Choose Your (ad)Venture (Ep. 10)
Gamecraft31 Jan 2024

Choose Your (ad)Venture (Ep. 10)

Mitch and Blake discuss the nuances of game financing. They begin by explaining how the publishing model of advances against royalties functions, and what the expected costs and benefits are for both the developer and publisher.

After a brief discussion of bootstrapping, they do a deep dive on venture capital financing for games. They reveal how venture capital firms make money, drawing a sharp contrast with how traditional game publishers make money. This leads to a conversation about the implied promises that game studios make when they take venture capital. Mitch talks about how ill-prepared he thinks most game companies are to deliver on those promises, and how willing some venture investors have been to fund studios with no obvious competitive business advantages other than their ability to make cool games.

The hosts conclude with a discussion about liquidity. Mitch and Blake provide an overview of the initial public offering market for game companies over the last 20 years, and Mitch shares his experience taking a game company public. Mitch worries that most of the high-profile founders of new game studios are not prepared to be public company CEOs, and how that will affect the venture capital environment for game companies in the future.

Episoder(26)

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 Okt 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 Mai 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 Mai 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 Mai 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 Apr 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 Apr 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 Apr 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 Apr 202559min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-politisk-preik