TWIG #318 Supercell’s Records, Unity’s Chaos & AppLovin’s Fire Sale

ALL upcoming events in our newsletter:https://www.deconstructoroffun.com/subscribeSupercell had a monster year with €2.8B in revenue, proving that bigger live ops teams and aggressive marketing can still drive growth—but let’s be real, Squad Busters flopped hard despite the hype. Meanwhile, Unity continues its slow-motion train wreck, losing key talent and scrambling to fix its ad tech, while AppLovin is absolutely crushing it, with stock up 700% thanks to AI-powered ads. Now, in a power move, AppLovin is dumping its entire games portfolio for $900M—so who’s buying? Scopely? Zynga? Playtika? Drop your bets in the comments. 🚀🎮01:29 Shills07:25 Dream and Venture Capital10:27 Battlefield and Shooter Games14:23 Minecraft Studio Leadership Changes20:39 Supercell's Record Year25:57 Live Ops and Monetization Changes26:52 Squad Busters' Marketing Missteps31:35 Spark Labs's Bootcamp Vibes37:44 Unity's Struggles and Layoffs41:45 AppLovin's Strategic Shift