The EA "LBO" (Ep. 25)

Mitch and Blake conclude Season 4 with a review of a new kind of games company that is getting significant attention from investors: casual game portals with integrated AI game generation engines, see...

27 Maj 51min

Blake and Mitch discuss the current environment for funding games and some of the challenges and opportunities for founders in the games space. They begin with a short survey of the current venture ca...

20 Maj 55min

Blake and Mitch discuss the possibility that games -- mainly mobile and live service games -- have concentrated on providing fun through progression and engagement mechanics rather than fun in the gam...

13 Maj 1h 5min

Mitch and Blake offer their thoughts about how to navigate the introduction and impact of large language model AI in the video game business. They begin by discussing their opinion that AI represents ...

6 Maj 1h 18min

Mitch and Blake discuss the rise of the Istanbul gaming scene, which has exploded in the last 15 years and come to dominate the incredibly lucractive "match 3" mobile puzzle genre -- a genre which rep...

29 Apr 1h 6min

Blake and Mitch discuss the thesis that the games business is losing share of attention to non-game interactive applications. They discuss whether there is actually a defined market for interactive en...

22 Apr 1h 8min

Mitch & Blake discuss one of their favorite companies in games, Roblox. They start by outlining Roblox's core competitive advantages, and how they are unique in providing creation, consumption, aggreg...

15 Apr 1h 21min

Blake and Mitch return! They begin with a discussion of the "Great Inflection" in software in the last several months.  They then do some follow-up to last season, particularly their "deadpool" episod...

8 Apr 1h 9min