Game Theory
Lightspeed
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Take-Two: Play & the Quest for Lasting Value (Strauss Zelnick, Moritz Baier-Lentz, Hemal Thaker)
Game publishers used to suffer from “lumpy” annual revenues, attracting players to buy physical releases every five years or so—with a drought of income streams in-between. But they’ve come a long…
Niantic Spatial: Play & the Real World (John Hanke, Moritz Baier-Lentz, Hemal Thaker)
Video games have long been maligned for contributing to the already sedentary lifestyle of most modern people. But our first interactions with play during childhood—pretend games and imaginative…
Unity: Play & the Innovation Engine (Matt Bromberg, Moritz Baier-Lentz, Hemal Thaker)
The best video games immerse players in enchanting worlds and novel experiences. To get there, the best video game engines level the playing field so that the creation of entire virtual universes is…
Scopely: Play & the Learning Machine (Walter Driver, Moritz Baier-Lentz, Hemal Thaker)
Engaging, retaining play is an art and a science. That’s why Scopely, a mobile-first video game developer and publisher with increasing cross-platform ambitions, creates an environment for its…
Xbox: Play & the Power of Anywhere (Sarah Bond, Moritz Baier-Lentz, Hemal Thaker)
Most gamers used to identify first and foremost with the console they played on—i.e., “I’m a PC gamer,” or “I only play on Xbox.” But increasingly, the rise of cross-platform gaming puts the…
Roblox: Play & the AI Revolution (David Baszucki, Moritz Baier-Lentz, Hemal Thaker)
Video games have seen and even catalyzed innumerable technological advances in the past decades, from decision trees, GPUs, and distributed multiplayer experiences to mobile screens and extended…
Game Theory: How Play Is Changing Everything (Moritz Baier-Lentz)
Game Theory, a new video podcast from Lightspeed and Goldman Sachs, in partnership with McKinsey, takes a look behind the curtain of the industry-defining gaming & technology companies—and…
Frequently Asked Questions
Game Theory has published 7 episodes since May 2025, covering topics in Business, Investing.
Game Theory is currently dormant with new episodes weekly. Average episode length is 41m.
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