Daily intelligence for the people shaping the future of franchises.
Apr 3, 2026
Four stories about the distance between building something and getting it to the people who would pay for it.
Apr 2, 2026
Four astronauts launched to the Moon last night for the first time since 1972. Back on Earth, three stories showed what separates the things that endure from the things that don't.
Apr 1, 2026
Nintendo doesn't need its consoles to carry the franchise anymore. Today's Super Mario Galaxy Movie opens to a projected $350 million global debut while the rest of the industry argues over who owns the screen, who owns the audience, and whether either still matters.
Mar 31, 2026
Gaming's most valuable IP portfolios are being reorganised this week, and every deal on the table is answering the same question: who controls the layer between the characters and the audience?
Mar 30, 2026
The price of playing went up last week. So did the price of watching. Does the audience's attachment belong to the platform, the hardware, or the world they came for?
Mar 27, 2026
The money moved this week. It moved away from the people who make games and toward the people who aggregate, finance, and capture value from them.
Mar 26, 2026
The industry cut another thousand jobs yesterday and celebrated a record debt sale on the same day. The question nobody in either room is answering: what happens to the people in between.
Mar 25, 2026
Epic, Nintendo, and Sony announced cuts within hours of each other, all targeting cost structures sized for a growth rate that never arrived. The real cut was to the story that justified them.
