State of Play & Ubisoft Strikes [Nerfed.ai]
[00:00] Vanessa Calderon: Nerfed.ai, State of Play, and Ubisoft Strikes.
[00:04] Vanessa Calderon: I am Vanessa Calderon, and this is your weekly dose of,
[00:07] Vanessa Calderon: wait, they actually did that?
[00:10] Vanessa Calderon: We have a massive show today covering the latest 60-minute marathon from Sony, a developer revolt in France that is shaking the foundation of one of the world's biggest publishers, and a confirmed arrival date for the most anticipated game in history.
[00:26] Vanessa Calderon: It is a packed episode, and honestly, the industry news cycle is moving faster than my frame rate on a bad day.
[00:33] Vanessa Calderon: We are diving deep into the massive waves Sony just made,
[00:37] Vanessa Calderon: the absolute chaos unfolding at Ubisoft and some surprising news from the Fallout universe
[00:42] Vanessa Calderon: that has everyone questioning their current gaming setup.
[00:46] Marcus Shaw: And I'm Marcus Shaw.
[00:48] Marcus Shaw: Yeah, we are coming at you with enough news to fill a standard 100-gigabyte day one patch.
[00:55] Marcus Shaw: And honestly, some of it is just as messy.
[00:58] Marcus Shaw: We've got strikes in France, release dates for the most anticipated game of the decade,
[01:03] Marcus Shaw: and a legacy franchise finally making its way to Nintendo's next-gen hardware.
[01:09] Marcus Shaw: If you thought 2024 was quiet, 2025 is already proving to be the year where everything hits
[01:15] Marcus Shaw: the fan at once.
[01:17] Marcus Shaw: We are seeing an industry at a crossroads where the spectacle of high-budget presentations
[01:23] Marcus Shaw: is clashing with the harsh reality of studio mismanagement and labor disputes.
[01:28] Vanessa Calderon: Welcome to Nerfed AI, where we keep the frame rates high and the industry's ego in check.
[01:34] Vanessa Calderon: Marcus, I feel like I spent all
[01:35] Vanessa Calderon: all of yesterday, just refreshing my feed for that state of play.
[01:40] Vanessa Calderon: It wasn't just a teaser dump.
[01:42] Vanessa Calderon: It felt like Sony trying to set a tone for the entire back half of the PlayStation 5 life cycle.
[01:47] Vanessa Calderon: You can find all our detailed breakdowns and some really spicy takes over at nerfed.neuralnewscast.com
[01:54] Vanessa Calderon: if you want to see the high-resolution footage while you listen to us break it down.
[01:57] Vanessa Calderon: It was interesting to see how they handled the flow of information compared to their previous
[02:02] Vanessa Calderon: much shorter broadcasts.
[02:04] Marcus Shaw: It was a marathon, Vanessa.
[02:06] Marcus Shaw: Sony didn't hold back, dropping a full 60-minute broadcast on February 12th.
[02:11] Marcus Shaw: That's one of the longest we've seen in a minute.
[02:14] Marcus Shaw: Usually, these shows are a lean 20 to 30 minutes,
[02:17] Marcus Shaw: but they really padded this out with developer deep dives
[02:21] Marcus Shaw: and a lot of focus on games that are coming out of territories
[02:24] Marcus Shaw: we don't usually see as much from in the AAA space.
[02:28] Marcus Shaw: They really used the extra time to let games breathe.
[02:32] Marcus Shaw: Instead of just 30-second clips, we got these long stretches of gameplay that actually show how these titles feel, which I think the community has been craving.
[02:41] Vanessa Calderon: 60 minutes of news and gameplay from Indies to First Party.
[02:45] Vanessa Calderon: It's a lot to digest, but the vibe was definitely global.
[02:49] Vanessa Calderon: Sony is leaning hard into these international partnerships.
[02:52] Vanessa Calderon: We saw titles from South Korea, China, and even some smaller European outfits that are usually relegated to the pre-show.
[02:59] Vanessa Calderon: It feels like they are trying to bridge the gap while their own first-party studios,
[03:04] Vanessa Calderon: like Naughty Dog or Sucker Punch, keep their cards close to their chest.
[03:08] Vanessa Calderon: It's a smart move to broaden the appeal, especially as the cost of development continues to skyrocket in the West.
[03:15] Marcus Shaw: Right. And while the spectacle was great, the technical reality is what's keeping the community talking.
[03:21] Marcus Shaw: We're seeing a massive push for third-party support as we move deeper into this hardware cycle.
[03:28] Marcus Shaw: The reliance on Unreal Engine 5 was very apparent in the footage shown.
