GameMakers

In an era where “good” isn’t good enough, this talk breaks down how to generate alpha—company-specific excess returns—by choosing the right game to play and going all-in on the highest-leverage moves. We cover the macro forces reshaping competition, case studies of teams that found alpha, and where velocity and AI change the basis of competition. What's your unique advantage? This talk emphasizes the significance of business strategy, particularly in light of the rise of AI and intense competition.Chapters:00:00 — Why “Finding Alpha” matters in 202501:15 — Macro: 5 secular trends (China, Attention Economy, Efficiency, LiveOps, AI)05:50 — Concepts: Alpha vs. Beta, Macro vs. Micro09:40 — Play to Win: Finding the biggest point of leverage15:10 — History snapshots: distribution & monetization plays that created alpha21:30 — Where alpha lives now: Product × Growth × LiveOps (+ AI)26:45 — Product velocity: iterating fast in the right direction29:20 — Organizational Meta: re-shaping teams for the age of AI31:10 — Takeaways & next steps

GAME DEV REVIEW #1

NEWS:

Top 5 Gaming News

1. Call of Duty: Black Ops 7 Officially Revealed (GameSpot): Activision has unveiled the next entry in its massive first-person shooter franchise, "Call of Duty: Black Ops 7." The reveal trailer, showcased at Gamescom, provided a first look at the game's near-future setting and hinted at a narrative connected to previous "Black Ops" titles, with a release slated for late 2025.

2. Battlefield 6 Beta Receives Positive Reception (Kotaku): The open beta for EA and DICE's "Battlefield 6" has concluded, with players and critics praising its return to a modern setting, large-scale maps, and destructible environments. The positive buzz is seen as a crucial step for the franchise to regain momentum after the mixed reception of its predecessor.

3. Black Myth: Zhong Kui Announced by Game Science (Video Games Chronicle): The developers of the highly anticipated "Black Myth: Wukong" surprised audiences at Gamescom with the announcement of a new title, "Black Myth: Zhong Kui." This new game appears to be set in the same mythological universe, further expanding the rich world-building that has captivated a global audience.

4. India Passes Bill to Regulate Online Gaming (Reuters): The Indian parliament has passed a new bill that will regulate the country's online gaming industry, including a ban on games that involve real-money wagering. This legislation is expected to have a significant impact on the rapidly growing Indian gaming market and the companies operating within it.

5. Blizzard Co-Founder's Dreamhaven Struggles with Sales (Bloomberg): Mike Morhaime's Dreamhaven sold only 130,000 units of Wildgate one month after launch and 62,000 copies of Sunderfolk since April. Demonstrates the challenges new studios face in an oversaturated market, despite their pedigree.

Top 3 AI x Gaming News

1. Square Enix Tech Demo Shows AI-Generated Detective Game (Square Enix): Square Enix presented a tech demo for a detective game where an AI generates case files, clues, and character motivations. This procedural narrative system ensures that no two playthroughs are the same, showcasing how AI can be used to create systemic and emergent gameplay loops.

2. Unity 6.2 Launches All-In Generative AI Suite (CG Channel): Unity released Unity 6.2 on August 19 with comprehensive AI tools, including Generators for creating sprites, textures, and animations, plus an AI Assistant powered by GPT and Llama models. The update replaces Unity Muse with more flexible third-party AI model integration and expanded coding assistance capabilities.

   Tencent's AI Tool Slashes Art Production Time (Game Developer): Tencent unveiled an AI tool at Gamescom on August 22, 2025, that reduces art production time from days to minutes, streamlining asset creation for developers. The tool's efficiency could lower costs and accelerate game development cycles, sparking debates on artist job security.

The games industry is in a state of flux. Layoffs are widespread, AI is disrupting hiring, and the future feels uncertain. To navigate this new landscape, we're joined by Keith Caswell, a 20-year HR veteran with leadership experience at Microsoft, Electronic Arts, and Wizards of the Coast, for a masterclass in career and talent strategy.

Whether you've been recently laid off, you're a leader struggling to hire authentic talent, or you're trying to future-proof your career, this episode provides an actionable playbook for success.

In This Episode, We Discuss:

• The current state of the gaming job market and when it might recover.

• A step-by-step playbook for job seekers: networking, portfolios, and resumes.

• Why traditional interviews are failing and how to hire effectively in the age of AI.

• The real impact AI will have on game dev roles and the future of work.

• The debate between hardcore work ethic and work-life balance.

Connect with our guest:

Four years after Apple's ATT shook the mobile gaming world, measurement remains complicated—but not impossible. Airbridge CEO Roi Nam joins us for an unfiltered technical discussion on what's actually working in iOS UA today.

We explore SKAN 4.0, the power of CAPI, Web-to-App strategies, and why some studios see 54% LTV lifts while others struggle. From boosting ATT consent rates to understanding the UA-monetization convergence, this episode delivers the practical insights mobile gaming professionals need to compete in 2025.

Warning: This gets technical. If you're looking for surface-level tips, this isn't it. But if you want the real strategies driving growth at top studios, you're in the right place.

