Podcasts about user acquisition

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Best podcasts about user acquisition

Latest podcast episodes about user acquisition

two & a half gamers

We lay out our 2026 predictions for mobile gaming - from ad monetization ceilings and creative stealing to web-to-app onboarding, roguelite growth, and AI's real impact on UA. No hype. Just incentives.What we cover• $3M/day ad-monetized games• Why creative stealing will go mainstream• Which genres are about to be hijacked• Block Blast vs Free Fire DAU fight• Web → App onboarding for games• Playables as scaling templates• The next roguelite wave• Why AI hits marketing firstKey takeaway2026 won't reward originality - it will reward efficiency at scale.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~H9idcxM271mnPzdWbipg00:00 — Why predictions usually suck03:10 — $3M ad-revenue day prediction07:40 — Black Friday eCPMs explained10:30 — Creative stealing goes mainstream14:00 — Hijacking organic genres (Solitaire → Runners)18:40 — Block Blast vs Free Fire DAU war22:40 — Web → App onboarding for games28:30 — Playables as scaling templates33:30 — Roguelites as next growth genre38:10 — AI impact: marketing vs game design45:00 — Open-source AI & creative quality leap51:30 — Final reflections & 2026 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

two & a half gamers

OpenAI launches an app store inside ChatGPT, AI demand explodes RAM prices by 200%, Valve kills the cheapest Steam Deck, and Netflix keeps pushing deeper into gaming. This week's news shows how AI is now directly reshaping gaming platforms, hardware economics, and distribution.What we cover:• OpenAI's new GPT App Directory• Monetization and games inside ChatGPT• Why AI demand broke the RAM market• Why consoles and Steam Deck prices are rising• Micron exiting consumer memory• Netflix acquires Ready Player Me• Warner Bros deal still unresolved• Tencent vs Sony settlement• Game Awards viewership growth• Cozy PC hits inspiring mobile• League of Legends roadmap• EA acquisition moves forwardGet 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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters0:00 — OpenAI turns ChatGPT into a platform01:15 — Apps, monetization & why this matters for games02:40 — AI demand breaks the RAM market03:55 — Why gaming hardware pays the price05:05 — Steam Deck price jump explained06:10 — Netflix doubles down on gaming & avatars07:15 — Industry quick hits (Tencent, Game Awards, cozy games)08:30 — What this means for gaming in 202609:10 — Final takeaway---------------------------------------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

two & a half gamers

In this Christmas Special episode, we review 136 AI-generated mobile game creatives and break down the real state of AI in UA. Fake people are now nearly indistinguishable from real UGC, art styles can be swapped instantly, and “good enough” quality is all that matters. This is not future talk — this is what's scaling right now.What you'll learn• Why fake UGC finally crossed the uncanny line• How to spot AI (and why players don't)• Why “good enough” beats perfect• How consistent AI characters are built• Why waifus are everywhere• How one prompt becomes 10+ creatives• Why creative laziness is increasing• Why King Shot remains the benchmark• Why AI creatives will dominate 2026Get 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~H9idcxM271mnPzdWbipg00:00 — Christmas AI Creative Trends intro03:00 — “Good enough” AI and upscaling basics06:30 — Fake UGC: why players can't tell anymore10:00 — Spotting AI: physics, lighting, overlap14:00 — Consistent characters & real AI pipelines18:00 — King Shot's AI leap & “no ads” messaging23:00 — Waifu domination & style iteration29:30 — Volume, laziness & stitched creatives34:00 — 136 creatives later: what actually matters38:00 — Final takeaway & 2026 prediction---------------------------------------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

two & a half gamers
Steam Wishlist Scanner: The games that matter by Jakub Remiar

two & a half gamers

Play Episode Listen Later Dec 24, 2025 21:16


In this Steam Scanner episode, Jakub breaks down the most wishlisted games on Steam right now and explains why wishlist data is one of the strongest early indicators of future hits. From co-op horror and cozy games to chore sims and Survivor-style IP plays, this episode is about spotting demand before charts do.What you'll learn• Why Steam wishlists predict success• How Donut County inspired Hole.io• Why co-op horror keeps exploding• Which games are perfect for mobile translation• Why chore sims scale so well• Why cozy games never die• How art style impacts CPI• Which Steam hits should not go mobileKey takeawaySteam isn't just a PC platform; it's the best early warning system for future mobile hits.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 Steam wishlists matter02:10 — Donut County → Hole.io: why wishlists predict hits05:00 — Co-op horror wishlist explosion08:10 — Chore sims as perfect mobile candidates11:20 — Cozy games & long-tail demand14:10 — Art style, CPI & visual signals16:40 — Warhammer Survivors & IP leverage18:40 — What should (and shouldn't) go mobile20:20 — Final takeaways & 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 LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

two & a half gamers
The Art of Scaling games: The Creative arms race

two & a half gamers

Play Episode Listen Later Dec 22, 2025 42:32


In this episode, we break down why modern mobile UA is no longer won by great ideas, but by systems that can ship hundreds or thousands of creatives every month. With real data, real examples, and hard truths, this is a deep dive into the creative arms race dominating mobile games.What you'll learn• Why creative velocity beats creative talent• Why “new creatives in last 30 days” predicts scale• How games produce 23,000 creatives per month• How Meta allocates traffic to new uploads• Why testing frameworks break at scale• Why CEOs underinvest in creative production• How one hit creative can change everything• Why UA financing matters more than everKey takeawayIf you can't ship fast, you can't win, no matter how good your ideas are.Improve your creatives: https://payhip.com/b/tu4nkGet 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 Lancaric⁠Special guest: Ridzki Syahputera/https://www.linkedin.com/in/ridzkisyahputera/Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipg00:00 — Why creative talent no longer wins04:10 — The real bottleneck: creative velocity08:10 — Meta's algorithm & why new creatives get boosted12:40 — How games ship 23,000 creatives per month18:30 — Why testing frameworks fail at scale23:55 — Data proof: revenue vs creative volume29:45 — Why CEOs don't understand creative costs34:20 — The myth of Pareto creatives38:10 — Financing the creative arms race41:20 — Final takeaway---------------------------------------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

two & a half gamers

This week in mobile gaming and entertainment:Unity risks another developer revolt with a new Enterprise fee, Warner Bros rejects a $108B Paramount bid in favor of Netflix, and Sensor Tower data shows casino, 4X and Solitaire hybrids dominating both revenue and downloads.What we cover:• Unity's new Enterprise Minimum Commitment Program• Why developers are calling it “blackmail”• How much Unity may charge top studios ($250k–$2M/year)• Netflix vs Paramount: who controls Warner Bros• Why streaming platforms now dictate entertainment power• US vs Global IAP revenue differences• Why 4X dominates globally• Why Solitaire & hybrid mashups are exploding in downloads• DAU charts that reveal ad-monetization giantsGet 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 — Unity Enterprise fee backlash03:30 — Unity's broken incentives05:20 — Netflix vs Paramount for Warner Bros07:30 — US revenue weather09:00 — Global trends & DAU growth---------------------------------------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

two & a half gamers
Creative trends November 2025: Players don't care. Platforms don't care. Only performance matters.

