@JNavok Jacob Navok

Jacob Navok posts on X about ai, $9684t, roblox, fortnite the most. They currently have [---------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

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Social Influence

Social category influence gaming technology brands finance social networks stocks countries travel destinations celebrities vc firms cryptocurrencies

Social topic influence ai, $9684t #302, roblox, fortnite, if you, tiktok, this is, xbox, sony, money

Top accounts mentioned or mentioned by @stephentotilo @chrisdring @ballmatthew @business @timsweeneyepic @buckbreaker1818 @paarthurnaaxx @rpwbrowne @chris_dring @e_considine @yulyboss @jcgamer18k @genepark @thereunionvii @billackman @grummz @johncleese @doom_cmyk @stardustacero @soplox

Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) BRAINROT (BRAINROT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Genvid Technologies Announces Next Round Raises $10M for its Interactive Streaming Engine from Horizons Ventures via @GenvidTech https://www.genvidtech.com/genvid-technologies-announces-next-round-raises-10m-for-its-interactive-streaming-engine-from-horizons-ventures/ https://www.genvidtech.com/genvid-technologies-announces-next-round-raises-10m-for-its-interactive-streaming-engine-from-horizons-ventures/"
X Link 2018-08-21T03:26Z [----] followers, [--] engagements

"I've greatly enjoyed and moreover have been honored to be working with Solina and the Horizons Ventures team. She's an incredible person to have by your side. https://www.ft.com/content/63eb4916-7fd2-4a87-a18d-010533241a75 https://www.ft.com/content/63eb4916-7fd2-4a87-a18d-010533241a75"
X Link 2020-06-30T05:47Z [----] followers, [--] engagements

"@PugzPuglington @SHAscension @cEvinKey @skinnypuppy_ @IGN That is a confusing statement because this is not a game and the entire soundtrack of this interactive show is being scored by a professional artist (cEvin key) who cares deeply about the franchise and this show in specific"
X Link 2023-07-12T08:41Z [----] followers, [---] engagements

"Weve made select previews of the SILENT HILL: Ascension soundtrack available on our Twitter account"
X Link 2023-07-13T16:52Z [----] followers, [---] engagements

"Many thanks to @Konami for our @SHAscension trailer running at their Tokyo Game Show booth"
X Link 2023-09-23T03:34Z [----] followers, [----] engagements

"I was quoted in @stephentotilo's excellent Axios newsletter today. I wanted to reinforce my strong disagreement with the position taken by analysts and quoted by former staff in this month's @business piece on Square Enix. To start as a reminder I reported directly to two Square Enix Holdings CEOs (Yoichi Wada Yosuke Matsuda) for the better part of a decade and I ran a subsidiary for them. The notion that the producers "fiefdoms" are an issue is laughable and I'm puzzled by which employees (and contractors) @6d6f636869 spoke to that would give this position. The company's SUCCESSES are thanks"
X Link 2023-09-25T21:55Z [----] followers, 21.4K engagements

"@Buckbreaker1818 @stephentotilo Thats a poor understanding of the issue. Xbox putting FF7R billboards in Times Square helps sell more PlayStation copies and is important to expanding the brand"
X Link 2023-09-26T21:42Z [----] followers, [--] engagements

"@Paarthurnaaxx @stephentotilo @business I am absolutely counting for the amount of funding and support from Sony that SE loses. Receiving $XXMM in covered cost while potentially losing $XXXMM in greater sales from more platforms promoting is a poor trade off"
X Link 2023-09-26T21:46Z [----] followers, [----] engagements

"@JapanHatesXbox @stephentotilo I did not argue that Xbox should be a home for JRPGs. I argued that more platforms incentivized for the success and promotion of your content is better for your content"
X Link 2023-09-26T21:48Z [----] followers, [--] engagements

"@Buckbreaker1818 @stephentotilo It is very clear that sales expectations as a Playstation exclusive are not being met to what the market demands. Being Playstation exclusive has not helped expand the market for the brand. These are facts"
X Link 2023-09-26T21:49Z [----] followers, [--] engagements

"@StardustAcero @Buckbreaker1818 @stephentotilo No one is arguing that there are going to be large Xbox sales. I am arguing that more platforms promoting and incentivized for the success of your content help expand your player base and increase sales probably to the benefit of Playstation as well"
X Link 2023-09-26T21:52Z [----] followers, [--] engagements

