Game Changers

This week on the Konvoy Newsletter audio edition, host Jason Chapman explores the U.S. Navy’s mounting challenge: maintaining maritime dominance as China’s shipbuilding juggernaut accelerates. With China projected to surpass the U.S. in naval combat power by 2027, Josh unpacks why this looming crossover point matters—and how the Navy is responding by overhauling its strategy, force structure, and...

This week on the Konvoy Newsletter audio edition, host Josh Chapman digs into the growing movement toward privacy, control, and hyper-secure infrastructure inside the home — a trend fueled by AI, smart devices, and rising distrust in cloud-based systems. As more of our daily lives become mediated by connected technology, Josh explores why consumers are beginning to rethink what they share, who the...

This week on the Konvoy Newsletter audio edition, host Jason Chapman breaks down one of the biggest questions in modern robotics: will the future be driven by generalized humanoid robots or specialized task-specific machines? With companies like Tesla and 1x pushing toward adaptable humanlike robots and long-proven systems like Roomba, Kiva, and TUG excelling at narrow functions, the industry is s...

This week on the Konvoy Newsletter audio edition, host Jackson Vaughan explores the origins, evolution, and reinvention of holding companies in America — from Rockefeller’s Standard Oil Trust to the decentralized empires of Berkshire Hathaway and Alphabet. As regulatory pressure, financial engineering, and technological disruption have shaped these corporate structures over time, the holding compa...

This week on the Konvoy Newsletter audio edition , host Josh Chapman explores how artificial intelligence is transforming the skies above us — from autonomous satellites avoiding orbital debris to the emergence of data centers in space . As investment in AI and compute accelerates on Earth, we’re beginning to see its influence ripple far beyond the atmosphere. Josh unpacks the intersection of AI,...

This week on the Konvoy Newsletter audio edition, host Jackson Vaughan examines the growing impact of AI on the job market—and the narrative tug-of-war between mass automation and human resilience. With fears of widespread job loss competing with the promise of productivity, this episode cuts through the hype to provide a historically grounded, economically sound view of what’s really happening. J...

This week on the Konvoy Newsletter audio edition , host Jason Chapman dives into the rise of AI-generated social media —and the growing tension between creativity, attention, and authenticity. With Meta’s new Vibes platform and OpenAI’s Sora leading the charge, the next generation of short-form content is being created not by people, but by machines. Jason explores how this shift could reshape eve...

This week on the Konvoy Newsletter audio edition, host Josh Chapman unpacks the resurgence of consumer health hardware, sparked by Oura’s $875M Series E round. From smart rings to medical-grade wearables, the health and wellness market is evolving fast—and it’s not just about fitness anymore. Jackson explores how workplace wellness programs, enterprise contracts, and next-gen tech like on-device A...

This week on the Konvoy Newsletter audio edition, host Jackson Vaughan unpacks the rise of the local gig economy in Latin America — from the early ride-hailing boom to today’s delivery platforms, migration-driven labor shifts, and the next wave of platform opportunities. Over the past decade, the region has seen explosive growth in ride-sharing, food delivery, and last-mile logistics, with players...

The dynamic world of gaming is ripe with both immense opportunity and formidable challenges, especially in emerging markets like India. While many international investors and entrepreneurs initially overlooked India's potential, Nitish Mittersain uniquely envisioned building a thriving industry from the ground up despite limited infrastructure, low monetization, and evolving regulatory landscapes....

This week on the Konvoy Newsletter audio edition, host Jason Chapman explores why version control for AI prompts is becoming a critical piece of modern software development. As AI becomes deeply embedded in everyday workflows, teams are discovering that prompts evolve just like code — and need new systems to track, evaluate, and optimize them. From guiding AI outputs with precision to managing pro...

This week on the Konvoy Newsletter audio edition, host Josh Chapman explores the tradeoffs between running AI locally on-device versus in the cloud. As the cost of inference has fallen 1,000x in just three years, developers and enterprises now face a strategic choice: prioritize privacy, control, and real-time performance with local AI — or embrace scalability, accessibility, and low entry costs i...