two & a half gamers

Play Episode Listen Later Dec 18, 2025 38:13


This episode is a pure creative trend reality check for November 2025.The big truth that runs through the entire discussion:Players don't care. Platforms don't care. Only performance matters.Across dozens of examples, the episode shows how AI, trend theft, playable abuse, fake ads, and extreme creative volume have become the default winning strategy.Key themes:King Shot is no longer a game - it's a creative genreAI-generated creatives are now indistinguishable from real UGCCreative success = copying what's scaling right nowPlayables no longer need to match gameplay - they need to match trendsCentury Games-level volume is becoming the new minimum barEthics, originality, and “gameplay match” arguments are effectively deadThis episode is less about what's trending and more about why the rules changed.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~H9idcxM271mnPzdWbipg00:00 — Intro, Christmas chaos & why nobody cares04:00 — Golden Goblins & King Shot becoming a genre09:00 — AI creatives reach “can't tell anymore” level14:30 — JigSolitaire & Solitaire playables hijacking UA19:30 — Fake ads, gross hooks & emotional manipulation25:30 — Century Games creative volume insanity31:30 — The real meta: steal fast, iterate faster, ship more---------------------------------------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

two & a half gamers
Why is mobile mediation broken? Jim Payne: Here is whats next!

two & a half gamers

Play Episode Listen Later Dec 17, 2025 42:09


In this episode of Two & a Half Gamers, Felix, Jakub, Jim Payne and Dan Sack go deep on the future of mobile ad monetization. From MoPub to MAX to CloudX, this conversation explains why mediation is outdated, why publishers are trapped in black boxes, and how AI-driven supply-side tools can finally put control back in publishers' hands.What you'll learn• Why classic mobile mediation is a legacy workaround• How mobile ads differ fundamentally from desktop advertising• Why publishers can't see or trust most auctions today• What “monetization as code” actually means• How AI agents can automate pricing & floor optimization• Why fair, inspectable auctions matter• Why retention-focused publishers are underserved• Who CloudX is built for (and who it's not)https://www.cloudx.io/Special guests:Jim Payne https://www.linkedin.com/in/jpayne/Dan Sack https://www.linkedin.com/in/dansack/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~H9idcxM271mnPzdWbipgChapters00:00 — Why mobile mediation is broken08:20 — Publisher-first philosophy16:55 — AI agents & monetization as code24:10 — Auction transparency & trust33:30 — Who wins in the next era---------------------------------------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

two & a half gamers
JigSolitaire Review: The Jigsaw “Solitaire” ad-monetization monster

two & a half gamers

Play Episode Listen Later Dec 15, 2025 28:08


JigSolitaire might be the most deceptive (and brilliant) ad-monetized puzzle game of 2025.Zero solitaire.Full jigsaw.11M downloads.2.3M DAU.$0 IAP.$130k–$150k/day in ads.We break down how Gaming Cat pulled it off.What you'll learn• Why this “Solitaire” game contains no solitaire• How the jigsaw core is polished enough to scale• Why auto-fuse, auto-switch & level pacing matter• How banners + interstitials = $100k/day• Why the game's UA is pure bait-and-switch genius• Why the lack of creatives is shocking• Why AppLovin upload-only is printing money• How this scales in 2025's ad econGet 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-3bckldvr8-8PXvzciMWdheOzED9hq0SAChapters00:00 — JigSolitaire intro03:00 — Gameplay & fusing05:40 — Monetization09:40 — Daily challenge & albums15:00 — UA, creatives & scaling---------------------------------------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

two & a half gamers

This week's episode breaks down the biggest global entertainment + gaming business stories: Netflix vs Paramount fighting over Warner Bros, Disney investing $1B into OpenAI, Duolingo partnering with Genshin, Pokémon TCG's $1B year, Activision slowing CoD, Merge Mayor's real AI use cases, Rockstar layoffs, Meta abandoning the Metaverse, and Google bringing Gemini to ads.What you'll learn• Why Warner Bros could reshape streaming power• Why Paramount's hostile $108B bid might win• Why Netflix still has no gaming strategy• Why Disney opening 200 IPs to OpenAI is historic• Duolingo's shift from learning → gamified reward engine• Pokémon TCG's billion-dollar year• Why CoD is slowing down releases• How Merge Mayor actually uses AI the right way• Rockstar's union conflict• Meta's $70B metaverse collapse• Google Gemini for ads (2026)Get our MERCH NOW: 25gamers.com/shopThis 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~H9idcxM271mnPzdWbipgChapters00:00 — WB bidding war04:20 — Disney × OpenAI08:10 — Duolingo + Pokémon TCG12:45 — Activision + AI17:30 — Rockstar layoffs, Meta cuts, Google ads---------------------------------------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

two & a half gamers
Sunday City Review: GTA or Casino? Sunday City's INSANE Onboarding

two & a half gamers

Play Episode Listen Later Dec 11, 2025 52:49


Sunday City looks like GTA… but it's actually one of the most brilliant social casino reveals of 2025.In this episode, we break down how Kefir built a perfect illusion onboarding, why the casino core is so polished, why the LiveOps/meta is shockingly advanced, and what the studio must fix (creatives!) to scale into the next Top Tycoon-level monster.What you'll learn• Why the GTA illusion onboarding is top-3 of the year• How Sunday City hides → reveals → embraces its casino core• Why this is Social Casino 3.0, not a clone• LiveOps structure: yoga, cruise ship, treasure digging, Wheel of Wonders• Why albums, star upgrades, and idle chips matter• What Kefir got right — and wrong — about creatives• Why they need 2× the creative output to compete with Chinese giants

two & a half gamers
☠️​ Marketability tests are DEAD! Do this instead by Matej Lancaric

two & a half gamers

Play Episode Listen Later Dec 10, 2025 21:06


Marketability tests don't work the way most studios think. CTR ≠ CPI. Clickers ≠ players.In this episode, Matej tears down the biggest misconceptions about testing ideas, shows why personas don't matter in 2025, and walks step-by-step through the exact CPI test setup he uses for real market validation.What you'll learn• Why CTR tests are misleading and often pointless• How CPI tests simulate the real user funnel• Why personas are outdated and concepts rule everything• When to use APK vs landing page• How to set up Meta campaigns correctly• Why estimated CPI is usually 1.5–2× off the real CPI• What to do when there's no clear winner• How to interpret CPI results properlyKey takeawayIf you're not running CPI tests, you're not testing. Everything else is noise.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~H9idcxM271mnPzdWbipgChapters00:00 — Why marketability tests are dead03:40 — Personas vs concepts06:10 — CTR tests are misleading08:20 — CPI tests: real install flow15:50 — Live Meta setup---------------------------------------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

two & a half gamers
⏰​ D2C is the highest ROI strategy in mobile right now & the clock is ticking! Are you ready?