"@Paarthurnaaxx @stephentotilo @business I am not arguing that they would gain Xbox sales. I am arguing that more platforms promoting your content increase your sales overall. Xbox putting a billboard for your title in Times Square probably increases sales toward Playstation"
X Link 2023-09-26T21:54Z [----] followers, [--] engagements

"@Buckbreaker1818 @StardustAcero @stephentotilo I'm arguing you need to have multiple platforms promoting your product to general audiences in [----]. I am not suggesting that there is a massive wealth of Xbox RPG fans yet to be unlocked"
X Link 2023-09-26T21:55Z [----] followers, [--] engagements

"@Soplox @codssjgod @stephentotilo Yes Sony does a lot of marketing for their titles. They will continue to market titles that are on their platform. They market many cross-platform titles. Fortnite sells best on their platform despite being on others and they market it significantly"
X Link 2023-09-26T22:06Z [----] followers, [---] engagements

"@sickamore007 @Paarthurnaaxx @stephentotilo @business Absolutely correct"
X Link 2023-09-26T22:08Z [----] followers, [---] engagements

"@Buckbreaker1818 @StardustAcero @stephentotilo A FF reveal in a State of Play does not ADD more audience. It will certainly drive awareness to the existing audience. This is good. A Billboard in Times Square can ADD audience by marketing to more general audience members. This is also good. My assumption here is that both"
X Link 2023-09-26T22:14Z [----] followers, [--] engagements

"@KuroGamer10 @Soplox @codssjgod @stephentotilo Because you reduce the number of platforms which are incentivized to promote and grow your audience"
X Link 2023-09-26T22:22Z [----] followers, [---] engagements

"@UzairMan @Buckbreaker1818 @stephentotilo I wouldn't count 32nd street as Times Square but that is the New Yorker in me. The thesis is not "Sony stops promoting FF go to Xbox." The thesis is "Multiple platforms promote FF is better than one.""
X Link 2023-09-27T01:22Z [----] followers, [--] engagements

"@Yuly_Boss @JCgamer18K @stephentotilo Yes this is the piece being responded to: https://www.bloomberg.com/news/articles/2023-09-13/underwhelming-final-fantasy-xvi-costs-square-enix-2-billion-in-market-value https://www.bloomberg.com/news/articles/2023-09-13/underwhelming-final-fantasy-xvi-costs-square-enix-2-billion-in-market-value"
X Link 2023-09-27T02:06Z [----] followers, [---] engagements

"@Pat93823684 @Paarthurnaaxx @stephentotilo @business No I don't believe that Xbox marketing will sell more copies of FF than Sony. I believe that Xbox marketing in addition to Sony in addition to other platforms leads to higher sales"
X Link 2023-09-27T02:07Z [----] followers, [--] engagements

"@El_Rey_619 @JapanHatesXbox @stephentotilo Xbox release for FF13 and FF15 has nothing to do with their quality. This is an inaccurate incorrect statement"
X Link 2023-09-27T02:11Z [----] followers, [--] engagements

"@Yuly_Boss @JCgamer18K @stephentotilo I'm not sure who you are trying to convince. I am not the analyst in the Bloomberg piece saying that the sales weren't enough for my personal expectations"
X Link 2023-09-27T02:13Z [----] followers, [---] engagements

"@Yuly_Boss @JCgamer18K @stephentotilo Yes I agree I am not personally saying "Man FF16 sales were not to my expectations." I agree with Kiryu the sales were probably in line with SQEX's expectations. The problem is the stock price is down which means the Wall Street analyst expectations were not met and this is"
X Link 2023-09-27T02:17Z [----] followers, [--] engagements

"@ActuallyOmniMan @Yuly_Boss @JCgamer18K @stephentotilo I don't think Xbox ecxlusivity would be good either"
X Link 2023-09-27T02:21Z [----] followers, [--] engagements

"@Pat93823684 @sickamore007 @Paarthurnaaxx @stephentotilo @business I haven't been tricked by anyone nor are there secret agendas. I have a professional opinion based on experience"
X Link 2023-09-27T02:24Z [----] followers, [---] engagements