[03:33] Marcus Shaw: Almost every trailer had that distinct high-fidelity lighting and particle work,
[03:38] Marcus Shaw: but you have to wonder if developers are starting to hit a ceiling
[03:41] Marcus Shaw: with what the current base PS5 can handle before the pro becomes the mandatory standard
[03:47] Marcus Shaw: for these high-fidelity experiences that were being teased throughout the entire hour.
[03:52] Vanessa Calderon: Which is a nice pivot from the absolute dumpster fire happening over at Ubisoft right now.
[03:57] Vanessa Calderon: Marcus, did you see the numbers?
[03:59] Vanessa Calderon: 1,200 workers on strike as of yesterday.
[04:03] Vanessa Calderon: That is a staggering amount of human capital just walking away from the keyboard.
[04:07] Vanessa Calderon: This isn't just a small protest in a single office.
[04:11] Vanessa Calderon: This is a systemic rejection of how the C-suite is handling their most valuable asset.
[04:16] Vanessa Calderon: The French unions are calling for significant changes, not just in pay, but in the fundamental way Ubisoft treats its creative talent and respects the work-from-home agreements that were once thought to be permanent.
[04:29] Marcus Shaw: It's a massive move, Vanessa.
[04:31] Marcus Shaw: The unions are saying the company simply isn't listening.
[04:34] Marcus Shaw: This all stems from that five-day return-to-office mandate and the recent firing of a level design lead at Ubisoft Montreal for speaking out.
[04:43] Marcus Shaw: It's the classic corporate disconnect where the people at the top want to see heads and seats because they think that equals productivity,
[04:51] Marcus Shaw: while the developers are proving that they can ship hits from home without the three-hour commute.
[04:56] Marcus Shaw: It is not just about the commute, though.
[04:59] Marcus Shaw: It is about the trust between management and the staff being completely eroded over the last year.
[05:05] Vanessa Calderon: Imagine firing a veteran of 13 years because they shared a YouTube video about remote work.
[05:11] Vanessa Calderon: I mean, bold strategy, Ubisoft.
[05:14] Vanessa Calderon: Let's see if it helps you make great games again while your entire staff is standing on the sidewalk.
[05:20] Vanessa Calderon: It feels so counterproductive.
[05:23] Vanessa Calderon: You have these massive projects like Assassin's Creed Shadows already facing delays and scrutiny,
[05:30] Vanessa Calderon: and now you're basically decapitating your creative leads because they had an opinion on work-life balance.
[05:37] Vanessa Calderon: It really sends a chilling message to anyone else in the company who might want to speak up about working conditions or creative direction.
[05:45] Marcus Shaw: Wild.
[05:46] Marcus Shaw: The workers are making it clear they won't be bullied into submission.
[05:50] Marcus Shaw: It's a tense moment for the studio, especially with the Prince of Persia remake being cancelled recently and the general restructuring noise.
[05:58] Marcus Shaw: They've lost so much momentum.
[06:00] Marcus Shaw: When you look at the morale across their friends in Canadian studios, it's hard to see how they maintain a consistent release schedule.
[06:07] Marcus Shaw: The talent is just going to start leaking to competitors
[06:10] Marcus Shaw: who actually offer flexibility and a better culture.
[06:13] Marcus Shaw: And Ubisoft might find itself with plenty of office space,
[06:16] Marcus Shaw: but no one left to fill it.
[06:17] Vanessa Calderon: Exactly.
[06:18] Vanessa Calderon: In slightly more stable news,
[06:21] Vanessa Calderon: or at least more profitable news,
[06:23] Vanessa Calderon: Take-Two is out here acting like the final boss.
[06:28] Vanessa Calderon: CEO Strauss Zelnick reaffirmed earlier this week that GTA 6 is hitting its November 19, 2026 date.
[06:36] Vanessa Calderon: It's a 2026 bingo card staple at this point.
[06:40] Vanessa Calderon: Everyone is just waiting for that first real gameplay deep dive to see if it actually looks like the leaks suggested.
[06:47] Vanessa Calderon: For a company as notoriously tight-lipped as Rockstar, having the parent company CEO be this specific is a major signal to investors that they are incredibly confident in their internal milestones.
[07:01] Marcus Shaw: Confidence is at an all-time high over there.
[07:02] Marcus Shaw: there.
[07:03] Marcus Shaw: They've even confirmed the marketing campaign kicks off this summer.
[07:07] Marcus Shaw: We are about to be absolutely drowned in Vice City trailers, and I'm not even mad about
[07:11] Marcus Shaw: it.
[07:12] Marcus Shaw: Think about the cultural impact.
