The GameDiscoverCo Show

We talk about Valve's comments about avoiding devs copying your game onto Steam quite so easily, Meta's minimization of the Quest hardware line-up in their newest financials, Steam's changing of how third-party sales are shown on game details pages, and the latest financials from PlayStation and Nintendo. Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode: Valve’s Tom G. had detailed comments at a Korean event re: Steam’s current clone/game flood worries & whether platform restrictions make any sense. Well, no: “Making Steam a smarter, more dynamic platform rather than restricting developer access is the starting point of our philosophy.” (Disclosure is their preferred approach.) In the same Steam Indie Connect meetup, Giardino suggested - in a kinda fair, but likely to be controversial point: “Rather than relying on a single mechanism that someone can easily copy… you [can] grow your game by adding features, personality, and creativity that stem from your own perspective as a developer.” https://www.invenglobal.com/articles/27761/developers-fear-ai-slop-and-clones-valve-answers-directly Meta’s newest financials? “Within our Reality Labs segment, Q3 revenue was $443 million, down 6% due to lower Quest headset sales, which were partially offset by continued strong growth in AI glasses revenue.” Also: Meta will ship new hardware iterations only when “we have major breakthroughs.” (No new Quests soon?) https://roadtovr.com/meta-declining-quest-sales-major-breakthroughs/ Another notable Valve change: the ‘above fold Steam sales event’ banner on game pages is being changed, cos players say it “isn't clear why they're seeing that event.” There’s a new event widget which also shows other games from the event, and it’s moved alongside the ‘More from publisher/more like this’ widgets. Makes sense https://store.steampowered.com/news/group/4145017/view/696528162820981365 PlayStation’s latest results? They were reasonable, with revenue up 9% to $7.58b, Wolverine selling an ‘OK’ 2.4 million units LTD (close to our current predictions), and PSN MAUs up from 119m to 127m. The 2.6m PS5s sold during Q2, down from 4m YoY, is non-great, but forecasts went up, likely due to GTA VI royalties. https://thisweekinvideogames.com/news/sony-reports-9-increase-in-playstation-revenue-2-4-million-sales-for-marvels-wolverine/ Nintendo’s earnings? Also reasonable, not spectacular, w/revenue down 12% YoY (from a launch quarter!) to $6.1b, but profit up 11% to $1.4b, with 6.49m Switch 2s sold & 8.8m Tomodachi Life copies. Also: it’s not planning another Switch 2 price increase, since it can “secure sufficient quantities” of memory: https://thisweekinvideogames.com/news/nintendo-financial-earnings-report-h1-fy2027/ Also discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.

We talk about an important discoverability change for Discord servers, why average wishlist count increases in October's streaming showcases were slower than earlier in the year, the significance of a game citing dev costs in increasing its post-launch default price, and what Roblox's latest results say about the platform. Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode: An important visibility change on Discord - search engines will be allowed to index “Discoverable Servers… the most public spaces on Discord, with at least 1,000 members [that] their admins chose to list” as such. (This may be good for game discovery long-term, but feels ‘different’ privacy wise. “In the EU, UK, Canada, Brazil, Australia and South Korea, it’ll be OFF by default”, others can opt out by hand.) - https://discord.com/blog/making-content-from-discoverable-servers-easier-to-discover Streaming showcase follow-ups: we have the Triple I Initiative’s Oct. showcase at ~15k median 7-day Steam wishlist increase, 75% down on April’s. (Still 4x any other Oct. showcase, which all have slower than earlier-in-year comps, tho. Why? Less ‘hot’ games to 100% debut, a lack of Steam featuring, and a v.busy calendar.) https://www.youtube.com/watch?v=LVlyMMWeXfQ The Talos Principle 2 has increased its default price from $30 to $40, specifically ‘cos “the cost of developing and supporting games has continued to rise significantly” - https://store.steampowered.com/news/app/835960/view/679639664218341868 - many games will raise their price, but fairly rarely by actually citing dev costs. (Let's discuss what is going on there!) Roblox’s latest financials are again a weird melange: “ 138M avg DAUs (9% YoY);  $1.70B in bookings (12% YoY);  $1.57B in revenue (+16% YoY);  $403 million paid to devs (6% YoY).” Notes from Ben Sarraille: “Q3 last year was a huge outlier (rise of Grow a Garden → DAU, booking spike). Everything looks kinda rough in comparison… APAC & ROW (Rest of World) have taken over [since 2019].” https://www.linkedin.com/posts/ben-sarraille-a71363119_roblox-earnings-day-as-always-a-fascinating-ugcPost-7521687185260003328-M4Rb/ Also discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.