"@Pat93823684 @sickamore007 @Paarthurnaaxx @stephentotilo @business I was not part of any of the Eidos deals. They ran that themselves. Also I am not suggesting that Xbox sales will go up because of Xbox marketing. I am saying more platforms promoting your product makes your product go up. If anything Xbox driving awareness of FF will probably"
X Link 2023-09-27T04:01Z [----] followers, [--] engagements

"@Its_Spectre_00 @KuroGamer10 @Soplox @codssjgod @stephentotilo Yes but the focus on the cost side of the equation is the thing that brought us here in the first place. Analysts want to see sales and revenue growth"
X Link 2023-09-27T04:12Z [----] followers, [--] engagements

"@El_Rey_619 @stephentotilo @business That was Union Square and it was a streamer. Sony can will put Billboards in Times Square. The argument is not that Sony will stop the argument is that more platforms brings greater promotion"
X Link 2023-09-27T17:02Z [----] followers, [--] engagements

"@Buckbreaker1818 @DREeastgamer516 @stephentotilo I'm responding to a Bloomberg article that refers to FF16 sales being the reason the stock price is down. If the article referred to Nintendo as the reason the stock price is down I would discuss Nintendo. But since the article didn't discuss that it's not relevant"
X Link 2023-09-27T20:50Z [----] followers, [--] engagements

"Of all the replies I got to the Square Enix thread the comments calling me a paid Microsoft shill were the most puzzling. I'm CEO of a streaming company. I have a fiduciary duty to my company. I cannot be a paid Microsoft spokesperson. I am also a huge Playstation fan and love Sony. One can be both a fan of a company and also have strategic rational insights as a professional that aren't in line with your fandom"
X Link 2023-09-28T03:14Z [----] followers, 32.8K engagements

"Ive seen some articles asking about the Teen rating in Google Play. We consider SILENT HILL: Ascension to be a Mature series. Our account registration system will only permit [--] and older to register. But lets remember that SILENT HILL: Ascension is not a game that you play it's an interactive streaming series. This rating is not like a console ESRB rating where it's reviewed by people playing a game. The rating an automated thing that comes out of a questionnaire we submit on app approval. The rating is a black box to me"
X Link 2023-10-05T21:45Z [----] followers, 21.5K engagements

"On Halloween the Genvid Interactive Series "SILENT HILL: Ascension" premieres. You can watch our brand new story trailer here at the IGN link below and pre-register on iOS/Android/Web at"
X Link 2023-10-17T21:17Z [----] followers, [----] engagements

"We were the #1 free app today which is super awesome but was also an insane level of scale which we were wholly unprepared for. We hit 7m API requests to the gateway during the livestream and that caused a host of server outages. Sorry for any trouble. We are working to refund any double or missing purchases etc. Will take care of a lot of it in the next 24-48 hours"
X Link 2023-11-01T02:47Z [----] followers, 25.7K engagements

"Regarding the economy in Ascension: It would be very very difficult for a single person to change a decision. If you look at the differential between the top participant (leaderboards) and the bid totals you'll find that the individual leaders are in the 20-30k range while the decisions themselves are in the millions. This is a massive gulf and is intentional. The only real way to sway the decisions are rallies because when they function correctly they do 3-4x bonuses on the choice behind but only for a short time span. You need a group of people to initiate a rally and then work together to"
X Link 2023-11-01T09:51Z [----] followers, 22.9K engagements

"Thank you very much Tim"
X Link 2023-11-01T18:51Z [----] followers, [----] engagements

"@KoboldThiefAshy I know its in the millions because I have the data"
X Link 2023-11-01T20:17Z [----] followers, 30.9K engagements

"I've had the team turn off the chat in Ascension until we figure out why moderation isn't working. We have a 24/7 moderation team in multiple languages they were moderating the chat and that moderation was not showing up in the stream. I'll eventually return chat with text input removed until we can figure out how moderation tools can get to the levels required"
X Link 2023-11-01T21:35Z [----] followers, [----] engagements

"@Cernes_kun @Bawkbasoup I was also surprised Kojima was censored. I think the AI filter was looking for words people kept typing and was removing them. AI filters are weird"
X Link 2023-11-01T22:22Z [----] followers, [---] engagements

