Look at Gaming #232 | Monday June 12th 2023

The creator class is growing larger and larger. When one rises to the highest echelon of content creators in the gaming space and after all the merchandising and sponsorships, the logical next expansion will be to create games leveraging the creator's IP.

Obviously the next step after that is to create a publishing arm to do the same for other creators and that's what we have here with OTK's publishing label, Mad Mushroom.

We're starting Monday off hot with a ton of news over the weekend. We have Xbox giving a roadmap for whats to come. Tencent and NetEase dominating the charts in terms of revenue for public gaming companies in China. MiHoYo crushing EA, ATVI in revenue. And of course some Louis Vuitton NFTs for all you bougie hypebeasts and hypebaes.


⚡ Spotlight 🤩
OTK launches creator-led publishing label Mad Mushroom | VentureBeat


🌊 MARKET 📞
Yicai Global: 80% revenue of top-10 gaming public companies in China in Q1 2023 is generated by Tencent and NetEase | GameDevReports

Phil Spencer Gives Update On Activision Blizzard Acquisition Efforts | Game Informer

MiHoYo made more money than either EA, Activision Blizzard and Embracer | Pocket Gamer.biz | PGbiz

MENA Region Growth / Supercell’s Dueling Betas / SEC Web3 Actions - YouTube

Did Summer Game Fest 2023 deliver? | Microcast | GamesIndustry.biz

Niko Partners: Chinese Gaming market in 2022 surged to $45.5M; the Chinese PC market is gigantic | GameDevReports


💎 Deep Dives 🔎
Understanding Link Tracking Protection, Apple's new privacy feature | Mobile Dev Memo by Eric Seufert

What Apple Vision Pro Means for Gaming | Naavik

How Twitch is Losing its Way | The Jacob Wolf Report

#207: Sale of the century | Hit Points by Nathan Brown

Newzoo: DLCs effect in PC and Console titles | Newzoo


🌈 Platforms 🏠
We've turned a corner with our games, says Xbox | GamesIndustry.biz

OTK launches creator-led publishing label Mad Mushroom | VentureBeat


✨ Web 3⃣ + Meta 🌐
Minecraft Still Hasn't Officially Banned NFTs—But It's Coming | Decrypt

Thirdweb Plots Web3 Gaming Push With Ex-Facebook Exec Hire | Decrypt

Our Most Anticipated Web3 Games | Naavik

Ava Labs Launches Avalanche Arcad3 to Help Game Studios Enter Web3 | Decrypt

Louis Vuitton’s Soulbound Luxury NFTs, Apple’s Expensive Vision and More Web3 News | Coindesk


🧠 Knowledge Hub 📘
The best game development software | GameDeveloper


👾 Game & Stats Releases 📊
Ubisoft's Open-World Star Wars Game Is Out Next Year | Game Informer

We finally get a deep dive on Starfield | VentureBeat

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Look at Gaming #233 | Tuesday June 13th 2023

The two largest titans in the industry are back at it again. Epic is now seeking an appeal on the Apple ruling.

The initial conflict began in 2020 when Epic attempted to bypass Apple's fees by offering direct payments in Fortnite, leading to the game's removal from the App Store.

Though the court ordered Apple to allow for alternative payment methods, the court ruled in favor of Apple on 9 out of 10 claims. Epic wants to seek a more decisive victory effectively claiming Apple is violating nationwide antitrust laws.

In other news, we have the FTC planning to block MSFT and ATVI merger, a few analysis of Xbox's new roadmap for 2024, a look at Capcom's new game showcase. That's it for today's news round up!


⚡ Spotlight 🤩
Apple and Epic ask US court to reconsider the ruling in their dispute | Pocket Gamer.biz | PGbiz


🌊 MARKET 📞
Report: FTC to file injunction to block Microsoft-Activision merger | GameDeveloper


💎 Deep Dives 🔎
#208: Taking flight | Hit Points by Nathan Brown

Analysis: which 'not-E3' games hit it big with gamers? | GamesDiscoverCo

Is Xbox's vision finally coming together? | Microcast | GamesIndustry.biz


🌈 Platforms 🏠
Capcom Showcase 2023: all the news and trailers | The Verge

Animoca Brands shifting focus away from US markets | Pocket Gamer.biz | PGbiz

Apple and Epic ask US court to reconsider the ruling in their dispute | Pocket Gamer.biz | PGbiz