We talk about 2026's debuts that got played a lot by the average player on Steam, a survey into AI use at bigger game studios, Sony fighting back against the PlayStation console jailbreaks, and how often the average player actually buys games - might be less than you think! Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode: We pulled an updated list of biggest median playtime Steam games in 2026 with >100k players from GDCo Pro & besides desktop idlers taking the top spots, Slay The Spire 2 is still a monster (52 hours, ~8m players!), w/newer entries including the latest NBA 2K & EA Sports FCs, plus Forza 6 and (impressively!) Wardogs. https://www.linkedin.com/posts/simoncarless_what-are-the-most-played-games-on-steam-released-share-7519043218915622912-qSUJ/ The consulting firm Vivrato have been surveying game execs about their firms’ usage of AI, noting: “94% use AI in at least one of nine production stages, but 52% rate how deeply it is built into their full production pipeline at three or lower out of 10.” (This ‘wider but shallow’ integration makes sense - there’s some posturing going on.) https://gamesbeat.com/adam-boyes-vivrato-issues-report-based-on-101-game-leaders-views-on-ai-in-gaming-exclusive/ Just as the ‘jailbreaking’ of PlayStation 5 consoles was getting concerning - someone’s even coded an interface for playing Steam games on PS5 via Linux emulation - Sony has changed it so you have to update to the latest 14.10 OS to play PS5 games online & use network features. (Yes, GTA 6 requires 14.10.) https://www.notebookcheck.net/Sony-blocks-PS5-console-jailbreak-from-PSN-requiring-firmware-update-14-10.1424308.0.html Circana’s survey of ‘normal’ U.S. video game consumers says “41% of US video game players buy at least 1 new game quarterly, compared to 36% a year ago.” But reminder - only 5% of these folks say they buy a game >once a month, and 13% around once a month. (Compared to 29% who buy less than once per year.) https://bsky.app/profile/did:plc:bhqrrxt7yyfpwguioa7rwa7x/post/3mxtqzbgmjk2a Also discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.

We talk about the surge in AI decompilation of games and whether releasing demos early is now bad, some learnings from Forbidden Solitaire from a long-term indie game dev, the state of the Meta Quest game scene, and if Epic's vibecoded Epic Games Launcher is going to change the velocity of the PC store Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode: AI-aided decompilation of games is becoming a big subject of concern and discussion for devs: the decomps SubReddit shows a bunch of console exclusives getting unofficial PC or web ports, and Naavik did a good overview of the space. (The debate on whether this is a vibe-y slopfest or a ‘trend to watch’ continues.) https://naavik.substack.com/p/viral-game-mash-ups-what-ai-decompilation Related: one dev changing their demo plans due to decompilation/ clone worries: https://x.com/AllianceArtsEN/status/2111043223326163101 We dug Jake Birkett’s learnings after after shipping Forbidden Solitaire to 2,000+ Overwhelmingly Positive Steam reviews: “Ideas are worth a lot… [The game’s] core idea was ten times easier to market than anything else we have ever made.” Also, 500+ polish items got skipped cos “none of them would have impacted sales in any meaningful way.” - https://www.patreon.com/GreyAlien/posts/launch-is-over-171706832 We posted on LinkedIn with our update on the Meta Quest VR game charts in Sept/Oct, barely discussed nowadays. New F2P sandbox superhero game HERO x HERO is crushing it at #1, with 'chaotic social multiplayer beloved by pre-teens' F2P (Gorilla Tag, Scary Baboon, Animal Company) most of the Top 10. (The premium games in there: Beat Saber and Blade & Sorcery, btw.) - https://www.linkedin.com/posts/simoncarless_we-didnt-talk-much-about-meta-quest-vr-game-share-7516606582697136130-wINw/ Epic Games is hyping its new/faster PC launcher: “We vibe coded the Epic Games Launcher to be faster than the other guy.” The blog post, claiming ‘cold start to store’ is 46% faster than Steam, is a goofy ‘we just jammed this out’ vibe, leading to Internet snark. (But also: Fortnite’s coming to Linux alongside an Easy Anti-Cheat rebuild.) https://store.epicgames.com/news/epic-games-launcher-preview Also discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.