"Yes I'm telling you the AI filter was broken. I can tell you the N word was in the ban list. I saw it there. N word was there. I think it is unrealistic to assume that we went in there and didn't test for all sorts of racist filters. So the fact that some words which were definitely filtered and some words which were definitely not filtered were being done incorrectly can only be explained by system failures"
X Link 2023-11-01T22:34Z [----] followers, [---] engagements

"I don't think any of us expected people would be overly focused on the monetization part of it considering the core the streams are completely free like a Twitch streams. We knew the economics from past projects were that bids would be in the millions and we tuned the packs to be so tiny as to never influence the story and only be usable for cosmetics"
X Link 2023-11-01T23:22Z [----] followers, [---] engagements

"@CryptiKimi We have moderators and AI filtering. What is confusing The AI filters are the first gate the moderators are the second gate. They are both supposed to function"
X Link 2023-11-02T02:28Z [----] followers, [--] engagements

"@BloodBlossom1 @Apuru_kun If you watch the TV series as just a TV series on Playstations from next week there is no monetization whatsoever though it is only for the Sony Core Pictures service. Normally content is behind paywalls as you know"
X Link 2023-11-02T07:30Z [----] followers, [--] engagements

"1. We're going to be adding an additional unlocked daily puzzle for free users. [--]. We understand that there have been issues with IP being spent but not applied. We're working on granting that IP back with a bonus to users who were effected. Timing within the next day. [--]. Anyone who was missing more than the grant can contact us with details to be granted any additional. You should start to see that in the next few days. If not contact our support team. [--]. We are also working to fix issues with Founders Pack unlocks if you contact support they'll fix the grant. If you purchased and were"
X Link 2023-11-02T23:55Z [----] followers, [----] engagements

"Alright several issues with Endure just now: [--]. Massive spike in users again broke the player calls. So we weren't getting player names live. [--]. Came credits didn't appear on the live stream [--]. Karl did endure the end card was wrong. COM meter definitely said success. We also ended at Block [--]. I hope we get to Block [--] next time. We'll manually adjust Hope so that it doesn't go down for him"
X Link 2023-11-03T01:25Z [----] followers, [----] engagements

"Note that the IP re-grants are coming Friday circa afternoon as we run it against the database. (Will take 8-10 hours to process.)"
X Link 2023-11-03T06:16Z [----] followers, [----] engagements

"Once again in the Fate Endure we saw 10x on redemption than the other options. We have to rethink this because the dot isn't going to move much if the audience always chooses redemption every time"
X Link 2024-02-01T02:34Z [----] followers, [---] engagements

"If you have been having issues with Endure performance where the video freezes: In the build tonight (loading from around 5:30pm PT assuming it passes cert) theres going to be a new button in the settings menu ENDURE AVATAR ICONS. We are testing a thesis that on certain Snapdragon mobile CPUs the avatar head rendering thread is too high an overhead when live. (It is almost impossible to test this outside of a live show because it takes a huge number of users with varied heads to reproduce.) If performance improves please let our CS teams know. Note that this will not resolve for if your"
X Link 2024-02-21T22:39Z [----] followers, [---] engagements

"There's a misunderstanding that has been repeated for nearly a decade and a half that Square Enix sets arbitrarily high sales requirements then gets upset when its arbitrarily high sales requirements fail to be met. This was not true when I was there and is unlikely to be true today. Sales expectations generally come from a need to cover the cost of development plus return on investment. https://www.resetera.com/threads/does-square-enix-has-realistic-sales-expectations-for-their-games.519168/"
X Link 2024-05-23T23:03Z [----] followers, 354.5K engagements

"If a game costs $100m to make and takes [--] years then you have to beat as an example what the business could have returned investing $100m into the stock market over that period. For the [--] years prior to Feb [----] the stock market averaged a rate of return of 14.5%. Investing that $100m in the stock market would net you a return of $201m so this is our ROI baseline"
X Link 2024-05-23T23:03Z [----] followers, 393.8K engagements

