The link I shared for Wildcard is a gameplay clip from one of their YouTube streams. There was also a stream on the Arbitrum X channel two weeks ago. You can watch it here: https://x.com/ArbitrumPlay/status/1923453837341245627
Right now, the game isn’t publicly available. You need to be accepted into the Playtest to try it out (you can request access through Steam). Even if you’re accepted, playtests only happen on specific dates. The most recent one was on Sunday, May 25th.
You asked some great questions. 
One of my main goals in testing these games and listening to reports and podcasts is to give other delegates a chance to form a deeper opinion, beyond just what I post. That’s also why I try not to include too much of my own opinion, but I can try with a reply here:
It’s still early to say, but the first six investments are a very positive sign to me. The portfolio is already showing good diversity. According to their latest reports, we can expect around 5 to 15 more investments from AGV this year.
The games we’ve seen so far weren’t built as a result of AGV funding. Those investments happened recently. But they might give us a sense of where the teams could go. Like most VCs, AGV likely invested in the teams themselves, not just the products.
As for Treasury leaving Arbitrum, I think it was more of a power move by a few individuals on the team, and not really about the chain or the wider community.
At the peak of the last Web3 gaming cycle, a lot of AAA studios started talking about blockchain. I think the reason we haven’t seen much action from them yet is because these companies are big and slow to move. It’s also a risky shift. It’s more likely we’ll see smaller studios lead the way, and if they succeed, that momentum could influence the bigger names through user demand.
That said, the gaming industry is massive and very profitable, and I believe Web3 will find its place in it. I agree with a take from TG that things like Play-to-Earn didn’t play out fine. The next wave of success will likely come from developers who use blockchain more subtly, mostly in the background, for things like asset trading and maybe even account management.