Podcasts about Supercell

Sneak Peeks are out! Hear all about the TH18 Update while we wait for maintenance. Guardians, Revenge Tower, Meteorite Golems, Super Wiz Tower, Hero Bell and Bomb Hive, hear about it all here first. Links:Clash Bashing YouTubeClash Bashing DiscordUse Code BASH for any Supercell purchase!You can support RTC by using creator codes "coolrick" and "spencer" for your in-game purchases in any supercell game or platform.About the Podcast: Reddit Talks Clash is a Clash of Clans podcast hosted by Liam, Sam, Spencer, and Rick: four mods of r/ClashOfClans. We cover Clash of Clans updates, balance changes, community news, esports, and more. Join us live for recordings on the Official Clash of Clans Discord: ⁠www.discord.gg/clashofclans⁠. Select “Podcasts” as an interest when joining, or ask a mod how to get notifications for live episodes. As part of Supercell's Creator Program, we bring you official Clash of Clans news, event breakdowns, and community discussions every week. ⁠⁠Find more information here. (https://creators.supercell.com/en/supercell-partner)  ⁠⁠ #supercreator

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫腾讯2025三季报深度解析，来自巍巍昆仑侠。十一月十三日腾讯发了三季报，大致看了腾讯三季报的几个主要的财务数据，这两天看完了三季报全文和业绩电话会议纪要，一如既往的稳健，再来深入解读一下。我们可以清晰看到，三季度业绩稳健向好。第三季度，营收1929 亿元人民币，同比增长 15%。毛利润1088 亿元人民币，同比增长 22%。经营盈利 636 亿元人民币，同比增长 19%。非国际净利润为706亿元人民币，同比增长 18%。一个五万亿市值的互联网巨头，营收、毛利润、经营盈利、净利润全部达到 15% 以上的高两位数增长已属难得，在当前宏观经济不景气的情况下更加彰显增长的韧性十足。在营收表现方面，本季度营收规模达人民币1,929亿元，继续刷新单季度历史最高纪录，并且已经连续两个季度保持15% 的营收同比增速，也是自2022年以来各季度中的最高水平，展现出稳健向好的增长趋势。公司毛利润1088 亿元人民币，同比增长 22%，公司整体毛利率为 56.4%，同比提高 3 个百分点，单季度毛利创出近三年来新高，毛利率环比略有下降，但同比仍然保持高位，公司盈利质量呈现结构性的持续提升。分业务来看，增值服务毛利率为 61%，同比提升 4 个百分点，主要因为高毛利率的游戏占比上升；营销服务毛利率为 57%，同比提升 4 个百分点，得益于视频号与微信搜索等高毛利收入增长；金融科技及企业服务毛利率为 50%，同比提升 2个百分点，受益于金融科技服务收入结构的改善及云服务成本效益的提升。非国际净利润方面，2025年二季度继续大幅回落至10%的同比增速，主要是一家大型联营公司的预估收益下降。三季度非国际净利润 706 亿元，同比增长 18%，恢复正常。腾讯管理层建议不要过度关注毛利率季度间的波动，并且应该更关注收入增长和经营盈利的增长。腾讯第三季度经营盈利 636 亿元人民币，同比增长 19%，略超 15% 的营收增速，体现了一定的经营杠杆。我们先看游戏业务，游戏业务增长强劲，再超预期。作为腾讯的现金奶牛，三季度游戏板块营收 636 亿元，同比大增 22%，在去年同期较高基数下依旧增长迅猛，超出了我的预期。其中，三季度国内游戏收入 428 亿，同比增长 15%。主要得益于《三角洲行动》以及《王者荣耀》、《无畏契约》等长青游戏的收入增长。2025年第三季度，国内移动游戏流水测算榜Top10当中有多达7款“腾讯系”产品，依旧是统治级别的表现。其中，2025年10月腾讯王牌游戏《王者荣耀》迎来上线十周年里程碑，日活跃用户达到恐怖的1.39亿，依旧在增长。而在上周，《王者荣耀》职业联赛年度总决赛也在鸟巢正式举办，据官方对外发布的数据显示，本次总决赛现场观众人数高达62196人，不仅刷新了KPL赛事举办以来的最高记录，也创造了单场电竞赛事现场观众人数的吉尼斯世界纪录。另一款重点产品《三角洲行动》表现也是相当不俗，三季度总流水位居行业第三，仅次于“玄冥二老”王者荣耀和和平精英，9月份的日活跃用户超过 3000万。此外今年 8 月份上线的《无畏契约：源能》国服，已成为中国今年迄今为止最成功的移动游戏首发。移动版的发布使得PC和移动端合并活跃用户数相比7月翻了一倍多，在10月份超过了5000万。海外市场游戏收入为人民币208 亿元，同比增长43%，连续两个季度大超预期。这主要得益于Supercell 旗下《皇室战争》等多款游戏的收入增长，以及新发布的《消逝的光芒》的收入贡献。管理层表示，本季度海外游戏增长率，大大高于正常增长率。这是因为在本季度，有新收购的游戏工作室的并表，以及《消逝的光芒》游戏收入的一次性确认。因此，展望第四季度，海外游戏的增长将会减速，更接近其潜在的增长率。新游方面，目前最值得期待的是《王者荣耀世界》，当时是要对标《原神》的开放世界游戏，已经研发了三年之久，经过了多轮的内部测试，有望在年内正式上线。递延收入增长是游戏收入增长的一个积极先行指标，2025年二季度末公司递延收入 1220 亿元，相较二季度末的1209亿元小幅增加11 亿元，弹药依旧充足，2025 年四季度增长依旧有保障。2025 年二季报解读时，考虑到上半年游戏业务业绩同比大增有个原因是基数较低，新游DNF 手游和三角洲今年上半年都是纯增量，今年三季度开始这种低基数的同比红利就没有了，但腾讯游戏三季度表现还是超出预期。综合考虑后，我将2025全年游戏业务板块同比增速从 15%上调到 20%。第二，我们再来看营销服务业务。2025年三季度收入同比增长21%至人民币362亿元。该增长主要由于广告曝光量的提升，这得益于用户参与度及广告加载率的提高，以及AI 驱动的广告定向所带动的期望广告收益的增长。本季所有主要行业的广告主投放均有所增长。管理层自业绩电话会议上表示本季度广告收入中一半的增长来自更高的期望广告收益成本，这主要归功于 AI的支持以及小程序电商闭环的好处。这里多提一下腾讯广告业务新推出的 AI自动化广告活动解决方案，实现定向、出价和投放的自动化，并优化广告创意，从而提高广告主的营销投资回报率。总体来看，腾讯的广告营销业务未来几年的增长势能还是比较充足的，凭借着以微信视频号、小程序、微信搜一搜、企业微信和公众号等组成的微信的泛内循环生态体系，还是具备很强差异化竞争优势。考虑到 2024 年第四季度的高基数，预计2025年四季度营销业务增速会相较三季度略微下降，继续保持15%-20% 之间的高增长。金融科技及企业服务板块2025年三季度收入为人民币 580亿元，同比增长 10%。管理层在业绩说明会上披露，拆分来看，金融科技服务收入同比实现高个位数增长，第三季度的商业支付总量增长率快于第二季度。线上支付量持续强劲增长，而线下支付有所增长，特别是在零售和交通领域。消费者贷款服务没有提到增长率，提到不良贷款率保持在行业最低水平之一，并同比有所改善，这和消费大环境总体低迷的感官一致。转向企业服务，收入增长得益于更高的云服务收入和媒体交易。来自数据库产品的项目收入同比增长显著，主要得益于需求的增长，包括来自汽车行业客户的需求。三季度的云计算业务有些低于我的预期，目前国内 AI算力需求的商业化进展还是比较慢，当然管理层也提到目前仍然受到 AI 算力芯片可用性的影响，尽量优先保证内部业务的需求。随着国产 AI 芯片的不断进步，我觉得供给端的问题会逐步解决，因此，我对腾讯未来几年的云计算业务增长前景仍然较为乐观。第三，我们来看看腾讯的人效方面，腾讯进入“增员增效”新阶段.截至2025年第三季度末，员工总人数约为11.5万人，已接近2022年第一季度创下的11.6万人的历史峰值水平。与上年同期相比，员工人数增长5.5%；较上季度环比增长3.6%，人员招聘规模呈现显著提升态势，体现了对未来业务发展的积极预期与战略信心的提升。薪酬方面，2025年第三季度总酬金324亿元，同比上涨 9.4%，环比上涨4.9%，员工季度薪酬人均 28.2 万元。人效方面，虽然员工支出在提升，同时 季度员工人效小幅提升至 168 万元，创出近四年新高，说明组织效率在持续提升。整体来看，腾讯连续几年的结构性降本优化阶段基本结束，进入“增员增效”的新周期，在员工规模有序提升的同时，员工人效也在持续提升，实现了相互促进的良性循环。第四，来看看腾讯的AI资本开支方面，在短期投资强度下降。腾讯2025年第三季度资本开支为 130亿元人民币，投资强度继续下降，同比下降 24%，环比下降 32%。业绩说明会上管理层被问及是否AI相关资本开支时，管理层表示2025 年资本支出将低于先前指引，但高于 2024 年实际支出。年初制定的资本开支计划并未变化，主要还是和全球高端 AI 芯片 供应受限有关，这直接影响了公司的资本支出计划和云业务发展。第五，再看看腾讯的投资资产价值方面稳步提升。截止2025 年三季度末，腾讯持有的投资资产组合中，上市投资公司权益的公允价值为人民币8008亿元，同比上升 31%，非上市投资的账面价值为人民币3452 亿元，同比增加 5%，合计11460亿元，同比增加 22%。从数据中我们可以看出上市部分的资产增速要明显高于非上市部分资产，这也体现了当前一年全球股市都处于上涨趋势中，所以腾讯管理层也提到实际上目前投资组合卖出的金额要大于新投资项目金额。腾讯投资团队炒股还是很价投的。2025年第三季度联合营企业应占利润国际财务口径下为人民币78亿元，同比增加 30%；按非国际财务口径计为人民币103亿元，同比增加 21%。我们最后对腾讯的第三季报做个业绩评估。腾讯在今年前三季度实现营收5574亿元，同比增长 14%；经营盈利 1812亿元，同比增长 16%；非国际净利润 1949亿元，同比增长 16%，主要得益于游戏业务的强劲表现及AI技术对广告等业务的显著赋能。总体上此次三季报业绩略超预期，基于当前各项业务发展态势良好，以及 AI 资本开支低于指引的影响，预计4 季度与前3 季度业绩增速接近。故保守起见，维持年中时做的业绩预测不变：2025年营收实现7380亿元，同比增长12%；非国际净利润2556亿元，同比增长 15%；经营盈利 2372 亿元，同比增加 14%。未来三年 2026-2028 年，非国际净利润和经营盈利大概率能够保持10%-15%的增长，取中值即未来三年保持年化13%的增速。