"The assumption was that people would jump between products when they finished one. But as you know F2P games like Fortnite or Warzone are evergreen they never get old. They are always updating with new content and experiences. They can continue for decades. Candy Crush has had its best years ever the last few years. And companies like Epic can continue to invest back into the products to make them better creating even higher barriers to entry for competitors. https://www.reuters.com/technology/candy-crush-saga-hits-20-billion-revenue-milestone-maker-king-says-2023-09-26/"
X Link 2024-05-23T23:03Z [----] followers, 69.5K engagements

"The game industry is still growing in revenue but that revenue is increasingly captured by fewer live services games that are generating a level of stickiness seen in social media companies. There are reasons there are very few competitors to Facebook. Once the network effect starts it can keep going for a long time. Since Instagram (also FB) the only real competitor in an entire decade that showed up and could quickly reach 1bn+ people was TikTok. And this is in a trillion dollar valued industry. https://kotaku.com/old-games-2023-playtime-data-fortnite-roblox-minecraft-1851382474"
X Link 2024-05-23T23:03Z [----] followers, 64K engagements

"This is the reason we see trends where games are either spectacular 10/10 successes or disasters with little in between; there is no "next hit" being searched for in many cases. And this polarization makes risks higher and costs higher too (we will get to this in a moment.)"
X Link 2024-05-23T23:03Z [----] followers, 56.4K engagements

"Now if you're a younger gamer in your teens you may not even be thinking about FF. If you are [--] years old now you were [--] years old when the last mainline FF FF15 came out. Your family may not own a PS5 and you may not care. You're satisfied with Fortnite or Roblox or Minecraft with your friends on your phone or laptop. I'm not say that this is the case for everyone. But it is certainly a trend. The old AAA franchises do not seem to be converting the younger generations that the industry was counting on for growth and instead F2P social games on mobile are where they spend their time. This is"
X Link 2024-05-23T23:03Z [----] followers, 176.2K engagements

"This leaves only price left as a lever to pull. Since the price of games hasn't substantially increased relative to inflation package disc games have gotten cheaper over the last two decades. The assumption was that this was okay because the audience size would grow instead of price. But the audience went to the platform titles. Prices for packaged disc games will go up. Game companies have no choice it is the only lever left. Just look at Kotaku's article about GTA6s price point from this week:"
X Link 2024-05-23T23:03Z [----] followers, 50.7K engagements

"You're also seeing this trend with Ubisoft's Star Wars game It's not because game companies are penny pinchers looking to fleece their users. It's because this is the only path left to make non-F2P service titles workable in the AAA space given cost and competition. Something has to give; if SQEX cant get its cost of dev down (it will go further up) and is getting good reviews but isnt increasing audience they and the rest of the publishers are going to have to increase price point. Otherwise live service titles will be all we have left."
X Link 2024-05-23T23:03Z [----] followers, 53.7K engagements

"@Silversflow Yeah it comes off as very Fortnite centric it was laziness on my part to simply write Fortnite instead of a more generic Games as a Service/F2P trend"
X Link 2024-05-24T02:25Z [----] followers, [---] engagements

"Yes I made this point about exclusivity deals being a problem last year. It is definitely inhibiting audience growth and will be rectified. The larger macro trends of younger audiences being satisfied with F2P platform games is the more worrisome problem. https://www.axios.com/2023/09/25/square-enix-final-fantasy-xvi-jacob-navok https://www.axios.com/2023/09/25/square-enix-final-fantasy-xvi-jacob-navok"
X Link 2024-05-24T02:29Z [----] followers, [---] engagements

"Former Square Enix Exec Explains The Video Game Industry's Dilemma Through FF XVI - Gameranx https://gameranx.com/updates/id/499305/article/former-square-enix-exec-explains-the-video-game-industrys-dilemma-through-ff-xvi/ https://gameranx.com/updates/id/499305/article/former-square-enix-exec-explains-the-video-game-industrys-dilemma-through-ff-xvi/"
X Link 2024-05-24T08:54Z [----] followers, [----] engagements

"Many thanks to everyone who shared or retweeted my dive into Square Enixs financial results. I noticed a few recurring questions that Ill respond to here. First Ive seen several questions about how to build games cheaper or set budgets based on smaller sales figures. Its important to understand that game budgeting is an art rather than a science. I have very rarely seen a game stick to its budget. Through the creative process you may go back into pre-production three times or throw out entire game directions or find that the gameplay sucks or that testing means that you need to completely"
X Link 2024-05-27T01:22Z [----] followers, 115.1K engagements