two & a half gamers

Play Episode Listen Later Dec 8, 2025 40:09


In this ultra-special episode, Chip Thurston (FastSpring) returns to break down the current reality of D2C - what's allowed today, what's changing, and why publishers need to act immediately.We unpack the Epic–Google settlement, the new fee structure, what's enforceable (and what probably isn't), and why Japan's new regulation on December 18 will reshape global payments.What you'll learn• Why iOS and Android steering IS legal right now• Why publishers shouldn't wait for “final clarity”• How to use D2C purchase data to optimize UA• How attribution to webshops actually works• The truth about Google's 20% vs 9% fee categories• Why the judge is skeptical of the Google–Epic settlement• How social steering, landing pages, and Discord avoid fees• Why Japan's new law will supercharge D2C• The strategic window publishers must seize NOWKey takeawayThe publishers who act NOW - not when rules are “final” will own the highest-value customers for years.Get our MERCH NOW: 25gamers.com/shop---------------------------------------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 Lancaric⁠Chip Thurston: https://www.linkedin.com/in/thurstonchip/Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipg00:00 — The real state of D2C: iOS + Android steering is live now06:30 — Why publishers hesitate, and why that's a huge mistake09:40 — The business value of D2C: data, UA optimization, retention13:20 — Epic–Google settlement explained: timelines, confusion, loopholes26:00 — The future: fees, global laws, Japan, and why the window won't last---------------------------------------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

two & a half gamers

Felix covers this week's biggest gaming business headlines: Saudi Arabia's PIF slowing investments, King Shot surpassing $542M in revenue, AppLovin gaining ground on iOS, remarketing spikes, and Sensor Tower's November revenue & DAU charts.What you'll learn• Why PIF's cash slowdown could freeze gaming M&A• King Shot hits $542M in 9 months + $4.1M best day• Apple Ads losing share to AppLovin• Android still ruled by Google Ads• Remarketing up 20% YoY as CPIs climb• Top revenue games (Last War, Monopoly GO, Royal Match…)• Top DAU apps (Roblox, Free Fire, Block Blast…)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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — PIF slows investments → gaming M&A winter03:00 — King Shot hits $542M → 4X meta dominance06:10 — AppsFlyer Index: AppLovin rises, remarketing up 20%08:50 — Monthly revenue rankings (Last War, Monopoly GO, King Shot…)10:20 — DAU rankings + final takeaways---------------------------------------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

two & a half gamers

In this special episode, we sit down with Supersonic to break down Unravel Master - the puzzle/hybrid hit using streak mechanics, x-ray boosts, early difficulty personalization, and an innovative hybrid casual game. We cover design, monetization, UA, creatives, AI usage, and how Supersonic built a category-leading title with 1000+ creatives.What you'll learn• How the X-ray streak mechanic works (and why it converts so well)• Why Chinese puzzle design uses early difficulty spikes• How Supersonic balanced hybrid monetization toward IAP• Why revive screens were intentionally not ad-driven• How 1000 creatives → pig characters → ASMR → AI weaving boosted UA• Why interstitials are avoided early and tested later• How hybrid-casual studios build teams + workflows• The pressure of clones and how to stay ahead with theme timingKey takeawayUnravel Master succeeds because it blends the best of hypercasual CPI instincts with deep puzzle design, early monetization pressure points, and industrial-grade creative iteration.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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Special guests: Paz Shabtaihttps://www.linkedin.com/in/paz-shabtai-59588b76/David Wanghttps://www.linkedin.com/in/david-wang-38579a88/Contact Supersonic:https://supersonic.com/submit-your-game/Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Unravel Master overview & Supersonic intro04:20 — X-Ray Streak mechanic & difficulty personalization10:10 — Monetization strategy: IAP-first hybrid + boosters18:00 — UA & Creatives: pig magic, AI, ASMR & 1000 creatives26:10 — Global scaling, clones, meta debates & final insights---------------------------------------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

two & a half gamers
The next evolution of Roguelites is finally here by Jakub Remiar

two & a half gamers

Play Episode Listen Later Dec 3, 2025 20:49


Roguelites have dominated mobile and Steam for three years — Survivor IO, Vampire Survivors, Habi's new games, and a wave of Steam hits. But the genre is hitting a wall: every run resets too much, and long-term progression is stuck in 2018.In this solo episode, Jakub breaks down the next evolution of the roguelite genre: the imprint system — a mechanic where each run becomes a permanent resource.What you'll learn• Why traditional roguelites suffer from harsh resets• How Uma Musume solved the progression problem with “run → character” imprints• How Chaos Zero Nightmare created a more accessible imprint system• Why deckbuilders (Slay the Spire-style) handle imprints perfectly• Why MegaBong, Bonk roguelites, and Ball X-Pit are missing the key feature• How imprint systems increase retention, investment, and buildcraft• Why the next Western roguelite hit will use this mechanic• Why Habi, Supercell, and 4X devs will adopt it in 2026Key takeawayThe future of roguelites is simple: your best run should never die — it should become your next strongest asset.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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — The core problem with roguelites (resets ruin progression)03:10 — Uma Musume: the first full-feature imprint system08:20 — Chaos Zero Nightmare: the streamlined imprint evolution13:10 — Steam roguelites (MegaBong, Ball X-Pit): deep innovation but missing imprint save18:00 — The future: imprint systems will redefine mobile roguelites---------------------------------------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

two & a half gamers
Ball X-Pit Review: The Most Innovative Game of 2025?

two & a half gamers

Play Episode Listen Later Dec 1, 2025 32:37


Ball X-Pit is one of the most creative roguelite hits on Steam - a blend of Arkanoid, Vampire Survivors, and base-building meta that delivers insane depth. In this episode, we dive into the full gameplay loop, the fission/fusion/evolution system, the “two games in one” base mechanic, and why this could be a massive mobile hit if executed properly.What you'll learn• How Ball X-Pit sold 367k units & $4.4M in under a week• Why its roguelite mechanics go deeper than Balatro/MegaBong• How fission → evolution → fusion creates multi-layer combos• The innovative base-building/harvesting system• Why it's trending on Steam, TikTok, Reddit, and Twitch• Why this will definitely come to mobile• Why Devolver publishing matters for reach & discoveryKey takeawayBall X-Pit proves that roguelites can still innovate - especially when they merge physics, skill, and deep buildcraft with a completely new meta layer.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~H9idcxM271mnPzdWbipgChapters00:00 — What is Ball X-Pit & why it's trending04:20 — Roguelite design: fission, fusion, evolution mechanics10:56 — Combat depth: balls, builds, synergies, boss fights17:56 — The base-building metagame (the real innovation)26:50 — Why this could work on mobile + final thoughts---------------------------------------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

two & a half gamers

This week's Breaking News covers the wildest stories from mobile gaming, ad tech, privacy, and monetization. From brand-new global launches (Bleach, Resident Evil, Villains Robot) to Unity's new ad-tech push, to JamCity's $1.4M CCPA fine — Matej breaks it down with zero fluff.What you'll learn• Bleach: Soul Resonance launches with millions of preregs• Resident Evil Survival Unit hits 1M downloads in 48 hours + $150K/day• Real Farm Craft expansion (but almost no revenue)• Villains Robot BR + blockchain weirdness• Molang: Match & Munch launches (and makes $100/day)• Unity's “Vector” returns again + new ad ecosystem tools• Playable ads → the next $124B brand frontier• JamCity fined $1.4M for CCPA violations• Why e-commerce brands are now using playablesGet 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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Intro00:18 — Bleach: Soul Resonance launch01:00 — Real Farm Craft expansion01:38 — Villains Robot Battle Royale02:20 — Resident Evil Survival Unit hits 1M downloads03:10 — Molang Match & Munch release03:45 — Seven Deadly Sins Grand Cross update04:20 — Zombies, Run rights reacquired04:55 — Paysafe adds Brazil payments05:25 — DC Dark Legion Thanksgiving event05:55 — Solo Leveling Winter update06:30 — Unity ad-tech announcements07:35 — JamCity fined $1.4M08:55 — Playable ads become brand frontier09:40 — Apple pushes playables into e-commerce10:20 — Wrap-up---------------------------------------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

two & a half gamers
West Game II Review: Is cloning Kingshot enough?

