Episode
TWIG #377: Epic for Sale, Unity Cuts Deep, and Merge Keeps Printing
- Podcast
- Deconstructor of Fun
- Published
- Apr 2, 2026
- Duration seconds
- 4285
- Processing state
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Summary
The industry isn’t slowing down. This week, we break down the biggest shifts across games. Topics Covered: ● Disney and Epic: Why the speculation is picking up and what a bigger Disney move into games could look like ● Unity’s latest shift: A strong earnings beat, the shutdown of Ironsource, and the sale of Supersonic ● Studio closures and shutdowns: What the latest cuts across VR, live service, and Embracer say about the market ● The Merge 2 rise: Why the category keeps growing and the debate over what’s really driving the revenue ● Cookie Run’s next step: Franchise expansion and the challenge of turning one hit into something bigger ● New soft-launch shooters: Ex-Supercell teams, familiar patterns, and questions about where action games fit on mobile Plus ++ We also get into Tim Sweeney’s role in Epic’s future, Unity versus AppLovin in ad tech, card systems, soft-launch design, and Kress’s latest reality check on mobile. CHAPTERS: 01:14 Mario Movie Backlash 03:45 Leroy Jenkins Capital 06:52 Housekeeping And Corrections 09:10 Disney Buying Epic Rumor 12:12 Tim Sweeney Control Fight 14:55 Entertainment Gaming Graveyard 17:46 Unity Dumps IronSource 23:22 Vector Versus AppLovin Scale 26:35 Shutdowns And VR Reality Check 30:46 Matthew Ball Metaverse Spat 33:38 Embracer Wildland Canceled 36:50 Merge Two Boom Explained 42:29 Cards Drive Revenue Debate 50:48 Cookie Run Franchise Bet 56:50 Soft Launch Shooter Doubts 01:00:22 Field Day Hands On Review 01:06:06 Kress's Mobile Reality Rant 01:10:16 Episode Wrap Up