Deconstructor of Fun

Mobile publishing isn’t dead, it’s mutating!
In this TWIG episode, we break down how Ares Interactive is trying to resurrect Glu with a $70M Series A and what that says about the current “publisher vs. studio” power balance.
We also tackle Google’s new immersive world model, Genie 3, and the industry’s first defensive reflex: how do you keep the genie in the bottle when the bottle is an API?
Phil drags us into Highguard Marketing, making us unpack the pitch, the incentives, and why “pseudo-defending” it still feels like a red flag.
Finally, we hit Arknights: Endfield launching off the back of a reported 35M pre-registrations, and what that number does (and doesn’t) predict once the game meets CPI, retention, and live ops gravity.

The question nobody in the West wants to answer honestly: the biggest shooters in the world are not the ones you argue about on Twitter.This episode rips into Highguard’s shadow drop, the “beta that isn’t labeled beta” problem, and the stubborn reality that the shooter market has converged into two and only two genres: Battle Royale and tactical.We talk Highguard and Spectre Divide as case studies for why “ex-Apex devs” is marketing copy, not a strategy, and why in 2026 a shooter doesn’t get a long runway to “fix it live.”Guest: Christopher Anjos, with Chris Sides and Feras Musmar.We discuss:- High Guard as a MOBA-raid shooter hybrid and why its best moments arrive only after five minutes of downtime.- Defense phase, resource phase, then the game finally becomes itself: mounts, CTF energy, base raiding.- Shadow drops vs. tech tests: why the Apex Legends playbook doesn’t port cleanly into 2026.- “Early access” is just launch, and Steam labels don’t save you from retention.- The 3v3 trap: high risk formats where one leaver or one death warps the whole match.- Why 3-person squads feel like a couple plus a third wheel, and when 3v3v3 or 5v5 might actually work.- The “two genres” thesis: Battle Royale and tactical shooters as the market’s default equilibrium.- The creator-credit illusion: “ex-Red Dead lead designer” as a brand signal that often means nothing.- Players want auteur vibes; production reality is thousands of hands and fuzzy accountability.https://graygoatgaming.com/

Sensor Tower Report 2026 breakdown with Jonathan Briskman. We unpack the biggest mobile app trends 2026 and mobile gaming trends 2026.
We discuss monetization shifts (IAP vs ads), market localization strategies that actually move the needle, and the rise of AI-powered apps changing consumer behavior and competition.
State of Mobile 2026: https://bit.ly/4bvjI2b
Chapters:
02:13 - Downloads plateau, in-app purchase revenue up
07:15 - Apps overtaking traditional gaming in revenue growth
12:05 - US market trends: AI, short drama, social media
15:14 - The rise of generative AI platforms
16:03 - In-app revenue growth comparison: apps vs. games
20:09 - Non-game monetization lessons from successful apps
26:49 - Top performers in downloads and IAP
32:50 - The attention economy
46:05 - The explosion of generative AI content in social media
60:13 - Trends in hybrid casual, hyper-casual, and ad spend efficiency
65:18 - Market barriers and the advantage of existing data for new entrants
73:35 - Investment opportunities
82:29 - Future outlook: differentiation through tailored, niche AI solutions

Ubisoft layoffs point to deeper problems in AAA, a16z fund performance shows VC money tightening up, and TikTok’s future as a growth channel for games looks far less certain — from ownership issues to slowing ads and algorithm risk. We talk about what this means for user acquisition, why AI video apps are starting to matter, concerns around GDC attendance and safety, The New York Times stepping into mobile games, and why monetizing word games remains so hard. We also cover the launch of High Guard and wrap up with what to watch next as the industry enters its next reset.
00:00 Welcome01:49 Meeting Mihir Va from EA05:50 PGC Recap and Rumors17:23 Ubisoft Layoffs and Critique21:28 A16Z Fund Performance Analysis30:44 TikTok's New American Entity31:18 TikTok's Impact on the Gaming Industry31:51 Ownership and Future of TikTok in the US33:37 Concerns Over Content Moderation and Algorithm34:36 TikTok's Stagnation and Advertising Decline35:36 Emerging Threats: AI Video Apps38:31 GDC Attendance and Safety Concerns43:46 New York Times Enters the Mobile Gaming Market49:36 Challenges in Monetizing Word Games52:13 Launch and Reception of High Guard57:33 Conclusion and Upcoming Topics

Zynga's EVP of Studio, Yaron Leyvan, shares his 13-year Zynga journey, from the early days to Zynga to today, where the company operates under Take-Two, and the acquisition strategy behind successful post-acquisition integration in mobile gaming.
Yaron breaks down how Zynga builds forever franchises: sustainable games powered by live ops, repeatable game development, and disciplined iteration, where innovation is real, and data-driven decisions don’t kill creativity.
We also get into studio culture after an acquisition: protecting speed, talent density, and decision-making while aligning with parent-company expectations.
Chapters:
00:20 Yaron's Journey
10:00 Creating Forever Franchises
19:40 Post Acquisition Studio Management
30:45 Day in the Life of a Head of Studios
47:38 Hubris and Humility
59:18 The Role of AI and Future Outlook