Games

Podcast: Understanding Unity’s Vector (with Felix The)

https://open.spotify.com/episode/1RmkJTAIoRMDjrAdgAM57n?si=323ba097120d49f4 On this week's episode of the podcast, I am joined by Felix The, SVP of Product and Engineering -…

Podcast: Games and AI (with Joost van Dreunen)

https://open.spotify.com/episode/5lQdZowkvPnLIcYHT1hPdj?si=b905aa69fa364efe On this week's episode of the podcast, I am joined by Joost van Dreunen, the CEO of Aldora, an…

Podcast: MDM Mailbag #7 (with Matej Lancaric)

https://open.spotify.com/episode/0x05AKXiF8xlt9OnDRtBV4?si=e69c8ae30cdb4dd0 In the latest installment of the MDM Mailbag series, I speak with Matej Lancaric, a well-known mobile gaming user…

February 17, 2026

AppLovin Q4 2025 earnings: understanding AppLovin’s risks

AppLovin reported its Q4 2025 earnings last night: Advertising revenue grew by 65.9% to $1.7BN. Net income grew by 84.0% to $1.1BN, at 66.5%…

February 12, 2026

World models, interactive entertainment, and the primacy of structure in game design

(I shared these thoughts on X over the weekend. I'm re-posting a lightly-edited version for Mobile Dev Memo subscribers as…

February 2, 2026

Can Meta recover leadership in mobile games advertising?

One of my predictions for mobile gaming in 2026, published earlier this month, is that "Meta aggressively pursues growth in…

January 27, 2026

2026 predictions for mobile gaming

This is the 11th year-ahead predictions post I've written for the mobile gaming category. See 2025 predictions here, and the…

January 19, 2026

INSERT COIN: Will lower App Store fees mean lower prices in free-to-play games?

One question I've wanted to consider formally for some time is whether a lower commission rate in the App Store…

Netflix’s gaming reset

Netflix's newly appointed President of Games, Alain Tascan, laid out the company's updated strategy for its gaming initiative in a…

The economics of mobile gaming advertising

The in-game advertising market can be difficult for non-practitioners to comprehend. I attempted to de-mystify it in a podcast episode…