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Naavik Gaming Podcast

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The Naavik Gaming Podcast is a business-focused exploration of the companies, trends, strategies and leaders that are defining the future of games. To learn more and see other great content visit www.naavik.co.
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Episodes

Naavik Digest: Dissecting Scopely's Mobile Empire

This episode covers the Naavik Digest newsletter published on Sunday, May 31st. In today’s issue, we dive deep into Scopely and the three titles which generate close to 95% of the company’s monthly in-app revenue, examining their current states and future prospects. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ dissecting-scopelys-mobile-empire Want to explore working with Naavik? Shoot us a note: https://naavik.co/contact-us/ Let us ...

May 31, 202617 min

True Crime, Now Playable: Inside Scriptic's Cross-Platform Bet

In this episode, host Kalie Moore sits down with James Nicholls, Studio Director at Scriptic, to explore one of the most fascinating intersections emerging in entertainment today: true crime, interactive storytelling, streaming platforms, and AI-powered production. Scriptic’s breakout title, Scriptic: Crime Stories, became one of the top-performing games in Netflix Games history by turning players into detectives investigating crimes through phones, voice notes, chats, and digital evidence. Jame...

May 26, 202655 min

Naavik Digest: Where will Asha Sharma take Xbox?

This episode covers the Naavik Digest newsletter published on Sunday, May 24th. This week, we take a closer look at Asha Sharma's progress and plans three months into her tenure as CEO of Xbox — reviewing her early moves and what she may need to do to reverse Xbox’s fortunes. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ where-will-asha-sharma-take-xbox Want to explore working with Naavik? Shoot us a note: https://naavik.co/contact-us...

May 24, 202615 min

Listening to Players at Scale

Host Devin Becker sits down with Tom Gayner , CEO of Levellr , to dig into what it actually looks like to listen to players at scale, and how to turn the constant stream of feedback from places like Discord and Reddit into usable sentiment signals. Tom breaks down how Levellr gathers and organizes that data, what teams gain when they treat social channels as a living feedback layer, and how different communities or players tend to “slant” the conversation in different ways. They also get practic...

May 20, 202657 min

Naavik Digest: The Eastern Playbook for Dominating Western Audiences

This episode covers the Naavik Digest newsletter published on Sunday, May 17th. This week, we conduct a focused case study within the highly competitive Merge-2 subgenre of the casual mobile F2P market, where certain Eastern developers are now consistently out-monetizing their Western counterparts while competing for the same audience pools. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ the-eastern-playbook-for-dominating-western-audi...

May 17, 202621 min

Premium: Driving Back Catalogue, DLC, and the Long Tail

Most premium games are treated like opening-weekend businesses: if they do not spike, studios cut losses and move on. This episode challenges that instinct. Alexandra Takei , VP of Platform Revenue at Medal , sits down with Ian Fielding , CEO of Super Evil Megacorp , to discuss how studios can build durable premium games, manage back catalogs, and survive as independent AA companies in a market that increasingly punishes the middle. The conversation traces SEMC’s evolution from Vainglory and Cat...

May 14, 20261 hr 4 min

Naavik Digest: Inside Saudi Arabia's $38 Billion Gaming Empire

This is the audio version of the Naavik Digest newsletter published on May 10th, 2026. This week, we dive deep into Savvy Games Group, exploring what the Saudi Arabian gaming holding company now owns, how it’s performed, and its endgame. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ inside-saudi-arabias-gaming-empire Meet with Naavik at the Nordic Game 2026: https://naavik.typeform.com/to/Jc5cl7eY Let us know what you think by sending...

May 10, 202613 min

Building for the Fandoms Gaming Forgot: Inside Dorian's No-Code UGC Platform

In this episode, host Kalie Moore sits down with Julia Palatovska, Co-Founder and CEO of Dorian, to explore one of the most underappreciated shifts in entertainment: the convergence of user-generated content, interactive storytelling, and female-first fandoms. As microdrama consumption explodes globally, Julia argues that the real opportunity isn’t just in passive viewing but in turning audiences into creators and stories into interactive, monetizable experiences. She breaks down how Dorian is b...

May 05, 20261 hr 1 min

Naavik Digest: Why China’s Gaming Giants Are Pivoting to Lifestyle-Sims

This is the audio version of the Naavik Digest newsletter published on May 3rd, 2026. This week, we examine what direction China’s gaming giants are taking following the decline of the traditional Anime-Gacha ARPG model. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ beyond-gacha-why-chinas-gaming-giants-are-pivoting-to-lifestyle-sims Meet with Naavik at the Nordic Game 2026: https://naavik.typeform.com/to/Jc5cl7eY Our most recent AI x...

May 03, 202613 min

Fandoms, Writing Moats, and the Future of Interactive Fiction

In this episode, host Kalie Moore sits down with Terry Lee, CEO of Fusebox Games, to unpack one of the most overlooked but powerful business models in mobile gaming: interactive fiction built on licensed IP. While much of the industry chases scale through mechanics or ads, Fusebox has quietly built a $30M+ business by turning hit TV shows like Love Island into living, evolving games with some of the highest payer conversion rates in mobile. Terry shares how the studio transformed from a one-seas...

