AI Summary
5 min readUbisoft is planning to split up after AC Shadows
The day Assassin's Creed Shadows' review embargo lifted was supposed to be a victory lap for Ubisoft. Instead, it landed alongside an investor letter that reads more like a declaration of war. Jovan "Asmongold" Hill and his co-host break down what is happening at the French publisher, and the picture is grim: a company that has lost 80% of its value, faces lawsuits from its own shareholders, and is reportedly exploring a breakup that would carve out its most valuable intellectual property into a separate entity. The central question is whether Assassin's Creed Shadows can save Ubisoxt — and the answer, they argue, is almost certainly no.
The Dungeons & Dragons analogy
Hill introduces his framing device early: "You ever play Dungeons and Dragons and you need to roll a 19 or a 20 in order to just hit a monster? I think that's what Ubisoft did with Assassin's Creed Shadows. They needed to roll a 19 or a 20, and they rolled an 11 or a 12." Rolling an 11 or 12 is better than average, he notes, but it is not enough to justify the scale of the company's problems. The point is that even a moderately successful game cannot compensate for years of accumulated failures.
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What you'll learn
- 1 (01:56) **The Central Thesis: Shadows Won't Be Enough** - The host introduces the core argument: Assassin's Creed Shadows’ success will not be sufficient to save Ubisoft from its dire financial straits.
- 2 (06:28) **The Shareholder Rebellion: AJ Investments' Demands** - The host details the activist investor's letter, which threatens protests and lawsuits against Ubisoft's management.
- 3 (07:48) **Ubisoft's String of Failures** - The host lists the company's recent disastrous releases and strategic missteps that led to its current crisis.
- 4 (11:09) **The Investor's Real Game** - The host argues that AJ Investments is not acting out of a desire for better games, but to manipulate the stock price for short-term profit.
- 5 (13:33) **Why Gamers Celebrate Ubisoft's Failure** - The host explains the public's schadenfreude towards Ubisoft, framing it as a reaction to the company representing everything wrong with modern AAA gaming.
- 6 (15:04) **Desperate Measures: Seeking a Saudi or Chinese Bailout** - The host discusses claims that Ubisoft is seeking a deal with Saudi Arabia's Savvy Games Group and Tencent to stay afloat.
- 7 (19:57) **The Letter is a PR Weapon, Not a Strategy** - The host analyzes why AJ Investments released their letter to IGN, arguing it's a tactic to weaponize public sentiment.
+ Full timestamped outline available in the app
Show Notes
Ubisoft is planning to split up after AC Shadows Asmongold show for all of his stream highlights, competitions, reactions & more.
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