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TWiG

Ubisoft layoffs point to deeper problems in AAA, a16z fund performance shows VC money tightening up, and TikTok’s future as a growth channel for games looks far less certain — from ownership issues to slowing ads and algorithm risk. We talk about what this means for user acquisition, why AI video apps are starting to matter, concerns around GDC attendance and safety, The New York Times stepping into mobile games, and why monetizing word games remains so hard. We also cover the launch of High Guard and wrap up with what to watch next as the industry enters its next reset. 00:00 Welcome 01:49 Meeting Mihir Va from EA 05:50 PGC Recap and Rumors 17:23 Ubisoft Layoffs and Critique 21:28 A16Z Fund Performance Analysis 30:44 TikTok's New American Entity 31:18 TikTok's Impact on the Gaming Industry 31:51 Ownership and Future of TikTok in the US 33:37 Concerns Over Content Moderation and Algorithm 34:36 TikTok's Stagnation and Advertising Decline 35:36 Emerging Threats: AI Video Apps 38:31 GDC Attendance and Safety Concerns 43:46 New York Times Enters the Mobile Gaming Market 49:36 Challenges in Monetizing Word Games 52:13 Launch and Reception of High Guard 57:33 Conclusion and Upcoming Topics