This week on the Konvoy Newsletter audio edition, host Jackson Vaughan unpacks how mobile web shops are breaking Apple and Google’s stranglehold on payments. What started as a regulatory experiment in South Korea and Europe has exploded into a global shift — and by 2025, 72% of top-grossing mobile games now run their own direct-to-consumer storefronts. With turnkey platforms like Xsolla, Stash, an...

This week on the Konvoy Newsletter audio edition, host Jason Chapman unpacks India’s sweeping ban on all online real-money gaming — a dramatic policy shift drawing comparisons to America’s Prohibition era. In just three days, lawmakers passed a bill that effectively wiped out a $23 billion industry, raising urgent questions about regulation, innovation, and investor confidence in one of the world’...

This week on the Konvoy Newsletter audio edition, host Josh Chapman explores the rapidly evolving world of digital gatekeeping — and why age verification is becoming one of the defining challenges of the modern internet. Once marked by anonymity and minimal oversight, the online world is now facing sweeping regulations designed to protect children and teens from adult content, predatory behavior,...

For a quarter of a century, RuneScape has been more than just a game; it's a digital world that has become a second home for millions. But how does such a legacy IP thrive in a modern gaming landscape defined by "flash over substance" development that alienates core communities? The stewardship of this iconic franchise falls to its new CEO, Jon Bellamy, who brings a perspective unheard of in the i...

This week on the Konvoy Newsletter audio edition, host Jason Chapman explores why a generation that feels financially stuck is going “risk-on” — embracing higher-risk, higher-reward behaviors across finance, gaming, and lifestyle in an effort to get ahead. With muted wage growth, skyrocketing living costs, and declining belief in the American dream, more young consumers are rolling the dice — turn...

This week on the Konvoy Newsletter audio edition, host Jackson Vaughan explores how technology is transforming the $100+ billion kids’ toy market — shifting from dolls and building sets to AI-enabled companions, smart devices, and deeply interactive play. From the late-90s Furby craze to Anki’s expressive robots, the industry’s history is filled with both groundbreaking successes and high-profile...

Tired of video games getting a bad rap? Stanley Pierre-Louis, CEO of the Entertainment Software Association, unveils the playbook that turned the gaming industry from a political target into a respected art form. Learn how strategic advocacy and self-regulation built a fortress of trust with both policymakers and parents. With new challenges like AI on the horizon, the lessons from gaming's legisl...

This week on Game Changers, host Josh Chapman explores how satellites are unlocking a $157 billion digital opportunity—by bringing the internet to the world’s most remote regions. With 12,000+ satellites now orbiting the Earth and thousands more launching every year, the satellite industry is entering a new phase—one where it’s no longer just about space, but about economic transformation here on...

This week on Game Changers, host Jason Chapman explores why K-pop and gaming may be the next global power duo in entertainment. Over the past decade, K-pop has exploded from a regional phenomenon into a worldwide cultural force, redefining fan engagement and monetization. With 150 million fans worldwide, outsized spending power, and a track record of digital-first innovation, the genre is uniquely...

This week on Game Changers, host Jackson Vaughan explores why the future of gaming might not be radical reinvention—but smart, surprising reinvention of the familiar. From Echo Chess and Balatro to Banana Ball and Fortnite, some of the most engaging experiences today are breathing new life into time-tested formats. These aren’t nostalgia plays—they’re blueprints for how developers can build on wha...

This week on Game Changers, host Josh Chapman digs into the unexpected ways the restaurant industry is learning from video games. While most diners might not see the parallels between earning loyalty points and leveling up in a game, the strategies behind both are increasingly overlapping. In this episode, we explore how gamification—not full-blown games—is giving restaurants a competitive edge. W...

This week on Game Changers, host Jason Chapman dives into Reddit. In a digital world drowning in AI-generated content and shallow engagement, Reddit stands out by using community-led moderation to build trust, spark consensus, and curate the overwhelming sea of opinions online. But as Reddit rises as a go-to source for everyday decisions—from which video game to buy to which product to trust—it al...

This week on Game Changers, host Josh Chapman explores one of the most promising—and potentially risky—frontiers in software: vibe coding. With the rise of AI and natural language processing, it’s now possible to build fully functioning apps and websites just by describing what you want. No programming skills required. But as vibe coding transforms who gets to build software and how fast they can...