PocketGamer.biz head of content Craig Chapple talks through the latest games industry news on the 72nd episode of the Week in Mobile Games Podcast.On this week's show we take a look at:Our investigation into how Epic and Google plans to police how the top grossing mobile games monetise on Android and exactly who the newly proposed Play store policies impact.The Top 30 MENA Game Makers.Playtika's direct-to-consumer growth.Supercell's FAQ shining a light on why it closed Squad Busters.The plethora of new mobile games with big IP attached.** Let's Connect **

In this episode, we explore the world of Vikings, and how they weren't just raiders.SIGN UP FOR THE NEWSLETTER: news.kidslearninglab.comOcean Waves Sound Effect by DRAGON-STUDIO from Pixabay.comFire Crackling Sound Effect by DRAGON-STUDIO from Pixabay.comViking Battle Horn Sound Effect by freesound_community from Pixabay.comSheep Sound from Mojang AB/Microsoft. NOT AN OFFICIAL MINECRAFT PODCAST. NOT APPROVED BY OR ASSOCIATED WITH MOJANG OR MICROSOFT.SUPERCELL DISCLAIMER: Specific sounds used in this episode are unofficial and are not endorsed by Supercell. For more information see Supercell's Fan Content Policy: www.supercell.com/fan-content-policy.The artwork for this episode is generated by artificial intelligence and is not covered by copyright. 

We break down Supercell's new twin-stick “boat game” (second alpha): a PvE → PvPvE loop where we farm island quests, haul up to three chests on a fast boat, and can flip a “go bad” switch to steal other players' chests - triggering bounties and protections for non-PK players (revenge respawns).What worksFast, readable boating and clear risk/reward moments when we carry 2–3 chests.A theft moment (“go bad”) that can create highlight-reel clips for UA if tuned right.What doesn't (yet)Flat progression (gear score + light passives/chips) limits long-term goals.Ultra-light economy and shaky matchmaking make the loop feel aimless/punishing.Audience fit feels unclear (Gen-Z, Fortnite-lite vibe vs. strategy/4X loyalists).Market lensSupercell's portfolio still leans on legacy hits; competitors with genre focus + aggressive UA (e.g., strategy/4X) scale more reliably.Without deeper economies, UA-product co-design, and a clearer genre thesis, this boat may never scale past alpha.Key takeawayDepth beats novelty. We need deeper economy + UA-ready moments or this won't sail beyond alpha.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Why this alpha matters01:10 Core loop—quests → 3 chests → extract05:00 Twin-stick feel & aiming on mobile07:40 Progression—gear score, passives, chips10:50 “Go bad” theft, bounties, anti-grief15:30 Matchmaking & PvE→PvPvE tension19:10 Economy depth vs. moment-to-moment fun24:20 Portfolio & market reality checks30:30 UA-product integration: what creatives need36:30 What would actually ship (templates & seasons)43:00 Verdict & 2025 predictions---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

Mr. C of Millesime MG joins us to give us an inside look at their 4th place finish in the 2025 Clash of Clans World Championships at Dreamhack Atlanta. Timestamps:(00:00) Mr. C's Clash Journey(07:17) The Player Experience at Clash Worlds(15:18) Breaking Down the Wars(28:28) The Preparation and Training(32:21) Splitting up $60,000(34:37) What's next? 2026 and TH18(40:16) Listener Questions and ShoutoutsYou can support us by using creator codes "coolrick" and "spencer" for your in-game purchases in any supercell game or platform.About the Podcast: Reddit Talks Clash is a Clash of Clans podcast hosted by Liam, Sam, Spencer, and Rick: four mods of r/ClashOfClans. We cover Clash of Clans updates, balance changes, community news, esports, and more. Join us live for recordings on the Official Clash of Clans Discord: ⁠www.discord.gg/clashofclans⁠. Select “Podcasts” as an interest when joining, or ask a mod how to get notifications for live episodes. We're part of Supercell's Creators Program; find more information here: https://creators.supercell.com/en/supercell-partner #supercellcreator

Epic takes another swing at Google and wins, Unity cozies up with Epic in a surprising move, and Roblox continues to puzzle investors after a tough earnings call. We also dive into Arcadia Gaming Partners' growing influence, and why Supercell pulled the plug on Squad Busters.0:00 Welcome01:26 Updates, Announcements, and Shills07:06 Epic and Google Settlement Details18:11 Unity and Epic Collaboration22:22 Roblox Earnings and Market Performance27:01 Roblox's Recent Performance and Employee Shakeups31:41 Monetization Challenges and Regional Differences33:26 Future Prospects and Advertising Potential37:58 Arcadia Gaming Partners' Investments42:17 Supercell's Squad Busters Cancellation

Touko Tahkokallio is one of the rare designers who has mastered both tabletop and digital worlds. Starting out as a theoretical physicist, Touko shifted careers to follow his passion for play. First by designing acclaimed board games like Eclipse, then shaping some of the biggest mobile hits of all time at Supercell, including Hay Day, Boom Beach, and Brawl Stars. In 2022, he co-founded a mobile game studio Stellar Core which he is the chief creative officer.In this episode, we explore the hidden value of juggling multiple projects, how to prototype without rules or components, and why a playful mindset is essential, especially when the work gets tough. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit justingarydesign.substack.com/subscribe

