Interview: As Arc Raiders Surges, Nexon CEO Eyes the West (and Is Dreaming of Gaming's "Third Wave")

Why It Matters

Arc Raiders’ breakout performance signals that Asian publishers can achieve blockbuster hits in the West by focusing on socially rich multiplayer experiences. Lee’s insights on AI integration and the anticipated third wave highlight emerging trends that could redefine how games are created and consumed, making this episode essential for developers, investors, and gamers watching the next evolution of the industry.

Summary

In this interview, Nexon CEO Junghun Lee discusses the unexpected runaway success of Arc Raiders, which has sold over 12.4 million copies and outperformed the company’s own forecasts. He explains how the game’s social dynamics—teamwork, betrayal, and interpersonal drama—have driven its popularity, and shares Nexon’s strategy to expand its presence in Western markets through its Stockholm studio, Embark. Lee also touches on his view that AI is already pervasive in game development and outlines his vision of a forthcoming “third wave” of gaming that will reshape the industry.