We talk about the next part of the Xbox re-org, how a media smart guy says 'the relationship between time and value is breaking down' in media, the rise of Steam demos whose saves transfer to the full game, and Meta's announcements of a revamped, AI-centric Horizon game creator and the latest iteration of Meta's VR plans.
We talk about the next part of the Xbox re-org, how a media smart guy says 'the relationship between time and value is breaking down' in media, the rise of Steam demos whose saves transfer to the full game, and Meta's announcements of a revamped, AI-centric Horizon game creator and the latest iteration of Meta's VR plans.
Join Simon Carless & Chris Plante in the latest GameDiscoverCo Show as they look at these questions and more.
Mentioned in this episode:
The next part of the Xbox re-org just hit, with more layoffs (250+) at Halo Studios & across Xbox, and Activision now running Rare & a new Halo title that’s more CoD tech-adjacent. Bethesda’s now in charge of Obsidian, and Ninja Theory’s spinoff is not going well (so possible layoffs.) It’s largely logical, but it's a lot: https://news.xbox.com/en-us/2026/09/22/continuing-our-reset/
Trend-analyzing media smart guy Doug Shapiro posted something (semi-paywalled) about how “the relationship between time and value is breaking down” in media. A must-read & made us think of ‘incremental games’ on Steam which are a) inexpensive and b) compressed in a lot of ways, gameplay-wise. (It cites a BCG estimate that $0.70/hr was the average video game spend in 2025, inc. mobile.) - https://dougshapiro.substack.com/p/time-isnt-money
An emerging trend? Demos where save data transfers to the full game! Firms like Square Enix (and just now Konami with Castlevania: Belmont’s Curse) have been pushing this, Graveyard Keeper 2’s exceptionally good Steam demo perf (~30k CCU) also: “Start playing the free demo now, then carry your progress into the full game.” https://www.konami.com/games/castlevania/belmonts_curse/us/en-us/demo
Two Meta announcements: Also in Meta’s presentations: fascinating that the pivot on the Horizon virtual world/UGC creator is multi-platform and AI-first, with tools to “turn any idea into a complete 2D or 3D mobile game.. with progression systems, balanced difficulty, art direction, multiplayer, and more.” (And easy publish to Facebook & Instagram?) https://developers.meta.com/blog/meta-connect-recap-horizon-create-and-horizon-studio/
And also: Janko Roettgers sums up Met'as new $1,300 VR Glasses as “the company’s biggest bet on TV-like entertainment to date”, as some games like ‘no controllers needed’ Beat Saber got showcased: https://www.lowpass.cc/p/meta-vr-glasses-tv-replacement-3d-entertainment-content + https://www.uploadvr.com/new-games-announced-for-meta-vr-glasses/
Also discussed: last week and this week's new Steam releases, what's new or upcoming for GameDiscoverCo Plus & Pro data users since last time, and Chris' surprise question of the week for Simon.