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JK talks about 5 big changes that will potentially cause huge structural shifts in the games industry all coming to a head in 2021:

1. Post-COVID Renormalization

2. Lack of M&A Targets for Growth

3. Impact of IDFA Deprecation

4. Game Studio + Ad-Tech Vertical Integration

5. The Rise of China

RELATED LINKS:

• Game Biz #1: Chris Petrovic, Eric Kress, and I talk M&A in 2021

• Mobile Ad Revenue in 2021+: With Josh Chandley (Wild Card Games), Sofia Gilyazova (Social Point), and Offer Yehudai (Fyber)

• Modifying Payment Behavior in Games: Clash of Clans: Bigger, Better, Battle Pass by Eino Joas

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