The gaming industry is going through a tumultuous time, but amidst layoffs, accelerated technology, new platforms, and changing business models, there are also great opportunities…but only if you invest wisely.
Here's what we covered in recent Substack articles:
📈 Revenues will decrease while costs will increase. This is why layoffs are occurring. But what can teams do to survive next year?
🎮 “This game is fun, bro” — the gulf between the mainstream gaming market and what vocal groups on social media claim. The importance of a great game.
😎 What spatial computing brings to games and what it doesn't
🤖 The disruptive impact of creator-driven platforms like Roblox
🍎 The long-term impact of Apple's adversity on developers
💰 Web Renaissance — What will happen with WebGPUs, the relative disadvantages of native mobile marketing and other innovations?
🕹 Cracks in the 3D engine market — developers willing to switch engines
🎮 Next-gen rendering pipelines (Unreal 5 innovations, Gaussian Splats, etc.) and what they mean for developers in the short to medium term
💻 Strengths of PC gaming
👩🔧 Increased UGC in PC games
⚔ The importance of IP and how it is transitioning to game-first IP
🤖 How generative AI impacts both production and in-game experiences
The importance of decentralized AI
💰 Current state of open economy (blockchain and other) games
📈 Rising Live Operating Costs — How to Increase Capital Efficiency