Our two new books... STORY QUESTIONS is currently 10% off! - https://payhip.com/b/ZTvq9 and 17 Steps To Writing A Great Main Character - https://payhip.com/b/kCZGd Watch the video version of this podcast on YouTube here: https://www.youtube.com/watch?v=QETocuz3028 0:00 - I Thought You Had To Be Crazy To Be A Filmmaker 13:04 - I've Submitted 10 Times To The Nicholl Fellowships, Here's How I Won 35:01 - The Writing Process I Use To Discover What A Screenplay Is Really About 45:14 - One Truth No One Can Teach You About Screenwriting 1:05:47 - How To Trick Your Brain Into Writing Better Characters 1:21:38 - 3 Rules For Writing A Great Scene 1:33:43 - How To Find The Right Actor 1:39:11 - How To Film A Movie In The Mountains 1:50:38 - Everyone Who Wants To Be A Filmmaker Should Also Have A Practical Industry Job 2:05:18 - What I Wish I Knew About Making Money As A Filmmaker Maybe it was growing up in Arkansas as a Canadian, or the summers in rural Ireland with his grandparents, but Daniel has always been drawn to out-of-place characters, strange environments, and the unique rhythms of how people talk. He just completed post on his horror film “Succubus,” starring Ron Perlman and Rosanna Arquette, to be released in 2024. Crossing over 500 screens in the U.S. and beginning its run in the U.K. is his feature “Hard Miles,” starring Golden Globe-winner Matthew Modine and Oscar-Nominee Sean Astin, which has won multiple awards and screened at prestigious festivals including Chicago International, Heartland Film Festival, and Cinequest. Prior to that, Daniel directed the true-story feature “Miss Virginia,” starring three-time Emmy-winner Uzo Aduba, Oscar-Nominee Aunjanue Ellis, and Vanessa Williams. The film was listed as a New York Times and USA Today Must-See Fall Movie, won the Audience Award at The Naples Film Festival, and received a limited theatrical release, cable premiere on BET, and streaming deal with Netflix. As a writer, Daniel is a winner of The Academy of Motion Pictures Arts and Sciences Nicholl Fellowship in Screenwriting, as well as the Slamdance, ScriptPipeline, and Screencraft writing awards. He also explores storytelling as an editor, with ten features under his belt, including horror film “What Lies Below,” starring Mena Suvari, which hit #1 on Netflix, and “Supercell” starring Alec Baldwin, Anne Heche, and Skeet Ulrich, which hit #1 on Hulu. Daniel hopes to continue telling cinematic, character-driven stories long past the time any sane person would have retired. CONNECT WITH HARD MILES https://linktr.ee/hardmiles_movie MORE VIDEOS WITH R.J. DANIEL HANNA https://tinyurl.com/2p859pbd SUBSCRIBE TO THE FILM COURAGE YOUTUBE CHANNEL http://bit.ly/18DPN37 SUPPORT FILM COURAGE BY BECOMING A MEMBER https://www.youtube.com/channel/UCs8o1mdWAfefJkdBg632_tg/join SUPPORT FILM COURAGE BY BECOMING A PATRON https://www.patreon.com/filmcourage

PocketGamer.biz head of content Craig Chapple talks through the latest games industry news on the 70th episode of the Week in Mobile Games Podcast.On this week's show we take a look at:- Supercell's decision to shut down Squad Busters.- Google Play's changes in the US to enable alternative payment methods.- Our interview with Fingersoft and the soft launch of Hill Climb Racing 3.- Layoffs at Amazon's games division.- Krafton's AI-first ambitions.- Scopely's Monopoly Go Chat app.- Rovio's newly soft-launched Angry Birds Match World.** Let's Connect **

En este Desayuno Royale nos preguntamos: ¿por qué Supercell mata sus juegos? Con la caída de Squad Busters aún reciente, repasamos otros casos parecidos y las cartas del CEO para intentar entender qué hay detrás de esa filosofía tan suya de cancelar incluso cuando algo va bien.

Lifeline Ventures keräsi juuri Suomen ensimmäisen kansainvälisen mittaluokan startup-rahaston, 400 miljoonaa euroa. HS Visio -podcastin vieraana on Lifeline Venturesin osakas Timo Ahopelto. Hän kertoo yllättyneensä siitä, että rahasto onkin myös Euroopassa niin suuri.Tähän mennessä Lifeline on sijoittanut jo seitsemään kasvuyhtiöön, jotka ovat nousseet yli miljardin arvoiseksi: Supercell, Wolt, Oura, Iceye, Swappie ja Varjo.”Kun katsotaan Suomen ekosysteemiä, meillä on mahdollisuus kuuden vuoden aikana tuottaa 10–15 uutta yksisarvista”, Ahopelto uskoo.Huomio kiinnittyy helposti isoihin rahoituskierroksiin ja menestykseen. Pinnan alla monilla startupeilla on Ahopellon mukaan tällä hetkellä vaikeaa. Kovatkaan kasvuluvut eivät nyt riitä rahoituksen saamiseen.Markkina jakautuu brutaalisti. Vaikka Lifelinella on paljon myös onnistumisia, Ahopellon mukaan esimerkiksi sen ensimmäisestä rahastosta noin 60 prosenttia yrityksistä on kirjattu nollaan. Myöhemmän vaiheen koviin kasvuyrityksiin sijoittaminen on sen sijaan Ahopellon mukaan turvallisempaa, kuin rahan laittaminen pankkiin.Studiossa toimittajat Elina Lappalainen ja Alex af Heurlin.Jakson leikkasi Jonne Piltonen.

Mike Rowe talks about not being the “dirty jobs” Mike Rowe, planning for the future, being funny in high school, becoming an electrical engineer and giving it up for comedy, performing in NY comedy clubs, Alan Zweibel moving him to LA, roasts, jokes, his book “It's a Funny Thing”, Rodney Dangerfield giving him hope, comedy cliques, and why he's moving to Connecticut.  Bio: Michael Rowe is an Emmy Award-winning writer and producer who has worked on many highly regarded comedy and animated shows on television. While still a teenager, Michael began his comedy career as a stand-up comic at such notable New York City clubs as The Improv, The Comedy Cellar and Caroline's. From there, he landed a job writing jokes for SATURDAY NIGHT LIVE's Weekend Update, as well as sketches for shows on MTV, A&E and Comedy Central. Hollywood called, bringing Michael out west to work with Martin Short on his syndicated sketch-comedy show. This soon led to opportunities as a sitcom writer/producer on shows starring George Clooney, Adam Sandler, Ted Danson, and with Eddie Murphy on his groundbreaking animated series, THE PJs. Michael's affinity for the comedic heart and artistic freedom of animation led to a seven-season run as a writer and Co-Executive Producer of the highly acclaimed series, FUTURAMA. From there, Michael joined FAMILY GUY as a writer/producer and soon after, he became the showrunner for Comedy Central's animated series, BRICKLEBERRY. Along the way Michael was awarded 6 Emmy nominations (with 1 win), 2 Annie Awards (with 2 wins), and a WGA Award for his FUTURAMA episode, Game of Tones. He was also nominated for a Canadian Emmy for his work as Executive Producer and Director on Netflix's animated series, THE TRAILER PARK BOYS. In recent live-action endeavors, Michael was a Co-Executive Producer on the hit TV series, 2 BROKE GIRLS for CBS. Michael is currently in development with Supercell creating an adult animated series from their megahit game franchises CLASH OF CLANS and CLASH ROYALE. He is also in development on an animated series with the incredible David Cross, and a separate animated series with Bob Odenkirk. He is also a long-standing, frequent contributor to the ongoing Comedy Central Roasts, featuring such celebrities as James Franco, Donald Trump, Justin Bieber and Roseanne, just to name a few.