[07:14] Marcus Shaw: Every other game scheduled for late 2026 is basically looking at that November 19th date
[07:19] Marcus Shaw: and planning their escape.
[07:21] Marcus Shaw: No one wants to launch within three months of a Rockstar release because they know the media
[07:26] Marcus Shaw: oxygen will be completely sucked out of the room.
[07:29] Marcus Shaw: It is going to be a total eclipse of the gaming landscape for months.
[07:33] Vanessa Calderon: Meanwhile, Bethesda is finally bringing the goods to the Switch 2.
[07:37] Vanessa Calderon: We've got a roadmap including Fallout 4 this month and an Oblivion remaster later this year.
[07:43] Vanessa Calderon: It seems like Microsoft is fully embracing their role as the industry's biggest third-party publisher for Nintendo's hardware.
[07:50] Vanessa Calderon: For many of us, Oblivion was the gateway into the Elder Scrolls universe long before Skyrim became the household name it is today.
[07:57] Vanessa Calderon: Seeing it get a modern facelift and being playable on a portable device is a dream come true for a lot of old-school RPG fans who have been begging for this for years.
[08:06] Marcus Shaw: Mm-hmm.
[08:07] Marcus Shaw: Plus, Tekken 8 just dropped version 2.09 on Monday.
[08:12] Marcus Shaw: No balance changes yet.
[08:13] Marcus Shaw: Those come in March.
[08:14] Marcus Shaw: But Season 3 is officially taking shape with Kunimitsu returning later this spring.
[08:19] Marcus Shaw: This update was mostly about infrastructure and bug fixes, but the community is already
[08:24] Marcus Shaw: dissecting the files for any hints of secret moves or hidden stages.
[08:28] Marcus Shaw: The competitive scene is more vibrant than it's been in years, and Ben Dynamco knows it.
[08:33] Marcus Shaw: They are playing the long game with these character reveals to keep the momentum going through the entire tournament season, which is a smart move.
[08:40] Vanessa Calderon: For real. Plenty to play, plenty to complain about. That's the gaming circle of life.
[08:46] Vanessa Calderon: Marcus, thanks for keeping us grounded in the technicals, while I focused on the studio drama.
[08:50] Vanessa Calderon: It's always a balance between the games we love and the messy business that brings them to our screens.
[08:56] Vanessa Calderon: I'm really curious to see if Ubisoft actually blinks first or if the strike just drags on through the summer,
[09:02] Vanessa Calderon: potentially pushing their entire roadmap back by another six months.
[09:05] Vanessa Calderon: It is a game of chicken where the stakes are hundreds of millions of dollars in potential revenue and the livelihoods of thousands of people.
[09:13] Marcus Shaw: Always a pleasure, Vanessa.
[09:15] Marcus Shaw: Let's hope next week involves fewer strikes and more actual release dates.
[09:19] Marcus Shaw: I'll be keeping an eye on those Steam DB listings for any hints of surprise drops.
[09:24] Marcus Shaw: Until then, I think I have a backlog of about 50 games I need to get through before GTA 6 inevitably consumes my entire life and social calendar.
[09:33] Marcus Shaw: I am also looking forward to seeing if that Bethel's the roadmap for the Switch 2 holds up,
[09:38] Marcus Shaw: as that hardware is still shrouded in quite a bit of mystery despite all the recent leaks and rumors flying around.
[09:44] Vanessa Calderon: Don't hold your breath.
[09:45] Vanessa Calderon: I am Vanessa Calderon.
[09:47] Vanessa Calderon: We will be back next week to see if the industry has found a way to stop nerfing our expectations
[09:52] Vanessa Calderon: and start delivering on all these massive promises.
[09:56] Vanessa Calderon: Make sure to stay updated on our website for all the breaking news as it happens,
[10:00] Vanessa Calderon: because in this industry, everything can change with a single tweet or a leaked document.
[10:06] Vanessa Calderon: It has been a wild ride this week, and I suspect we are only just getting started with the news cycle for February.
[10:13] Marcus Shaw: And I'm Marcus Shaw. Thanks for listening to Nerf.ai.
[10:17] Marcus Shaw: Oh, wait, what?
[10:17] Marcus Shaw: I almost forgot to mention, we might have a special guest next week to talk about the indie scene, so stay tuned for that.
[10:24] Marcus Shaw: It should be a great deep dive into the smaller titles that often get overshadowed by these massive AAA announcements.
[10:31] Vanessa Calderon: Stay powered up. We'll see you next week.
[10:33] Vanessa Calderon: Neural Newscast is AI-assisted, human-reviewed.
[10:37] Vanessa Calderon: View our AI transparency policy at neuralnewscast.com.