two & a half gamers

Play Episode Listen Later Nov 27, 2025 37:52


West Game 2 is the first real King Shot clone built by a Chinese 4X team acquired by Tripledot, layered on top of Frozen City / Whiteout Survival onboarding, and wrapped in Western cowboy aesthetics.In this breakdown, we dive into:• Full onboarding → Lucky Luke opener → King Shot 1:1 copy• Frozen City mechanics, chapter quests, invasion timers• Why 4X innovation happens only in onboarding, not the core• Webshops & D2C: now up to 50% of revenue for some studios• The creative madness: Red Dead cinematics, Idle Lumber, Goblins, Save the Dog, Lens of Jail, ASMR mining, drama Playrix, Sims life-sims, TikTok memes• Why running 1000 creatives in 30 days is “normal” now• And how they cloned King Shot's onboarding in under 7 monthsKey takeawayWest Game 2 is proof: onboarding = everything. Whoever controls the first 10 minutes controls CPI… and 4X revenue.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 West Game 2 Matters: The First Real King Shot Clone04:20 — Onboarding Breakdown: Lucky Luke → King Shot → Frozen City Mix10:45 — The Chinese Production Engine: 1000 Creatives in 30 Days18:00 — Creative Chaos: Red Dead Cinematics, Goblins, Idle ASMR & More23:30 — The New 4X Meta: Onboarding beats Gameplay + Webshops Rising---------------------------------------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

two & a half gamers

Felix delivers a 30-minute solo masterclass on how the top-grossing mobile games use ads, revealing the real truth:Only 14 of the Top 100 IAP games use in-game ads.This is shocking considering the category earned $2.6B in the last 30 days — likely over $3.6B when counting D2C webstores. Yet only 55M of the 660M DAU are exposed to ads.The episode breaks down each of those 14 games, but uncovers three major meta-shifts.This episode reveals how Candy Crush, Coin Master, Gossip Harbor, Merge Mansion, Homa, June's Journey, and more use segmentation, boosters, energy, timers, SkipIt tickets, Remove Ads bundles, and hybrid strategies to unlock millions in incremental ad revenue.This is the most practical breakdown of how ads work at the highest tier of mobile gaming.What you'll learn• How Candy Crush earns $200M+ yearly from ads• Why only 14 of the top 100 IAP games use ads (and why that's changing)• The difference between Western “premium illusion” mindset vs Chinese “data-first” mindset• SkipIt tickets → now invading midcore and puzzle (June's Journey)• Remove Ads Bundles (iKIM, Capybara Go, Merge Prison)• Why merge, match, and puzzle rely on energy boosters & timers• How to segment ads by GEO, payer probability & time since last IAP• The next wave of hybrid monetizationThe future isn't “ads OR IAP.”The winning studios are mastering ads + IAP, using segmentation, bundles, SkipIts, and hybrid models to grow revenue without hurting payers.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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — intro02:00 — Candy Crush & Coin Master: The Segmentation Masters05:20 — Merge & Match: Energy, Boosters, and Rewarded Moves10:00 — SkipIt Tickets & Remove Ads Bundles Take Over14:30 — Chinese Studios vs Western Studios: Mindset Split19:10 — Subscriptions, Ad-Free Bundles & Perk Stacking23:30 — The New Hybrid Meta: Ads + IAP → The Future---------------------------------------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

two & a half gamers
The ultimate AI creative breakdown: Why Western studios are late & who dominates the meta?

two & a half gamers

Play Episode Listen Later Nov 24, 2025 36:42


This is the ultimate AI creative breakdown: 112 creatives in 36 minutes.Jakub, Matej, and Felix review the best (and worst) AI-generated ads across rise of castles clones, tasty travels madness, fluffy animals, Pixar-style mutations, fake physics, and high-production AI cinematics that now rival outsourcing studios.AI is no longer “experimental.”It is the creative pipeline.What you'll learn• How to spot AI in 2025 (lighting errors, physics breaks, muscle glitches)• The new top AI hooks (animals, food, POV inward movement, waifus, chaos)• The rise of “high-production AI” replacing studio cinematics• Why Rise of Castles, Golden Goblins, Tasty Travels, and Whiteout Survival dominate AI usage• How top teams use loras, inpainting, upscaling & 20-step workflows• The new East–West gap in creative production• Why by end of 2026, 50% of ads will be AI-driven• And the moment Candy Crush uses AI bear attacks

two & a half gamers
Unity & Epic Join Forces. What It Really Means & Apple MiniApps Explained. NO

two & a half gamers

Play Episode Listen Later Nov 21, 2025 8:14


In this week's News Navigator, Jakub breaks down the biggest global gaming stories from November 17th. Apple tries its own WeChat-style mini-app ecosystem. Unity and Epic shock the industry with a collaboration nobody saw coming. Roblox revamps age restrictions. Google Play crowns Pokémon TCG Pocket as Game of the Year after $1B+ in revenue. And Ubisoft's trading halt hints at a looming plot twist.What you'll learn• How Apple's 15% MiniApps program works• Why Unity & Epic are suddenly “friends”• The new rules for US third-party payments• Roblox's age-based chat brackets and moderation strategy• The insane scale of Pokémon TCG Pocket• Why Ubisoft halted trading and delayed earnings• Why the AI bubble isn't slowing down (NVIDIA's numbers)Key takeawayThe industry is shifting toward open ecosystems, cross-engine collaboration, and safer platforms—while the biggest revenue wins still come from IP heavyweights and AI-driven infrastructure.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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Cold open: Welcome to News Navigator00:15 — Apple MiniApps Program explained02:00 — Why MiniApps work in China (but may struggle in the West)03:10 — Unity & Epic partnership: what it really means05:00 — D2C & payments: Stash x Galleon, Google ruling06:10 — Roblox age-based chat brackets07:00 — Google Play Awards: Pokémon TCG Pocket hits $1B+08:00 — Vampire Survivors deckbuilder spin-off08:40 — NVIDIA's monstrous $57B AI quarter09:10 — Dark Horse: Ubisoft trading halt mystery10:00 — Wrap-up: Stay two and a half steps ahead---------------------------------------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

two & a half gamers
Level Devil Review - NOT A TROLL GAME! haha really? Solo Dev, Millions of Installs. Profit!

