Gamified

Have Steam wishlists become a vanity metric that no longer measures what people think it measures?

The market just split on AI, and gaming is the clearest example. Nintendo has no AI features and no AI roadmap - and investors rewarded them for it. Roblox is doing the exact opposite: going all-in, building its own generative foundation models and baking agentic tools into the core of how games get made.

The new God of War: Laufey makes you play as Kratos' wife. Is this bullish or bullsh!t?

After a ~12-year run, Bungie is ending active development on Destiny 2 with one final content update. There is no Destiny 3. The studio's future is Marathon.

Watch instead of listen on YouTube: https://www.youtube.com/watch?v=i-m6e8ZHu_Y

CHAPTERS:
0:00 - Intro
2:42 - Steam Wishlists = Bullshit | Change My Mind
22:41 - Roblox All-In On AI | Sentiment Score
47:57 - God-dess of War? | Bullish or Bullshit?
1:10:28 - What Killed Destiny? | Autopsy

PANEL:
Michael Christine (Andrometa) - https://x.com/MichaelSatoshi
Jerry Singer (ex- Upptic) - https://x.com/JerrySinger
Joe Ferencz — Gamefam Founder / / joeferencz
Chris Heatherly — Ex-Disney / Ex-NBCUniversal / / chrisheatherly
Wills Spangler — GameCred / / wills-spangler
Colan Neese — Screen Engine / mindGAME Data linkedin.com/in/colanneese

Host: Sam Steffanina - https://x.com/SamSteffanina

THIS WEEK ON GAMIFIED: Forza Horizon 6 leaked before launch - then broke every franchise record. 172K concurrent on early access alone. 302K by end of week. Nearly 4x FH5's all-time peak.

Sony held a staff town hall: single-player first-party games are PS5 exclusive going forward. No more Steam ports. A direct reversal of a six-year trend.

Nintendo stock jumped 6.8% in three days. The reason? Investors rotating out of AI stocks into companies that aren't burning money on it.

Saudi Arabia deployed $38 billion into gaming through Savvy Gaming Group. The acquisition phase is done. Now what?

Amazon cancelled its Lord of the Rings MMO for the second time. Six days later, Warhorse Studios announced an open-world Middle-earth RPG.

Xbox hired Matthew Ball as Chief Strategy Officer. The most analytics-driven hire the console space has ever made. But can strategy decks fix Xbox?

Also... sorry for no episode last week - I got married!

CHAPTERS:
0:00 - Intro
2:42 - Forza Horizon 6: Did the Leak Actually Help? | Buy or Sell
16:26 - Saudi Arabia Spent $38B on Gaming | Sentiment Score
34:08 - LOTR Goes to Warhorse | What's the Word
49:53 - Can Matthew Ball Save Xbox? | What Are the Odds
1:04:27 - Sony Goes Full PS5 Exclusive, Kills PC Ports | Buy or Sell

Watch instead of listen on YouTube: https://www.youtube.com/watch?v=VswZ5WNNJKo

PANEL:
Kate Irwin (Veda) - https://x.com/kateirwin
Payton Kaleiwahea (Wolves Co / Kizuna) - https://x.com/paytkaleiwahea
Michael Christine (Andrometa) - https://x.com/MichaelSatoshi
Kohji Nagata (Parallel) - https://x.com/ParallelTCGpod
Gnoc (Digital Collectors Club) - https://x.com/itsGnoc
Omar Ghanem (Games.gg) https://x.com/yoitsOG

Host: Sam Steffanina - https://x.com/SamSteffanina

Watch instead of listen on YouTube: https://www.youtube.com/watch?v=02n2n7h5PVI

We score the health of the gaming industry 1 to 10. Gaming VC dropped 95% from its 2021 peak. 10,000+ jobs cut in 2024. Contraction or correction?

Sony paid $3.6 billion for Bungie in 2022. Both Marathon and Destiny 2 are at 10K players on Steam. The panel votes buy or sell.

Double Fine unionizes with 42 employees while studios shut down around them.

Sam rates Mortal Kombat 2 a 1.5 out of 10. Chris tries to defend it.

GTA 6 reportedly cost $1B to $1.5B. Take-Two's CEO said Rockstar gets "unlimited resources." Is there a number that's too much?

