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July 11, 2025 53 mins

We kick things off with a no-holds-barred Supercell rant before diving into the hottest industry stories—from Xbox Game Pass profitability to Apple’s latest regulatory headache in the EU. We break down Supercell’s shifting strategy, IPO rumors, and what it all signals for the wider market.

The crew also explores Gen Z’s changing spending habits, mobile monetization trends, and why Merge games might be due for a second wind. Plus: Mecha Break’s breakout moment, studio culture shifts, and where smart money is going in games right now.

Heroic Gamescom Party > https://lu.ma/tjkk5r8k

Chapters:

01:57 Supercell Rant

06:03 Xbox Game Pass Profitability Debate

10:21 Apple EU Regulations and Tier System

13:31 Supercell's Strategy and IPO Speculations

21:11 Gen Z's Changing Spending Habits

24:40 Disposable Income and App Spending Trends

26:40 Gen Z Gaming Preferences

28:51 Investment and Industry News

28:59 Company Culture38:19 Merge Genre Insights

42:57 The Rise of Mecha Break

43:58 Monetization Strategies in Gaming

53:07 Conclusion and Next Week's Topics

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