🧠 Knowledge Hub 📘
The role of AI in games development part one: An Overview | Pocket Gamer.biz | PGbiz


💲 Fundraising 🤑
Hyper raises $3.6M from Amazon and more for its iPhone-based, VTuber-friendly avatar platform | TechCrunch

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Look at Gaming #233 | Monday June 19th 2023

Perhaps this might just be the hottest collaboration on the first half of the year for gaming with teasers showing Fortnite x Nike "Ultimate Sneakerhunt" campaign dropping tomorrow! What we'll be keeping tabs on is definitely on how Fortnite will be incorporating Nike's .Swoosh NFTs into its game and how that will pan out for the rest of the industry.

Guess we'll just have to wait for the next 24 hours to find out more!


⚡ Spotlight 🤩
Is Fortnite Adding Nike NFTs? Apparel Giant Teases Gaming Collab | Decrypt


🌊 MARKET 📞
GameStop’s Failed Turnaround | Naavik


💎 Deep Dives 🔎
A New Game from Supercell — what you need to know! | Deconstructor of Fun


🌈 Platforms 🏠
Animoca Brands partners with Japanese Web3 company Matsui | Pocket Gamer


✨ Web 3⃣ + Meta 🌐
Animoca Brands CEO Robby Yung: Expect ‘Triple-A Console-Style’ Web3 Games in 2024 | Decrypt

Arbitrum's New 'Layer-3' Xai Network Is Built to Power Web3 Games | Decrypt

Ready Games launches tools for building Web3 mobile games | Venture Beat

Roleverse empowers users to make their own games with generative AI | Venture Beat


🧠 Knowledge Hub 📘
Konvoy VC: Future of User Generated Content | Konvoy.vc


👾 Game & Stats Releases 📊
The 13 most anticipated games unveiled this summer | Venture Beat

Diablo 4 makes more in five days than Immortal has in a year | PC Games N

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😮‍💨 Take a deep breath, grab your beverage of choice, and dive into the 16th Edition of WAGME!

• ❗️ 4 Priority Items to pique your interest
• 💻 6 Mints n Drops to enrich your gaming
• 📘 5 Guides to keep you ahead
• 👾 15 Game Releases/Updates to keep you in the loop
• 🧐 1 Newly Spotted Game to track

Ready to relax and game on? ➡️ WAGME #16

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Drop a gg in the comments! Would love to hear from you! 🍸

Look at Gaming #235 | Wednesday June 21st 2023

The stakes are indeed high in the Microsoft vs FTC saga. Microsoft has until July 18th to try and close its proposed acquisition; otherwise, it has to pay $3 billion in breakup fees to Activision Blizzard or renegotiate new terms.

What do you guys think will happen? Will the merger be blocked or will it go through? Would love to hear some insights on the comments below!

On the other hand, it was pretty disappointing to see that the collaboration between Fortnite & Nike does not include any NFT elements.


⚡ Spotlight 🤩
FTC v. Microsoft: all the news from the big Xbox courtroom battle | The Verge

Fortnite's Collab With Nike's NFT Platform Doesn't Include In-Game NFTs | Decrypt


💎 Deep Dives 🔎
Data drop: huge Honkai: Star Rail, Monopoly Go, Goddess of Victory, Diablo Immortal revenue plus fresh market insights | MobileGamer


🌈 Platforms 🏠
Ubisoft CEO Yves Guillemot on Ubisoft’s increasing presence on mobile | Pocket Gamer

Lawyers: Email proves Microsoft's Activision bid is designed to eliminate PlayStation | Axios

✨ Web 3⃣ + Meta 🌐
Bored Ape Creator's 'HV-MTL Forge' Mech Game Revealed | Decrypt


🧠 Knowledge Hub 📘
Traditional gaming shrinks to 26.7% of game and esports revenue as overall U.S. sales head to $72B by 2027 | VentureBeat

👾 Game & Stats Releases 📊
Final Fantasy XVI: all the latest on the darkest FF yet | TheVerge

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Look at Gaming #236 | Thursday June 22nd 2023

A step forward for web3 game Gods Unchained? News in today that IMX's Gods Unchained is debuting on Epic Games Store. It certainly isn't the first as previously Blankos Block Party (from Mythical Games) had also launch on Epic Games, though it failed to generate much fanfare.

