The LBX Show #80 – China’s Phygital Active Play, Park Avenue Open Day, & more!

Transcript

Sponsored by Intercard!

On this week’s show we track the latest shifts in location-based entertainment, from embedded finance inside POS systems to the on-the-ground realities of what’s opening, what’s closing, and what operators keep getting wrong. Along the way, we connect cashless tech, immersive experiences, arcade supply chain delays, and the simple revenue levers that still matter most.

• Intercard’s upcoming event lineup and why cashless systems still drive efficiency
• ROLLER Capital powered by Adyen and what embedded finance changes for venue operators
• Upla’s outdoor trampoline model and pricing benchmarks for hybrid attractions
• Disney’s Muppet motion capture approach and why performance realism matters
• Opening trends, clustering, and why chains keep expanding
• Food and beverage as a per-cap and dwell-time lever, plus party room implications
• Peter Piper Pizza growth, franchise dynamics, and positioning versus Chuck E. Cheese
• VR free-roam and XR pop-ups moving into museums, galleries, and cultural venues
• Japan arcade revitalization and how multi-floor layouts shape operations
• China’s phygital active entertainment wave, wristbands, and integrated F&B
• Touring IP attractions like Minecraft and what makes pop-ups work
• Gigo’s Shanghai strategy and Sandbox VR’s expansion with ongoing F&B critiques
• Flight 509 closing lessons on branding, attraction mix, and market fit
• Andon Labs’ AI-managed coffee experiment and why automation can backfire
• Park Avenue Open Day highlights, new game visibility, and shipping delay realities

About the author

Brandon Willey

More posts