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Chief Business Officer & Head of Storytelling Studio @ Pocket Gems 325 million+ total game downloads Episode: 9 billion episode views, 12 million story creators Yale Ethics, Politics & Economics → Stanford MBA → Mobile Gaming $155 million total funding, backed by Sequoia & Tencent War Dragons • Episode • Mantis Engine San Francisco, California Chief Business Officer & Head of Storytelling Studio @ Pocket Gems 325 million+ total game downloads Episode: 9 billion episode views, 12 million story creators Yale Ethics, Politics & Economics → Stanford MBA → Mobile Gaming $155 million total funding, backed by Sequoia & Tencent War Dragons • Episode • Mantis Engine San Francisco, California
Executive • Operator • Gaming

Michael
Dawson

Chief Business Officer — Pocket Gems

"If the story's not great, then nothing else matters." The man who bet a Yale ethics degree and a Stanford MBA on mobile storytelling - and won.

Mobile Gaming Interactive Storytelling Episode War Dragons San Francisco
Michael Dawson, Chief Business Officer at Pocket Gems
CBO, Pocket Gems
9B+
Episode Views
across the platform
325M+
Total Downloads
Pocket Gems portfolio
$155M
Total Funding
Sequoia + Tencent

The Story Behind the Studio


"Storytelling is one of the oldest and most pervasive forms of entertainment in the world - yet we don't have a native format for stories on mobile. Movies, TV shows, and books are all accessible on mobile, but they aren't designed for how we use our phones."
- Michael Dawson, Chief Business Officer, Pocket Gems

Two Games. One Mission.

EPISODE Interactive Stories

Episode launched in February 2014, but it had already logged 10 million chapter reads during beta before the public could even download it. That pre-launch traction wasn't a marketing trick - it was evidence that Dawson and the team had solved a hard problem: what does a story feel like when every tap is a decision point?

The answer involved ruthless economy. On mobile, if your first act doesn't land in the first session, you've already lost the reader. That's not just a design principle - it's a constraint that changes everything about how stories are written, paced, and monetized. Dawson has been the business architect of those choices for over a decade.

By 2018, Episode had 125 million downloads. By 2021: 150,000+ individual narratives, 9 billion episode views, 12 million story creators. It collaborated with Demi Lovato. It animated Mean Girls for a new generation. It gave millions of users the tools to become authors.

125M+ Downloads 9B Views 12M Creators 150K+ Stories
WAR DRAGONS 3D Real-Time Strategy

While Episode cornered the storytelling market, War Dragons proved Pocket Gems could compete on the graphics frontier. Built on the company's proprietary Mantis Engine, War Dragons delivered console-quality 3D visuals to a platform - a phone screen - that nobody expected to host AAA-quality real-time strategy games.

The Mantis Engine isn't just a technical footnote. It's the argument that Pocket Gems made against the gaming industry's assumption that mobile meant compromise. Dawson's business strategy hinged on that argument: if you could show players something genuinely stunning on their phone, they'd pay for it.

War Dragons combined synchronous multiplayer - real people, fighting in real time - with the visual richness that PC and console players took for granted. It changed what mobile gamers expected. And it gave Pocket Gems a second genre anchor alongside Episode.

Mantis Engine 3D Graphics Multiplayer Real-Time Strategy

"On mobile if your first act doesn't happen in your first session, someone's lost. Every single tap, every single line of dialogue, every single moment of interactivity - that's a point where someone's deciding whether to stay."

- Michael Dawson, speaking at GDC on mobile storytelling design

How He Got Here

Career Timeline
Consultant
Katzenbach Partners LLC — 2003-2006
Management consulting at a boutique strategy firm later acquired by Booz & Company. Sharpened the analytical and organizational toolkit he'd bring to every role after.
MBA + MS, Environment & Resources
Stanford University — 2005-2007
Two degrees simultaneously: a business education and an environmental science degree. A rare combination that signals both analytical rigor and long-horizon thinking.
CEO & Co-founder
MyQuire — 2007-2009
Led his own startup. Whatever MyQuire was solving, running it gave Dawson the founder's perspective: the difference between a business plan and a business.
Director of Business Development
OPOWER — 2010-2011
At OPOWER - the behavioral science + energy analytics startup - Dawson learned how data and storytelling change behavior at scale. Directly applicable to keeping millions of mobile users engaged.
Chief Business Officer & Head of Storytelling Studio
Pocket Gems — 2011 to present
Over 13 years building one of mobile gaming's most distinctive studios. Oversaw Episode's growth from concept to cultural phenomenon, and War Dragons' technical ambition. Championed DEI within the company and across the industry.

"Episode speaks to our history as a company of creating new genres and being the first to establish something new. When we started, we were like - how do we talk about this thing? No-one knows what it is."
- Michael Dawson, on Episode's place in Pocket Gems' identity

Academic Foundation

Three degrees. Two universities. One career path that nobody would have predicted. Dawson's academic record is an argument for intellectual range over narrow specialization.

🏫
Yale University
BA, Ethics, Politics & Economics
circa 1999-2003
🏭
Stanford University
MS, Environment & Resources
circa 2005-2007
🏭
Stanford GSB
MBA, Graduate School of Business
circa 2005-2007
Before gaming, he helped utilities use data science to reduce energy consumption at OPOWER.
📚
Episode's 10 million user-submitted story creators makes it as much a publishing house as a game studio.
🏢
Pocket Gems was founded in an apartment above a pizza shop. Dawson joined when the studio had just started to scale.
🏢
Backed by both Sequoia Capital and Tencent - a rare dual vote of confidence from Silicon Valley and Shenzhen.

In His Own Words

"If the story's not great, then nothing else matters."

"In the same way that Netflix, because their userbase is so large, they can afford to invest more in better content..."

"It's going to be hard for anyone to compete with 125 million downloads anytime soon."

"If you want to serve an audience similar to Episode, you have to understand how to tell stories that appeal to that audience."


The Unusual Thread

Most mobile gaming executives come from gaming. Dawson came from ethics, environmental science, and behavioral change. That background is not decorative - it shows up in how he thinks about products and people.

At OPOWER, the central insight was that giving people the right data, framed the right way, changed behavior. Not coercion. Not incentives alone. Narrative. Comparison. Identity. People reduced their energy use because they saw themselves as the kind of person who cared. Apply that to game design: engagement isn't just about mechanics - it's about whether the player sees themselves inside the story.

Dawson has been a consistent advocate for diversity and inclusion within Pocket Gems and the gaming industry more broadly. In a medium that still struggles with representation - both in who makes games and who stars in them - Episode's enormous audience of young women, and its platform for user-generated stories, is itself a DEI statement. The studio didn't have to announce a policy. They built a product that reflected a broader world.

The dual role - CBO and Head of Storytelling Studio - is telling. He's not just a numbers person parachuted in to run business development. He cares about the editorial identity of the platform. About which stories get amplified. About what it means to tell a story that appeals to an audience that Hollywood still underestimates.

Pocket Gems at a Glance

The Company
  • Founded 2009, San Francisco
  • 200+ employees
  • 126 Post St, SF, CA 94108
  • Co-founders: Daniel Terry & Harlan Crystal
  • Investors: Sequoia Capital + Tencent
The Products
  • Episode (interactive stories, 2014)
  • War Dragons (3D RTS, mobile)
  • Episode XOXO
  • Mantis Engine (proprietary game tech)
  • 20+ titles in App Store history
The Numbers
  • 325M+ total downloads
  • $155M total funding raised
  • $90M Series B (2017)
  • ~$28.9M annual revenue
  • 9B+ Episode views

Achievements


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