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  • Is Microsoft buying Activision market share?

    I’m spending some time getting back up to speed on the major players in the games sector as part of my increased involvement in Hiro Capital, and this chart in the Activision Blizzard annual report leaped out...

    • Posted 1 month ago
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  • What does inflation mean for the games industry?

    I’ve recently been asked to think about what rising inflation (8.2% in the UK in June; 9.1% over the last 12 months in the US) means for the video game industry. There are three areas to think...

    • Posted 2 months ago
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  • Why is the Microsoft Store so bad?

    I just saw a chart from Martin Nerurkar about the sales of his game Nowhere Prophet by platform. He followed up with this tweet: And if you’re wondering why the Microsoft Store isn’t on this graph, that’s...

    • Posted 2 months ago
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  • Can consoles support large F2P games? They already do

    Sony’s recent corporate presentation was heavily focused on F2P and live-service games. Piers Harding-Rolls has an excellent analysis thread on Twitter, and these 2 charts leaped out at me. That chart shows that more a quarter of...

    • Posted 4 months ago
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  • Web 3.0: Crypto-currencies, the blockchain, NFTs and pay-to-earn

    Cryptocurrencies, the blockchain, NFTs and pay-to-earn: 4 separate growth areas that promoters and shysters conflate, to the detriment of us all. The crypto/blockchain/NFT bubble continues apace. Compared to the dot com bubble that burst in 2000, it...

    • Posted 10 months ago
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  • Web 3.0: from cynicism to evangelism

    I am continuing my quest to understand this third major transition in the technology / games markets in my career (first: the Internet; second: free-to-play; now: the blockchain). I feared that I didn’t or couldn’t understand. Spending...

    • Posted 10 months ago
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  • Cryptocurrency, NFTs and pay-to-earn: the new world or a gigantic Ponzi scam?

    Twice in my career, I have been at the forefront of massive change. In 2000, I was an Internet analyst at Deutsche Bank advising middle-aged men (and they were all men) on how this new nerdy Internet...

    • Posted 1 year ago
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