Will it be different this time for Gods Unchained?


⚡ Spotlight 🤩
Gods Unchained Hits Epic Games Store Ahead of Mobile Expansion | Decrypt


🌈 Platforms 🏠
Microsoft is hiking the price of Xbox Series X and Xbox Game Pass | The Verge


✨ Web 3⃣ + Meta 🌐
Improbable Opens Up the Tech Behind the Bored Ape Metaverse | Decrypt

The Weeknd and Binance Enter the Metaverse | Decrypt


💲 Fundraising 🤑
Red Rover raises $5M for a multiplayer survival game | VentureBeat

Anichess Raises $1.5 Million to Put Magical Twist on Chess | Decrypt


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Look at Gaming #237 | Friday June 23rd 2023

The Sony x Microsoft x Activision x FTC saga is heating up with day 1 of the trial beginning.

Sony has reportedly planned to cut Activision from PS6 plans and Microsoft, through Bethesda will make their upcoming Indiana Jones game exclusive to Xbox & PC.

Long-term wise, this only losers in this whole saga may just be the consumers....


💎 Deep Dives 🔎
How Sorare Demonstrates a Sustainable Web3 Model | Naavik


🌈 Platforms 🏠
Sony is prepared to cut Activision Blizzard from PlayStation 6 plans | Game Developer

Bethesda's Indiana Jones Game Will Be Exclusive To Xbox And PC | Game Informer

Microsoft, FTC square off in Activision trial | Axios


✨ Web 3⃣ + Meta 🌐
NFL Rivals Scores 1M Downloads for NFT-Based Mobile Game | Coindesk


💲 Fundraising 🤑
Lumikai launches new $50m game fund backed by Supercell, Krafton and more | Pocket Gamer


👾 Game & Stats Releases 📊
Diablo Immortal earned $525M in the first year on mobile | GameDev Reports

2024 Video Game Release Schedule | Game Informer


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Look at Gaming #239 | Wednesday June 28th 2023

GM GM everyone. Let's take a break from the Microsoft FTC news for a bit and talk about some statistics that came out of WeChat today.

There are 400M+ MAU on WeChat's mini-games — that's an insane figure. Mini-games started in 2017 but was released worldwide in 2019. This large user base is enticing so 300k teams are working on shipping games exclusively on WeChat. There are similar superapps like Kakao Talk which also has a large gaming pressence.


⚡ Spotlight 🤩
WeChat’s mini-games have over 400m monthly active users | Pocket Gamer.biz | PGbiz


🌊 MARKET 📞
Microsoft exec was ready to ‘go spend Sony out of business’ to strengthen Xbox | The Verge

StreamElements & Rainmaker.gg: State of game streaming market in May 2023 | GameDevReport

KOCCA: In 2022 the South Korean gaming market revenue was $16.4B | GameDevReport

Microsoft considered a bid on SEGA | Axios

Microsoft sacrificed Xbox Series X sales for ‘long term ambition’ in the cloud | The Verge

Microsoft's Phil Spencer and the FTC | Axios

June's China game approvals make it 2023's biggest month yet | Pocket Gamer.biz | PGbiz


💎 Deep Dives 🔎
Embracer must focus on quality not quantity if it wants its bets to pay off | Opinion | GamesIndustry.biz

Breaking Down EA’s Executive Shakeup | Naavik

Netflix's password-sharing crackdown calculus | Mobile Dev Memo by Eric Seufert


🌈 Platforms 🏠
Unity rolls out AI tools and marketplace for game developers | GameDeveloper

Meta Forms VR Subscription | GameDeveloper

YouTube reportedly experimenting with online games | TechCrunch

WeChat’s mini-games have over 400m monthly active users | Pocket Gamer.biz | PGbiz


✨ Web 3⃣ + Meta 🌐
Mythical Games Raises $37 Million as NFL Rivals Tops 1M Downloads | Decrypt

Los Angeles, California: Where Hollywood Magic and Creativity Meet Web3 | CoinDesk

Fortnite's Collab With Nike's NFT Platform Doesn't Include In-Game NFTs | Decrypt


