Deconstructor of Fun

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 Welcome01:49 Meeting Mihir Va from EA05:50 PGC Recap and Rumors17:23 Ubisoft Layoffs and Critique21:28 A16Z Fund Performance Analysis30:44 TikTok's New American Entity31:18 TikTok's Impact on the Gaming Industry31:51 Ownership and Future of TikTok in the US33:37 Concerns Over Content Moderation and Algorithm34:36 TikTok's Stagnation and Advertising Decline35:36 Emerging Threats: AI Video Apps38:31 GDC Attendance and Safety Concerns43:46 New York Times Enters the Mobile Gaming Market49:36 Challenges in Monetizing Word Games52:13 Launch and Reception of High Guard57:33 Conclusion and Upcoming Topics

Zynga's EVP of Studio, Yaron Leyvan, shares his 13-year Zynga journey, from the early days to Zynga to today, where the company operates under Take-Two, and the acquisition strategy behind successful post-acquisition integration in mobile gaming.
Yaron breaks down how Zynga builds forever franchises: sustainable games powered by live ops, repeatable game development, and disciplined iteration, where innovation is real, and data-driven decisions don’t kill creativity.
We also get into studio culture after an acquisition: protecting speed, talent density, and decision-making while aligning with parent-company expectations.
Chapters:
00:20 Yaron's Journey
10:00 Creating Forever Franchises
19:40 Post Acquisition Studio Management
30:45 Day in the Life of a Head of Studios
47:38 Hubris and Humility
59:18 The Role of AI and Future Outlook

Did someone say Liftoff? Ok, well, Jen and Eric don’t think so. Heartopia is here, with a dramatic cross-platform launch in 2026, but what does it need to do to monetize? Does Design Home hold the key? Bobby Kotick gets sued by Sweden, with Phil and Eric cosplaying Phoenix Wright and Manfred von Karma. But who is who? Jen explains what the top Roblox charts mean, Phil reflects on the near-silent success of PUB:G, if Krafton should return shareholder money. And a special UA financing guest spot.00:00 Introduction and Podcast Overview00:25 Drama with Bobby Kotick and Swedish Pension Fund00:36 Ad Tech Company Liftoff Files for IPO00:59 New Games and Industry Updates01:42 Mini UA Reunion in LA03:21 Corrections and Clarifications04:03 Epic Games and Prize Wheels Controversy08:08 Bobby Kotick's Legal Battles and Activision Sale18:07 Liftoff IPO and Ad Tech Industry Insights25:12 Resident Evil Showcase and Capcom's Future26:21 Roblox Corner: Latest Trends and Stats30:07 Crafton's Strategy and Investments31:30 PUBG's Evolution and Future32:33 Crafton's Mobile Focus and AI Direction38:17 The Role of Reddit in Game Development43:19 Heartopia: The New Cozy Game47:54 Challenges in Monetizing Cozy Games57:24 Final Thoughts and Wrap-Up

This week in games, we go all-in on the hottest industry shake-ups: Fortnite turns the monetization dial up, Meta slashes Reality Labs in a major XR reality check, and Pixel Flow emerges as a potential puzzle hit — if it can crack the retention challenge. We break down why strong core mechanics aren’t enough, spotlight the rapid rise of Turkish game studios, pull the most important takeaways from the latest AppsFlyer report, track where gaming investment is really flowing across mobile and PC, and wrap with a heated debate on how AI is already reshaping game development — who wins, who loses, and what it means for the future of games.00:00 Welcome01:15 Episode Intro & Shills05:54 Fortnite's New In-Game Transactions14:03 Meta's Reality Labs Layoffs25:54 Pixel Flow: A New Puzzle Game32:57 Balancing Magic Sort Gameplay33:35 Early Success and Retention Concerns34:06 Turkish Game Development Excellence39:30 Marketing Insights from Apps Flyer Report43:30 Investment Trends in Gaming48:35 AI's Impact on Game Development54:05 Debate on AI in Game Development01:02:10 Concluding Thoughts on AI and Gaming

The sharpest operators in predictive modeling, signal engineering, and post-ATT user acquisition unpack what actually breaks when campaigns scale. This is a dive deep into ROAS curves, attribution loss, modeling vs reality, SKAN-era signal decay, and why UA performance often collapses right when it looks like you’ve cracked growth. A must-read or listen for founders, growth leaders, and UA teams.

links:
www.kohort.io/

Chapters:
02:45 Understanding the ROAS Iceberg: Paid vs. Organic
05:55 Incrementality Testing and Blended ROAS
09:48 Gross vs. Net ROAS: The Misalignment Dilemma
12:49 CPI and LTV Elasticity: Teaching Teams to Adapt
16:42 The New UA Meta: Signals and User Behavior
19:29Collaboration Between UA and Product Teams
22:31 Evolving Strategies in LiveOps and Personalization
26:05 The Evolution of Live Operations in Gaming
31:05 the Single Source of Truth
35:40Key Metrics for User Acquisition Success
42:00Pacing Rules for Effective User Acquisition
45:53The Future of Predictive ROAS and Automation