Apr 29, 2026
Mitch and Blake discuss the rise of the Istanbul gaming scene, which has exploded in the last 15 years and come to dominate the incredibly lucractive "match 3" mobile puzzle genre -- a genre which represents a significant percentage of global mobile game revenue. They discuss some of the important metrics...
Apr 22, 2026
Blake and Mitch discuss the thesis that the games business is losing share of attention to non-game interactive applications. They discuss whether there is actually a defined market for interactive entertainment, and whether applications like TikTok should be considered "interactive."
They discuss and try to quantify...
Apr 15, 2026
Mitch & Blake discuss one of their favorite companies in games, Roblox.
They start by outlining Roblox's core competitive advantages, and how they are unique in providing creation, consumption, aggregation, and monetization in a single platform. They also discuss how unusual it is for a company to get to Roblox's...
Apr 8, 2026
Blake and Mitch return! They begin with a discussion of the "Great Inflection" in software in the last several months. They then do some follow-up to last season, particularly their "deadpool" episode that turned out to be way too kind to the companies they profiled.
The hosts then "draft" six trends that were visible...