Supercell's CEO releases a rare open letter calling for more industry collaboration, while Ubisoft's nepotism controversy reignites debates around leadership culture. Netflix Games kicks off its Battle for the Living Room with a push into Smart TV party games, and early buzz around PlayStation 6 points to an AI-driven leap in graphics and efficiency. Meanwhile, Battlefield's launch performance goes head-to-head with Call of Duty once again, and Disney enters the overcrowded match-3 market with Magic Match. All that and more, as we unpack the business behind the biggest moves in games this week.00:00 - Intro & Guest Welcome07:17 - China's Gaming Policy Shifts & Market Access22:00 - Sponsor: Sensor Tower23:55 - China's Game Development & Publishing Landscape38:35 - India's Gaming Market: Growth & Monetization55:00 - Sponsor: AppCharge55:45 - India: Western Success Stories & Localization1:12:20 - MENA Region: Female Gamers & Genre Trends1:28:10 - Sponsor: AppsFlyer1:28:45 - MENA: Cultural Sensitivities & Mature Content1:47:30 - Southeast Asia: Monetization & Payment Trends2:05:00 - Southeast Asia: Generative AI in Gaming2:15:00 - Final Thoughts & How to Access Asian/MENA Markets2:20:00 - Outro & Community Call-to-Action

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠ Unleash the interstellar dread as Analytic Dreamz delivers an electrifying reaction to The Cosmic Curse Awakens trailer for Clash of Clans. Dropped October 1, 2025, by Supercell, this spine-chilling reveal kicks off the Clash-O-Ween season, plunging villages into cosmic chaos with otherworldly invaders hurling meteors and unleashing a creeping curse that warps the land in eerie red vines and shadowy anomalies. Analytic Dreamz breaks down the gameplay frenzy: dodge cascading space rocks in high-stakes defenses, summon Epic Equipment upgrades like the Meteor Shield for troop resilience, and command revamped ranked leagues featuring Wizard and Electro Titan icons for competitive glory amid the apocalypse.He spotlights the thematic overhaul—XL Cosmic Scenery transforming bases into haunted nebulae on October 3, free vine overlays evoking cursed wastelands, and Gold Pass exclusives packing Nightmare Prince, Cursed Champion, Eternal Warden, and Berserker King hero skins that drip with interdimensional menace. From Clan War Leagues resuming October 1-11 to the Cosmic Rock Medal Event (October 10-31) harvesting shards through rock-fueled challenges, and Clan Games (October 22-28) where Strongman braves the fallout with umbrella defiance, Analytic Dreamz evaluates how these layers amp up progression, cosmetics, and events in the October 2025 update. Does the curse's meteor mayhem and ranked revamp inject fresh strategy into veteran raids, or will paywall scenery and event grind overshadow the free-to-play core? He probes ties to ongoing wars and builder base tweaks, questioning if this awakens a new era of strategic horror or tests clan loyalty under stellar siege.For Clash of Clans Cosmic Curse trailer breakdowns, October 2025 update reactions, Supercell events previews, and hero skin analyses, this segment is your village-fortifying essential. Subscribe to Notorious Mass Effect for more Analytic Dreamz assaults on mobile strategy evolutions that blend base-building with boundless bedlam.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

No Jen this week — just the boys. Phil loses it on Supercell and Google Play, we wade into the “brain rot” panic, and Simon Hay somehow still gets a shoutout. From Newzoo's latest report to Supercell's IPO pipe dreams, Discord going offline, Xbox hiking prices, and Epic trying to AI their way out of irrelevance…Chapters00:00 Introduction00:27 Jen's Neuralink Update00:41 Phil's Rant on Supercell and Google Play01:48 Brain Rot Controversy03:59 Shoutout to Simon Hay and Space Ape04:52 New Zoo Gaming Market Report05:22 Upcoming Events and Conferences09:07 Supercell's Struggles and IPO Speculations18:52 Discord's Decline and Google Play's New Features27:15 Xbox Game Pass and Price Hikes29:35 Microsoft's Struggles and FTC Concerns31:15 Epic Games' Monetization Shift35:52 Epic's New Announcements and AI Integration38:54 European Lottery Giant Acquires Prize Picks45:55 Lingo Kids' Funding and Strategy50:51 Take-Two's Puzzle Game Success54:28 Borderlands 4 Release and Performance Issues

The TWIG crew dives into Unity's latest missteps and what they signal for the future of game development, breaks down Discord's push toward a blockbuster IPO, and unpacks how Nintendo's big announcements could reshape the company's next chapter. We also examine TikTok's potential U.S. acquisition, Apple's quiet but bold moves to redefine its gaming app strategy, the explosive rise of AI-driven apps, and go behind the scenes of Diablo Immortal's development, while debating what Supercell must do to navigate a turbulent year ahead.Chapters01:21 Community Engagement & Updates02:38 Game Economist Podcast Highlights07:01 Unity's Strategic Missteps11:23 Diablo Immortal Dev Insights16:04 Apple's Gaming App Strategy28:18 TikTok's US Acquisition Talks30:59 The Rise of AI-Driven Apps33:31 Discord's Upcoming IPO42:57 Nintendo's Big Announcements54:24 Supercell's Struggles & Future

Today, we revisit 15+ mobile games we've covered in the past to see which ones are growing, peaking, or dying. From Vita Mahjong's $200K/day AdMon empire to Century's King Shot at $3M/day, here's the brutally honest state of mobile gaming right now.Highlights:Vita Mahjong: 7M DAU, $200–300K/dayLove & Deep Space: $7M/day gacha spikesMagic Villains: Backed by $60M raise, scaling fastKing Shot: Our pick for “Game of the Year” (so far)Supercell's Mo.Co flop vs Clash Royale comebackLast Z: $6.6M/day forex monster from VietnamDramaBox/RealShort: Short drama apps making $100M+/monthDisney Solitaire: Movie tie-ins fueling $650K/dayChess.com: 14M DAU, $200K/day from app aloneTakeaway: The curse of the podcast is broken (mostly) — nearly all games are still growing, proving 2025 is the year of scale in AdMon, forex hybrids, and gacha monsters.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Clash of Clans is adding Ranked Mode in the next update. A massive change that reworks not only Legends League but all leagues. In this episode, Sam, Liam, and Rick break down everything we know about Ranked Mode, discuss the pros and cons, and dig into the unanswered questions surrounding the league rework. We also cover Vatic Esports' disqualification from the Last Chance Qualifier and what it really tells us about Clash of Clans esports. Plus, we run a trivia segment with an AI twist, answer listener questions, and give away a few Gold Passes (link below)As part of Supercell's Creator Program, we bring you official Clash of Clans news, event breakdowns, and community discussions every week. ⁠⁠Find more information here. ⁠⁠ #supercreatorLinks:Clash of Clans Update News: Battle & Ranked ModesEnter our Gold Pass Giveaway 5 winners!Timestamps:(00:00) Intro and Chatter(05:19) Clash of Clans Ranked Mode & League Rework(27:19) Vatic LCQ Disqualification(35:54) Gold Pass Giveaway Info(37:13) Clash Trivia(51:48) Listener Questions(57:49) Shoutouts and GoodbyeYou can support us by using creator codes "coolrick" and "spencer" for your in-game purchases.About the Podcast:Reddit Talks Clash is a Clash of Clans podcast hosted by Liam, Sam, Spencer, and Rick: four mods of r/ClashOfClans. We cover Clash of Clans updates, balance changes, community news, esports, and more. Join us live for recordings on the Official Clash of Clans Discord: ⁠www.discord.gg/clashofclans⁠. Select “Podcasts” as an interest when joining, or ask a mod how to get notifications for live episodes.

TWIG crew dives into Gamescom chaos, funding trends, and post-Ibiza IV drips. From Supercell's leadership addition, to IP-powered collabs (Raid x TMNT) and the EU's regulatory squeeze on F2P, this episode cuts through the noise with sharp insights, hard takes, and a few too-real laughs.02:07 Gamescom Highlights and Industry News02:50 PlayStation Portal and American Football06:45 DOF Talent Network and Scopely Controversy10:39 EU Regulation Impact on Free-to-Play Games14:43 Gamescom Vibes and Funding Trends27:33 Raid: Shadow Legends x Teenage Mutant Ninja Turtles31:51 The Risks and Rewards of Using IPs36:09 King's Internal Struggles and Solutions39:51 Severance Packages and Labor Laws45:15 Supercell's New Leadership and Strategy49:12 Innovative Game Concepts and Licensing55:48 Twitch's Crackdown on View Botting56:32 Debate on Game Innovation and Industry Growth

