1. Ryan Cohen's GameStop makes an unsolicited $55.5B bid for eBay. Is this a legitimate M&A play or a $9.4B cash pile under pressure? The panel assigns odds from 2% to 50%+.

2. Gaming VC hit $627M in H1 2025 — down from $12.5B at the 2021 peak. The panel argues the bullish case and identifies which categories can still generate returns

3. Microsoft is reportedly exploring a free, ad-supported Xbox Game Pass tier.

4. Star Wars dropped a UEFN-focused Fortnite activation with flat concurrency.

5. Who would you hire for a Head of Product: 20-year Riot/Blizzard vet or 24-year-old Roblox builder with 250 million lifetime players?

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Watch instead of listen on YouTube: https://www.youtube.com/watch?v=h8XapwgE7xw

0:00 - Intro

2:50 - GameStop Bids $55.5B for eBay | What Are the Odds

22:45 - Gaming VC Is Dead. Or Is It? | Devil's Advocate

46:58 - Free Xbox Game Pass — Right Move? | Red Flag or Green Flag

1:03:56 - Star Wars in Fortnite — Buy or Sell? | Buy or Sell

1:26:05 - AAA Vet vs. Roblox Builder | Would You Rather

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*This week's panel:*

Sam Steffanina — Remix.gg / Gamified Events / samsteffanina

kohji Nagata — Parallel https://x.com/ParallelTCGpod

Gnoc — Digital Collectors Club / Ex-Magic Eden https://x.com/itsGnoc

Chris Heatherly — Ex-Disney / Ex-NBCUniversal / chrisheatherly

Colan Neese — Screen Engine / mindGAME Data linkedin.com/in/colanneese

Joe Ferencz — Gamefam Founder / joeferencz

Wills Spangler — GameCred / wills-spangler