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 Update 03:18 Game Craft Podcast 05:27 CEO Interviews and App Charge Partnership 07:31 GDC Attendance and Dark Legion Performance 15:58 Switch 2 Announcement 23:26 Roblox Rewarded Ads and Google Partnership 31:54 AppLovin's Short Seller Allegations 36:17 Hedge Fund Hotels and Market Dynamics 36:36 AppLovin Market Dominance 38:49 Mobile Legends: Bang Bang Acquisition 43:57 Supercell's New Game: First Impressions 53:22 Ubisoft's $1.25 Billion Tencent Deal 01:05:36 Tencent's Long Game and Market Strategy
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