MACROVENTURE CAPITALWEEKLY RECAP

Research Summary

This report covers the top five headlines and fundraising announcements in the gaming industry for Week 36 of 2023. It includes updates on Google’s policy changes for NFT game ads, non-endemics breaking into games, Savvy Games Group’s strategy, YouTube’s public testing of playables, and TikTok’s emergence as a new mobile launch pad. The report also highlights content from independent creators and a $54M investment in Story Protocol, a Web3 infrastructure platform.

Key Takeaways

Google’s Policy Change

  • Ad Policy Update: Google has updated its policy to allow advertisements for NFT games, indicating a shift in the company’s stance towards the growing NFT gaming sector.
  • Impact on NFT Games: This policy change could potentially boost the visibility and reach of NFT games, contributing to their growth and popularity.
  • Industry Implications: Google’s move may encourage other tech giants to reconsider their policies towards NFT games, potentially leading to broader acceptance and integration of NFTs in the gaming industry.

Non-endemics Breaking Into Games

  • Industry Diversification: Non-endemic entities are venturing into the gaming industry, indicating a growing interest and potential opportunities in this sector.
  • Impact on Gaming Landscape: The entry of non-endemics could bring fresh perspectives, innovative ideas, and increased competition to the gaming industry.
  • Long-term Effects: The involvement of non-endemics could lead to the evolution of gaming trends, business models, and consumer expectations in the long run.

Savvy Games Group’s Strategy

  • Strategic Approach: Savvy Games Group is implementing a strategy to dominate the gaming space, demonstrating its ambition and proactive approach in the competitive industry.
  • Implications for Competitors: Savvy Games Group’s aggressive strategy could pose challenges for its competitors, potentially reshaping the competitive dynamics in the gaming industry.
  • Future Trends: Savvy Games Group’s strategy could set a precedent for other gaming companies, influencing future strategic trends in the sector.

YouTube Playables Public Testing

  • Platform Expansion: YouTube is publicly testing playables, indicating its efforts to expand its offerings and enhance user engagement.
  • Impact on User Experience: The introduction of playables could significantly improve the user experience on YouTube, making it a more interactive and engaging platform.
  • Industry Influence: YouTube’s move could inspire other social media platforms to explore similar features, potentially leading to a trend of interactive content in the social media industry.

TikTok as Mobile’s New Launch Pad

  • Platform Evolution: TikTok is emerging as a new launch pad for mobile applications, showcasing its growing influence in the mobile ecosystem.
  • Opportunities for Developers: TikTok’s new role could provide developers with a powerful platform for launching and promoting their apps, potentially leading to increased visibility and user acquisition.
  • Impact on Mobile Landscape: TikTok’s emergence as a launch pad could reshape the mobile landscape, influencing how apps are launched and marketed.

Actionable Insights

  • Embrace NFT Gaming: Companies in the gaming industry should consider embracing NFT gaming, given Google’s policy change and the growing popularity of NFT games.
  • Explore Cross-Industry Opportunities: Businesses should explore opportunities in the gaming industry, as the entry of non-endemics indicates potential growth and diversification in this sector.
  • Adopt Aggressive Strategies: Gaming companies should consider adopting aggressive strategies to gain a competitive edge, as demonstrated by Savvy Games Group.
  • Enhance User Engagement: Social media platforms should consider enhancing user engagement through interactive features, as shown by YouTube’s public testing of playables.
  • Leverage TikTok for App Launch: Mobile app developers should consider leveraging TikTok as a launch pad to increase their apps’ visibility and reach.
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