We talk the different structure and the amount of games currently lined up for October's Steam Next Fest, how making 'regular' trailers vs. short-form video influencer output differs, whether Xbox is going to be making Minecraft more commercially minded in the medium term, and how video games need to compete in the 'attention economy' with the inexorable rise of gambling.Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode:Steam’s upcoming Next Fest (starting Oct. 19th) has its dev-only preview live. And reports say there’s a new interactive genre picker (using 2x ‘lead categories’ the dev picks) to help players choose, early on. (Also: currently >8,000 demos (!) queued for the fest - though that number will come down, as some games drop out late…) Veteran trailer maker Derek Lieu asks a key Q on YouTube: “Are game trailers ‘old news’ when one viral short [video] can make a game blow up?” (He looks at aspects of shorts (captions, voiceover) that differ from “a 60-90 second video crafted to sum up the game's experience/vibe”, and notes that most short-makers recut… the trailer!) https://www.youtube.com/watch?v=N_J8mTO3wZY More evidence Minecraft’s getting sharpened platform power? Tubefilter spotted a job ad which has a successful applicant “defending against competing platforms (Roblox, Fortnite/UEFN, Unity, Fab) through better developer experience, tooling, and enablement at portfolio scale.” (That doesn’t sound like cozy oldskool Mojang.) https://www.tubefilter.com/2026/09/30/microsoft-mojang-hiring-minecraft-creator-experiences/ (Minecraft also got a new head who was an ex-chief product officer at Reddit.) We’ve talked about video games getting more randomized rewards & divergent ‘runs’. And while games don’t come up in this NYT piece about ‘how everything became gambling’, the article underscores the fact that the attention economy is just getting ‘grabbier’. And games have to compete with gambling for eyeballs - https://www.nytimes.com/2026/10/04/magazine/gambling-prediction-markets-statistics.html?unlocked_article_code=1.GVE.SGsc.ybkSCbW6jYgK&smid=url-shareAlso discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.

We talk about the most generic names for games on Steam and whether it really matters what your game is called, a PvE mode in extraction shooter standout ARC Raiders, a lawsuit in Roblox exposing the (lack of) contracts behind many Roblox successes, and the question of Xbox/PS platform split on GTA VI getting spicy…Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode:Games as a platform news: ARC Raiders is testing a PvE mode and has some super interesting research on increasing co-op fans (37% and rising) in their player cohort - "There are clear friction points, with friendly players often attempting to avoid PvP entirely, and we hear frustration from certain groups of players around ratting and camping."  https://arcraiders.com/news/pve-toggle-beta-testPC Gamer’s piece on why so many games have weirdly similar (and forgettable) names has a great Hannah Flynn quote - “suddenly everything's called Rise of the Bonelord: Origins of Dust” and also includes my 2c: “naming isn't that important, since most people buy a game based on video footage… or a recommendation.” https://www.pcgamer.com/games/why-so-many-steam-games-have-weirdly-similar-and-forgettable-names/Roblox has a lot of teens suddenly making a lot of money with UGC, and therefore a lot of lawsuits with much messiness, such as this Tower Defense Sim one profiled by Aftermath: payroll using Robux, and $35 million in damages demanded from a ‘high school computer science project’ now making megabucks: https://aftermath.site/tower-defense-simulator-roblox-lawsuit/The platform split on GTA VI got spicy, with Xbox’s chief strategy officer Matthew Ball pushing back on The Verge’s Tom Warren over alleged poor pre-orders: “The title is breaking records for Xbox… our internal analysis shows our share of pre-orders to be matching our share of the console market..” (We don’t find out what that share is, though… Xbox at 25-30%, with PS5 at ~75%, do people think?) - https://x.com/ballmatthew/status/2103210685920424384Also discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.