"I agree it would be an exceptionally difficult task. I also don't want to give the impression that I'm a shill for live service games because I like them. I went to work for Square Enix because I love single player RPGs. I still love single player RPGs. I prefer them to MMOs. But the economics aren't working for the publishers and GTA5 Online proved that you only need one hit to let a company feed off it for an entire decade. So everyone will keep trying. This is how you get Ubisoft still making XDefiant after Hyperscape shut down"
X Link 2024-05-27T02:11Z [----] followers, [---] engagements

"@cfloisand They'll keep doing those. It's easy incremental money"
X Link 2024-05-27T03:48Z [----] followers, [----] engagements

"Not sure I understand why they wouldn't do day and date PC for the premium single player titles because I don't think there's great overlap there. It's highly unlikely the PC players are going to both buy a PS5 and also buy those titles on PS5 over PC. But it's mostly a desire to not pay Steam revenue shares if they can desperately avoid it for any sale. Connects to my point in this post: "Today even first party titles like The Last Of Us are fodder to get you to buy a PS5 so that your service game of choice is played on a PS instead of an Xbox.""
X Link 2024-05-31T21:38Z [----] followers, [----] engagements

"@markkilborn I would guess SQEX Japan keeps doing some smaller titles for Nintendo platforms because those usually do make money"
X Link 2024-06-04T15:54Z [----] followers, [--] engagements

"Skeptical about AI and ray tracing. Hellblade [--] sales prove that graphic fidelity alone isnt a major driver for audiences anymore. Cloud gaming is probably [----] or later at this point. Main issue was we were given promises about 5G latency in [----] that never came true. Not enough understanding that this was the main issue"
X Link 2024-06-05T23:13Z [----] followers, [--] engagements

"These services are rarely spoken about by their parent companies and generally have been sent off to pasture as far as major initiatives go. To point over the weekend Microsoft had an incredible showcase of its upcoming games. xCloud was nowhere"
X Link 2024-06-11T16:14Z [----] followers, [---] engagements

"xCloud is irrelevant for Microsoft's near-term future which is ironic considering how much it factored into anti-trust issues they ran into with the Activision acquisition two years ago"
X Link 2024-06-11T16:14Z [----] followers, [---] engagements

"The barrier to entry for cloud gaming services is small which should have driven a lot of pickup. Who needs an Xbox if you can stream games to your screen Pay $20 a month get gamepass + xCloud. This should have led to millions of new non-console owners joining. It did not"
X Link 2024-06-11T16:14Z [----] followers, [---] engagements

"The intent behind cloud gaming was that servers would provide experiences that didnt require you to have a great gaming rig. People who didnt own consoles or who owned low end mobile phones could now get high quality gaming experiences"
X Link 2024-06-11T16:14Z [----] followers, [---] engagements

"However the types of games that demand high fidelity and the latest graphic chips are already becoming the minority. Service games like Minecraft and Roblox the forever games that people are playing already run on low end phones. The industry needs cloud gaming less"
X Link 2024-06-11T16:14Z [----] followers, [---] engagements

"Genvid's next series DC Heroes United will have its exclusive first look at #SDCC2024 Join us Friday July 26th in Room 6DE 10-11 a.m We'll show the very first footage announce our stellar voice cast and tell you all about DC's new Earth-212. https://www.sandiegouniontribune.com/2024/07/12/comic-con-2024-heres-your-friday-schedule/ https://www.sandiegouniontribune.com/2024/07/12/comic-con-2024-heres-your-friday-schedule/"
X Link 2024-07-13T15:50Z [----] followers, [----] engagements

"To my point in the Square Enix thread about prices going up. Over [---] million people played EA College Football [--] during its 3-day Early Access period. This required purchasing the $100 edition of the game. EA also confirmed an additional [------] people played via the EA Play Trial. #EACollegeFootball25 https://t.co/H0gYOat0C6 Over [---] million people played EA College Football [--] during its 3-day Early Access period. This required purchasing the $100 edition of the game. EA also confirmed an additional [------] people played via the EA Play Trial. #EACollegeFootball25 https://t.co/H0gYOat0C6"
X Link 2024-07-23T07:35Z [----] followers, [----] engagements

