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The Executive Trap: Scaling โ‰  Winning

The line goes up. Everyone claps.But growth without systems doesnโ€™t build strength.It multiplies weakness.๐—•๐—ฒ๐—ฐ๐—ฎ๐˜‚๐˜€๐—ฒ ๐˜€๐—ฐ๐—ฎ๐—น๐—ถ๐—ป๐—ด ๐—ฑ๐—ผ๐—ฒ๐˜€๐—ปโ€™๐˜ ๐—ณ๐—ถ๐˜… ๐—ฏ๐—ฟ๐—ผ๐—ธ๐—ฒ๐—ป ๐˜€๐˜†๐˜€๐˜๐—ฒ๐—บ๐˜€.It exposes them.If retention isnโ€™t there, growth only amplifies churn.If LTV sits too close to CPI, one buggy release puts ROAS underwater.Youโ€™re not scaling strength. Youโ€™re scaling fragility.A few years ago, WildCard was tested.We didnโ€™t chase scale. We cut UA to near zero.I still remember staring at dashboards showing a freefall.We fixed cohorts, tightened paybacks, rebuilt product.๐—ข๐—ป๐—น๐˜† ๐˜„๐—ต๐—ฒ๐—ป ๐˜†๐—ถ๐—ฒ๐—น๐—ฑ ๐—ต๐—ฒ๐—น๐—ฑ ๐˜„๐—ถ๐˜๐—ต๐—ผ๐˜‚๐˜ ๐˜€๐˜‚๐—ฏ๐˜€๐—ถ๐—ฑ๐—ถ๐—ฒ๐˜€ ๐—ฑ๐—ถ๐—ฑ ๐˜„๐—ฒ ๐˜€๐˜๐—ฒ๐—ฝ ๐—ฏ๐—ฎ๐—ฐ๐—ธ ๐—ผ๐—ป ๐˜๐—ต๐—ฒ ๐—ด๐—ฎ๐˜€.The rebuild wasnโ€™t about more DAU.It was stronger systems: retention loops, monetization depth, faster testing.Now scale compounds because the system holds.๐—”๐—ป๐˜†๐—ผ๐—ป๐—ฒ ๐—ฐ๐—ฎ๐—ป ๐˜€๐—ฐ๐—ฎ๐—น๐—ฒ. ๐—™๐—ฒ๐˜„ ๐—ฐ๐—ฎ๐—ป ๐—บ๐—ฎ๐—ธ๐—ฒ ๐—ถ๐˜ ๐—น๐—ฎ๐˜€๐˜.Because revenue fades. Only yield compounds.

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From Ad Tech to S&P 500: AppLovin rockets 130% in 6 months

AppLovin (NASDAQ: APP), our Ad Tech titan, popped 12% today, stacking 130% gains in just six months. And now? Itโ€™s officially joining the S&P 500 in the September index rebalance. Index funds have to buy in, meaning automatic demand, billions in inflows, and the spotlight on Mobile Gamingโ€™s Top Ad Tech Player. From Up&Downs to S&P. Growing Day by Day There's no surprise. What's behind? AppLovinโ€™s Q2 2025: Record Revenue, Q2 Surges 77% to $1.26 bn Official: AppLovin Sold its Mobile Gaming Business to Tripledot Ad Monetization & UA: How Applovin Scared Google Why It Matters for Ad Tech AppLovin has transformed from โ€œjust another app publisherโ€ into a full-stack ad monetization powerhouse: 77% YoY revenue growth in Q2 2025 EBITDA up 99% Net income up 156% It owns the funnel from user acquisition to monetization, and that vertical integration […]

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Top games produce more than 50 playables a month!

๐—ฃ๐—น๐—ฎ๐˜†๐—ฎ๐—ฏ๐—น๐—ฒ๐˜€ are the most important format these days. Top games produce more than ๐Ÿคฏ ๐Ÿฑ๐Ÿฌ ๐—ฝ๐—น๐—ฎ๐˜†๐—ฎ๐—ฏ๐—น๐—ฒ๐˜€ ๐—ฎ ๐—บ๐—ผ๐—ป๐˜๐—ต.. ๐Ÿ‘‡ That is quite impressive. How many do you produce every month? Whatโ€™s your rule of thumb for playable length now? ๐—ง๐—ต๐—ฒ ๐—ฑ๐˜‚๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ผ๐—ณ ๐—ฝ๐—น๐—ฎ๐˜†๐—ฎ๐—ฏ๐—น๐—ฒ๐˜€ ๐—ถ๐˜€ ๐—ต๐—ถ๐—ด๐—ต๐—น๐˜† ๐—ฐ๐—ผ๐—ฟ๐—ฟ๐—ฒ๐—น๐—ฎ๐˜๐—ฒ๐—ฑ ๐˜„๐—ถ๐˜๐—ต ๐˜€๐˜‚๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€. Are you staying ๐˜๐—ฟ๐˜‚๐—ฒ to the game or using misleading/fake concepts in playables?