We talk about the next part of the Xbox re-org, how a media smart guy says 'the relationship between time and value is breaking down' in media, the rise of Steam demos whose saves transfer to the full game, and Meta's announcements of a revamped, AI-centric Horizon game creator and the latest iteration of Meta's VR plans.Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode:The next part of the Xbox re-org just hit, with more layoffs (250+) at Halo Studios & across Xbox, and Activision now running Rare & a new Halo title that’s more CoD tech-adjacent. Bethesda’s now in charge of Obsidian, and Ninja Theory’s spinoff is not going well (so possible layoffs.) It’s largely logical, but it's a lot: https://news.xbox.com/en-us/2026/09/22/continuing-our-reset/Trend-analyzing media smart guy Doug Shapiro posted something (semi-paywalled) about how “the relationship between time and value is breaking down” in media. A must-read & made us think of ‘incremental games’ on Steam which are a) inexpensive and b) compressed in a lot of ways, gameplay-wise. (It cites a BCG estimate that $0.70/hr was the average video game spend in 2025, inc. mobile.) - https://dougshapiro.substack.com/p/time-isnt-moneyAn emerging trend? Demos where save data transfers to the full game! Firms like Square Enix (and just now Konami with Castlevania: Belmont’s Curse) have been pushing this, Graveyard Keeper 2’s exceptionally good Steam demo perf (~30k CCU) also: “Start playing the free demo now, then carry your progress into the full game.” https://www.konami.com/games/castlevania/belmonts_curse/us/en-us/demoTwo Meta announcements: Also in Meta’s presentations: fascinating that the pivot on the Horizon virtual world/UGC creator is multi-platform and AI-first, with tools to “turn any idea into a complete 2D or 3D mobile game.. with progression systems, balanced difficulty, art direction, multiplayer, and more.” (And easy publish to Facebook & Instagram?) https://developers.meta.com/blog/meta-connect-recap-horizon-create-and-horizon-studio/ And also: Janko Roettgers sums up Met'as new $1,300 VR Glasses as “the company’s biggest bet on TV-like entertainment to date”, as some games like ‘no controllers needed’ Beat Saber got showcased: https://www.lowpass.cc/p/meta-vr-glasses-tv-replacement-3d-entertainment-content + https://www.uploadvr.com/new-games-announced-for-meta-vr-glasses/Also discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.

We talk about a rumor around a dual-tier Game Pass system with and without ads (but without Day 1 games), the switch-up of the Triple-I Initiative streaming showcase to twice per year, the Roblox announce that it's allowing standalone app for all its games on PC, console and mobile, and the latest 'AI in games' controversies (around a Steam festival and the Independent Games Festival AI disclosure.) Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode: There’s a v. unsourced rumor about a 2027 Xbox Game Pass revamp, ft. two main tiers: “Ads tier will cost $12.99 a month… Game Pass without ads will cost $19.99 per month.” There would be no (first-party?) Day 1 games on the service from Feb. 2027, and cloud streaming is an add-on. (The tipper got tier changes right in 2025.) https://x.com/IdleSloth84_/status/2099656444966523172 Heavily rumored, the Triple-I Initiative streaming showcase is now happening twice per year, and October 8th is the next one, with “35+ announcements with back-to-back trailers of world premieres, gameplay reveals, launch dates [&] demos.” Teaser trailer here, and reveals from Dave the Diver, Risk of Rain 2 & more are promised - https://mailchi.mp/ec574e293d38/a-new-gaming-digital-showcase-hits-april-10th-17456701?e=c05597dc4b Roblox Developers Conference had a huge announce, with the keynote revealing: “Soon, creators will have the option to make their games available as standalone apps across mobile, PC, and consoles, with Roblox powering the technology and services underneath.” (This pivot seems early, with scant details besides web play in 2026 & offline modes by mid-2027 - we’ll see if/how it interacts with Steam…) - https://about.roblox.com/newsroom/2026/09/rdc-2026-the-world-needs-more-play Marketing consultant Arnaud De Sousa is not a fan of the Steam AI Gaming Festival. And who knows, you might not be too? (Clarifying notes: it’s a third party fest that Steam didn’t ask for, it hasn’t (?) had any front page visibility, and Arnaud spotted paid/ad elements that might make Valve re-examine it.) https://hitbydesign.substack.com/p/steam-ai-gaming-festival+ related IGF controversy (they asked for AI disclosure including code helpers - https://bsky.app/profile/davidcrespo.bsky.social/post/3mvqirhjlik2z .) Also discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.

