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TWIG #325 Ubisoft Bails Out, AppLovin Fights Back, Roblox Becomes an Ad Network episode artwork

EPISODE · Apr 4, 2025 · 1H 8M

TWIG #325 Ubisoft Bails Out, AppLovin Fights Back, Roblox Becomes an Ad Network

from Deconstructor of Fun · host Deconstructor of Fun

GDC’s over, but the takes are still hot. Eric Kress recaps the chaos and questions Dark Legion’s staying power, while Phil gives the Game Craft boys a well-deserved nod. Then it’s Switch 2 speculation time: is Nintendo finally back in the power game? Meanwhile, Roblox cozies up to Google for rewarded ads—what does that mean for the ecosystem? Meanwhile, AppLovin fights off short seller heat while asserting market dominance. Plus, Tencent’s playing the long game with Ubisoft, again—no surprise, but lots to unpack.02:12 GDC Highlights and Dark Legion Update03:18 Game Craft Podcast05:27 CEO Interviews and App Charge Partnership07:31 GDC Attendance and Dark Legion Performance15:58 Switch 2 Announcement23:26 Roblox Rewarded Ads and Google Partnership31:54 AppLovin's Short Seller Allegations36:17 Hedge Fund Hotels and Market Dynamics36:36 AppLovin Market Dominance38:49 Mobile Legends: Bang Bang Acquisition43:57 Supercell's New Game: First Impressions53:22 Ubisoft's $1.25 Billion Tencent Deal01:05:36 Tencent's Long Game and Market Strategy 

What this episode covers

GDC’s over, but the takes are still hot. Eric Kress recaps the chaos and questions Dark Legion’s staying power, while Phil gives the Game Craft boys a well-deserved nod. Then it’s Switch 2 speculation time: is Nintendo finally back in the power game? Meanwhile, Roblox cozies up to Google for rewarded ads—what does that mean for the ecosystem? Meanwhile, AppLovin fights off short seller heat while asserting market dominance. Plus, Tencent’s playing the long game with Ubisoft, again—no surprise, but lots to unpack.02:12 GDC Highlights and Dark Legion Update03:18 Game Craft Podcast05:27 CEO Interviews and App Charge Partnership07:31 GDC Attendance and Dark Legion Performance15:58 Switch 2 Announcement23:26 Roblox Rewarded Ads and Google Partnership31:54 AppLovin's Short Seller Allegations36:17 Hedge Fund Hotels and Market Dynamics36:36 AppLovin Market Dominance38:49 Mobile Legends: Bang Bang Acquisition43:57 Supercell's New Game: First Impressions53:22 Ubisoft's $1.25 Billion Tencent Deal01:05:36 Tencent's Long Game and Market Strategy

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TWIG #325 Ubisoft Bails Out, AppLovin Fights Back, Roblox Becomes an Ad Network

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How long is this episode of Deconstructor of Fun?

This episode is 1 hour and 8 minutes long.

When was this Deconstructor of Fun episode published?

This episode was published on April 4, 2025.

What is this episode about?

GDC’s over, but the takes are still hot. Eric Kress recaps the chaos and questions Dark Legion’s staying power, while Phil gives the Game Craft boys a well-deserved nod. Then it’s Switch 2 speculation time: is Nintendo finally back in the power...

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