Xbox is cutting niche studios and signing a niche Kojima project in the same month. We try to make it make sense.
Sony pulled funding on Physint after budget concerns, and Xbox picked it up as a franchise with film and TV rights attached. Meanwhile Microsoft keeps restructuring into clean verticals, with Halo moving under Activision and Obsidian joining Bethesda, which has us asking whether Xbox is getting organized to sell. We also look at Build A Rocket Boy closing after roughly $250M raised and one troubled launch, Apple's new ATT prompt in Europe, and why AppLovin's CEO is suddenly on every stage talking about a $50B mobile ad market.
Topics Covered:
Apple rewrites the ATT prompt in five EU countries.
Sony ends Physint funding and Xbox picks it up.
The transmedia bet behind Xbox's Kojima deal.
Halo moves to Activision in the latest Xbox cuts.
Is Microsoft packaging Xbox to spin off or sell?
Build A Rocket Boy closes after MindsEye.
What big gaming losses do to investor sentiment.
AppLovin's buyback, Axon and the fingerprinting debate.
Why AppLovin's CEO is on a speaking tour.
CHAPTERS:
00:00 Intro 01:35 DICE Athens Hometown Events 03:07 LA Games Conference Plug 04:36 Roundtables and Global Meetups 05:41 Newsletter and Founder Story Tease 10:08 Apple ATT Prompt Changes EU 13:30 Kojima 27:41 Microsoft Restructure and Halo Shift 30:06 CoD Studios Under Pressure 33:45 Can Xbox Be Sold Off 36:10 Halo Moved to Activision 46:34 Build A Rocket Boy Collapse 51:05 AppLovin Stock and Axon 53:58 Fingerprinting Cheating Debate 58:01 Why the CEO Is Touring 01:02:25 Wrap Up and Sign Off
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