Apr 28, 202658 min

Naavik Digest: Unity’s Ad-Driven Turnaround

This is the audio version of the Naavik Digest newsletter published on April 26th, 2026. This week, we dive into Unity’s ongoing turnaround, the promise of Vector (its ad platform), and what comes next as AI evolves game development. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ unitys-ad-driven-turnaround Let us know what you think by sending us a note at podcast@naavik.co . Watch our episodes: YouTube Channel For more episodes and d...

Apr 26, 202611 min

Building AI Tools for Roblox Creators

Host Devin Becker sits down with Nicolas Vizioli (Founder of Lemonade ) to unpack what “AI coding for UGC in Roblox” actually looks like in practice, ranging from how Lemonade plugs into Roblox workflows to why Roblox is a uniquely interesting target compared to broader “vibe coding” for apps. Nicolas shares early results, where the product is (and isn’t) competitive with Roblox’s native tools, and how AI-assisted development has changed over the time he’s been building in this space. They also ...

Apr 21, 202653 min

Naavik Digest: Is The Era of Mobile “AI Slop” Games Here?

This is the audio version of the Naavik Digest newsletter published on April 19th, 2026. We examine the exploding number of mobile games made with AI, exploring how advances in generative AI and vibe coding are affecting the market and whether these additions are still just “AI slop” games. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ is-the-era-of-mobile-ai-slop-games-here Sensor Tower’s Action & Strategy Report: https://sensort...

Apr 19, 202615 min

The Role of Co-Development in Modern Game Development

It can feel like modern game development competes to ship the best game with the smallest possible team. We constantly hear stories about breakout titles built by a handful of developers, but that narrative is often incomplete. Behind many “tiny teams” sits a much larger layer of co-development, outsourcing, and external support across engineering, art, QA, localization, and more. In this episode, host Alexandra Takei , VP at Medal , sits down with Ninel Anderson , founder and CEO of Devoted Stu...

Apr 14, 20261 hr 8 min

Naavik Digest: Music Games and the Setlist Problem

This is the audio version of the Naavik Digest newsletter published on April 12th, 2026. We dig into the past, present, and future of music games – exploring the nuances of licensing, mobile winners, Fortnite’s music evolution, Duolingo’s new focus, the upcoming launch of Stage Tour, and more. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ music-games-and-the-setlist-problem Let us know what you think by sending us a note at podcast@na...

Apr 12, 202618 min

How Game Devs Use AI Today

Host Devin Becker sits down with Aaron Bush (Managing Partner & Co-founder of Naavik) for a grounded look at how games are using AI today, separating real production wins from the hype. They map where the industry is right now and then dig into concrete examples across the pipeline: Capcom’s ideation and efficiency gains , Pearl Abyss using placeholder assets during development on Crimson Desert , Embark and Nexon’s work across experiential data, coding, and voice , and Krafton’s experiments...

Apr 08, 20261 hr 11 min

Naavik Digest: Epic’s Strategic Shake-Up

This is the audio version of the Naavik Digest newsletter published on April 5th, 2026. We explore Epic Game’s strategic shake-up in the wake of its latest layoffs, including its reorientation on UGC creators, Fortnite’s stagnation, the looming Disney IP implementation, and what else may come next. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ epics-strategic-shake-up Let us know what you think by sending us a note at podcast@naavik.c...

Apr 05, 202614 min

The Future of Games Media: AI, Substack, and the Rise of Independent Journalism

In this episode, host Kalie Moore sits down with Stephen Totilo, founder of Game File and a veteran games journalist with over two decades of experience across MTV News, Kotaku, and Axios to unpack how the media landscape around gaming is rapidly evolving. As traditional outlets shrink and more journalists go independent, Stephen shares what it actually looks like to build a sustainable, subscription-based publication and why he chose to bet on himself rather than join another institution. The c...

Mar 31, 20261 hr 15 min

Naavik Digest: LLMs for Games Consumer Research

This is the audio version of the Naavik Digest newsletter published on March 22nd, 2026. We explore a slightly overlooked area of AI in game development: consumer research. We focus on recent studies aimed at leveraging the vast data within LLMs to replicate human behavior and how we can actually make use of these studies in a practical way. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ llms-for-games-consumer-research Let us know wha...

Mar 29, 202614 min

The State of Gaming in 2026 (with Sensor Tower)

Host Devin Becker sits down with Sam Aune (Gaming Analyst at Sensor Tower) to break down Sensor Tower's State of Gaming 2026 report , which covers the current mobile, console, and PC gaming landscape. The conversation spans genre-level signals and platform shifts, such as why 4X strategy bucked mobile’s downward trend to what’s driving PC’s growth. Devin and Sam unpack recent outliers and inflection points like how creator-focused hits outperformed AAA, Battlefield 6’s comeback, the rising impor...

