"Tyler was a Sr. Data Science Engineer at MZ (the company behind Game of War and Mobile Strike). Prior to working at MZ he was an engineer at Apple. Tyler holds a Masters in Distributed Systems and Machine Learning from Johns Hopkins University."
"Alessandro was a Sr. Software Engineer at Bloomberg, LP where he worked on high throughput distributed pricing systems. He holds a Computer Science and a Biomedical Engineering degree from Johns Hopkins University."
Looks like they've built stuff before.
I don't like this database product because it lacks SDK:s in languages I would touch without getting paid, but I think the idea is sound and rather attractive. For many years I've used Picolisp in a similar way, it bundles an object database with a logic engine and a small Lisp-like programming language, which makes it easy to throw in some data and relations and slap on a web page with standard library widgets.
The BEAM is similar, you push some modules into it and store stuff in ETS and don't bother with RDBMS until you need it. If your data is small or trivially shardable you can get persistence too, with Mnesia.
I'm not so sure they'll be making a lot from that game of theirs, but if their database turns out to be robust it could become competitive with things like Supabase/Firebase and such, because there will be modules for serving web and auth and dashboards and whatnot you can just push in there and you're good to go. One-click-install for applications, similar to cPanel and Wordpress rigs, but less messy on the ops side.
Game of War and Mobile Strike look like games to me. Casino-like games for handheld devices rather than God of War, but still games, and likely quite latency sensitive due to the gambling-reminiscent aspects. It also seems like that company had the same idea you have, that selling dedicated networks for latency sensitive systems might be profitable.
If you compare the commit messages on your public repos with those on the SpacetimeDB repo, do you notice any differences?