Daniel Ahmad
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zhugeex.com
Daniel Ahmad
@zhugeex.com
Director of Research & Insights at Niko Partners.
I analyze the video games market in Asia & MENA.
I tweet insights about gaming + more.
Just in terms of everything being AI slop or it being added where it’s not needed.

And yes, workplace replacement is also a concern, but at the same time there is greater trust in the government to regulate or mitigate the most harmful aspects.
November 23, 2025 at 1:07 AM
For which aspect?
November 23, 2025 at 12:06 AM
Yes, but that’s more so centered around promoting domestic chip development.
November 22, 2025 at 11:54 PM
China is arguably adopting AI at a faster pace if you look at the consumer side.
November 22, 2025 at 11:42 PM
I don't know if you know but the original Softstar (Not the division sold to CMGE) is now a semiconductor, IT and heavy industry firm now.
November 22, 2025 at 9:13 PM
Tariffs, surging memory / storage costs, supply chain volatility and an inability to subsidize to the same extent as traditional console manufacturers are all working against Valve at the moment.

Valve likely doesn't intend to directly compete either (even though I think they should).
November 22, 2025 at 9:04 PM