🧠 Knowledge Hub 📘
The future of app marketing in a privacy-centric age | VentureBeat


💲 Fundraising 🤑
Mythical Games Raises $37 Million as NFL Rivals Tops 1M Downloads | Decrypt


Web3 Gaming Studio Pixion Games Closes $5.5M in Seed Funding | CoinDesk

Publishing and analytics services firm SuperScale raises $5.4m | GamesIndustry.biz


👾 Game & Stats Releases 📊
Sensor Tower: FIFA Mobile reached $1B in revenue; South Korea is the largest mobile FIFA market | GameDevReport

Look at Gaming #240 | Wednesday June 28th 2023

A clear trend is emerging in mobile. The shift from hypercasual to hybridcasual is often talked about but there's another blossoming niche: midcore.

LiftOff (GameRefinery an analytics platform) released a report indicating that 35% of game revenue on iOS in the US comes from midcore games. The report also revealed that top grossing titles are strategy games. It also mentions that CPI for strategy is at $2.77 and $7.47 for shooters and $0.60 for RPGs.

Though midcore games have a hard time getting their return-on-ad-spend quickly when compared to casual games, the potential to build a deeper fan base shouldn't be discounted.

It might only be 35% in the US but I suspect that figure to be higher for Tier 1 eastern countries like Japan and Korea.


⚡ Spotlight 🤩
Midcore makes up 35% of total gaming revenue on iOS in the United States | Pocket Gamer.biz | PGbiz


🌊 MARKET 📞
Capcom world sales reached 500M copies | GameDevReport

Midcore makes up 35% of total gaming revenue on iOS in the United States | Pocket Gamer.biz | PGbiz

Final Showdown in Microsoft’s FTC Duel | Naavik


💎 Deep Dives 🔎
The bull and bear cases for mobile gaming | Mobile Dev Memo by Eric Seufert


✨ Web 3⃣ + Meta 🌐
Reflecting Upon the Last year in Blockchain Games | Deconstructor of Fun

Adventure Gold (AGLD) DAO is launching the Loot Chain, a dedicated layer 2 blockchain for the Loot community. | ALGD Twitter


💲 Fundraising 🤑
SuperScale raises $5.4M to grow games revenue SaaS platform | VentureBeat

Potential of in-game ads soars as Anzu raises $48M in Series B funding | Pocket Gamer.biz | PGbiz


👾 Game & Stats Releases 📊
Apple Arcade adds Stardew Valley, Slay the Spire in July | VentureBeat

__________

Drop a gg! Show some love. Miss y'all.

Let me know what your thoughts are about the MSFT x FTC.

Fundraising seems to be picking up a bit too. Are you guys seeing it on your end?

Look at Gaming #241 | Thursday June 29th 2023

Lotta goodies came out of the court documents today. Turns out it costs slightly north of $200M for PlayStation's top first-party games. These include titles like Horizon Forbidden West that cost $212M across 5 years with over 300 people. Another title, The Last of Us Part II took nearly 6 years to create with $220M and 200 full-time employees.

The juicy data keeps getting juicier with some leak info on the Call of Duty franchise on PlayStation. CoD pulls in more than $1B per year on PlayStation, $800M coming from the US. The whole CoD franchsie has lifetime earnings of $27B as of 2020 per ATVI. 66% of all U.S. PlayStation users play CoD.

The final hours of this trial is upon us. Who are you guys rooting for?


⚡ Spotlight 🤩
PlayStation's top first-party games now cost >$200 million to make | GameDiscoverCo


🌊 MARKET 📞
2023 Midcore Gaming Apps Report | LiftOff


🌈 Platforms 🏠
PlayStation's top first-party games now cost >$200 million to make | GamesDiscoverCo


✨ Web 3⃣ + Meta 🌐
Sotheby's to Launch New Gen Art Program Highlighting Generative Artists | CoinDesk

Warner Music Group and Polygon (MATIC) Launch Blockchain Music Accelerator | CoinDesk


🧠 Knowledge Hub 📘
GamesBeat Special Issue — Gaming communities: Making connections and fighting toxicity | VentureBeat


👾 Game & Stats Releases 📊
Among Us is getting an animated TV series | News-in-brief | GamesIndustry.biz

__________

Drop a gg! Show some love. Miss y'all.

