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Category Archives: Gaming

Playtron and the Future of Handheld Gaming

March 29, 2024by D2D Advisory Leave a comment

Recently de-cloaked start-up Playtron has creating a new OS targeted at portable gaming consoles that could be a critical bridge in brining more gamers into the market for PC-quality games.

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Gaming, Strategy

PC CPUs get more interesting

October 24, 2023by D2D Advisory Leave a comment

Microsoft is opening up the market for Arm-based laptop CPUs. This is bad news today for Qualcomm, and potentially bad for Intel over the very long term

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Apple, Gaming, Qualcomm, Silicon

Will Handheld Gaming become a Thing?

October 2, 2023by D2D Advisory 2 Comments

We are going to start hearing a lot more about Handheld Game devices (PC grade graphics in devices smaller than a PC). This will not supplant phones of PCs, but could be a good segment for a few companies.

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Apple, Gaming, Google, Qualcomm, Silicon

Our $0.02 on Unity

September 28, 2023by D2D Advisory Leave a comment

We wrote about Unity back in 2020 around their IPO. We concluded that the stock look good in the near term, but faced many long-term challenges. All of that seems to have played out, especially the challenges.

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Gaming, IPO
chessboard with chess pieces and game of cards

Google Stadia RIP

October 6, 2022by D2D Advisory Leave a comment

Google missed a big opportunity with Stadia, it just wasn’t the one they were pursuing. We will gladly take GCP off their hands.

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Appconomy, Gaming, Google, Networking

The Gaming Internet – Why so Laggy?

March 11, 2021by D2D Advisory 2 Comments

The Gaming Internet – Why so Laggy? Early (hard to reverse) engineering choices and basic geography often underpin poor game networking conditions.

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Gaming, Networking

Gaming Internet – Magic Packets

March 4, 2021by D2D Advisory 1 Comment

Gaming Internet – Networking may seem like a sideshow for developers, but it can have real financial impacts.

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Gaming, Networking

Choose Your Fighter

February 25, 2021by D2D Advisory 7 Comments

Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.

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eSports, Gaming, Google, Networking

The Gaming Internet

February 18, 2021by D2D Advisory 3 Comments

The Gaming Internet – 3 billion people played an average of 7 hours of video games last year, but no one seems to be looking at what that traffic is doing to the Internet.

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eSports, Gaming, Networking

Google close Stadia Studios

February 12, 2021by D2D Advisory 1 Comment

Google closing Stadia Studios is not entirely surprising but it serves as a good place for us to take a closer look at the Gaming Internet.

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Gaming, Google, Strategy

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