two & a half gamers

Play Episode Listen Later Nov 20, 2025 37:01


Level Devil (solo dev) proves that level design is a UA channel. The game's “troll but fair” traps create clips that people have to share, fueling TikTok/YouTube reach with essentially zero paid spend. Monetization is light: interstitials triggered by deaths on a cooldown, occasional rewarded skip, one ad network (Unity), no mediation. We est.: $5–7K/day; with mediation + a couple of safe placements, $11–14K/day looks realistic.What we cover• How the level-design craft creates infinite hooks (rage → laughs → shares)• The actual ad logic (death-based interstitials; rewarded skip after streak)• Why copycats fail (it's the hours-per-trap polish, not the theme)• Monetization gaps (no mediation; limited placements) and easy wins• Viral geos & creator angles (Brazil/ES longform shout-casts = IPM rocket fuel)When the product manufactures shareable moments, you don't need paid UA to grow - just enough monetization hygiene (mediation + safe placements) to convert all that free attention.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~H9idcxM271mnPzdWbipg00:00 — Cold open: product-led growth in a troll platformer01:20 — The solo-dev story and why it resonates03:10 — Virality loop: die → laugh → share → install06:15 — Core monetization today: death-based interstitials + rewarded skip09:40 — What's missing: no mediation, limited placements12:05 — Safe add-ons: menu banner, app-open, regional “remove banners” IAP15:10 — Creator/geography angles (why BR/ES clips pop)18:30 — Retention pattern and how level craft sustains it22:10 — Why copycats fail: the craft, not the theme34:00 — Wrap-up: ops to turn virality into $$$---------------------------------------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

two & a half gamers

In this solo episode, Matej walks through the exact step-by-step method he uses to launch successful Meta (Facebook) UA campaigns in 2025. From SDK setup to event engineering, targeting, budgets, creative strategy, and daily management - this is the “MVP strategy” every UA manager needs.Direct links to step-by-step guides:https://lancaric.substack.com/p/mvp-ua-template-i-want-to-launchhttps://lancaric.substack.com/p/mvp-ua-iaa-template-i-want-to-launch?triedRedirect=truehttps://lancaric.substack.com/p/creative-brief-template-7-creativeSoftlaunch E-BOOK: https://payhip.com/b/fJi9EWhat you'll learn• Minimum viable tracking setup (Facebook SDK, Firebase, MMPs)• How to build meaningful event combinations (WY S WYG)• Purchase-optimized vs. app-event optimized campaigns• How to structure T1, T2, and ROW for better learning• Targeting that still works in 2025 (broad, genre interest, lookalikes)• Budget pacing rules and when to scale• 3 starting concepts → 9 ad variations• Using AI hooks, memes, UGC & dev-cam videos• Daily operations: When you should do nothing• Moving from AEO to value optimization• Live example: Creating a full Meta campaignActionable checklistIntegrate Facebook SDK + Firebase + MMP.Build 5–10 event combinations (engagement + monetization).Start with 3 concepts → 9 variations.Use T1 (US/UK/DE/CA/AU/NZ/KR/JP) + ROW.Don't scale before day 3–5 stability.Check KPIs 2–3× per day, not hourly.Switch to value optimization once you have depth of payers.Key takeawayYour UA performance is defined by the events you send, the creatives you test early, and how fast you can validate your first 3 concepts.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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Cold open & why this solo episode matters00:40 — The original problem: “Where do I start with Meta UA?”01:20 — Tracking essentials (SDKs, MMP, events you MUST send)03:00 — WYSIWYG: “What You Send Is What You Get” explained04:20 — Event combinations that actually help Facebook find payers05:40 — Purchase vs. App Event optimization: when to use each07:00 — Geo setup: US, Tier 1, ROW, and why you always need all three08:10 — Targeting in 2025: broad, interests, lookalikes (what still works)09:30 — Budgets: first 7-day rules & how not to break learning11:00 — Creative framework: 3 concepts → 9 ad variations12:30 — What concepts to start with (gameplay+finger, AI hooks, UGC/dev-cam)14:00 — Creative iterations: hooks, pacing, soundtrack, memes15:10 — Daily UA workflow: why “doing nothing” is sometimes the best move16:40 — When to switch to value optimization (signals + payer depth)18:00 — Live walkthrough: building a Meta campaign step-by-step19:20 — Final advice ---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.me---------------------------------------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.meIf 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

two & a half gamers

This month's creative trends episode exposes the real state of mobile UA:We've officially entered the Era of Creative Theft 2.0 - not “heavily inspired,” but direct 1:1 stolen ads, chopped end cards, mirrored clips, watermarks still visible… and nobody cares because they convert 4-5× better.Three mega-trends emerge:1) The “Stolen but Performing” Era• Social casino, idle, 4X… everyone is lifting creatives from other genres.• Teams aren't even recreating the concept - they're copying the whole video, trimming it, mirroring it, or leaving the watermark.• Networks don't police it, platforms don't care, and small studios can't compete with the CPI gap.2) The Golden Age of ASMR / Wood / Cleaning Satisfiers• The “Idle Lumber” effect: anything with chopping, slicing, scrubbing, wood, logs, dust → crushing low CPI.3) The King Shot → Royal Kingdom → Everyone Else Pipeline• King Shot's onboarding + mass battle + RTS-style transitions have reshaped the entire industry's ads.• Royal Kingdom straight-up used the formula for a match-3 playable.• 4X games (Last War, Last Z, Total Battle) are adopting the mass-battle → puzzle fusion.Key takeawayThe best-performing creatives aren't the most original - they're the most optimized. The industry now rewards speed, iteration, theft-based inspiration, and cross-genre pattern-breaking above everything else.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 — Hook: The “Creative Theft Era” has arrived01:30 — Missing a month & why trends feel different now03:10 — ASMR cleaning & wood: why the motif is everywhere05:20 — Exposed: 1:1 stolen creatives (no end cards, mirrored, trimmed)08:40 — Why theft works: CPI vs LTV beats morals11:50 — The ecosystem problem: no creative police, no consequences14:30 — New industry rule: cross-genre stealing = normal17:40 — King Shot → Royal Kingdom → Everyone copy30:10 — The future: watermark creatives, mirror hacks, and AI hooks43:00 — Wrap-up: where the creative meta goes next---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub 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

two & a half gamers
Supercell's New "BOAT GAME" - First Impressions. Cool Idea or Dead on Arrival?

two & a half gamers

Play Episode Listen Later Nov 13, 2025 45:52


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

Engineering Kiosk
#221 Mobile Game Entwicklung mit Fabi Fink von Lotum

Engineering Kiosk

Play Episode Listen Later Nov 11, 2025 78:19 Transcription Available


Wie baust du Mobile Games, die nicht nur Spaß machen, sondern auch auf jeder Plattform funktionieren und sich selbst tragen? In dieser Episode sprechen wir über Mobile Gaming: von der Idee über den Game Loop bis zur Monetarisierung. Mit dabei ist Fabi Fink, Game Lead bei Lotum. Lotum steht für Social Casual und Puzzle Hits wie Quiz Planet und Word Blitz, hat die Marke von 1 Milliarde Installationen geknackt und spielt technisch die gesamte Klaviatur von Web bis Native.Wir klären, warum Mobile inzwischen rund die Hälfte des Gaming-Umsatzes ausmacht und ordnen Hypercasual, Casual, Midcore und Hardcore mit vielen Beispielen ein. Wir zeigen, was Mobile heute bedeutet: Native Apps in App Store und Play Store, aber auch Games als Facebook Instant Games sowie Integrationen für Reddit, Discord, TikTok und Netflix. Du erfährst, wie Social Loops auf Plattformen funktionieren, warum asynchrones Multiplayer ein Growth-Hebel ist und was Viralität gegenüber klassischer User Acquisition auszeichnet.Technisch gehen wir tief rein: Warum Lotum für viele Titel auf Vue.js setzt und Game-UX wie eine hochinteraktive Web-App denkt. Wir sprechen über Performance-Details, GPU-freundliche Animationen und warum beim WordBlitz-Core Plain JavaScript die Nase vorn hat. Im Backend wird es handfest mit WebSockets, Redis-Clustern und Realtime-Events in der Google Cloud. Dazu kommen Tools und Plattformen wie Nakama (Open Source Backend for Games) und SpacetimeDB, plus eine ehrliche Kostenstory rund um Firebase.Natürlich geht es auch ums Geld: Ads vs. In-App Purchases, Hybrid-Modelle, ROAS über 180 Tage und was erfolgreiche Titel wirklich auszeichnet. Wir teilen KPI-Realität, A/B-Testing-Erkenntnisse, warum kleine UX-Texte große Effekte haben können und welche Schwelle ein Spiel bei Lotum erreichen sollte, um weiterverfolgt zu werden.Wenn du wissen willst, wie moderne Mobile Games entstehen – technologisch, produktseitig und monetär – schnapp dir diese Episode.Unsere aktuellen Werbepartner findest du auf https://engineeringkiosk.dev/partnersDas schnelle Feedback zur Episode:

