Gamecraft
Mitch Lasky / Blake Robbins
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Recent Episodes
S4E8 Holy Grail, or Poison Chalice? (Ep. 33)
Mitch and Blake conclude Season 4 with a review of a new kind of games company that is getting significant attention from investors: casual game portals with integrated AI game generation engines,…
S4E7 Funding & Founding (Ep. 32)
Blake and Mitch discuss the current environment for funding games and some of the challenges and opportunities for founders in the games space. They begin with a short survey of the current venture…
S4E6 A Theory of Fun
Blake and Mitch discuss the possibility that games -- mainly mobile and live service games -- have concentrated on providing fun through progression and engagement mechanics rather than fun in the…
S4E5 Navigating the AI Future (Ep. 30)
Mitch and Blake offer their thoughts about how to navigate the introduction and impact of large language model AI in the video game business. They begin by discussing their opinion that AI represents…
S4E4 How Istanbul Won the Mobile Puzzle Wars (Ep. 29)
Mitch and Blake discuss the rise of the Istanbul gaming scene, which has exploded in the last 15 years and come to dominate the incredibly lucractive "match 3" mobile puzzle genre -- a genre which…
S4E3 The Attention Drain (Ep. 28)
Blake and Mitch discuss the thesis that the games business is losing share of attention to non-game interactive applications. They discuss whether there is actually a defined market for interactive…
S4E2 Roblox (Ep. 27)
Mitch & Blake discuss one of their favorite companies in games, Roblox. They start by outlining Roblox's core competitive advantages, and how they are unique in providing creation, consumption,…
S4E1 2026 Trends & Specific Predictions (Ep. 26)
Blake and Mitch return! They begin with a discussion of the "Great Inflection" in software in the last several months. They then do some follow-up to last season, particularly their "deadpool"…
S4 The EA "LBO" (Ep. 25)
In this Special Edition of the GameCraft podcast, Mitch and Blake discuss the $55 billion leveraged buy-out of Electronic Arts by the Private Investment Fund of Saudi Arabia, Siliver Lake Partners,…
S3E8 The Sum of the Parts (Ep. 24)
Mitch and Blake explore the role of consolidation -- primarily through mergers and acquistions -- in building some of the biggest and most durable companies in gaming. They begin with a discussion…
S3E7 AI as a Platform (Ep. 23)
Last season, Mitch and Blake discussed the implications of new Large Language Model Artificial Intelligence in games. In this episode, they return to the topic, this time focusing on games that are…
S3E6 Hasbro and Lego (Ep. 22)
Mitch and Blake look at two of the largest toy companies in the world, Hasbro and Lego, and discuss their divergent but ultimately very successful forays into the games business as licensors of…
S3E5 The Venture Deadpool (Ep. 21)
Mitch and Blake address the unpleasant topic of how and why venture-backed games companies fail. They look first at the nature of venture financing and the inherent differences between venture and…
S3E4 China (Ep. 20)
Mitch and Blake look at the current state of the vitally important Chinese gaming market, on the precipice of a bitter trade war resulting from the Trump tariffs. They review the history of the games…
S3E3 Valve (Ep. 19)
Mitch and Blake take an in-depth look at one of the most important companies in the global gaming business: Valve. They trace the company's origin as the developer of first-person shooter Half Life,…
S3E2 The Mobile Gaming Duopoly (Ep. 18)
Mitch and Blake discuss the mobile duopoly in which Apple and Google exert extraordinary power by tying their app stores to hardware and software platforms. They warn that the inflexible and…
S3E1 Cycles & Survival (Ep. 17)
Mitch and Blake kick off Season 3 of the podcast with a high-level look at the current moment in the video game business, critiquing both the idea that the business is cyclical and we are in a…
S2E8 Artificial Intelligence (Ep. 16)
In their final episode of Season 2, Mitch and Blake take on the complex and highly speculative topic of the impact of recent improvements in artificial intelligence on the games business. Your hosts…
S2E7 Intellectual Property (Ep. 15)
Mitch and Blake look at the ins and outs of intellectual property licensing in games. After discussing the checkered history of the practice, they look at the creative and business reasons why…
S2E6 Distribution (Ep. 14)
In perhaps their most important episode of the series, Mitch and Blake explain what they mean when they use the term "distribution" and why it is so important to their understanding of how the video…
Frequently Asked Questions
Gamecraft has published 34 episodes since January 2023, covering topics in Business, Investing.
Gamecraft is currently active with new episodes weekly. Average episode length is 1h 6m.
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