Join us for an eye-opening conversation about how AI is completely transforming the game animation industry. Viren Tellis, CEO of Uthana, shares how their technology is enabling developers to animate characters in seconds instead of days, democratizing game development for indie creators.

What you'll discover:

• The three game-changing ways to create animations with AI (text, video, and smart libraries)
• Why animation AI is harder to build than image generators like Midjourney
• How indie developers are shipping games without hiring a single animator
• The coming revolution of real-time, responsive AI characters in games

What's the real cost of being a startup gaming founder? In this very off-topic conversation, my old friend Mishka Katkoff (Deconstructor of Fun) and I go deep on the topics nobody puts in their pitch deck. We share personal stories about the psychological and physical toll of the grind, and question the nature of ambition in the game industry.This isn't your typical industry talk. We discuss life, sacrifice & suffering, success, and many other topics that we usually don't talk about unrelated to the business of games.Timestamps:00:00:00 - Mishka's "Slower Phase" as a Family Man00:03:56 - Does Hustle Culture Mask Deeper Problems?00:07:55 - The Difference Between Suffering and Sacrifice00:22:29 - Mishka's Biggest Lesson: Why Shared History Beats Shiny CVs00:37:35 - If Your Startup Succeeds, What Personally Changes?00:54:41 - The Pressure of AI: Is This Our Last Chance to Grind?01:02:40 - The Unseen Toll: A Founder's Most Personal Confessions01:04:15 - "I Was Happy": My Reaction to the SVB Collapse01:05:03 - When Stress Becomes Physical: Crying Spells & Panic Attacks01:07:07 - Mishka's Advice to Aspiring Founders: "Shut the F*** Up"01:12:13 - Final Thoughts on Finding Your PathSUBSCRIBE TO GAMEMAKERS:- Newsletter: https://www.gamemakers.com/😃 —CONNECT WITH JK! — • INSTAGRAM → @jokim1• TWITTER → @jokim1• LINKEDIN → https://www.linkedin.com/in/jokim/

Apple and Google are taking 43% more money from your game than you think – and your competitors are using web shops to capture that revenue instead. In this eye-opening discussion, Stash's Chief Growth Officer reveals how top mobile games generate 50%+ of revenue through direct-to-consumer channels while others leave millions on the table.Why you need to watch this:- Discover the hidden math behind the "30% platform fee" that's costing you millions- Learn the exact playbook Scopely and Supercell use to maximize web shop revenue- Understand how the Epic ruling changes everything for mobile monetization- Get actionable metrics and strategies you can implement immediatelyTimestamps:00:00 - Introduction & Web Shop Revolution01:26 - How Epic vs Apple Changed Everything08:40 - The Brutal Math of Platform Fees15:00 - Three Pillars of Web Shop Success22:03 - Implementation Roadmap33:05 - Best Practices from Top Performers45:10 - The Epic Ruling Implications55:12 - Metrics That Matter1:09:34 - Future of Mobile Gaming DistributionGuest: Archie Stonehill, Chief Growth Officer at StashHost: Joseph Kim📊 Download Stash's Web Shop Guide: [link]💼 LinkedIn: Joseph Kim (@jokim) | Archie Stonehill (@archie-stonehill)#MobileGaming #GameDev #WebShops #GameBusiness #GameMonetizationSUBSCRIBE TO GAMEMAKERS:- Spotify Podcast: https://spoti.fi/3Cpyq7i- Newsletter: https://www.gamemakers.com/😃 —CONNECT WITH JK! — • INSTAGRAM → @jokim1• TWITTER → @jokim1• LINKEDIN → https://www.linkedin.com/in/jokim/

The game development industry is in flux. From the intense pressure of the attention economy and global competition to the seismic shifts brought by Artificial Intelligence, how is the crucial role of the Product Manager evolving?  

Join us for an in-depth exploration of these critical questions, featuring a panel discussion, "The Evolution of the Product Manager," and an exclusive after-panel debrief.

Hear directly from industry product leaders as they dissect the challenges and opportunities ahead.  

Speakers:* Oren Debi. Generative AI Lead & VP Product at SciPlay.* David Duong. Sr. Director of Product Management at Respawn Entertainment (Apex Legends).* Tim Hong. Head of Live Service Games at AWS for Games.* Lee Horn. Fmr. VP of Product & Game Director at Mountaintop Studios.* Joseph Kim. CEO at Lila Games.* Solomon Lichter. Sr. Director, Global Gaming at CleverTap.

In this episode, you'll discover:

• The macro trends fundamentally altering game development.  
• AI's current and future impact: from efficiency tool to "agentic AI" and the "PM+1" concept.  
• The cultural divide between mobile and PC/console PM practices and why adaptability is key.  
• Actionable strategies for PMs to thrive, including Gartner's "3 Returns" framework and the importance of "product velocity."  
• Candid reflections on what it takes to succeed in this new era of game creation and management.  

Whether you're a studio executive, product manager, marketer, or passionate about the future of gaming, this discussion offers invaluable insights.