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Spotted these fun follow screens in Coin Master!

๐Ÿ“ฑ Spotted these fun follow screens in Coin Master ๐Ÿ‘€ What I really like here is how they cover all audiences โ€“ whether youโ€™re active on X, YouTube, or even Facebook (I recall seeing one for FB too).Itโ€™s a smart way to build community across multiple platforms, making sure every type of player has an entry point to stay engaged with updates, contests, and rewards.Small detail, but a big impact on reach & retention.๐Ÿ‘‰ Curious โ€“ which platform do you think works best for mobile game community building today?

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Royal Match by Dream Games makes $4,5 million a day!

Royal Match ๐Ÿ‘‘ by Dream Games is doing $4,5 Mil. ๐Ÿค‘ a day in revenue, and started testing the new Multiplier Token mechanic. This could be a new monetization feature, but players seem divided. Read the latest here ๐Ÿ˜Ž: Currently, there is already a double rewards per level mechanic, as seen on the first image on the left, but its time โฒ๏ธ based. You can't control it, which means it has time pressure, but also you can't buy it, which will be the key iteration here. So they added a Multiplier Token into a test instead, which can be obtained through events, but also bought. It gives you the same double level rewards as the current timer version, but you consume 1 token per level played instead of a fixed time period. This means you can log off and get […]

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How Founder Updates Reveal Which Startups Will Die

After 34 angel investments, I can predict which startups will die from their founder update emails. Email 1: The Vanity Metrics Special"We hit 10,000 signups!" But monthly actives? Revenue? Retention? Nowhere to be found. When founders lead with downloads instead of dollars, they're already lying to themselves.Email 2: The Pivot Parade"We're exploring an exciting new direction..."Third pivot in 6 months. They're not iterating. They're panicking. The best founders kill bad ideas fast, not dress them up as "strategic shifts."Email 3: The Bridge to Nowhere"We're raising a small bridge round to extend runway..."Translation: Our metrics don't support a real round. Bridge rounds are life support. I've never seen one lead to a comeback.Email 4: The Radio Silence3 months. No update. Then suddenly: "Quick update - things have been busy!"No. Things have been bad. Good news travels fast. Bad news hides.Email 5: […]

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Donโ€™t Miss These New Mobile Games โ€“ August 29 to Sep 4, 2025

Hei, Hallo& SELAM! Here are the notable mobile games released between August 29 - Sep 4, 2025 and why they might be worth your attention. Curated weekly by Gamigion. Enjoy! ๐Ÿ‘‰๐Ÿป Also, check August 22โ€“28 releases, some great games you donโ€™t want to overlook! โœ… Quick Sum Forge Master โ€“ Idle RPG Trash Tycoon: Idle Trampire Counter Girls Drive Order Om Nom Tower Brainrot 3D Bitcoin Climb Hungry Hole Master Alien Horde: Squad Survival Tile Away - Art Gallery Ape Warforts Cube Tail Soccer Champ Wooldle: Knit & Sort 3D Clean Soap Escape Fluffy Match Knit Puller Duo Crime Squad: Shooting Game Loop Crusher Cube to Hole: Escape Puzzle Zula Strike Last Zone: Survival War Big Helmets: Heroes of Destiny Numoku Car Wash Mania! Boat Defense: Bag Blast ShootUp Balls Magic Stone Sort Tangle Tubes Wagon Crew Pocket Universe Royal […]

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Sentiment Programming and Enforcing in the Games Industry

The games industry has always been a place of creativity, innovation, and reinvention, but, what may also come as a surprise for many, itโ€™s also an environment where sentiment is programmed and enforced.Sometimes this happens intentionally, when corporations, publications, or influencers try to push a narrative. Other times it happens unconsciously, as groups buy into a sentiment because it feels safe, popular, or โ€œthe right side of history.โ€ Whether explicit or implicit, sentiment programming shapes not only how we work but also what we build, how we market, and what survives. Very often, it also shapes who will make money in the process, giving also opportunities for followers, on top of which it also shapes who will lose money in the process.This post looks at how sentiment programming plays out in the games industry โ€” through direct and indirect means, […]

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Galaxy Defense: Bang Bang Survivor clone makes $120K a Day!

