– Intro & welcome (Jen, Kress, Phil, Mishka)01:00 – Mishka's Greece trip & DoF event updates (Seattle Roundtables, Gamescom, Grand Slam, Supper Club)08:00 – Playtika update: Solitaire Grand Harvest cannibalized by Disney Solitaire12:00 – M&A Masterclass callback (Chris Petrarca) & licensing math on Disney deal14:00 – Washington State's gambling lawsuit vs. Playtika — social casino legal risk17:00 – Sensor Tower H1 2026 report: overview & app discovery is "broken"20:00 – Direct-to-consumer (D2C) web shops: how big is the impact really?23:00 – D2C by genre: 4X, social casino, Marvel Strike Force example25:00 – Genre trends: strategy down, puzzle up, Block Blast highlight26:00 – The "Arrow" hyper-casual craze — Block Blast install decline29:00 – UA costs spiking: ad spend up, downloads down30:00 – AppLovin & AdMob's growing duopoly over UA33:00 – Social casino's steepest genre decline & D2C revenue shift36:00 – Top publishers by ad revenue (King, Easy Brain, Huuuge)39:00 – Sensor Tower report wrap-up & praise42:00 – Warframe/Digital Extremes: Destiny comparison & live-service execution44:00 – Warframe monetization model breakdown45:00 – Digital Extremes' mobile SKU built with Finland's Nitro Games46:00 – Warframe mobile growth numbers (PC halo effect)48:00 – Squad RPG/gacha mechanics critique — mobile "solved this years ago"50:00 – Why no Western studio has cracked mobile shooters (Fortnite, Roblox Rivals)51:00 – Warframe's marketing-driven themed content drops52:00 – Shoutout: Christopher Dring's podcast52:00 – Outro & next week preview (Castle Clashers, Capcom)