Xbox doubles down on a DAU strategy with no real plan to get there. Ubisoft keeps cleaning house while its franchises collect dust. And the most doom-and-gloom post ever written about the games industry lands on LinkedIn, and it's hard to argue with.
Topics Covered:
● Xbox's public memo: Rebranding back to Xbox, shifting to DAU as a north star
● UK games subsidies: £28.5 million, three funding tracks, and why Turkey is still running laps around everyone
● Ubisoft Canada shakeup: Four big departures, Assassin's Creed Hex in trouble, and why Tencent might be the only real solution
● Marvel Rivals vs Overwatch 2
● China vs the West: The structural advantages nobody talks about and what Western developers can actually do about it
● The doom post: 10 reasons western gaming is structurally uninvestible, and where the guys agree and push back
CHAPTERS:
00:20 Show Intro and Agenda
01:35 Boys Only Banter
02:56 Shills
04:03 Istanbul Trip Plans
04:38 Division Resurgence Update
07:59 Xbox Memo Breakdown
17:33 UK Games Subsidies
23:45 Fortnite Shampoo Ads
26:55 Habi's New Game
30:58 PC Pivot Reality Check
32:06 China Publishers Paper Tigers
32:42 Marvel Rivals vs Overwatch
34:47 Blizzard Momentum Update
37:24 Ubisoft Canada Shakeup
43:59 Why China Dominates Mobile
46:29 Creativity vs Pragmatism
50:23 Game Industry Doom List