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@JNavok Avatar @JNavok Jacob Navok

Jacob Navok posts on X about $9684t, ai, open ai, investment the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence technology brands XXXXX% finance XXXXX% social networks XXX% stocks XXX% travel destinations XXXX% gaming XXXX% countries XXXX%

Social topic influence $9684t #100, ai 24.14%, open ai #2594, investment 10.34%, 6969 #850, if you 6.9%, tiktok 6.9%, ugc 6.9%, warner bros #659, $googl XXX%

Top accounts mentioned or mentioned by @nedenroth @patrickklepek @evidancer00 @hamishp1995 @billackman @zennigaming @shinobi602 @mikeisaac @ballmatthew @nightskyking_ @moinsyyed2025 @idalarian

Top assets mentioned Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"3D Investment Partners has released their thesis on Square Enix: If you did not read my critique last month of the Square Enix business announcements it tracks closely to what 3DIP is saying in their deck. Highly recommended"
X Link 2025-12-08T21:03Z 4939 followers, 5742 engagements

"I think the market has said that they enjoyed that game style and that game style was done with a materially smaller team and cost. If we look at many of the successful games we stop seeing a correlation between team size and sales success. E.g. Steal a Brainrot is on track to do $120m this year and was done by a team of X. I am not saying that this is perfect always right or a salve. I am just saying that the prior AAA assumption set was big investment = big return and that correlation is broken. I'm also not saying they should build the game design like Clair Obscur just that the"
X Link 2025-12-10T00:31Z 4938 followers, XXX engagements

"@Nedenroth I've not argued for Square Enix to make AI games. I've argued for Square Enix to enable UGC game creation and media platform creation for AI but not for AI to make a Final Fantasy XX. Traditional Square Enix games should be made by creatives but with smaller team sizes"
X Link 2025-12-10T03:49Z 4939 followers, XX engagements

"@Zenni_Gaming @shinobi602 One could make billions of dollars in revenue and still have an attributed value of zero particularly if the division runs at a loss"
X Link 2025-12-10T03:54Z 4940 followers, 1974 engagements

"One thing people do not realize about Square Enix is that the actual float of the stock (the number of freely available shares) is quite small. 3DIP bought up many of those shares over the last year in its run to get nearly XX% of the company and becomes its second-largest shareholder. Unlike a short seller they want the price to go up. They need to unlock value. They are actually closely aligned with what many of the fans want- which is a Square Enix running at its prime. I think the company can get there with the right management philosophy"
X Link 2025-12-09T19:40Z 4940 followers, 11.6K engagements

"This makes a ton of sense for Disney it brings interactivity to their apps. Again Tiktok is a game powered by an AI that sends you human made slop when you ask it to. Tiktok is Tapper for video slop"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"When I argued last month that Square Enix needs to be involved with AI licensing it was for this purpose. Not to make FF17 with OpenAI but to enable the characters to be part of UGC so that younger generations get to know them"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"Starting in the early 2010s seeing what was happening with governments worldwide the tech companies got wise to paying more and began set fees to most of the major US newspapers like the NYT WSJ WaPo etc"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"It is thus natural and expected for the media companies seeing engagement on these platforms to turn to the models that have already worked successfully. Threaten to sue the tech companies negotiate a revenue split. Every media company on earth is in the process of negotiating with the AI companies these days"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"If Warner Bros is bought by Netflix it will result in one form of dealmaking on it. Netflix has been notably GenAI friendly. If Warner Bros is bought by Paramount the floodgates open even wider: the Ellisons own Oracle and Oracle is deeply tied to OpenAI. You can bet all the Skydance and Paramount IP is coming"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"It is not coincidence that on the same day that Disney announced their OpenAI alignment Disney sued Google for AI infringement. This is the one-two whammy"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"There's a larger discussion to be had about where world models and video games start to merge and you get to fully interactive video etc. In the nearer future though what this is already enabling is UGC platforms where you can go on a short video adventure with characters and Roblox-like simple experiences that you can play with your friends through a prompt"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"I knew deals like the Disney one were coming"
X Link 2025-12-12T19:56Z 4940 followers, XXX engagements

"@MikeIsaac Baby shark has 16bn views 2x the number of people on earth"
X Link 2025-12-08T08:39Z 4939 followers, XXX engagements

"If you read 3D Investment Partners' presentation to Square Enix management you'll note two key themes: X. Sales are bad X. Dev costs are high These are the same issues I addressed in 2024 when discussing the problems with Square Enix's sales for FF16- expectations for sales were set correctly. They were not met because Square Enix sales were poor and the game cost too much to make"
X Link 2025-12-08T22:47Z 4939 followers, 4504 engagements

"This was pretty good. The one thing I think you should deep dive into more is my point on the creators leaving. Tabby (Tabata) Ichimura Shiokawa all friends of mine they all left because the company just was not in a place to enable them to build great stuff. Shiokawa leaves after Tokyo RPG Factory shuts down goes and builds one of the greatest mobile games of all time (Fate G/O). These guys can pull it off when in the right environment"
X Link 2025-12-11T03:14Z 4940 followers, XXX engagements

"Best to quote him directly. -- "The general gist is that I had a different policy from Square Enix's president at the time but the company naturally had to follow the president's policy so we couldn't do what I thought we needed to" Tabata says of the end to his time at Squarein comments translated by RPG Site. Tabata's Square Enix careerspanned over a decade and culminated with his Director role on FF15 and the founding of the ill-fated Luminous Productions studio. "I felt that it would be impossible to continue working under that situation for many more years so I decided to go independent."
X Link 2025-12-11T04:43Z 4938 followers, XX engagements

"It will be curious to see when Roblox elects to stop paying the Apple Tax given that Apple has them over a barrel on several other restrictions. Will Apple get vindictive"
X Link 2025-12-12T18:17Z 4940 followers, XXX engagements

"🧵On Disney/OpenAI and how games and media are merging"
X Link 2025-12-12T19:56Z 4940 followers, 1042 engagements

"People love Tiktok they spend hours with it. Every media company on earth has noticed embraced and they've been rewarded with theater crowds coming dressed in suits to see a Minions movie. (slide via @ballmatthew)"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"When Disney and Warner Bros sued Midjourney earlier this year it was clear that their end goal was the reigning in of the machines. Not to replace Moana X with Moana Midjourney but because it is the tip of the spear for where things are going. I will explain"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"Similarly Reddit did its first licensing deal with Google in Feb 2024 for AI usage of the content its users posts. Then a deal with OpenAI. Reddit then threatened to sue parties like Perplexity that were not paying"
X Link 2025-12-12T19:56Z 4940 followers, XX engagements

"And so to return to the somewhat weird Polygon article at the top of the thread: Disney should make a Kingdom Hearts land for sure. I argued that last month too But the investment into OpenAI's Sora is far far more important for them strategically"
X Link 2025-12-12T19:56Z 4940 followers, XXX engagements