CHAPTERS (update timestamps before publishing):
0:00 - Intro
2:12 - Sony's $3.6B Bungie Bet | Buy or Sell
20:55 - Is the $200B Gaming Industry Contracting? | Sentiment Score
42:09 - Double Fine Unionizes While Studios Die | What Are the Odds
1:00:29 - Mortal Kombat 2 Review | Quickfire
1:10:37 - GTA 6 Unlimited Budget | Over/Under

PANEL:
Jonah Blake (LiveFrame) - https://x.com/JonahBlake
Kohji Nagata (Parallel) - https://x.com/ParallelTCGpod
Gnoc (Digital Collectors Club) - https://x.com/itsGnoc
Chris Heatherly (Ex-Disney, Ex-NBC Universal) - https://x.com/chrisheatherly
Jerry Singer (ex- Upptic) - https://x.com/JerrySinger
dub (Battletrade) - https://x.com/uhhdub

Host: Sam Steffanina - https://x.com/SamSteffanina

1. Ryan Cohen's GameStop makes an unsolicited $55.5B bid for eBay. Is this a legitimate M&A play or a $9.4B cash pile under pressure? The panel assigns odds from 2% to 50%+.
2. Gaming VC hit $627M in H1 2025 — down from $12.5B at the 2021 peak. The panel argues the bullish case and identifies which categories can still generate returns
3. Microsoft is reportedly exploring a free, ad-supported Xbox Game Pass tier.
4. Star Wars dropped a UEFN-focused Fortnite activation with flat concurrency.
5. Who would you hire for a Head of Product: 20-year Riot/Blizzard vet or 24-year-old Roblox builder with 250 million lifetime players?

Subscribe to the Gamified newsletter: https://gamified.beehiiv.com/

Watch instead of listen on YouTube: https://www.youtube.com/watch?v=h8XapwgE7xw
0:00 - Intro
2:50 - GameStop Bids $55.5B for eBay | What Are the Odds
22:45 - Gaming VC Is Dead. Or Is It? | Devil's Advocate
46:58 - Free Xbox Game Pass — Right Move? | Red Flag or Green Flag
1:03:56 - Star Wars in Fortnite — Buy or Sell? | Buy or Sell
1:26:05 - AAA Vet vs. Roblox Builder | Would You Rather

---

*This week's panel:*
Sam Steffanina — Remix.gg / Gamified Events / samsteffanina
kohji Nagata — Parallel https://x.com/ParallelTCGpod
Gnoc — Digital Collectors Club / Ex-Magic Eden https://x.com/itsGnoc
Chris Heatherly — Ex-Disney / Ex-NBCUniversal / chrisheatherly
Colan Neese — Screen Engine / mindGAME Data linkedin.com/in/colanneese
Joe Ferencz — Gamefam Founder / joeferencz
Wills Spangler — GameCred / wills-spangler

If you were running a studio, would you automate over or under 30% of it with AI?

After comments suggesting many studios are already using AI tools but are afraid to admit it publicly, the conversation turns into a fight over what AI should actually replace, whether studios are quietly cutting humans out faster than they admit, and what happens when the industry starts trading headcount for tooling.

The episode also breaks down the shutdown of Wildcard / Thousands and what another major web3 gaming collapse says about overfunding, overbuilding, and trying to force an ecosystem before the game itself sticks.

From there, the crew gets into the resurfaced Peter Berg quotes calling war video games “pathetic” and whether that makes him a red flag or green flag choice to direct the upcoming Call of Duty movie, plus Sony’s reported 30-day PS5 digital license check and what it says about digital ownership.

Chapters
2:06 - Wildcard Shutdown | Autopsy
28:14 - Game Studio = 30% AI | Over / Under?
1:00:42 - Peter Berg CoD Movie | Red or Green Flag?
1:19:02 - PS5 License Checks | What’s the Word?

Watch instead of listen on YouTube: https://www.youtube.com/watch?v=JxgjOUdFm90

Host: Sam Steffanina - Remix.gg

Panelists

Kohji Nagata - Parallel
https://x.com/ParallelTCGpod

Chris Heatherley - Griffin Gaming Partners (Ex-Disney, Ex-NBC Universal)
https://x.com/chrisheatherly

Matt "Gnoc" Biamonte - Digital Collectors Club (Ex-Magic Eden, Soar Esports)
https://x.com/itsGnoc

Michael Christine - Andrometa (Ex-SEC Lawyer)
https://x.com/MichaelSatoshi

Tony Valcarcel - Makko.ai (Ex-Twitch)
https://x.com/Tvalc

Jerry Singer - (Ex-Upptic)
https://x.com/JerrySinger