Let me know what your thoughts are about the MSFT x FTC.

Fundraising seems to be picking up a bit too. Are you guys seeing it on your end?

Look at Gaming #242 | Friday June 30th 2023

Big news came out of Bellevue today and I'm not referring to Microsoft. Valve (creator of Steam) won't publish titles that use AI-generated content.

The story is that there's a developer who tried to submit their game to Steam but got flagged by the review team. Steam required the studio to show that they owned the rights to the dataset used by the A.I. before their title could be published.

This is a tall order. It is impossible for a team to own the dataset of the underlying A.I.. The team could potential get a "right to use" the dataset but outright ownership seems farfetched.

These copyright issues has been a grey area in gen. AI writ large so it's not surprising to see some backlash within the gaming space. Valve doesn’t want to get sued to oblivion so I understand their tempered and reserved approach.

Though, Steam is a vital and integral stakeholder and infrastructure provider for a lot of folks in the gaming space so I hope some clearer guidelines emerge sooner rather than later.


⚡ Spotlight 🤩
Report: Valve won't publish Steam titles that use AI-generated content | GameDeveloper


🌊 MARKET 📞
Microsoft and Activision CEOs battle to keep a giant Xbox deal alive | The Verge

Is the FTC vs Microsoft hearing over yet? | Microcast | GamesIndustry.biz


💎 Deep Dives 🔎
Nadella's endgame | SuperJoost Playlist


🌈 Platforms 🏠
Report: Valve won't publish Steam titles that use AI-generated content | GameDeveloper


✨ Web 3⃣ + Meta 🌐
SuperDuper partners with Immutable on Web3 RTS Overlord | VentureBeat


💲 Fundraising 🤑
Mythical Games raises a further $37million, hitting a valuation of over $1billio | Pocket Gamer.biz | PGbiz

Scriptic raises $5.7m in seed funding round | GamesIndustry.biz

WAGME #17 — Gods Unchained debuts on Epic Games, Yuga Labs reveals HV-MTL Forge S1, & Sparkball debuts on Steam. With fresh entrants like Rumble Arcade, FFG & Loot Chain launching, Web3 Gaming never disappoints.

• ❗️ 6 Priority Items to pique your interest
• 💻 10 Mints n Drops to look into
• 📘 8 Guides to keep you ahead
• 👾 26 Game Releases/Updates to keep you in the loop
• 🧐 9 Newly Spotted Games to track

——————

Drop a gg! ❤️

Here's Week 2️⃣6️⃣ of In The Loop.

Can't believe half the year has already passed!

This week there's a lot of news about platforms.

• YouTube launching mini games. 👀

• WeChat's mini games hit 400M MAU. ‼️

• Valve disallows AI-gen content on Steam. ❌

• Roblox allows 17+ Mature content. 🆒

There are many more blogs, threads, and pods to check out so be sure to head over to the newsletter.

https://tinyurl.com/thecoreloopitlw26

Look at Gaming #243 | Monday July 3rd 2023

GM! Hope everyone had a wonderful weekend. Happy Fourth to those in the states. And what better way to celebrate independence than to launch your own app store.

That's exactly what Meta is purportedly doing. It seems that users may be able to download apps from within the Facebook app; though, this will only be available in Europe.

This not only opens up a whole new "App Store" but also an internal Ad Network within the Facebook App. For those familiar with programmatic media buying/UA, imagine the FB Ad Manager now lets you manage ads not only on Facebook's Ad network which serves ads in other apps but also ads inside the Facebook app itself — much meta, so inception.

P.S. Samsung set to launch its own game store in 30 countries.


