A Changing of the Guard (Ep. 11)
Gamecraft7 Helmi 2024

A Changing of the Guard (Ep. 11)

Mitch and Blake expand on last season's discussion of platform-based publishers by introducing a new kind of company: the game-enabling software platform. The five companies they discuss (Epic, Unity, AppLovin, Discord, and Roblox) are all pursuing customer aggregation strategies similar to the platform-based publishers, but -- with the exception of Epic, which has attributes of both a publisher and software platform -- they are doing so with enabling technologies (game engines, advertising tech, and communications software) rather than by producing content.

Your hosts talk about the evolution of what had previously been considered "tools" businesses into bona fide platforms. They discuss the differences in strategy of these five companies, why they have become so valuable (a combined $80 billion in market value), and how Wall Street has responded to the three that have gone public. They discuss how these companies have established themselves as key players in the marketing and distribution of games, and what that means for the industry.

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The EA "LBO"

The EA "LBO"

In this Special Edition of the GameCraft podcast, Mitch and Blake discuss the $55 billion leveraged buy-out of Electronic Arts by the Private Investment Fund of Saudi Arabia, Siliver Lake Partners, an...

15 Loka 202537min

The Sum of the Parts (Ep. 24)

The Sum of the Parts (Ep. 24)

Mitch and Blake explore the role of consolidation -- primarily through mergers and acquistions -- in building some of the biggest and most durable companies in gaming.  They begin with a discussion of...

21 Touko 20251h 9min

AI as a Platform (Ep. 23)

AI as a Platform (Ep. 23)

Last season, Mitch and Blake discussed the implications of new Large Language Model Artificial Intelligence in games. In this episode, they return to the topic, this time focusing on games that are us...

14 Touko 202552min

Hasbro and Lego (Ep. 22)

Hasbro and Lego (Ep. 22)

Mitch and Blake look at two of the largest toy companies in the world, Hasbro and Lego, and discuss their divergent but ultimately very successful forays into the games business as licensors of intell...

7 Touko 202544min

The Venture Deadpool (Ep. 21)

The Venture Deadpool (Ep. 21)

Mitch and Blake address the unpleasant topic of how and why venture-backed games companies fail. They look first at the nature of venture financing and the inherent differences between venture and pub...

30 Huhti 20251h 6min

China (Ep. 20)

China (Ep. 20)

Mitch and Blake look at the current state of the vitally important Chinese gaming market, on the precipice of a bitter trade war resulting from the Trump tariffs. They review the history of the games ...

23 Huhti 202556min

Valve (Ep. 19)

Valve (Ep. 19)

Mitch and Blake take an in-depth look at one of the most important companies in the global gaming business: Valve. They trace the company's origin as the developer of first-person shooter Half Life, t...

16 Huhti 20251h 1min

The Mobile Gaming Duopoly (Ep. 18)

The Mobile Gaming Duopoly (Ep. 18)

Mitch and Blake discuss the mobile duopoly in which Apple and Google exert extraordinary power by tying their app stores to hardware and software platforms. They warn that the inflexible and expensive...

9 Huhti 202559min

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