Deconstructor of Fun

• TWIG #348 Roblox’s Big Bet, Blizzard's Mobile Chaos & Destiny Rising’s Flop

  From Roblox’s RDC bombshells to Destiny Rising’s flop, this week’s DoF crew breaks down the biggest shifts in gaming. We get into NetEase’s bets, China’s growing power, and why analytics from Newzoo’s 2025 report matter more than ever. Plus: Blizzard’s messy leadership shakeups, Roblox’s new monetization tricks, Xbox’s subscription struggles, and the hype around Hollow Knight: Silksong. Oh, and yes, Jen’s got a big personal update too. <3Chapters00:00 Introduction and Personal Updates03:55 Shills and Upcoming Events06:00 Medical Leave and Personal Challenges10:40 Corrections and Analytics Discussion15:13 Destiny Rising and Community Reception18:54 Chinese Developers and Western IPs23:56 Warframe: A Case Study in Game Development31:56 Market Trends and Player Demographics36:26 Blizzard's Mobile Strategy: A Shift in Focus40:40 Silksong: Success of Indie Games45:11 Developer Exchange Rate and Its Implications45:39 Roblox RDC: Key Announcements and Changes54:33 Monetization Strategies: Rewarded Ads and Developer Insights58:34 Roblox Moments: The TikTok Integration and Its Impact01:00:31 Concerns Over Aggregation and Control in the Gaming Industry

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• Inside RDC 2025: How Roblox Is Courting Pro Developer

  Jen Donahoe is joined by Joe Ferencz (GameFam) and Stephen Dypiangco (Max Power Gaming) to break down the biggest takeaways from Roblox Developer Conference (RDC) 2025. The crew digs into Roblox’s massive milestone of 112M DAUs, the 8.5% bump in the developer exchange rate to lure in more professional talent, and the new “ad flywheel” that streamlines campaigns while adding rewarded video into the mix. They also tackle the tricky business of bringing IP into Roblox, how AI is supercharging UGC, and why the company is doubling down on safety with 100+ new tools and policies. 00:18 Roblox's Growth and Platform Dominance00:51 Overview of RDC 202504:39 RDC Vibes and Attendee Insights09:48 Roblox's Monetization and Developer Payouts18:21 Advertising and Rewarded Video Innovations26:29 Brand Integrations and Campaigns on Roblox28:34 Integration vs Standalone Brand Experience30:46 Rewarded Video and Its Benefits32:22 Challenges with Brand Hubs on Roblox36:26 New IP Platform and Licensing42:53 AI Tools for Developers and Players46:11 Roblox Moments: TikTok Meets Roblox50:38 Safety Measures and Brand Concerns53:31 Roblox's Growing Influence

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• 304. The Founder’s Dilemma: Equity vs. User Acquisition Financing

  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

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• TWIG #347 Call of Duty Movie, De-Monetization of Real-Money Gaming and Google's New Court Case

  This week, we cover Google’s latest courtroom headaches, the evolution of KPIs in gaming analytics, and the incoming Call of Duty live-action movie. We unpack Rec Room’s layoffs, compare Roblox vs Rec Room head-to-head, and dig into Microsoft’s IP bets from Perfect Dark to Halo. Plus, we debate Star Wars: The Old Republic, break down Roblox’s latest monetization trends, and ask what the rise of real-money gaming in India means for the global market.00:00 Introduction and Hosts’ Banter02:38 Upcoming Gaming News Highlights03:35 Cress’s Personal Update05:39 Phil’s Podcast Review07:16 Debate on Star Wars: The Old Republic10:32 Google’s Legal News and Impact12:58 New KPIs in Gaming Analytics20:19 Call of Duty Live Action Movie Discussion29:15 Google Play’s New Public Profiles31:15 Rec Room Layoffs and Analysis34:05 Capital Deployment and Venture Capital Concerns34:47 Roblox vs. Rec Room: A Comparison38:12 Perfect Dark and Microsoft’s IP Strategy39:11 Halo and Hell Divers Collaboration44:29 Destiny Rising and the Mobile Shooter Market55:26 Roblox’s Monetization and UGC Trends01:03:57 Real Money Gaming in India01:07:00 Conclusion and Final Thoughts

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• 303. Why Scandinavia Makes You So Happy? And Why We Chose To Leave.

  Phillip Black and Michail Katkoff break down why they left the Nordics, trading modesty-maxxing for Mediterranean chaos and a bit more sun. The two dive into the quiet conservatism baked into Scandinavian life, the erosion of hunger that comes with too much comfort, and the calculus behind moving to Cyprus and Greece. 00:00 The Conservative Psyop of Scandinavia04:31 Cultural Reflections and Personal Experiences in Sweden09:07 Transitioning to Cyprus: Opportunities and Challenges13:37 Understanding the Swedish Welfare State18:03 Career Reflections and the Consulting Path24:30 Navigating the Gaming Industry's Landscape26:54 The Challenges of Client Management29:51 Decisiveness in Consulting32:41 The Emotional Rollercoaster of Consulting34:36 Building a Sustainable Deal Flow37:26 Establishing Expertise vs. Personality41:39 Life Choices and Career Reflections42:34 Balancing Work and Personal Life46:13 Relocation and Family Decisions48:58 Cultural Differences and Education Challenges55:28 Economic Growth and Finland's Future61:04 Reflections and Future Aspirations

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