EPISODE CHAPTERS:(Listen in order or jump to the sections most relevant to you)

0:00:00 Introduction: Setting the Stage for the Evolving PM

Part 1: Product x LiveOps Symposium Panel – The Product Manager in Flux0:04:24 Macro Trends Redefining Game Development (Attention Economy, Rise of China, LiveOps Resurgence) 0:11:19 AI in the Trenches: Separating Hype from Reality (Current Efficiency Gains in Art, Code, PM Tools) 0:14:31 The Evolving Product Manager: Mobile PM Agility vs. PC/Console Tradition (Solomon Lichter's initial thoughts) 0:16:59 The Evolving Product Manager: Resistance to PMs in PC/Console (Lee Horn's insights) 0:18:32 The Evolving Product Manager: Hiring for AAA – Fundamentals, Empathy, Communication (David Duong's insights) 0:21:01 The Evolving Product Manager: AI's Impact, Team Compression, and the "PM+1" Concept (Joseph Kim's insights) 0:26:36 Key Panelist Takeaways: Adapt or Die, AI Adoption, Design Thinking, the PM+1, and Live Ops Agents

Part 2: The After-Panel Huddle – Deeper Reflections & Future-Proofing0:29:14 Industry's Hunger for Tactical AI Knowledge & Embracing Uncertainty 0:34:03 AI: From Feature to Foundational Orchestration (PM's Evolving Value, Gartner's "3 Returns" Framework begins around 0:42:41, "Product Velocity" as a North Star Metric specifically at 0:47:53) 0:55:46 Agentic AI: The Next Frontier in Live Ops (Understanding Agentic AI, Practical Applications, Data Strategy Prerequisite) 1:00:40 The Culture Clash Revisited: Adaptability as the Ultimate Competitive Edge (Mobile vs. HD, Failure to Adapt) Conclusion & Final Actionable Advice1:05:16 Your Roadmap for the Future of Game Product Management (Final Advice Introduction)1:05:47 Get Hands-On & Be Curious (Tim Hong's advice) 1:06:54 Build in Public & Learn Out Loud (Solomon Lichter's advice) 1:08:46 Embrace Continuous, Urgent Learning (Joseph Kim's advice)  

Follow us for more deep dives into game development, AI, and product management.

Is HTML5 gaming finally ready for prime time? After multiple failed attempts over the past decade, something fundamental has changed.

In this episode, we sit down with Dmitry Kachmar, CEO of Playgama, who recently raised $3M betting that HTML5 gaming is about to explode. Thanks to GPU advances from the AI boom, 5G networks, and platforms desperate to break free from app store monopolies, browser-based games can now rival native mobile experiences.

We dive deep into why Discord, Telegram, and every platform with a web browser are racing to add games, how developers can leverage this distribution revolution, and what it means for the future of mobile gaming. Dmitry shares candid insights on platform-specific design strategies, the challenges of retention without app store lock-in, and why he believes over 50% of new games will be HTML5-based within five years.

Whether you're a game developer, studio executive, or industry observer, this conversation reveals why the next chapter of gaming might not be in app stores—but everywhere else.

Key topics covered:

• The technology convergence enabling AAA-quality browser games
• How to monetize without the 30% app store tax
• Platform-specific strategies for Discord vs Telegram vs web portals
• Why viral mechanics are no longer optional
• The distribution-as-a-service model reshaping game publishing

About the guest: Dmitry Kachmar is CEO of Playgama, former Yandex executive with multiple exits, Harvard grad, and adtech veteran now focused on democratizing game distribution.

Why $200M games flop — and how LiveAware’s “always-on” player insight flips the odds.• Echo-chamber dev culture & launch disasters• Quant vs qual data gap killing velocity• LiveAware’s one-click capture → AI analyze → auto-Jira flow• Surfacing bugs & sentiment from Discord, YouTube, surveys• Dashboards that feed artists, designers, engineers the clips they need• Case studies: Dead as Disco, S.T.A.L.K.E.R. 2, Treehouse competitive intel• Indie-friendly pay-as-you-go pricing + roadmap to multi-channel feedback nirvanaOUTLINE:0:00 Underwhelming game launch failures4:00 Vision vs player expectation gap8:00 Quantitative vs qualitative data gap12:00 LiveAware capture analyze share workflow16:00 One-click streaming and transcription20:00 AI clusters themes and clips24:00 Tailored dashboards and auto Jira28:00 Multi-channel feedback aggregation explained32:00 Indie vs AAA use cases36:00 Dead as Disco success story40:00 S.T.A.L.K.E.R. 2 QA integration44:00 Signal vs noise management48:00 Feedback philosophy continuum debate52:00 Future roadmap and pricing plansSUBSCRIBE TO GAMEMAKERS:- Newsletter: https://gamemakers.substack.com/😃 —CONNECT WITH JK! — • INSTAGRAM → @jokim1• TWITTER → @jokim1• LINKEDIN → https://www.linkedin.com/in/jokim/