Sal...  

From Wargaming, Anton Kolkovskiy founded Bulberry Studio to build mid-core F2P mobile games. As war broke out between Russia and Ukraine, Anton was unable to raise a follow-on round of funding and eventually shut down the studio he had spent so much time, energy, and effort into. What were the lessons he learned from the start to launch to attempting to save the company? What would he do differently knowing what he knows now? Phylicia Koh is a partner at Play Ventures, and while Play did not invest in Bulberry, she was aware of Bulberry and shared her thoughts about Bulberry's path. What advice would Phylicia give Anton? What would it have taken for Phylicia to invest in Bulberry? Further, what is the market like today, and given new market dynamics, what would she fund today? OUTLINE: 0:00 Intro 4:24 Anton’s story starting Bulberry Studio from Wargaming. 8:25 What do VCs look to invest in then vs. now. 13:21 Initial funding from My.Games, deal structure, initial investment thesis, pitch to My.Games, and initial soft launch experience. 19:30 Initial testing experience, what they focused on, how to approach initial testing. 21:30 Typical approach for testing from Phylicia. 22:25 Strategic investments: company structure considerations 26:05 How do you know if you are succeeding on retention or deadline? Lessons learned from Anton. The line between confidence and being wrong. 29:30 What was the actual process/approach to their initial testing vs soft launch phase? 35:44 Initial soft launch metrics. 37:00 going to investors with metrics with small cohorts. Window dressing cohorts. 42:03 What could you have done to change the outcome of what happened? 46:31 The biggest fire. 47:56 Impact of global macro, the Russia-Ukraine war impact on Bulberry Studio. 59:50 How to extend runway when things go bad? 1:02:02 Psychological impact on founders for startups in trouble. 1:05:02 What would it take to invest in a troubled game deal from Play Ventures? 1:10:12 What should investors look for in the new investment environment? 1:23:22: How much global macro awareness should leadership teams be aware of? 👇 EPISODE LINKS: - Anton Kolkovskiy: https://www.linkedin.com/in/anton-kol... - Phylicia Koh: https://www.linkedin.com/in/phyliciakoh/ SUBSCRIBE TO GAMEMAKERS: - Apple Podcast: https://apple.co/34hfOtv - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ - Don't miss an episode on Youtube:    / gamemakersstudio   😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney    • Economy of the Me...   ℹ️ How to Build the Amazon of Game Companies    • Building the Amaz...   🔮 Gaming Trends | A Look Ahead at 2021    • Mobile Gaming Tre...   🖥️ The Future of PC Gaming    • Future of PC Gami...   🔴 Games Industry M&A    • Games Industry M&...   🔴 Netcode for Multiplayer Games    • Netcode for Multi...   🔴 IDFA Deprecation Product Impact    • Apple IDFA Deprec...   🔴 Trip Hawkins on the New High Score    • Trip Hawkins | Th...   🔴 LiveOps F2P Best Practices    • LiveOps - F2P Sal...  

Everyone's saying mobile is dead. Then how do you explain these 5 blow-out mobile game launches over the past year? Lol. Matej Lancaric from 2.5 Gamers and I reviewed the data, launch strategies, and more for each of these Top 5 mobile game launches over the past year. OUTLINE: 0:00 Intro 6:30 Honkai Star Rail 14:49 Monopoly Go 27:00 Survivor!.io 36:03 Marvel Snap 45:48 Frozen City 52:09 JK + Matej Top 5 rankings 👇 EPISODE LINKS: - two & a half gamers YouTube Channel: https://www.youtube.com/@2.5gamers - Matej Lancaric: https://www.linkedin.com/in/matejlanc... - Matej's Consulting Practice: http://lancaric.me/ SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/

The market dynamics, strategy, and future outlook of console gaming: Sony vs. Microsoft vs. Nintendo. Microsoft is all in on Game Pass. Is this the last generation of Xbox? OUTLINE: 0:00 Intro 0:56 Impact of PC gaming to console gaming market 4:51 Why Microsoft's console business is in danger 6:26 Microsoft may not care about Xbox and hardware, Starfield will be a good test 7:43 Microsoft = Game Pass or BUST! 10:12 Impact of live services and F2P to console gaming 16:14 Does live service concentrate the market? 19:00 How important is mobile gaming to console makers - come on! 25:49 Primary growth drivers for console market 30:10 Outlook for console wars - the potential impending doom of Microsoft 👇 EPISODE LINKS: - Matthew Kanterman: https://www.linkedin.com/in/matthew-k... - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peg...

Excerpt from GameMakers full interview: Pixels & Profits #2. Watch the full discussion here: https://youtu.be/fi0RCUiCnfE SUBSCRIBE TO GAMEMAKERS: - Newsletter: https://gamemakers.substack.com/

The Pixel & Profit bros discuss the long history of the console market and the primary players in the market today: Microsoft, Sony, and Nintendo. We trace back the history from the 6th generation to today and talk "profits." Meaning the key games and market history and dynamics thus far and outlook into the future. OUTLINE: 0:00 Intro 1:05 Console market overview: Sony, Nintendo, and Microsoft 9:37 Determinants of success for the console market 12:53 6th Generation: 1998 - 2013 17:18 7th Generation: 2005 - 2017 23:10 8th Generation: 2012 - 2020 29:58 9th Generation: 2021 - Present Day 33:29 Console makers differences in strategy 👇 EPISODE LINKS: - Matthew Kanterman: https://www.linkedin.com/in/matthew-k... - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peg...

Taken From: Mobile Growth: IDFA Deprecation Scapegoat or Reality? Podcast YouTube