We talk about how Xbox doubling down on Hideo Kojima after PlayStation decided to drop Physint, Ubisoft's move away from its intrusive Ubisoft Connect PC launcher on Steam, smaller Steam games getting better personalized visibility on the front page of the site, and CliffyB talking about how AAA should 'faceplant for a while' in this new PC/console game creation paradigm.Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode:Ubisoft is testing a workaround for its intrusive Ubisoft Connect PC launcher and Steam, announcing a new Ubisoft Connect Services Steam tool “that keeps Ubisoft game features such as cross-progression, cross-play, player safety, challenges and rewards, among others, without requiring the Ubisoft Connect PC launcher to be installed or launched.” (Another example of third-party launchers backing off of Steam…) https://store.steampowered.com/news/app/2751000/view/702153223322993170ICYMI: Xbox doubled down on Hideo Kojima’s games, signing the formerly PlayStation-published Physint - after Sony dropped it in June - to add to OD, while also “collaborating across film and television to bring new stories to broader audiences.” (PS dropping it makes sense if Death Stranding 1/2 underperformed expectations & the fact Physint would have been PS5 only, per Bloomberg.) - https://news.xbox.com/en-us/2026/09/09/xbox-and-kojima-productions-expand-partnership-to-publish-physint/Spotting smaller Steam games getting more front page referrer traffic than they used to? That’s cos, some time recently, Valve changed the featured front-page games in ‘Discounts & Events’ (the non-Daily Deal ones) to be more personalized to logged-in player interests. (A good move to help the little guys, done quietly.) Over on Facebook (!) former Epic wunderkind Cliff Bleszinski has views on the ‘Crash 2.0 for games’ rhetoric: “So is the end near? Hardly. ‘Life finds a way”’ - keep looking towards the AA/’slop’ area to find the fun, and at a reasonable price, which allows you to sample a bunch of quirky, innovative titles with friends. Let AAA faceplant for a while, I say.” - https://www.facebook.com/CliffBleszinski/posts/pfbid02UHX6Xt6fXD8EMUr1LuzntcX8waJaesoV45A7DZozw9BjRCGtq5Lrw5pensGNM992lAlso discussed: last week and this week's new Steam releases, and discussion of new features for our GameDiscoverCo Pro/Plus data service.

We talk about how PC game hardware increases might also stretch the game biz in similar ways to console, discuss how Xbox and PlayStation are in some ways getting 'less multiplatform' - or at least signaling that they are. And we also look at some great points from Arrowhead's CEO and chat about August's top new PC & console games. Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more. Mentioned in this episode: We often reference console hardware price hikes, but how about PC? PC Gamer helps us understand: “Before the memory crisis, there was quite an abundance of RTX 5060 gaming PCs… [as low as] $749… these days you're looking at almost $1,000 for the same thing, and that's if you're lucky.” (PCs can be upgraded more modularly, but..)  https://www.pcgamer.com/hardware/gaming-pcs/ive-checked-gaming-pc-deals-every-week-for-two-years-and-im-not-exaggerating-when-i-say-there-isnt-a-single-well-priced-pc-left/ Two story combo on companies getting 'less multiplatform': After signaling it would, Xbox is cutting out other platforms from trailers on the Xbox YouTube channel, with no mentions of the non-Xbox SKUs for Minecraft Dungeons II: https://www.pushsquare.com/news/2026/08/xbox-heard-you-purges-ps5-logos-from-multiformat-game-trailers + PlayStation’s latest State Of Play streaming showcase had a reveal or two, and lots of third-party multiplatform games. But it was mainly interesting re: showing first-party titles/DLC (Marvel’s Wolverine, Gran Turismo 7, Until Dawn 2, Saros, Ghost of Yotei) that we suspect won’t be on PC or Steam soon: https://thisweekinvideogames.com/news/playstation-state-of-play-september-2026-all-the-announcements-and-trailers/ Some smart points in this interview with Arrowhead (Helldivers 2) CEO Shams Jorjani. #1: “The only thing that really, really mitigates risk… is brand and recognisability.” #2: for new games, even as a bigger studio, they’ll be “putting it in the hands of players right away - as soon as possible.” https://www.gamesindustry.biz/the-things-that-we-based-our-assumptions-on-have-changed-fundamentally-arrowhead-ceo-shams-jorjani-on-the-games-industrys-rapid-transformation August's top new PC/console games revealed by GameDiscoverCo - https://newsletter.gamediscover.co/i/213900042/aug-2026s-top-new-pcconsole-games-revealed - 'The 2x million sellers? Less expensive friendslop-adjacents: the absolute smash, albeit at USD $5-$7, was the Landfall-backed ‘fish & then shoot ‘em’ How To Fish, which we have at >6.3m units (!) And the $15-$20 linear co-op hit Big Walk, which we talked about, we’ve got at >1.6m on Steam alone in August. (Not bad.)' (And lots more info...) Also discussed: last week and this week's new Steam releases, and Chris' surprise question of the week for Simon.