two & a half gamers
Legend of Elements Review: Legend of Mushroom 2.0, but 3D. Did it work?

two & a half gamers

Play Episode Listen Later Nov 10, 2025 44:22


Legend of Elements is a 3D idle RPG from the LoM lineage. Core fantasy is “numbers go up,” delivered via auto-progress + layered upgrades, then monetized through stacked gachas and step offers. Ads exist but are effectively a decoy; there isn't even a “remove ads” pack. UA is ~98% Google (YouTube + AdWords) with AI/UGC and “fake gameplay” motifs.Systems & sinks (what actually drives playtime/spend)• Two gachas: character (spirits) and skill, with very low SSR rates; also ad-summon entries (“2 free summons for an ad”).• “Online chest”: ~5x/day random gacha ticks, granted every ~5 minutes online.• 3–4 battle passes active during launch window; heavy event stack and daily quests.• Notification-baiting tactic: tiny “free” rewards (e.g., 5 soft-currency) inside every shop/offer to create badge-clearing behavior and force shop opens.Monetization architecture (how money happens)• Ads are a decoy to lift IAP; no VIP/no-ads pack to sell the removal.• Primary pay drivers: gachas + step offers (offer ladders surfaced early/often).• Panel consensus: at ~$100K/day IAP scale, there's little incentive to optimize ads.UA mix & creatives (why it scales on Google)• ~98% of impressions from YouTube + AdWords; almost nothing elsewhere.• Creative pillars: AI faces/VO, UGC narratives, meme remakes, Genshin/Diablo-style “fake gameplay.”• Uses creator placements (e.g., known Supercell YouTubers featured as ad talent).Servers & competitive pressure (why shard)• Thousands of small shards opened continuously; servers “die,” then merge, resetting the race.• Keep leaderboards small so winning feels plausible; too many whales per shard depresses motivation.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 investorsFor 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.With Playablemaker, you can finally create playable and interactive adsNO-CODE + ON-BUDGET + LIGHTNING FASThttps://playablemaker.com/25gamersThis 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~H9idcxM271mnPzdWbipg00:00 intro00:48 Positioning & lineage04:40 Core loop & systems10:10 Monetization architecture14:40 Live-ops cadence18:00 UA strategy (98% Google)33:30 Creatives that convert41:20 Verdict & KPI checklistMatej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub 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

two & a half gamers
Chaos Zero Nightmare Review: 20 Systems in 7 Minutes & players love It

two & a half gamers

Play Episode Listen Later Nov 6, 2025 32:03


Chaos Zero Nightmare is the spiciest deck-builder gacha of 2025! Lovecraft vibes, anime polish, Slay-the-Spire runs, Honkai-style meta, and launch numbers that slap: ~$500K/day, peak ~$800K/day, ~$8M in 2 weeks.WHAT YOU'LL LEARNCore loop: deck thinning, evolving cards, run sequencingMeta design: pity/duplicates, banner cadence, progression layersWhy community is more than broad UA (Discord ≈50k, Reddit ≈120k)Creative strategy for high-LTV audiences (what to show, what to skip)Monetization & live-ops beats that actually move revenueKEY TAKEAWAYFor hardcore, high-LTV audiences, authentic, system-forward storytelling + community momentum beats shortcut UA tactics. Frame content around runs, banners, and boss mastery moments; use paid to amplify the community, not replace it.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~H9idcxM271mnPzdWbipgCHAPTERS00:00 — Cold open: “How much money?”03:31 — What is CZN? Tone, horror-anime polish03:43 — Design DNA: Slay the Spire / Darkest Dungeon / Honkai / “save data”09:36 — Core loop & tactics: combos, turn order, auto-off for bosses20:23 — Company context & positioning22:20 — Revenue reality: ~$500K/day → ~$800K/day; ~$8M in two weeks26:08 — UA vs Community: closed betas, brand-safe creatives, Discord/Reddit---------------------------------------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

two & a half gamers

In this Two & a Half Gamers special, Felix Braberg breaks down how to maximize ad monetization during Black Friday weekend - the new “Q5” for mobile games.

two & a half gamers
Monopoly Bingo Review: The most underrated genre in mobile gaming

two & a half gamers

Play Episode Listen Later Nov 3, 2025 38:47


Monopoly Bingo: How Hasbro turned nostalgia Into RevenueToday, we dig into Monopoly Bingo - the latest Hasbro IP game climbing the charts.

two & a half gamers
Creative optimisation 101

two & a half gamers

Play Episode Listen Later Oct 30, 2025 22:21


In this solo episode, Matej Lančarič dives into the new era of creative optimization — where AI tagging, unified dashboards, and ROAS-based insights replace manual testing and spreadsheet chaos.Everyone can create ads with AI, but the REAL BOTTLENECK is knowing which ones actually work. AppsFlyer's Creative Optimization tool analyzes millions of real-world insights to reveal what drives performance - so you can scale winners, cut wasted spend, and make smarter creative decisions.Check it out: https://www.appsflyer.com/products/creative-optimization/?utm_source=influencer&afc_source=influencer&utm_medium=referral&afc_medium=referral&utm_campaign=Marvelsnap_creative&afc_campaign=Marvelsnap_creative&utm_content=matej&afc_content=matej&utm_term=YouTube&afc_term=YouTube

two & a half gamers

In this episode, we play Sudoku Master - the latest “numbers” hit from the makers of Block Blast.They uncover how Hungry Studio uses 6,000 creatives, constant A/B testing, and ruthless ad optimization to dominate one of the oldest mobile genres.

two & a half gamers

Today, we dissect Huntopia, a bizarrely successful idle RPG that's part World of Warcraft, part casino. Meh, just WoW from Wish.

two & a half gamers

In this Two & a Half Gamers solo episode, Jakub Remiar breaks down how UA product funnels and templatization dominate every major studio playbook - from River Game's $7M/day 4X empire to Habby's action roguelite evolution.

two & a half gamers

We break down The Tower - an idle-defense hybrid that turned a solo dev into a millionaire.We spoke directly with Anthony (Tech Tree Games) about design, monetization, and UA strategy.

