Pixels & Profits

Is Xbox Over? Inside Microsoft's Gaming Reset

Microsoft paid $75 billion for Activision Blizzard. Less than three years later, Xbox is cutting 3,200 jobs and spinning off studios. The cuts are the…

Oct 27 • Joseph Kim

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Is SaaS Over? AI vs. Software: Who Survives

SaaS sold scarcity. AI deletes it. The only real argument left is how fast, and which companies are still standing when the friction runs out.

Oct 16 • Joseph Kim

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September 2026

Situational Awareness: Rise and Fall (The Story Continues)

Leopold Aschenbrenner Wasn't Wrong. His Balance Sheet Ran Out of Time.

Sep 2 • Joseph Kim

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1:00:50

August 2026

SpaceX: The Biggest Call Option in History

The launch business is a genuine marvel. Starlink is a real cash machine. So why does the trillion-dollar valuation still hinge on a business SpaceX…

Aug 8 • Joseph Kim

1:10:51

January 2026

Who Killed Ubisoft?

Five years ago, Ubisoft was worth $16.5 billion.

Jan 19 • Joseph Kim

December 2025

AppLovin Paradox: 82% Margins, Nervous Publishers, and What Breaks Next

AppLovin is the apex predator in mobile right now.

Dec 30, 2025 • Joseph Kim

October 2025

Exposing the EA-Saudi Deal: Why the $55B 'LBO' Breaks Every Private Equity Rule

“If I got an unsolicited offer from a sovereign entity that has effectively unlimited money, would I push for more?

Oct 13, 2025 • Joseph Kim

June 2025

Unity's Data Dilemma: Why Gaming's Underdog Needs to Stop Playing It Safe

How Unity's 70% engine dominance could break AppLovin's 81% profit monopoly—if they're brave enough to try

Jun 9, 2025 • Joseph Kim

January 2025

💸 The 2025 Gaming Industry Forecast: A Guide to Crisis & Opportunity | Pixels & Profits

We recap 2024 and make predictions for 2025 on game industry trends, challenges, and major game companies

Jan 7, 2025 • Joseph Kim

October 2024

Ubisoft, Unity, China, and Microsoft x Activision

Pixels & Profits are back to discuss some of the hot topics dominating game dev conversations recently

Oct 31, 2024 • Joseph Kim

April 2024

Embracer vs. Ubisoft: Who rises back to glory?

A Deep Dive into Two Struggling Gaming Giants

Apr 20, 2024 • Joseph Kim

March 2024

Nvidia: Powering the Future of Gaming, AI, and Beyond | Pixels & Profits #9

Can Nvidia's shift from simulating imagination to intelligence make it the world's most valuable company?

Mar 15, 2024 • Joseph Kim