Blindside Weekly
4 structural threats the market isn't pricing — and where each one sits on the scale.
This week on Blindside — 4 structural threats the market isn't pricing yet. The heaviest: Roblox Kids May Never Buy Big Games, about $9.4bn/yr at risk. Here's where each one sits:
Belgium called paid loot boxes illegal gambling. Now Europe and America are following. FASTMaster puts $6.3bn a year in game revenue at risk if the ruling spreads.
Blindside index 75 · about $6.3bn/yr at risk →
Valve keeps up to 30 cents of every dollar spent on Steam — over $3bn in 2024. A class-action lawsuit, European rules, and a Google courtroom loss are now all pressing on that cut at once.
Blindside index 75 · about $1.3bn/yr at risk →
Europe and California are moving to force game makers to keep titles playable after servers close — or refund buyers. Our estimate: $1.8 billion a year. The market still prices it as a lobbying fight.
Blindside index 61 · about $1.8bn/yr at risk →
A generation raised on Roblox spent 124 billion hours there in 2025. If they never start buying the $70 game, $9.4 billion in yearly sales the industry counts on may simply never arrive.
Blindside index 78 · about $9.4bn/yr at risk →
The industry's core assumption — that players pay, studios profit — is cracking from every direction at once.
The full-sector picture →
Every entry links to its live model — drag the assumptions and watch the range move. Blindside · FASTMaster Intelligence.