two & a half gamers

We talk to David Pan, Director of Business Development at Habby, for the first-ever Western podcast appearance from the famously low-profile publisher behind Archero, Survivor.io, Capybara Go, and Whittle Defender.This isn't a press interview - it's a brutally honest deep dive into Habby's evolution, UA philosophy, shift from hybrid-casual to IAP-focused midcore, and its global ambitions beyond Asia.

two & a half gamers

We sit down with Chen Yang (Iwae) from Cocos again to unpack how AI is transforming the Chinese mini-game ecosystem across development, UA, and operations.The conversation reveals how AI-generated 3D, playable automation, LoRA fine-tuning, and instant meme cloning are redefining speed, scale, and creativity in the world's most dynamic mobile market.

two & a half gamers

In this Two and a Half Gamers special, Matej, Felix & Jakub talk with Chen Yang (Iwae) from Cocos about how mini-games on WeChat, Douyin, Alipay, and Huawei stores are reshaping the mobile industry.

two & a half gamers

Today, we, and special guest John Wright, unpack the chaos surrounding the EU's proposed Digital Fairness Act (DFA) - a legislation that could redefine how free-to-play games operate in Europe.Key insights:Source: https://ec.europa.eu/commission/presscorner/detail/en/ip_25_831?utm_source=chatgpt.com The DFA was proposed by the EU Consumer Protection Cooperation Network in March 2025.It's still not law currently in consultation stage, potential enforcement by 2030.If approved, it would enforce seven major principles for all EU-targeted games.Transparent PricingAll in-game currencies (gems, coins) must display real-world value.Example: “500 Gems (€4.99 equivalent).”No Mixed CurrenciesGames may be limited to one in-game currency.Multi-currency RPGs or Forex-style economies could be flagged as “misleading.”No Bundling or Welcome PacksForced to sell items separately (no more “Best Value” or “Starter Offers”).Removes behavioral pricing psychology that drives F2P monetization.Pre-Purchase Warning ScreensMandatory “scare screens” before each IAP — adding purchase friction.14-Day Refund RightPlayers could refund any IAP (including gacha rolls or consumables) within 14 days.No Economy Changes Post-LaunchDevelopers couldn't rebalance in-game currency values after release.Effectively bans live balancing - a core of F2P design.High-spending users could be classified as “vulnerable” or “addicted.”Developers could face scrutiny for “exploiting impulse spending.”Industry ImpactJakub: “Free-to-play economies just don't work with one currency. This breaks every RPG and forex hybrid in existence.”John: “This kills the incentive to operate in the EU - studios will shift budgets to the US and Asia.”Felix: “The EU will lose jobs and game availability will shrink.”Matej: “It's not law yet. Everyone's panicking, but this might turn into another IDFA - big noise, small impact.”Main TakeawayThe DFA is well-intentioned but deeply flawed. It confuses gambling regulation with free-to-play design, overreaches into live-ops flexibility, and could reduce the number of games released in the EU.Lobbying and advocacy will shape its future, not outrage posts.---------------------------------------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 Lancaric⁠Special guest: John WrightJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to the Digital Fairness Act02:53 Overview of the Proposed Legislation07:05 Principles of the Digital Fairness Act10:37 Lobbying and Legislative Process12:14 Implications for the Gaming Industry20:01 Future of Gaming in the EU21:33 Industry Reactions to Regulatory Changes22:50 The Impact of Gacha Mechanics24:55 Consumer Rights and Game Economics27:33 The Debate on In-App Purchases and Gambling30:37 Parental Responsibility in Gaming34:09 Legislative Impacts on the Gaming Industry37:59 The Future of Gaming Business Models---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub 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

HODLong 后浪
Ep.61 [EN]: Ogle: Navigating crypto mass adoption via the lens of America.fun & Glue Blockchain

HODLong 后浪

Play Episode Listen Later Oct 6, 2025 63:36


In this hyper-casual episode (probably one of the most casual episodes I've ever had

two & a half gamers

We go two and a half steps ahead into the new era of AI-generated creatives - dissecting what's trending, which studios are using them, and what it means for the future of game marketing.Key insights:Adoption is risingIn 2024 only a handful of studios used AI for hooks.By late 2025, top performers such as Lands of Jail, King Shot, and Rise of Castles will be fully embracing AI-assisted pipelines.Jakub predicts 50% of all mobile ads will be AI-driven by end of 2026.AI Creative Formats Taking OverHooks: 60–70% of AI output focuses on hyper-realistic or surreal opening shots.Full Creatives: Only ~30–40%, limited by coherence and model smoothness.Transitions are now indistinguishable from live action - especially in POV-style TikTok ads.Contrast Art Styles: Realistic → cartoon → pixel mashups catch the eye.POV Narratives: First-person sequences with “AI girlfriend” narration dominate TikTok.Localization via AI: Same creative, instantly re-rendered for JP, KR, EN markets.Freeze/Prison Metas: Prison Life-style “frozen prisoner” AI scenes trending hard.“No Ads” UGC Spoofs: King Shot's “no ads” meme now a running trend.Brain Rot & Chaos: nonsensical motion = attention-grabbing hook.AI Interviews: VEO3 and Kling 2.5 are redefining talking-head realism.Kling 2.5 = new industry benchmark (4x cheaper, faster scene rendering).2025: AI is mainly used for hooks.2026: Half of all creatives will be AI-produced end-to-end.Takeaway: AI creatives are here, fast, and chaotic. The best teams use them not to replace creativity, but to scale it.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 Introduction to AI Creatives03:52 Current Trends in AI Creatives06:24 The Evolution of Art Styles in AI12:01 AI Creatives and Marketing Strategies14:46 Localization and Cultural Adaptation in AI22:52 The Rise of AI in Creative Content28:01 The Evolution of Game Graphics and AI31:21 The Future of AI in Advertising37:38 Predictions for AI in the Creative Industry---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub 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

two & a half gamers

We dive into Megabonk, a surprise Steam indie hit that's taken Twitch and the charts by storm. With 82K+ CCU, $2M in its first two weeks, and streamer hype driving growth, the trio explores what makes Megabonk work and whether it could scale to mobile.Key insights:Roguelite 3D blend of Vampire Survivors and Risk of Rain 2.Deeper systems: map objectives, shrines, infinite inventory, banish/skip mechanics.Core humor: banana-rang weapon, Mega Chad character, quirky item design.“Screwed-up moment” for roguelites - moving past 2D isometric clones.Shroud and other top Twitch streamers boosted it to 114K peak viewers.Viral builds (level 500+ with full-screen bananas, nukes, shrines) = highly watchable.Game thrives because it's fun to watch as well as play.Day 11: ~300K units sold, $2M revenue (discounted launch price €8.28).Vampire Survivors never reached this CCU peak despite 23M lifetime units.Risk of Rain 2 = 141M gross but publisher-backed. Megabonk is solo-dev mystery.Obvious rewarded ad placements (refresh button, rerolls, revive).Gacha for gear/characters could add whale-driven revenue.Estimates: ~$270K/month ad revenue if ported straight to F2P. With gacha: far higher.Sustaining Twitch attention requires updates or new systems.Still, design depth is strong - the “systems combination” is what competitors will copy.Takeaway: Megabonk is the new roguelite phenomenon: deep systems, streamer fuel, and endless monetization potential if (when) it comes to mobile.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