What does it take to lead in an industry that's constantly reinventing itself? This week's guest David Gardner takes us behind the scenes of his journey from studio founder to EA games executive to venture capitalist at LVP, sharing lessons on leadership, risk, and the future of play.Episode Highlights[00:00:00] Intro: Meet David GardnerAn introduction to David Gardner's journey in games, from his early days to becoming a leader at Electronic Arts and later a venture capital investor.[00:07:30] Breaking into Games: From Atari to EA to AtariDavid Gardner shares an overview of his journey, from his early Atari days to becoming a key figure at Electronic Arts, to VC-ing and beyond. He also shares tips and tricks about being a "super connector" and the best way to create a network.[00:13:55] Obsessed with Computers: The Poster Child with an Apple IIDavid shares how he got started with games, from knocking on doors at 12 years old, to being on first-name basis with the Atari team & being snuck into conventions.[00:22:19] The Start of EA: Hired at 17 and Flown to CaliforniaDavid talks about getting hired by EA, setting up international trade for the company, and going on his first trip to London that changed his life. They also discuss the 10,000 hours rule and the role of education in growing up. [00:33:04] EA's Beginnings: Forging a Path David tells stories from EA's early expansion, including culture, leadership, and publishing strategies that shaped the modern industry.[00:42:05] Building EA's UK Branch: Translating Business Practices InternationallyBehind-the-scenes tales of creating EA's international branches, setting trends in the packaging and selling of games, and EA's growth over 20 years. [00:49:07] The Kool-Aid from the Past: Starting Anew and Going Back HomeDavid touches on the culture shock of going back to the US, navigating company politics, and why he ultimately left for the UK again. They discuss leaving EA and his old life behind, finding your place, and feeling valued.[00:56:54] Working at Atari: The Wake Up CallDavid unpacks the challenges at Atari and the economics of games across decades, from boxed products to digital distribution & free-to-play. He also discusses his start in investing.[1:05:03] From Executive to Investor: Founding London Venture PartnersThe journey from publishing to investing and venture capital, and why David co-founded LVP to back innovative game studios and companies (Unity, Playfish, Supercell, and more).[1:12:18] Outro: Closing RemarksSupport the showThank you for listening to our podcast all about videogames and the amazing people who bring them to life!Hosted by Alexander Seropian and Aaron MarroquinFind us at www.thefourthcurtain.com Join our Patreon for early, ad-free episodes plus bonus content at https://patreon.com/FourthCurtain Come join the conversation at https://discord.gg/KWeGE4xHfeVideos available at https://www.youtube.com/@thefourthcurtainFollow us on Twitter: @fourthcurtainEdited and mastered at https://noise-floor.com Audio Editor: Bryen HensleyVideo Editor: Sarkis GrigorianProducer: Kimya TaheriArt: Paul RusselCommunity Manager: Doug ZartmanFeaturing Liberation by 505

Spring Traps are getting a full rework in the latest Clash of Clans update, and Town Hall weapon levels from TH12 through TH15 are being removed. We also cover the ongoing Clashiversary celebrations, the Hero Rush event, and the new Heroic Torch challenge. Plus, we dive into community ideas for crafted defenses and answer listener questions.As part of Supercell's Creator Program, we bring you official Clash of Clans news, event breakdowns, and community discussions every week, ⁠find more information here. ⁠ #supercreatorLinks:Spring Trap Reward and TH Weapon Official NewsReddit Ideas for new Crafted Defenses Clashdle - Guess Clash of Clans TroopsTimestamps:(00:00) Intro and Rick's Warden Woes(06:57) Spring Trap Rework(10:20) TH Weapon Level Removal(14:59) Royal Ghosts, Cookie Pekkas, and Firecrackers(22:50) Hero Rush Event(35:56) Heroic Torch(39:14) Pitching Ideas for New Crafted Defenses(50:35) Listener Questions. We're giving away 2 Future Sceneries on Twitter (X I Guess now). First 2 people who follow and tag me in a tweet about Reddit Talks Clash will get those. I am @CoolRickReddit Thanks for reading the show notes. If you see this, means they are still up for grabs probably, will delete this line once they are gone. #SupercellPartnerSomeone has correctly named the song and won - Found Out About You - Gin BlossomsYou can support us by using creator codes "coolrick" and "spencer" for your in game purchases. Reddit Talks Clash is a Clash of Clans podcast hosted by Liam, Sam, Spencer, and Rick — four mods of r/ClashOfClans. Join us live for recordings on the Official Clash of Clans Discord: www.discord.gg/clashofclans. Select “Podcasts” as an interest when joining, or ask a mod how to get notifications for live episodes

This week on TWIG, the crew covers everything from corn in Minecraft to streak psychology in the New York Times' latest game, Pips. We kick things off with Gamescom highlights, fresh updates from Ethan and Laura. From there, we dig into why streaks are such a powerful mechanic. We also debate Supercell's unexpected Clash Royale comeback, before wrapping with a look at what Nintendo has in store with the Switch 2.00:00 Introduction and Opening Banter03:06 Episode Summary and Upcoming Topics03:47 Ethan and Laura's Updates04:33 Minecraft Corn Update09:16 Lego Digital Play Interview15:55 Gamescom Highlights32:19 New York Times' Pips Game34:08 The Psychology of Streaks in Games53:36 Supercell's Clash Royale Resurgence01:00:09 Nintendo Switch 2 and Upcoming Releases

This solo Two & a Half Gamers episode dives deep into Clash Royale's shocking revenue revival in 2025. Once seen as a declining nine-year-old title, Supercell's classic has quadrupled revenue, hitting its best month since 2017 with ~$57M in July 2025.Jakub unpacks the timeline of monetization and economy tweaks that fueled this comeback:2018–2022: Decline after failed battle pass integration.2023: Introduction of Evolutions (new progression layer).2024: Lucky Drops introduced (gacha system, adapted from Brawl Stars).Late 2024: Cosmetics added to deepen gacha.March 2025: Game-changing update – chest timers removed, season shop killed, all progression funneled into Lucky Drops.June 2025: Merge Tactics mode added (fun engagement feature, but not a revenue driver).The real driver: tightening the economy and pushing players toward monetized progression. Despite community backlash, revenue skyrocketed. Clash Royale is now Supercell's biggest earner again, overtaking Brawl Stars.Jakub stresses the core lesson: “Fixing your economy makes your game make much more money.”Get our MERCH NOW: 25gamers.com/shop---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 The Resurgence of Clash Royale06:12 Economic Changes and Revenue Growth11:39 The Impact of Lucky Drops16:12 Merge Tactics and Game Integration21:04 Community Reactions and Future Outlook---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Clash-A-Rama themed anniversary events have begun, the community is not impressed to say the least, but are they judging it too soon? We also rehash the Cyber Scenery changes, and look at a concept for Builder Base Wars. Links: BB War Concept by u/hatsondogsWe're part of Supercell's Creators Program; find more information here. #supercreatorTimestamps:(00:00) Intro(03:02) Clashiversary, 10v13(09:02) Clash-A-Rama(13:38) Scenery Price Hike? (17:21) Community & Calendar Events(29:51) Cyber Scenery Changes(33:18) Builder Base War Concept(39:04) Listener Questions

Jakub Remiar takes you on a no-bullshit, data-driven tour through the real top 25 grossing mobile games in the West (Jan–July 2025). The episode breaks down portfolio dynamics, market shifts, revenue spikes, and the high-stakes race for dominance between 4X, casino, merge, puzzle, and gacha giants. This is not just another leaderboard—this is the context and commentary you need to understand who's winning, who's stalling, and what's really changing the game.What's inside:Who's #1? Last War Survival takes the crown at $823 million, but with all Rivergame's 4X titles, the real number is much higher—and growing. Whiteout Survival, King Shot, and the rest of the portfolio keep pushing the category forward.Royal Match & Royal Kingdom: Dream Games keeps the match-3 crown, with Royal Kingdom's celebrity campaign finally moving the revenue needle. Royal Match and Royal Kingdom together are pulling in around $5 million a day.Monopoly Go's Web Shop Power: Monopoly Go remains a revenue beast at $130 million/month, with a hidden 15–20 percent more from web shop sales. Coin Master is unfazed, rolling steady at $2.5 million a day, and now launching its own board adventure to fight back.Chinese Giants, Untouchable at Home: Honor of Kings is a $10 billion-plus machine, with 99 percent of revenue from China and a massive rebranding push in 2025. PUBG (China and global) still brings $120–180 million a day. Dungeon & Fighter's mobile launch is a new top-10 contender.Category Movers: Gossip Harbor (+76 percent in six months) and Tasty Travels are scaling the merge genre to new highs, while Township's relentless content drops make it the most stable revenue engine in the Playrix portfolio. Gardenscapes and Homescapes are steady, but Township is the new king.Gacha Spikes & Declines: Pokémon TCG Pocket, Honkai Star Rail, and the MiHoYo/HoYoverse catalog are defined by spikes and dips—each banner, new set, or collaboration moves millions, but overall trends are down.Supercell's Double Life: Brawl Stars is declining after a wild 2024, but Clash Royale's merge tactics update drove a surprise revenue spike. Clash of Clans and other classics are still stable, with web shop dollars boosting the baseline.Key Takeaway:The market is bigger, richer, and more dynamic than ever—but the winners are the ones playing the portfolio game, pushing multi-game launches, and finding new ways to own the top 25. If you want to break in, you better bring more than one hit.Get our MERCH NOW: 25gamers.com/shop---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Overview of Mobile Game Revenue Trends05:02 Top Grossing Games Analysis08:24 Game Dynamics and Market Competition11:10 Impact of Updates and Marketing Strategies14:02 Emerging Games and Future Predictions17:22 Regional Performance and User Engagement20:13 Concluding Thoughts and Future Insights---------------------------------------Jakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiarPlease share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Supercell is one of Europe's leading video game companies — with enduring hit titles like Clash of Clans and Brawl Stars under its belt. But, as CEO and cofounder Ilkka Paananen explains on this episode of Startup Europe — the Sifted Podcast, developing new and popular games is a tough business.He sits down with Amy Lewin to explain how Supercell tries to foster creativity by empowering its game development teams by giving them maximum autonomy, and by taking the fear out of failure through celebrating the lessons learnt with less successful game releases.Paananen also lays out why he's bullish on European tech, how AI will change gaming and how VCs can help his industry grow even more.

