Naavik Gaming Podcast

This episode covers Naavik’s AI x Gaming newsletter published on September 29th. In this week’s issue, we take a broader look at the entertainment landscape to map out what recent announcements from Disney, Hasbro, and miHoYo could mean for the future of gaming fandom.You can read the newsletter (with even more sections and visual detail) here: https://naavik.substack.com/p/from-disney-to-mihoyo-the-road-toward Want to explore working with Naavik? Shoot us a note: https://naavik.co/contact-us/ Let us know what you think by sending us a note at [email protected] our episodes: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe.

This episode covers the Naavik Digest newsletter published on Sunday, September 27th. In this week’s issue, we take a look at how seasonal live-ops performs in 2026, analyzing a decade of Sensor Tower revenue and download data across 15 top mobile titles, alongside console and Roblox data.Want to explore working with Naavik? Shoot us a note: https://naavik.co/contact-us/ Let us know what you think by sending us a note at [email protected] our episodes: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe

AI is making game creation more accessible, but building reliable games that can reach players across multiple platforms requires more than simply prompting an LLM. Host Devin Becker welcomes Robby Yung, CEO of The Sandbox, to discuss Sandbox Studio and its approach to AI-assisted UGC development. Robby explains what the team learned from the original Game Maker, where Studio draws the line between structured creation and “vibe coding,” and how AI can combine code, assets, systems, and accumulated development knowledge without turning game creation into an unpredictable black box. The conversation also explores The Sandbox’s shift toward letting creators publish beyond its own ecosystem, how LAND and Web3 fit into that strategy, and what becomes scarce when creators can produce far more content. Looking further ahead, Robby shares his perspective on how AI and UGC tools could reshape the roles of engines, publishers, and platforms as multi-platform game creation evolves over the next several years.We’d like to thank Overwolf for making this episode possible! Whether you're a gamer, creator, or game studio, Overwolf is the ultimate destination for integrating UGC in games! You can check out all Overwolf has to offer at https://www.overwolf.com/ If you like the episode, please help others find us by leaving a 5-star rating or review! And if you have any comments, requests, or feedback shoot us a note at [email protected]. Watch the episode: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe.

This episode covers the Naavik Digest newsletter published on Sunday, September 20th. In this week’s issue, we dig into the data and assess to what extent external IP drives a video game’s success.You can read the newsletter (with even more sections and visual detail) here: https://naavik.substack.com/p/the-real-value-of-licensed-ip Want to explore working with Naavik? Shoot us a note: https://naavik.co/contact-us/ Let us know what you think by sending us a note at [email protected] our episodes: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe.

Gaming financing hit a 12-month high in Q2 2026, with over $2.5B raised across fewer than 100 rounds. In this episode, recorded in person at Gamescom, Kalie Moore sits down with Michael Metzger, Managing Partner at Drake Star Partners, to work out what that actually signals. Michael leads Drake Star's gaming and digital media practice and is behind the quarterly report the industry reads to track where capital is moving. He starts with the question everyone is circling: is this an AI bubble? His answer is that the money reflects a massive opportunity, that some of the companies raising today will become very large businesses, and that a good number of them will not make it at all. They dig into what that means for valuations like General Intuition's, and why he's more excited about the AI-native games that haven't been built yet than the current wave of AI used to make production faster and cheaper.The conversation also covers why financing rounds have fallen from roughly 200 a quarter to below 100 while the money per round climbs, where capital is actually landing across gaming AI, ad-tech and hardware, and why he thinks AR glasses are the platform bet worth watching. Michael breaks down what he tells founders about timing a sale, why inbound interest is a better signal than trying to time the market, and what makes a mid-market deal attractive to buyers right now. Drawing on transactions he's advised, including Trak Racer to Corsair, Hipster Whale to Atari, Ready Player Me to Netflix and Echtra Games to Zynga, he explains what actually determines whether a deal works after it closes. They also get into why raising as a game studio remains harder than almost anything else in this market, the state of esports monetization after years of false starts, and the one category he thinks is currently undervalued.This episode is brought to you by Appcharge, the payments platform built specifically for mobile gaming that processes over a billion dollars annually. Learn more here: https://www.appcharge.com/?utm_source=naavik&utm_medium=newsletter&utm_campaign=sponsorship_paymentsWe’d also like to thank Dive for making this episode possible! With its fully managed analytics and LiveOps platform built for game studios, 95% of their clients grow revenue in one year. All of that without having to hire an in-house data team. Learn more here: dive.games If you like the episode, please help others find us by leaving a 5-star rating or review! And if you have any comments, requests, or feedback shoot us a note at [email protected]’s On:Guest - Michael Metzger: https://www.linkedin.com/in/michaelmmetzger/Host - Kalie Moore: https://www.linkedin.com/in/kaliemoore/ Watch the episode: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc CabeLinks mentioned:https://www.drakestar.com/news/global-gaming-report-q2-2026