Daily intelligence for the people shaping the future of franchises.
Mar 26, 2026
The industry cut another thousand jobs yesterday and celebrated a record debt sale on the same day. The question nobody in either room is answering: what happens to the people in between.
Mar 25, 2026
Epic, Nintendo, and Sony announced cuts within hours of each other, all targeting cost structures sized for a growth rate that never arrived. The real cut was to the story that justified them.
Mar 24, 2026
Two of today’s biggest stories are about who controls the infrastructure of entertainment. Project Hail Mary suggests the audience already knows where it wants to go.
Mar 23, 2026
The gap between what something takes to build and what the market gives it to prove itself has never been narrower.
Mar 21, 2026
Ownership is moving faster than the things being owned.
Mar 20, 2026
Capital is choosing sides, and the old categories are dissolving.