Leading is hard. I'm part of Supercell's Creators Program; find more information here.⭐️ Use code: Trample⭐️ Podcast: Inside Clash with Trample Damage https://open.spotify.com/show/03ygTOPBuwrXVRoJjNVu3f?si=1e7d1ae3102e4b57⭐️ Check out Trample Damage on YouTube - https://youtube.com/@trampledamage⭐️ TikTok - https://www.tiktok.com/@trampledamage?_t=8Y6ZsPAREx0&_r=1 ⭐️ Instagram - https://instagram.com/trample_damage?igshid=NTdlMDg3MTY=⭐️ Join the Trample Damage Discord server: https://discord.gg/HsysRPfY4Ahttps://link.clashofclans.com/en?action=SupportCreator&id=tramplehttps://store.supercell.com/?boost=trample

Scotty827's back and hanging with guest cohost Swim Boi post triathalon!  We get to find out about his latest adventures, and his take on the new Cyber Season!  We weigh in on some of the latest Supercell interviews and attempt to give them some of the ideas they were looking for!  Plus, Scotty tells the latest tale of the CQ Revolution hijacking and his descent into the mean streets of the Clash Black Market and his next attempt to get it returned.  We talk CWL, state of balance, and of course, everything Clashy!   www.clashofclanspodcast.com clashofclanspodcast@gmail.com  

Summer Jam is in full swing. We talk about that, the developer interviews, and go over the subreddit's hot takes. We're part of Supercell's Creators Program; find more information here: https://creators.supercell.com/en/supercell-partner #supercellcreator Links:Inside the Builder Hut 3Judo Sloth Talks #1 - David BurkeHot Takes ThreadCreator Code Links:https://store.supercell.com/en?boost=coolrickhttps://store.supercell.com/en?boost=spencerTimestamps:(00:00) Intro(01:16) Inside the Builder Hut Reactions(11:45) Summer Jam(21:24) Hot Takes(42:35) Clan Stealing Scams(50:52) Listener Questions

Apple and Google are taking 43% more money from your game than you think – and your competitors are using web shops to capture that revenue instead. In this eye-opening discussion, Stash's Chief Growth Officer reveals how top mobile games generate 50%+ of revenue through direct-to-consumer channels while others leave millions on the table.Why you need to watch this:- Discover the hidden math behind the "30% platform fee" that's costing you millions- Learn the exact playbook Scopely and Supercell use to maximize web shop revenue- Understand how the Epic ruling changes everything for mobile monetization- Get actionable metrics and strategies you can implement immediatelyTimestamps:00:00 - Introduction & Web Shop Revolution01:26 - How Epic vs Apple Changed Everything08:40 - The Brutal Math of Platform Fees15:00 - Three Pillars of Web Shop Success22:03 - Implementation Roadmap33:05 - Best Practices from Top Performers45:10 - The Epic Ruling Implications55:12 - Metrics That Matter1:09:34 - Future of Mobile Gaming DistributionGuest: Archie Stonehill, Chief Growth Officer at StashHost: Joseph Kim

We kick things off with a no-holds-barred Supercell rant before diving into the hottest industry stories—from Xbox Game Pass profitability to Apple's latest regulatory headache in the EU. We break down Supercell's shifting strategy, IPO rumors, and what it all signals for the wider market.The crew also explores Gen Z's changing spending habits, mobile monetization trends, and why Merge games might be due for a second wind. Plus: Mecha Break's breakout moment, studio culture shifts, and where smart money is going in games right now.Heroic Gamescom Party > https://lu.ma/tjkk5r8kChapters:01:57 Supercell Rant06:03 Xbox Game Pass Profitability Debate10:21 Apple EU Regulations and Tier System13:31 Supercell's Strategy and IPO Speculations21:11 Gen Z's Changing Spending Habits24:40 Disposable Income and App Spending Trends26:40 Gen Z Gaming Preferences28:51 Investment and Industry News28:59 Company Culture38:19 Merge Genre Insights42:57 The Rise of Mecha Break43:58 Monetization Strategies in Gaming53:07 Conclusion and Next Week's Topics

We discuss Believer's potential survivor, the layoffs at Mind's Eye, and Netflix's surprising decision to axe key mobile titles. But the real meat is Supercell: what the hell is going on in Helsinki? From performance stagnation to communication silence, we unpack the company's evolving strategy—or lack thereof.Also on deck: Riot's dev woes, Microsoft's muddled Xbox strategy, and what YouTube's 20th anniversary tells us about the future of game content. We wrap with a look at emerging trends in mobile and Steam that could define the back half of 2025.02:13 Shills02:57 Meta Marketing Summit Experience07:41 Gamescom09:58 Believer Startup Update10:52 Mind's Eye Layoffs12:17 Netflix Mobile Games Removal16:49 Supercell's Strategy and Performance31:51 Supercell's Communication Strategy36:05 YouTube's 20th Anniversary and Gaming Highlights38:12 Riot Games' Development Challenges43:17 Microsoft's Xbox Strategy Critique52:58 Emerging Trends in Mobile and Steam Games

Scotty827 and Tipdawg20 are back at it and weighing in on all thing June 2025 Crafting Update!  We discuss the new Crafting Defense, it's impact on the game, and giving our take on it all!  We break the news of the theft of frequent guest cohost Tylar's clan CQ Revolution - how it happened and the response by Supercell so far!  We talk the new Ice Block Spell, new graphics, tome changes, and other things included in the update!  And of course, everything Clashy!  

Clash Bashing joins to discuss everything in the June Update. Support the man by using code BASH in the shops.Links:Clash Bashing on YouTubeCompetitive Clash Network Discord (For Esports Everything)We're part of Supercell's Creators Program; find more information here: https://creators.supercell.com/en/supercell-partner Timestamps:(00:00) Intro and Happy Father's Day(02:10) Crafting Station(25:30) Ice Block DE Spell(31:51) New Levels(40:39) Cookbook(48:44) QoL, Bug Fixes, and Misc(56:44) Listener Questions

I'm part of Supercell's Creators Program; find more information here.⭐️ Use code: Trample⭐️ Podcast: Inside Clash with Trample Damage https://open.spotify.com/show/03ygTOPBuwrXVRoJjNVu3f?si=1e7d1ae3102e4b57⭐️ Check out Trample Damage on YouTube - https://youtube.com/@trampledamage⭐️ TikTok - https://www.tiktok.com/@trampledamage?_t=8Y6ZsPAREx0&_r=1 ⭐️ Instagram - https://instagram.com/trample_damage?igshid=NTdlMDg3MTY=⭐️ Join the Trample Damage Discord server: https://discord.gg/HsysRPfY4Ahttps://link.clashofclans.com/en?action=SupportCreator&id=tramplehttps://store.supercell.com/?boost=trample

This one is about our hopes and expectations of the recently announced Clash of Clans series on Netflix, as well as the Dark Days seasonal content, and Eternal Tome balance changes. Excuse the pun title, its season 4 episode 11, thanks for hanging in there with us. You can set a reminder on Netflix and add it to your watchlist now - https://www.netflix.com/title/81607910Timestamps:(00:00) Intro(03:45) Clash of Clans Show on Netflix(10:53) Dark Days Seasonal Content(15:39) Controllable Hero Challenge(18:10) Eternal Tome Balance Changes(24:54) Listener Questions and other BanterYou can support us by using our creator codes for any Supercell store or game purchase. https://store.supercell.com/en?boost=coolrickhttps://store.supercell.com/en?boost=spencer

Tee and Kat have a conversation about Clash of Clans and what we feel Supercell is doing right… and wrong… with the game.Pineapples and Thorns is:• Kat (Leader of RedThorn and Cover Art Designer)• CallMeTee (Author of the Strategic Rush Guide)Join us at ⁠⁠discord.gg/clashfiles⁠⁠ to chat with us, join our clans, and get Strategic Rush advice!This episode was exquisitely edited by Momma Siddz with music from OG Clash Files member MusicByJezza. Clash Files news was brought to you by Darth Yoda (Leader of Sons of Guns) and all background wizardry was provided by Fawkes.

