TWIG #325 Ubisoft Bails Out, AppLovin Fights Back, Roblox Becomes an Ad Network

Deconstructor of Fun

GDC’s over, but the takes are still hot. Eric Kress recaps the chaos and questions Dark Legion’s staying power, while Phil gives the Game Craft boys a well-deserved nod.

Then it’s Switch 2 speculation time: is Nintendo finally back in the power game? Meanwhile, Roblox cozies up to Google for rewarded ads—what does that mean for the ecosystem?

Meanwhile, AppLovin fights off short seller heat while asserting market dominance. Plus, Tencent’s playing the long game with Ubisoft, again—no surprise, but lots to unpack.

02:12 GDC Highlights and Dark Legion Update
03:18 Game Craft Podcast
05:27 CEO Interviews and App Charge Partnership
07:31 GDC Attendance and Dark Legion Performance
15:58 Switch 2 Announcement
23:26 Roblox Rewarded Ads and Google Partnership
31:54 AppLovin's Short Seller Allegations
36:17 Hedge Fund Hotels and Market Dynamics
36:36 AppLovin Market Dominance
38:49 Mobile Legends: Bang Bang Acquisition
43:57 Supercell's New Game: First Impressions
53:22 Ubisoft's $1.25 Billion Tencent Deal
01:05:36 Tencent's Long Game and Market Strategy