⚡ Spotlight 🤩
Meta to get into the app store game as Facebook allows app downloads | Pocket Gamer.biz | PGbiz


🌊 MARKET 📞
Five Key Mobile Game Genres ​in Asia and MENA​ (in collaboration with AppMagic) | Niko Partners

American Truck Simulator is running ads for real truck companies | GameDeveloper

South Korea could enforce an approval system for Chinese games | Pocket Gamer.biz | PGbiz

Microsoft’s FTC fight comes down to Call of Duty | The Verge


💎 Deep Dives 🔎
Skill gaming and the future of real money gaming | Nancy MacIntyre | VentureBeat

The Future of Game Shows | Konvoy Ventures

#213: Rise of the robots | Hit Points by Nathan Brown

Meta to launch direct-to-install ads for Android. Will they work? | Mobile Dev Memo by Eric Seufert


🌈 Platforms 🏠
Samsung to launch online gaming store in 30 countries | VentureBeat

Meta to get into the app store game as Facebook allows app downloads | Pocket Gamer.biz | PGbiz

Unity pulls the plug on Atlas AI generation tool less than 24 hours after launch | Pocket Gamer.biz | PGbiz


✨ Web 3⃣ + Meta 🌐
Ubisoft Reveals Next Blockchain Game, Champions Tactics | Decrypt

Can Web3 Gaming on Mobile Succeed? | Naavik


🧠 Knowledge Hub 📘
AAA vs. Gaming Startups | Naavik

Look at Gaming #244 | Tuesday July 4th 2023

Happy Fourth! Enjoy some good ol' BBQ y'all! 💥😎

Valve gave us a little insight into how their thinking about AI-generated games on Steam.

The crux of their policy is the legality of the AI content. Valve must adhere to current copyright laws and policies in place. But as we all know legislation/regulation moves much slower than innovation.

This is a very conservative stance on Valve's part. But the Half-Life creator also said that they know the landscape is constantly evolving and so will they — as the famous PR line goes, "the situation is fluid". Valve did offer to refund the non-refundable app submission fee for cases that involves AI-gen.

This is also on the heels that Unity rolled back all their AI tools practically within 24 hours of announcing it.


⚡ Spotlight 🤩
Valve responds to claims it has banned AI-generated games from Steam | TechCrunch


🌈 Platforms 🏠
Minecraft earned four times as much revenue on Switch compared to Xbox | GameDeveloper

Report: Apple scales down plans for Vision Pro headset | GamesIndustry.biz

Valve responds to claims it has banned AI-generated games from Steam | TechCrunch


✨ Web 3⃣ + Meta 🌐
Building a Sustainable Web3 Game With Sorare | YouTube

Deconstructing On-chain Game Engines | Twitter

List of On-chain Game Infra | Twitter


👾 Game & Stats Releases 📊
Xbox Series X|S have sold a combined 21m units | GamesIndustry.biz

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Drop a gg in the comment. I want to hear from you guys!

Who do you want to win in the FTC v MSFT?

Look at Gaming #245 | Wednesday July 5th 2023

Quiet day today in gaming land. Thinking folks are just sitting back this week and holding out all news in the off chance that the FTC v MSFT court ruling was released — that would for sure drown out all other headlines.

Nonetheless, we see another court-related action today. Apple is appealing to the US Supreme Court to overturn a decision in the Epic antitrust case. Recall that although the District Court of California ruled against Epic on 9 out of 10 claims, the one claim that got approved was the most important one regarding Apple's anti-steering practices (aka not allowing developers to use 3rd party payment portals).

Apple had already appealed this to the US Court of Appeals but it looks like the Appellate court is going to uphold the District court's ruling. So Apple must seek "justice" from the highest court of the land. Apple is claiming two key things: (1) Since Epic isn't representative of a class, the court can't apply a universal injunction; (2) Since the case was brought in California, it shouldn't be a nationwide injunction.

This is coming on the heels of rumors about Meta and their app store inside the FB mobile app. Turf wars everywhere.



⚡ Spotlight 🤩
Apple asks US Supreme Court to overthrow ruling in Epic antitrust case | GamesIndustry.biz


🌊 MARKET 📞
Why do games media layoffs keep happening? | GamesIndustry.biz

June’s top mobile game downloads worldwide | Mobilegamer.biz


💎 Deep Dives 🔎
Meta to launch a Twitter competitor. Can this time be different? | Mobile Dev Memo by Eric Seufert


🌈 Platforms 🏠
Apple asks US Supreme Court to overthrow ruling in Epic antitrust case | GamesIndustry.biz


🧠 Knowledge Hub 📘
Grow your retention & focus on fun | Deconstructor of Fun

Creating Rhythm-Action Game by Hi-Fi Rush creator | The AIAS Game Maker's Notebook

—————

Drop a gg in the comment. I want to hear from you guys!

Anyone playing D4?