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Industry analyst and advisor Matthew Ball has released his annual presentation, which this year asks (and answers) the question: if video games are at an all-time high, why are so many game companies still struggling? To mark its release, Matthew joins us for a bumper interview around all things video games. In part one of our interview, Ball discusses China and Roblox problem, the console challenge, the loss of game funding, and the missed opportunity with older players. Meanwhile, Chris recaps some of the biggest stories, including Circana's prediction about the market in 2026, Steam Deck OLED becoming unavailable and more news in the on-going discussion around Highguard. 00:00 Intro 03:44 More Highguard 08:27 Circana estimates 10:45 Steam Deck OLED 12:31 Matthew Ball Interview 16:40 Game funding 24:02 Console concerns 28:27 Roblox 31:35 China 40:23 Non-core gaming countries 44:58 PC & console games on mobile 51:47 Older gamers