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Insights on the F2P Video Games Industry

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Substack
PricingFreemiumPublishesWeekly
Issues323Founded7 years agoLast Issue20 days ago
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Latest Issues

The Most Important Number in Unity’s D2C Launch Is Zero

In 2002, Electronic Arts banned ICQ — the office chat app — and put a single internet terminal in the center of the building. A programmer named Steve Ganem responded with what he calls “civil disobedience”: he built his own LAN chat progra...

20 days ago
5

So This Is How The Metaverse Dies

Here’s the top of the Fortnite metaverse, as of June 20, 2026, during a Saturday night at around 8 pm EDT:

(Source: fortnite.gg)

#1. Battle Royale: 549.3k concurrent players.

#2. A battle royale variant: 97.7k

#3. Another battle royale...

a month ago
8

🎙️ The Most Valuable Asset in Games Isn't Your Game

Here’s a contradiction worth sitting with. Earlier this year, Epic Games — the studio that spent five years and north of $100 million breaking the platforms’ 30% tax — quietly cut the value of V-Bucks by 20% to, in its own words, “pay the b...

2 months ago
6

The Last 20% Is Worth $100 Million

If you build 80% of the right game, you’re going to get like $10,000 in sales. If you build 100% of the right thing, you might get $100 million in sales.

That is Ran Mo — CEO of Proxima, creator of Suck Up!, and arguably the person with th...

4 months ago
10
3

GDC 2026: Relationships Are the Last Moat in Gaming

The gaming industry spent 2024 and 2025 obsessing over which jobs AI would eliminate. But the more interesting question — the one with actual strategic implications — is what AI can’t replace. Solomon Ruiz-Lichter figured out the answer thr...

5 months ago
5

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Authors

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  • Joseph Kim

    Mobile gaming executive. Interests in mobile games, health, and kids education. All opinions my own. Follow me on Insta: https://t.co/AnJIEio0Jt

  • Ted Park

    Game Product Manager and Producer. Released indie multiplayer shooter At Sundown: Shots in the Dark on Steam/Consoles.

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