Linktree: ⁠https://linktr.ee/Analytic⁠Become A Patron Of The Notorious Mass Effect Podcast For Additional Bonus Audio And Visual Content For All Things Nme! Join Our Patreon Here: ⁠https://ow.ly/oPsc50VBOuH⁠Join Analytic Dreamz to explore Supercell's MOBA/action-strategy hit, launched May 29, 2024, blending Clash of Clans, Brawl Stars, and more. With 50 million downloads, $22 million in first-month revenue, and a star-studded ad campaign, it's a global sensation. Analytic Dreamz breaks down its 10-player gem-collecting matches, pay-to-win controversies, and missing features like clans. Discover why this crossover title shines despite its grind-heavy flaws. Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The BIG stories: 1. Finland's game awards controversy (yes, it's messier than you think)2. Epic's endless courtroom war with Apple 3. Supercell's dual bet on transmedia and AI. The team also breaks down the implications of ChatGPT infiltrating development workflows, the battle brewing in the Solitaire segment, and what Roblox's new in-game shopping means for UGC economies. Add in Take-Two's financials and some spicy predictions on AI's workplace takeover—and you've got a packed episode that hits strategy, creativity, and the future of the industry in one fatality-worthy sequence.02:29 Industry News Highlights04:24 Meta Horizon Worlds and Game Development Insights05:25 Podcast and Blog Updates07:00 Dreams TV Campaign Analysis09:32 Finn Game Awards Controversy13:36 Epic Games vs. Apple: A Legal Battle21:45 Supercell's Transmedia Ventures29:03 Supercell's AI Initiatives29:55 AI's Impact on the Workplace30:34 ChatGPT in Game Development32:00 The Future of AI in Gaming41:23 Solitaire Market Shake-Up45:15 Take-Two's Financial Overview53:41 Roblox's New In-Game Shopping01:00:57 Conclusion and Outro

Our guest Michael Morhaime was President and CEO of Blizzard during its glory years, shipping Warcraft, Starcraft, World of Warcraft, Diablo and more! Now Founder and CEO Dreamhaven he's won an Emmy and is in the AIAS Hall of Fame. We discuss red tape, how many billion dollar franchises you need on your resume and more - this week![00:01:00] Blizzard's High Standards: Canceling Half Their Games Mike reveals that Blizzard canceled nearly half of its projects to maintain quality, highlighting their ruthless pursuit of excellence—a strategy echoed by studios like Supercell.[00:10:00] Founding DreamHaven: A Haven for Creative Freedom Mike discusses how DreamHaven was built on the values that made Blizzard great: empowering internal studios, creative autonomy, and attracting AAA talent.[00:14:00] Why “DreamHaven”? The Story Behind the Studio's Name Mike shares the inspiration behind DreamHaven's name, emphasizing its vision as a safe space for innovation and creators.[00:25:00] Early Days at Blizzard: From Electrical Engineer to Game Developer Mike recounts how he transitioned from an EE background to co-founding Blizzard, even bringing the pitch to his dad for approval.[00:32:00] First Console and Coding: The Bally Professional Arcade A nostalgic dive into Mike's first experience with programming via a BASIC cartridge console—a formative moment in his tech journey.[00:44:00] Navigating Acquisitions: How Blizzard Stayed True to Itself Mike outlines Blizzard's acquisition history (Davidson, Sierra, Vivendi, Activision) and how the studio maintained independence through it all.[00:50:00] Blizzard's Secret to Long-Term Success: Prioritizing Players Mike explains how being founder-led and focused on long-term value creation helped Blizzard consistently ship polished, player-first games.[00:58:00] DreamHaven's Future Vision: Platform Strategy & First Games Mike talks about shipping on Steam, using Unreal/Unity for the first time, and the philosophy behind DreamHaven's early development choices.Thank you for listening to our podcast all about videogames and the amazing people who bring them to life!Hosted by Alexander Seropian and Aaron MarroquinFind us at www.thefourthcurtain.com Join our Patreon for early, ad-free episodes plus bonus content at https://patreon.com/FourthCurtain Come join the conversation at https://discord.gg/KWeGE4xHfeVideos available at https://www.youtube.com/@thefourthcurtainFollow us on twitter: @fourthcurtainEdited and mastered at https://noise-floor.com Audio Editor: Bryen HensleyVideo Editor: Sarkis GrigorianProducer: Shanglan (May) LiArt: Paul RusselCommunity Manager: Doug ZartmanFeaturing Liberation by 505

Trample Damage joins us once again in the present to follow up on our initial review and take an in depth look at all the pieces of TH17, and how they add up to the current endgame experience. You can find all Trample's Content through this link, and you can support him in game with code "trample" for all Supercell game purchases. You can also support this podcast by using either code "coolrick" or code "spencer" or just by sharing our episodes with your clan and friends. Here's a fun random YT Channel link as thanks to a friendTimestamps:(00:00) Intro(02:20) Firespitters(10:47) Giga Bomb and Inferno Artillery(15:58) 3rd Merges(23:54) Throwers(27:56) Minion Prince(33:55) Yeti Bombs(41:44) MGT, Furnace, Sneezy(44:56) QoL Changes(52:05) Final Grades(1:00:54) Listener Questions and Shoutouts

In this episode of Geek Freaks Headlines, we break down the announcement of Clash, the upcoming animated series based on Clash of Clans and Clash Royale. Netflix is adapting Supercell's beloved mobile universe with a comedic spin. Fletcher Moules, who previously directed polished Clash shorts, will direct the series. Even more promising—Ron Weiner, known for Futurama and Arrested Development, is the lead writer. We talk about the potential of this series, why it might succeed where other brand-based shows failed, and why Netflix needs a win like this.Timestamps and Topics:00:00 Clash of Clans heads to Netflix as an animated series00:10 Fletcher Moules and Ron Weiner take the reins00:18 Skepticism around brand-based adaptations00:25 Why Clash's art and characters may actually work00:32 Netflix's competition and need for strong originalsKey Takeaways:Netflix is adapting Clash of Clans and Clash Royale into an animated comedy series titled Clash.Fletcher Moules, who previously worked on the Clash YouTube shorts, will direct.Ron Weiner, writer of Futurama and Arrested Development, is leading the writing team.The series centers on a hapless barbarian rallying a crew of misfits.The franchise's art style and existing characters are a strong foundation for animated storytelling.This could be a smart move for Netflix as they look for new hits in an increasingly competitive streaming space.Memorable Quotes:“When I hear we're getting an adaptation from something that's basically just a brand, I'm very skeptical.”“They're putting their best foot forward with Ron as a writer.”“This is a slam dunk all around for Netflix.”Call to Action:If you're excited for more animation news and geek culture updates, make sure to subscribe to Geek Freaks Headlines, leave a review on your favorite podcast app, and share the show using #GeekFreaksPodcast.Links and Resources:Visit https://GeekFreaksPodcast.com for all the latest entertainment news, gaming updates, and more.Follow Us:Facebook: https://www.facebook.com/thegeekfreakspodcastInstagram: https://www.instagram.com/geekfreakspodcastThreads: https://www.threads.net/@geekfreakspodcastPatreon: https://www.patreon.com/GeekFreakspodcastTwitter: https://twitter.com/geekfreakspodListener Questions:Have a question or a hot take about Clash coming to Netflix? Send it our way and we might feature it in a future episode!Apple Podcast Tags:Netflix, Clash of Clans, Clash Royale, animated series, streaming news, geek culture, video game adaptations, Ron Weiner, Fletcher Moules, mobile games, entertainment news