two & a half gamers

Felix dives into ad monetization trends, focusing on the surprising rise of prison-themed games dominating the simulation and idle arcade charts.Key insights:Prison Life (Supercent)~$107K/day ad revenue, ~$38M annual run rate.DAU ~2M, nearly 100% ad-driven.Rewarded impressions: ~4 per DAU (50% base) = $42K/day.Interstitials: ~6 per DAU (70% base) = $60K/day.Clever onboarding: first speed-up (Segway/tricycle) given for free → players experience premium benefit → later higher conversion.Takeaway: “Give it free first, then charge later.”Prison Survival (Highgame, Vietnam)DAU ~600K. Revenue ~$21–32K/day.Hypercasual-style “convert or die” model → if no rewarded ad, user is forced into interstitial.Core loop 50–80s → optimized for frequent ad exposure.Monetization mix: 6–8 interstitials per DAU = $12–15K/day; rewarded = $2–3K/day; banners/app open = $2K/day.Takeaway: Hypercasual ad-monetization loops still work in 2025.Prison Escape Journey (X Games Global, Vietnam)DAU ~560K. Revenue ~$10–15K/day.Essentially, a supermarket simulator reskinned with a prison theme.Interstitials on 180s loop; rewarded ads for ramen currency; “remove ads” IAP.Clever use of interstitial at app open instead of Google's app open ad → eCPM $8–15 vs $2.Prison Escape Simulator (Digital Melody)DAU ~220K. Revenue ~$6–10K/day.Softer ad strategy: fewer interstitials (~8 per DAU) + hidden rewarded ads.Monetizes heavier on rewarded app open format.Launched mid-August 2025, still scaling.Genre Trend: Simulation → Prison Theme TakeoverA year ago, supermarket manager sims dominated top simulation charts.Today: Prison Escape Journey is #1 in simulation.Prison themes resonate globally — from idle arcade to forex to supermarket clones.Takeaway: Prison is the new supermarket. Expect more reskins, higher conversion funnels, and creative UA exploiting the theme.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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Ad Monetization Trends03:36 The Rise of Prison-Themed Games08:57 Deep Dive: Prison Survival Game Analysis14:54 Exploring the Supermarket Simulator Influence20:43 Conclusion: Future of Simulation Games---------------------------------------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

two & a half gamers
Coin Sort Review: The Hybrid Puzzler smarter than HexaSort

two & a half gamers

Play Episode Listen Later Sep 24, 2025 35:31


We dive into Coin Sort, a surprising hybrid-casual puzzler that blends merge + sorting mechanics with clever ad monetization.Flow-state puzzler: players merge and sort coins, driving a satisfying loop.Unique twist: players call in new coins themselves, creating agency.Difficulty ramps as more coins = higher-value merges = more chaos.Shallow progression today (daily rewards, calendar, boosters).Likely to expand into menu + cosmetic/meta systems if scale continues.Early launch style: prove core loop, meta comes later.Revenue ~$120K/day; ~65% IAP, ~35% ads.Banner ads: ever-present, likely a decoy to push “Remove Ads” IAP.Interstitials: after level 3, ~9.7 per DAU. Pop-up after 3rd = strong “remove ads” conversion.Rewarded ads: clever mechanic where frozen stacks of coins drop mid-level for 5s → high-pressure CTA. Also includes 2x post-level and daily reward.Explosive scaling since June 2025, 360K DAU → $40K/day ads + $80K/day IAP.Strong Tier 1 focus: US, UK, Canada, Australia, Japan.Scaling with playables, though creative variety still thin (3–4 pages).Coin Sort is IAP-heavy (~65% IAP vs HexaSort's 88% ads).Takeaway: Coin Sort proves that hybrid puzzlers don't need to be ad-first — if you build clever ad funnels that push players into IAPs, you can scale fast in Tier 1 markets.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~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Vibe Check03:47 Game Discussion: Coin Sort06:47 Gameplay Mechanics and User Experience09:57 Monetization Strategies and Ad Revenue18:48 Game Launch and Initial Reception21:47 Creative Strategies and User Engagement24:47 Scaling Challenges and Market Dynamics27:55 Comparative Analysis of Game Performance30:47 Future Trends and Market 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

The Bitcoin.com Podcast
Arrests. Ads bans. A move to the desert.

The Bitcoin.com Podcast

Play Episode Listen Later Sep 16, 2025 38:34


Arrests. Ads bans. A move to the desert.@_dsencil catches up with @maplesyrupsuckr to talk about running bitcoin.com through chaos — and what it takes to survive in crypto's trenches.Timestamps:00:00 Intro03:03 Transition to CEO and Challenges Faced05:51 Relocation to Dubai and Crypto Regulations09:06 Overview of Bitcoin.com Products11:57 User Acquisition and Marketing Strategies15:07 Concerns About Advertising and Regulation18:03 The Future of Bitcoin and Quantum Risks20:52 Excitement in the Crypto Space and Lending OpportunitiesWatch the full interview here.#Bitcoin #crypto #quantumSubscribe to our channel and hit the bell "

Deconstructor of Fun
304. The Founder's Dilemma: Equity vs. User Acquisition Financing

Deconstructor of Fun

Play Episode Listen Later Sep 8, 2025 73:59


Mishka Katkoff sits down with Pranav Singhvi (General Catalyst, Customer Value Fund) and Joe Wadakethalakal (PVX Partners) to unpack the rise of UA financing, a new capital instrument that lets gaming and app companies scale user acquisition without giving up massive chunks of equity.We break down:1. Why traditional VC or debt financing is often a poor fit for customer acquisition.2. The origins of UA financing and why treating cohorts as “assets” changes the game.3. The differences between PVX Partners' gaming-first model and General Catalyst's broader CVF.4. Success stories like Superplay's $2B exit, powered by UA financing.5. How founders should think about timing, risk, and capital allocation.6. Why CAC is the new CAPEX, and how EBITCAC could replace EBITDA as the real profitability metric for gaming and app businesses.00:00 – Guest Intros (Pranav Singhvi & Joe Wadakethalakal)01:00 – What is UA Financing05:30 – PVX Partners vs. Customer Value Fund15:00 – Equity vs. UA Financing: Which Capital Fits Which Stage?19:15 – Founders as Capital Allocators: Balancing Risk, Growth & Dilution22:30 – What Returns Look Like in UA Financing (Real Economics)24:30 – Scaling Beyond Balance Sheet Limits28:00 – When Is the Right Time to Use UA Financing? 32:00 – LTV Curves, Incremental ROAS & Product Readiness35:30 – Case Study: How Superplay Used UA Financing to Reach a $2B Exit38:50 – PVX Success Stories 41:40 – Managing Risk: Oversight & Skin in the Game48:00 – What Counts as CAC? Influencers, Celebs, and Brand Marketing49:40 – The Future of UA Financing & Cohorts as a New Asset Class52:40 – CAC is the New CAPEX: Rethinking EBITDA as EBITCAC57:30 – Why Tech Companies Look Unprofitable but Aren't59:00 – Advice for Founders Considering UA Financing01:04:00 – Capturing Market Share Before Competitors Catch Up01:07:00 – Final Takeaways & Closing Thoughts