How is this wave of over-investment in games going to end? Access to cheap capital, the explosion of interest in interactive entertainment, the entry of several non-endemic billion dollar firms, and a rash of public listings at enormous valuations has created a lot of froth. This week alone, Sony sank another $200 million into Epic Games, which raised a whole new…

Last week I managed to get the president of the ESRB to speak in my class. I first met Patricia Vance two years ago and had been eager to get her perspective on the industry and how it has changed. What drove my curiosity was how a self-regulatory body like…

The next 10 years in gaming, part 3 — What follows is the third installment of a series that looks at the next 10 years in gaming. The emphasis is on the formulation of novel strategies and business model innovation. …

Your move, Sony — As we approach the release of the new consoles, we’ve finally found out what it’ll cost us and what it’ll offer. Carried by the momentum in gaming we saw in Q2 and Q3, this year’s finale looks to be a blowout. …

Can Epic pull this off? It already did. I’ve been trying to wrap my head around the Epic/Apple/Google thing. At the center, I believe that Epic is saying what many in the industry have been thinking for a long time. But as one publisher exec told me: “Privately, we are…

Can Amazon, Google, Facebook, and Apple disrupt the video games market? — The lockdown over the past months has focused attention on the games industry like never before. And for good reason. Video games today are immensely popular after successfully transitioning from the fringes and becoming a mainstream form of entertainment. …

The consolidation in the current games market is musical chairs for high rollers. Sony’s overall position of its games division, which is arguably at its most vulnerable as the console business resets this year, is making bids left and right to secure its long-term future. …