TWIG #183 Ubisoft's bet on mobile / AppLovin's masterful earnings report / the problem with braintrusts

We discuss why Ubisoft shifts attention to mobile amidst declining sales. Kress provides a breakdown of the AppLovin quarterly review, where the company put on a show of the ages and got rewarded with a 35% growth in their stock price. We talk about Bethesda's delayed games and the implication of this. Adam breaks down why brain trust, which sounds so amazing on paper, rarely if ever works in real life.  Links: Questions and Feedback Sponsors: Google, ironSource, Appsflyer, Xsolla, Recur