โšก๏ธ๐—š๐—ฎ๐—น๐—ฎ๐˜…๐˜† ๐——๐—ฒ๐—ณ๐—ฒ๐—ป๐˜€๐—ฒ: A sci-fi flavored Bang Bang Survivor clone thatโ€™s generating ๐Ÿค‘$๐Ÿญ๐Ÿฎ๐Ÿฌ๐—ž/๐—ฑ๐—ฎ๐˜†. Copying Raid Rush creatives is easy. Copying it properly? ๐—ง๐—ต๐—ฎ๐˜โ€™๐˜€ ๐˜๐—ต๐—ฒ ๐—ต๐—ฎ๐—ฟ๐—ฑ ๐—ฝ๐—ฎ๐—ฟ๐˜.๐Ÿ‘‡ We just broke down Galaxy Defense on the two & a half gamers podcast.Hereโ€™s what stood out on the UA & creatives side ๐Ÿ‘‡CPIs likely $50โ€“100+ in Tier1 markets (sci-fi + dark theme is ๐—ก๐—ข๐—ง ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐˜€๐—ฒ๐—ฑ to work for UA, but may work for Organics).The majority of revenue is IAP-driven (~88%), and ads are only 12%.๐—”๐—ป๐—ฑ๐—ฟ๐—ผ๐—ถ๐—ฑ > ๐—ถ๐—ข๐—ฆ ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ thanks to Discord-driven webshops. (perhaps also thanks to the Organics?)TikTok Flop: memes (quite funny), fake interviews, AI-generated actors.Street interview format straight out of the Raid Rush playbook, but ๐˜„๐—ฒ๐—ฎ๐—ธ๐—ฒ๐—ฟ execution.๐—–๐—ฟ๐—ฒ๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—ฑ๐—ฒ๐—ฝ๐˜๐—ต = ๐Ÿฏ.๐Ÿฑ/๐Ÿญ๐Ÿฌ โ†’ ๐˜๐—ผ๐—ผ ๐—น๐—ฎ๐˜‡๐˜†, ๐˜๐—ผ๐—ผ ๐—ฐ๐—ผ๐—ฝ๐˜†-๐—ฝ๐—ฎ๐˜€๐˜๐—ฒ.Missing big levers: fake ads, stronger AI hooks, and format variety.Strong gameplay + monetization โ‰  guaranteed UA success.If youโ€™re […]

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Nice touch in Archero 2: Choose your own reward.

๐ŸŽ Spotted a nice touch in Archero 2 โ€” on the 7th day of the login calendar, players can choose their own reward. Why I like this: โœ… Addsย player agencyย to a standard retention mechanicโœ… Makes the final day feel more exciting & personalโœ… Reduces the โ€œone size fits allโ€ problem of static calendarsSuch a small change, but it transforms the 7-day login from routine into something players actually look forward to.๐Ÿ‘‰ Do you think more games should let players customize rewards in daily calendars?

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Players may find out they are in an experiment. So what?

In nearly every tech domain, from Amazon to airline pricing to Uber, users are in a variant. In fact, on LinkedIn, you may be in one right now. Experimentation isn't just prevalent, it's expected! Games seem to fall under a peculiar domain where experimentation is deemed "unfair." As a result, the whole population suffers because we're unable to improve an experience that applies to everyone. There are certainly legitimate critiques of experimental design. For example, the Hawthorne effect is a bias that occurs when participants are aware they are part of an experiment, thereby altering their behavior in a manner they wouldn't otherwise exhibit. Ironically, this is the problem with nearly all survey-based studies on loot boxes: crazed Redditors pushing an agenda, knowing what the experimenter is looking for. Testing first in non-English speaking regions is a key way to […]

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An interesting RV placement at the level start screen.

๐ŸŽฏ Spotted an interesting Rewarded Video (RV) placement at the level start screen. Instead of only showing boosters you already own, the game gives you the option to watch an ad to get an extra booster before you even begin.Why I like it:โœ… Players make the decision at a high-motivation moment (right before tackling the challenge)โœ… Reduces friction โ€” no need to backtrack to the shopโœ… Smart way to blend monetization with progression flowA small but clever placement that turns anticipation into opportunity.๐Ÿ‘‰ Do you think RVs work better before a level starts, or after it ends?

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