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Hola! Greetings from Spain. Mishka here, tanned, confused by dinner hours, and tragically absent from today’s pod. But fear not, Eric questions the rise of private equity in games and reports back from an anime convention while giving Andrew Wilson a new mobile crown. Phil wants a recount on a couple of Scopley acquisitions, while Jen channels Kate Hudson into top-of-funnel awareness. Gundam demands attention while the crew debates scaling the Drive to Survive treatment of One Piece.

00:00 Introduction and Host Banter
02:06 Today's Agenda and Topics Overview
02:50 Nintendo Direct and Market Trends
05:29 Unity's Challenges and UA Discussion
08:22 Gamescom Parties and Community Engagement
09:20 Economic Theories and Gaming Experiments
17:32 Convoy Report and Market Analysis
26:29 Sony's Strategic Moves and IP Partnerships
30:12 Anime's Mainstream Status in America
37:16 Crafton's Acquisition of 11th Hour Games
39:13 Scopely's Portfolio Performance
48:32 EA's Quarterly Earnings and Mobile Strategy
56:23 Sony vs. Tencent: The Horizon Knockoff Controversy
01:03:30 Ruckus Team's New Game: The Holdouts