Mar 26, 202656 min

Naavik Digest: NCSoft’s $200M Bet on Cash-Reward Gaming

This is the audio version of the Naavik Digest newsletter published on March 22nd, 2026. We look into the Korean games giant NCSoft’s 70% acquisition in the Berlin-based cash-reward gaming platform JustPlay. We unpack what this deal — the latest in a long string of M&A — might mean for the company’s future. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ ncsofts-200m-bet-on-cash-reward-gaming Let us know what you think by sending us...

Mar 22, 202611 min

GDC 2026: AI, UGC, and the New Reality of Game Funding

In this special GDC episode, host Kalie Moore sits down with Tiago Correia, the Founder of Save Point, and a longtime operator and investor at the intersection of gaming, media, and technology, to unpack the biggest themes emerging from this year’s Game Developers Conference (GDC) in San Francisco. They discuss the current mood across the industry, which remains cautiously optimistic but far from the exuberance of previous years. While AI dominated conversations across the conference, both note ...

Mar 17, 202652 min

Naavik Digest: Unpacking Capcom’s Win-Streak

This is the audio version of the Naavik Digest newsletter published on March 8th, 2026. We take a look at the Japanese publisher Capcom, exploring how it has managed to sustain growth and success for years, and what its future might look like. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ unpacking-capcoms-win-streak Read our new State of UGC Games report here: https://naavik.co/deep-dives/the-state-of-ugc-games-2026 Let us know what ...

Mar 15, 202612 min

How Better Measurement Will Unlock the Next Wave of Brands in Gaming

In this episode, host Kalie Moore talks with Bastian Bergmann, Co-founder & COO of Solsten, about the collision between gaming and branding, and why most companies still don’t know how to show up in games without feeling like an ad. With 3B+ people playing worldwide and gaming still capturing only ~5% of global ad spend, Bastian argues the opportunity isn’t awareness, it’s audience strategy. Kalie and Bastian break down why gaming is the only medium that truly spans every demographic, from G...

Mar 10, 20261 hr 2 min

Naavik Digest: The Arc Raiders-ification of Nexon

This is the audio version of the Naavik Digest newsletter published on March 8th, 2026. We look at Nexon and how the success of ARC Raiders might transform the company’s future. Read our new State of UGC Games report here: https://naavik.co/deep-dives/the-state-of-ugc-games-2026 Meet us at GDC 2026 by filling out this short form: https://naavik.typeform.com/to/gVDtj4UO You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ the-arc-raiders-ific...

Mar 08, 202614 min

How Sub-$200K Games Win Discovery and the Steam Algorithm

A new breed of “micro-indie” publisher is emerging: teams that fund sub-$200K games, ship fast, and treat releases like a portfolio. In this episode, host Alexandra Takei , VP at Medal , sits down with Kirill Akimkin , founder of Polden Publishing , to unpack the world of micro indies and discovery. In 2025, they shipped almost 8 games with $800K and plan to ship 20 titles in 2026. Kirill explains that much of their developer pipeline is inbound: a Telegram-led media presence brings developers t...

Mar 03, 20261 hr 8 min

Naavik Digest: The State of UGC Games in 2026

This is the audio version of the Naavik Digest newsletter published on March 1st, 2026. We provide a snippet of our new deep dive covering all things UGC gaming. We break down the latest performance of leaders like Roblox, Fortnite Creative, Overwolf, and explore other notable trends and companies. You can read the full report here: https://naavik.co/deep-dives/the-state-of-ugc-games-2026 Meet us at GDC 2026 by filling out this short form: https://naavik.typeform.com/to/gVDtj4UO Sensor Tower’s S...

Mar 01, 202610 min

Naavik Digest: How Niche Subgenres are Reshaping the Mobile Puzzle Market

This is the audio version of the Naavik Digest newsletter published on February 22nd, 2026. We explore how niche subgenres – Block, Sort, and Screw – are reshaping the mobile puzzle market. You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/ how-niche-subgenres-are-reshaping-the-mobile-puzzle-market Meet us at GDC 2026 by filling out this short form: https://naavik.typeform.com/to/gVDtj4UO Let us know what you think by sending us a note at ...

Feb 22, 202615 min

Why Healthcare Is Gaming’s Next Trillion-Dollar Market

Medical training is still stuck in the arcade era: expensive, basement-bound simulators and outdated software that rarely capture the real stakes of clinical decision-making. In this episode, host Alexandra Takei , Studio Director at Ruckus Games , sits down with Sam Glassenberg , founder of Level Ex (now part of Relevate Health ), to unpack how game developers can modernize healthcare learning by truly embracing the craft of video game design, not “gamification” lipstick. The opportunity and th...

Feb 17, 20261 hr 1 min

Naavik Digest: Why Turkish Game Development Matters in 2026

This is the audio version of the Naavik Digest newsletter published on February 15th, 2026. We explore Turkish game development in 2026, discussing what other countries can learn from its ascent and considerations for its next era. You can read the newsletter (with even more sections and visual detail) here: https://naavik.co/digest/why-turkish-game-development-matters-in-2026/ Meet us at GDC 2026 by filling out this short form: https://naavik.typeform.com/to/gVDtj4UO Let us know what you think ...

Feb 16, 202618 min
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