The team reacts to this year's World Video Game Hall of Fame inductees and unpacks Triple Dot's surprising acquisition of AppLovin's mobile games business—what does it signal for the midcore M&A market? With public gaming companies hitting all-time highs, we discuss whether this is a sustainable trend or a short-term sugar high. Supercell's major Squadbusters revamp gets the DoF treatment, and we debate Nintendo's cautious forecasts in light of its market position. Rounding things out, we analyze Microsoft's strategic shifts post-console wars and what the completed Activision deal actually changes for the ecosystem. Packed episode. Big takes. No filler.02:43 Hobby Updates and Banter05:06 Dream Games TV Campaign Analysis06:40 Interview with Mike Quigley07:29 Prize Picks and Predictive Markets17:37 World Video Game Hall of Fame Inductees20:38 Triple Dot Acquires AppLovin's Mobile Game Business30:03 Publicly Traded Gaming Companies at All-Time Highs36:03 Supercell & Squadbusters Revamp50:48 Nintendo's Conservative Forecast 54:16 Microsoft's Strategic Shift and Console Market Impact56:58 The Activision Deal and Its Implications01:02:23 Conclusion and Wrap-Up

 The crew unpacks a week of spicy news and strategic contradictions, starting with Supercell's latest investments and how VC incentives often clash with long-term game building. We weigh in on GamesBeat's move to independence, the ongoing esports funding debate, and whether Netflix's Rebel Moon game is a flex or a fumble. Valorant Mobile's China launch signals Riot's next big move, while Tencent continues to dominate with titles like Gunfight King. The team dives into Disney's Solitaire push, Habby's intriguing new soft launch, and the return of Royal Kingdom's celebrity-fueled ad campaign—capped off by a heated debate: do TV ads still move the needle for mobile games, or are we watching legacy marketing die in real time?01:56 Industry News Highlights02:47 Supercell Investments Analysis05:35 VC Contradictions and Incentives17:43 GamesBeat Independence20:17 Esports Investment22:31 Oblivion24:15 Netflix's Rebel Moon Game31:00 Valorant Mobile Launch in China32:36 Gunfight King and Tencent's Gaming Dominance33:19 Disney Solitaire40:00 Habby's New Game in Soft Launch46:33 Royal Kingdom's Celebrity Ad Campaign48:44 Debating the Effectiveness of TV Ads for Mobile Games01:06:53 Concluding Thoughts on Marketing Strategies

The most unorganized episode yet …I'm part of Supercell's Creators Program; find more information here.⭐️ Use code: Trample⭐️ Podcast: Inside Clash with Trample Damage https://open.spotify.com/show/03ygTOPBuwrXVRoJjNVu3f?si=1e7d1ae3102e4b57⭐️ Check out Trample Damage on YouTube - https://youtube.com/@trampledamage⭐️ TikTok - https://www.tiktok.com/@trampledamage?_t=8Y6ZsPAREx0&_r=1 ⭐️ Instagram - https://instagram.com/trample_damage?igshid=NTdlMDg3MTY=⭐️ Join the Trample Damage Discord server: https://discord.gg/HsysRPfY4Ahttps://link.clashofclans.com/en?action=SupportCreator&id=tramplehttps://store.supercell.com/?boost=trample

In this week's episode of This Week in Games, we're joined by special guest Chris Sides for a jam-packed conversation covering everything from transmedia storytelling to the latest moves in the gaming industry. We dive into the surprising momentum behind the Minecraft movie, explore Gen Z trends and market predictions, and unpack Netflix's bold push into interactive fiction. Plus, we break down A16Z's new Speed Run initiative, take a close look at Supercell's evolving investment strategy, and compare War Robots to the newly launched Steel Hunters. 00:00 Introduction and Host Introductions01:58 Special Guest Chris and His Background02:49 Transmedia and Pop Culture Discussion03:48 Industry Updates and News07:03 Podcast Highlights and Recent Episodes09:21 Minecraft Movie Success16:54 Gen Z and Market Predictions20:48 Netflix's Interactive Fiction Strategy28:44 Speed Run Initiative by A16Z30:22 Supercell's Investment Strategy31:19 Supercell's Investment Philosophy32:54 Supercell's Investment History and Performance43:14 Blueprints: The Best Rated Game of 202549:21 RE's Latest Deck Recap53:36 Steel Hunters: Early Access and Unreal Engine01:03:02 War Robots vs. Steel Hunters01:05:02 Conclusion and Farewell

GDC's over, but the takes are still hot. Eric Kress recaps the chaos and questions Dark Legion's staying power, while Phil gives the Game Craft boys a well-deserved nod. Then it's Switch 2 speculation time: is Nintendo finally back in the power game? Meanwhile, Roblox cozies up to Google for rewarded ads—what does that mean for the ecosystem? Meanwhile, AppLovin fights off short seller heat while asserting market dominance. Plus, Tencent's playing the long game with Ubisoft, again—no surprise, but lots to unpack.02:12 GDC Highlights and Dark Legion Update03:18 Game Craft Podcast05:27 CEO Interviews and App Charge Partnership07:31 GDC Attendance and Dark Legion Performance15:58 Switch 2 Announcement23:26 Roblox Rewarded Ads and Google Partnership31:54 AppLovin's Short Seller Allegations36:17 Hedge Fund Hotels and Market Dynamics36:36 AppLovin Market Dominance38:49 Mobile Legends: Bang Bang Acquisition43:57 Supercell's New Game: First Impressions53:22 Ubisoft's $1.25 Billion Tencent Deal01:05:36 Tencent's Long Game and Market Strategy 

The rowdy and tired DoF crew closed down their GDC with a live TWIG show at Moscone Center. Tune in!Chapters:02:47 Kickoff03:15 GDC Vibe Check06:30 Industry Sentiment and Challenges21:20 Emerging Markets and New Game Development22:26 A16Z Speed Run and Industry Shifts26:21 Funding Trends and Credit Lines27:40 Absurd Ideas and Rumors31:00 Supercell's MoCo Launch33:53 Embracing Experimentation in Gaming38:31 Absurd Compensation Packages in the US43:28 The Future of AA and Indie Game Funding46:57 Highlights from Recent Gaming Events51:55 Impact of the Podcast on Careers01:02:54 The Rise of Apps and AI in Mobile Gaming01:05:05 VCs, Ad Tech, and Online Gambling01:07:41 Closing Remarks and Thank Yous

Guest: Miki Kuusi, head of international at Doordash + CEO & co-founder of Wolt + co-founder of Slush tech conferenceBefore Miki Kuusi launched the Finnish delivery startup Wolt, which DoorDash acquired in 2022, he wasn't just another startup entrepreneur. From 2011 to 2015, Miki was the CEO of the hugely influential European tech conference Slush, which brings thousands of founders and VCs to Helsinki every winter. “You could argue that Slush was my university for things leading up to Wolt, and what I do today,” Miki says. “That's where I learned most of the core lessons that I put into action.” One thing he remembers thinking in those early days: Everything was going to be redefined by the internet.“I just wanted to get a shot at building one of these services of the next hundred years,” he says. “And that was the driving motivator for me. If the driving motivator had been money, I don't think we would be here today.”Chapters:(01:14) - Act 3 (03:36) - Unlocking local commerce (06:13) - Selling Wolt (09:27) - The competition (14:20) - DoorDash's and Wolt's origins (17:50) - “Maybe we're the idiots in the room” (22:44) - Difficult years (25:13) - Startups in Europe vs. U.S. (28:56) - Learning from DoorDash (31:51) - Market correction (35:24) - Delivery around the world (39:17) - “ Glorified recruiting companies” (42:31) - Convincing restaurants (44:11) - Slush (48:21) - The next mountain (54:13) - Ambition and concentration (59:58) - Family and distractions (01:04:34) - Email overload (01:07:07) - Time as currency (01:09:25) - Priorities and onboarding (01:15:49) - The power of culture (01:19:32) - Who Wolt and DoorDash are hiring (01:20:39) - What “grit” means to Miki Mentioned in this episode: Tony Xu, Uber, Lyft, Uber Eats, Postmates, Delivery Hero, GrubHub, DeepSeek, OpenAI, Anthropic, Kees Koolen and Booking.com, 83North, Supercell, DashPass, Wolt+, Microsoft Excel, Amazon, Parker Conrad and Rippling, Andreeseen Horowitz, Fortnite, WhatsApp, Barry's Bootcamp, and Slack.Links:Connect with MikiLinkedInConnect with JoubinTwitterLinkedInEmail: grit@kleinerperkins.com Learn more about Kleiner PerkinsThis episode was edited by Eric Johnson from LightningPod.fm