The Daily Digest

Daily intelligence for the people shaping the future of franchises.

Most Recent

May 15, 2026

Sega just spent five years and ¥100bn learning what one developer already knew

Curry Barker's Obsession, Johnny Galvatron's Mixtape, and the disclosure inside Sega's earnings deck that explains the rest of the slate.

May 1, 2026

Attention is the easy part.

The four stories that drew my gaze this week are all about the gap between attention and conversion: who has the audience, who can turn it into revenue, and who is finding out the second part is harder than the first.

Apr 22, 2026

Five signals in twenty-four hours, each one repricing an asset the market thought it understood

The Daily Digest — Apr 22

Apr 21, 2026

Gulf sovereign capital is quietly becoming entertainment's most important investor

The Daily Digest — Apr 21

Apr 3, 2026

The distance between building something and getting it to people who would pay for it

The Daily Digest — Apr 3

Apr 2, 2026

What separates the things that endure from the things that don't

The Daily Digest — Apr 2

Apr 1, 2026

Nintendo doesn't need its consoles to carry the franchise anymore

The Daily Digest — Apr 1

Mar 31, 2026

Who controls the layer between the characters and the audience?

The Daily Digest — Mar 31