Hello, everyone, We will not host our regular show today because the team is at @nextpredictio, a Prediction Markets Conference in NYC. After seeing @TimSweeneyEpic return to X on the topic of AI in game development over the weekend, we wanted to provide some context on the wide coverage of Epic Games’ AI adoption and on the general explosion of AI in games that we have witnessed first-hand over the last few weeks, driven by Claude Opus 5.5, released exactly one month ago today, and OpenAI’s Astra. signumgc.substack.com/p/epic…

Join us on the Game Souk at 9am ET here on X for a game of Show & Tell - OpenAI Astra and Claude creating games! Also, Toy Story 5 landed in Fortnite two days ago and we will talk about that. MUST LISTEN →Drew Smith on @EpicGames + Disney linked below - Drew SmithDrew Smith on Twitter / X

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Did Apple just answer the wrong question and confirm that it will be paid nothing on traffic that is directed to other platforms? If so, on the 6th anniversary of Epic's lawsuits against Apple and Google, this is an even bigger Win than we expected for @TimSweeneyEpic and developers around the world. Our own research in Jan concluded that roughly $7 billion in annual consumer spend could flow through Epic/Fortnite. For every $1bn, there is $300 million up for grabs that could drop to Epic’s bottom line. Context: Apple isn’t coming before Judge Rogers as a business that is asking a court to determine a commercially reasonable royalty. It was found in contempt. The Ninth Circuit affirmed that finding, agreeing that Apple’s implementation of a 27% charge (instead of their original 30% toll) was designed to obstruct and left the injunction and contempt findings intact. The Ninth Circuit’s instructions were that Apple will be allowed to charge based on the cost of coordinating external links, “but no more”. On that point, Apple said that this cost is effectively ZERO. Apple was NOT instructed to determine the revenues that the market will bear, as their argument laid out in the filing, saying the vast majority of developers can still make money if they charge 15%, 10%, 5% etc. Apple’s proposal substitutes the Ninth Circuit’s direction to provide a necessary cost test with a willingness to pay test. The question on remand is not how much Apple can extract before developers stop steering but rather what compensation is genuinely and reasonably necessary for Apple’s coordination of steering. Epic will respond within 60 days. @EpicNewsroom

New Substack out! Roblox's New Carrot and Stick signumgc.substack.com/p/robl…

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TODAY! This is what it looks like when indie game devs can build Star Wars games on @EpicGames. Sounds crazy but EA had an exclusive license on Star Wars from 2013-2024 and made 6 games, paying an undisclosed amount, but likely $100m-$300m for ONE game. Reports on revenue generation range from $3-$5 BILLION. Today any game dev can go to @EpicGames UEFN, make a Star Wars game, and make money! Thank you @TimSweeneyEpic moment! We are rooting for all, especially EWOK SURVIVAL! 💫

Being at World Lift Off was truly awesome. The vibe around AI was different from the fear that runs through most gaming/media gatherings. Anderson .Paak resonated - it is not too late for humans (and our agents) to act as the *orchestrators* open.substack.com/pub/signum…

fortnite.com/@bloomgg/2684-6… Head over to check out @BloomGames Zombie Escape 2, just out this morning! 🎉🎉🎉

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What we like about KWS is that Epic Games offers it to the "source" ie parents who verify their children and grant them permission to use features that collect personal info, protecting children and parents from leaky privacy buckets since parents provide verification details once. Oh and Epic offers this FREE to developers. **ThankYou @TimSweeneyEpic moment for the list. Others using KWS: EA, Marmalade Game Studio, Milestone, Among US, 2K, Bungie, InnerSloth, BlueSky, Niantic....

Another Thank you @TimSweeneyEpic moment -TakeTwo mobile game bookings +19%! CEO Strauss Zelnick said, "Our direct to consumer business had its strongest quarter on record," and "benefited from the ability to operate consumer storefronts outside the App Store and Google Play Store" (we wrote a 30pp report on Epic and Notebook LM did phenomenal images for it!)

Experiment in posting the same info differently! 🤓 Game Souk livestreamed TODAY at 9am ET from X today -we were flooded with ?s this week on Google GENIE (AI for games) Special guest: Marguerite deCourcelle @coin_artist Founder Blockade Labs, developing AI tech for virtual world creation for platforms (think skyboxes!) + @taketwo @EpicGames read!

Join us this morning here for The LIVE Game Souk 9am-9:30am ET! We will discuss the Barron's article on @Roblox (finally some TradFi love!) @EpicGames integration of creators (🎉), and a lot of new developments at Discord 🎮👾💙

Happy Halloween! 🎃 we discussed the market, EA, IP Rights, Google/Epic, Music and OMG @Roblox WOW - ignoring the stock, incredible growth off of a huge base. ~150 million DAILY users (+70% YoY) with time spent almost doubling (hours +91% YoY) And these are *not* all kids - 68% are 13 or older. Roblox promised they would pay developers $1BN this year and they already hit that. If you are still ignoring Roblox you are ignoring a platform that is larger than all of gaming combined.

Live Game Souk #19, September 18th xitter.cf/i/broadcasts/1ZkKzZzby…

Last Thursday, we hosted our 18th Game Souk, AD8’s LIVE on X show at 9am ET - hope you can make it tomorrow morning! We aim to bring insight to the news in gaming, crypto and public markets. Last week was a post-RDC firehose - some BIG insights shaping the future of UGC:

Join for a Game Souk Special Guest TODAY LIVE at 9am ET here on X! Dot Play's FIRST games publisher partner was Wonder Works. CEO Zach Letter is defining new business models in Roblox and in gaming broadly - today we will discuss a new game-within-the-game LEVEL UP WITH OLIPOP!