Deconstructor of Fun

• TWIG #325 Ubisoft Bails Out, AppLovin Fights Back, Roblox Becomes an Ad Network

  GDC’s over, but the takes are still hot. Eric Kress recaps the chaos and questions Dark Legion’s staying power, while Phil gives the Game Craft boys a well-deserved nod. Then it’s Switch 2 speculation time: is Nintendo finally back in the power game? Meanwhile, Roblox cozies up to Google for rewarded ads—what does that mean for the ecosystem? Meanwhile, AppLovin fights off short seller heat while asserting market dominance. Plus, Tencent’s playing the long game with Ubisoft, again—no surprise, but lots to unpack.02:12 GDC Highlights and Dark Legion Update03:18 Game Craft Podcast05:27 CEO Interviews and App Charge Partnership07:31 GDC Attendance and Dark Legion Performance15:58 Switch 2 Announcement23:26 Roblox Rewarded Ads and Google Partnership31:54 AppLovin's Short Seller Allegations36:17 Hedge Fund Hotels and Market Dynamics36:36 AppLovin Market Dominance38:49 Mobile Legends: Bang Bang Acquisition43:57 Supercell's New Game: First Impressions53:22 Ubisoft's $1.25 Billion Tencent Deal01:05:36 Tencent's Long Game and Market Strategy 

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• 277. Leadership, AI, and Mobile Growth – Insights from AppsFlyer’s CEO and co-Founder, Oren Kaniel

  What makes the company a great place to work? We discuss the significance of company culture, leadership evolution, and the vital role of customer obsession with AppsFlyer's CEO and co-founder, Oren Kaniel. Oren shares his entrepreneurial journey, how the company overcame early financial challenges, and the importance of remaining innovative and passionate. Additionally, we explore AI's role in the future of business, balancing data privacy with technological advancements, and the grand vision for AppsFlyer's continued growth and impact.02:44 Building a Company Culture06:33 The Importance of Customer Obsession15:24 Challenges and Early Days of the Startup20:15 Navigating Growth and Scaling Up25:06 Hiring and Nurturing Talent42:15 Transparency vs. Clarity in Leadership44:02 Innovative Solutions for Business Growth56:39 The Role of AI in Business Transformation01:05:47 Building a Sustainable Business Ecosystem01:15:20 Future Prospects and Innovations

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• 276. Growing in a Mature Market with Josh Wilson, CEO of SciPlay

  Josh Wilson, CEO of SciPlay, returns to the podcast for the third time to discuss key topics such as the significance of Q5, the challenges of app store reliance, the stalled growth in the gaming market, the emergence of hybrid casualization, and the role of AI in gaming.Subscribe to the Deconstructor of Fun Newsletter: www.deconstructoroffun.com/subscribeContinue the conversation on our Slack channel: www.deconstructoroffun.com/slack00:00 Introduction and Previous Conversations03:28 Understanding Q5 and Its Impact on Gaming12:38 Navigating App Store Reliance and Customer Ownership21:46 Stalled Growth in the Gaming Market31:24 Customer Retention as a Business Strategy37:44 Embracing Change and Innovation40:55 The Shift to Hybrid Casual Gaming55:15 The Role of AI in Gaming01:09:02 Future Skills in a Changing Landscape

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• TWIG #324: Netflix Games Build Back Better Plan, Launch of DC Dark Legion and Death of Fragpunk

  Eric speedruns through an a16z correction, while Phil can’t wrap his head around Funplus’ new 4x Dark Legion thesis. Adam tells us Netease’s Fragpunk is dead, and Jen tells us games journalism is alive. Against all odds, Netflix Games records its first positive segment. And did you hear that? It’s the inZOI train CHUGGin’.Subscribe to the Deconstructor of Fun Newsletter:www.deconstructoroffun.com/subscribeContinue the conversation on our Slack channel:www.deconstructoroffun.com/slack02:16 Post-GDC Debriefing09:35 A16Z Speed Run13:48 Game Journalism is Back!!17:08 Nintendo Direct and Switch 2 Rumors18:41 MOBA Shutdowns and VC Funded Games25:15 FunPlus and Dark Legion31:00 DC Comics in Gaming: Challenges and Failures35:03 The Future of 4X Strategy Games37:18 Marvel Rivals and Rag Punk Analysis56:27 Netflix's Gaming Strategy

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• TWIG #323 LIVE at GDC!!!

  The rowdy and tired DoF crew closed down their GDC with a live TWIG show at Moscone Center. Tune in!Chapters:02:47 Kickoff03:15 GDC Vibe Check06:30 Industry Sentiment and Challenges21:20 Emerging Markets and New Game Development22:26 A16Z Speed Run and Industry Shifts26:21 Funding Trends and Credit Lines27:40 Absurd Ideas and Rumors31:00 Supercell's MoCo Launch33:53 Embracing Experimentation in Gaming38:31 Absurd Compensation Packages in the US43:28 The Future of AA and Indie Game Funding46:57 Highlights from Recent Gaming Events51:55 Impact of the Podcast on Careers01:02:54 The Rise of Apps and AI in Mobile Gaming01:05:05 VCs, Ad Tech, and Online Gambling01:07:41 Closing Remarks and Thank Yous

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