Everyone knows that video games are giant, fast-growing business that's going to swamp traditional media.

Except that's not true: The games business is now in a prolonged and confusing funk. Investor and analyst Matthew Ball has been diving deep into the industry, so I asked him to take a stab at explaining what's going on. Bonus question: When does the face computer's moment finally arrive?

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Matthew Ball: Why the games business is broken

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