"You create the series together as a community. The collective audience is given choices that can pick between. You can then watch the result of your choices and in between play puzzles to further influence decisions"
X Link 2024-07-27T01:43Z [----] followers, [----] engagements

"We recently wrapped up SILENT HILL: Ascension available in our app as well as on Sony Pictures Core and Tubi and which won several awards. Every day you could login to solve puzzles influence a choice and see the outcome of the audience's choices. In SILENT HILL: Ascension our audience built a horror TV show together (tens of hours of scenes) Millions of people participated together to create a fan-built canon"
X Link 2024-07-27T01:43Z [----] followers, [----] engagements

"@SUPERMANSWlFE I mean I would ask @stephanbugaj and @GailSimone and the rest of the writing team"
X Link 2024-07-27T02:47Z [----] followers, [---] engagements

"@FakeNightskin Definitely not here Lois is in danger and Superman gets punched out of the blue by Wonder Woman while he's trying to stop the Tower of Fate from hurting people"
X Link 2024-07-27T02:51Z [----] followers, [---] engagements

"This is a difficult question because it depends on how you define the major potential issues. First as the article notes market timing and saturation were major factors here. Unclear over the course of its multi-year development how this would play not just for Concord evaluations but any evaluation of products. No one has a perfect forecast of the market. Second if you're Sony and you're used to evaluating games on their creative and technical merits Concord as it stood was not going to produce many red flags in the process they normally ran. No reviews faulted the game for having bad"
X Link 2024-11-08T19:50Z [----] followers, [----] engagements

"Agree that the mode had problems. Will counter that launch figures weren't indicative of users who came in and said "This mode is confusing" then bounced; only 25k sold is indicative of users not purchasing to begin with and getting them in the door requires the art to get them to buy"
X Link 2024-11-08T20:34Z [----] followers, [---] engagements

"Many great new games announced at @geoffkeighley's Game Awards last night. Most would have been greenlit into production in the 2019-2021 era boom time. They'll be entering a very different gaming market in the coming few years with shrinking players and hours spent and facing a consolidation of the remaining gamer's time toward the same few titles (see ) These are headwinds that weren't predicted when greenlit and that the industry (which has always experienced growth) has never seen before. Titles used to have dedicated audiences; you could guarantee a floor. No longer. Competition between"
X Link 2024-12-13T13:14Z [----] followers, [----] engagements

"Interesting to note that Naughty Dog chose to debut their new franchise at the TGAs rather than at a Sony State of Play. Speaks to the need for even top tier studios to break out of single-platform bubbles"
X Link 2024-12-13T13:22Z [----] followers, [---] engagements

"@rpwbrowne @geoffkeighley I don't agree that the issue is GAAS and single player games will be fine. Otherwise I wouldn't have had to make this thread back in May Star Wars Outlaws FF all these single player titles suffer the same demand of time. https://x.com/JNavok/status/1793779717813723521 https://x.com/JNavok/status/1793779717813723521"
X Link 2024-12-13T19:44Z [----] followers, [---] engagements

"@rpwbrowne @geoffkeighley Sure I agree with this"
X Link 2024-12-13T23:11Z [----] followers, [--] engagements

"@rpwbrowne @geoffkeighley Can they generate the same amount of sales at the same price point in this case In other words are you arguing they can make 12-20 hour titles and still sell them for $70 and make the same number of expected sales"
X Link 2024-12-13T23:12Z [----] followers, [--] engagements

"Great piece from @SimonParkin last week on video games Fortnite and the changes happening to our industry. https://www.nytimes.com/2024/12/12/opinion/video-games-addiction-technology.html https://www.nytimes.com/2024/12/12/opinion/video-games-addiction-technology.html"
X Link 2024-12-17T21:08Z [----] followers, [---] engagements

"@bilawalsidhu @justinryanio @TimSweeneyEpic commented last month on Oasis though I think an issue with that one was mimicking an existing game being positioned as innovation. https://x.com/TimSweeneyEpic/status/1852902399146402223 @shaunmmaguire @sequoia @DecartAI @DeanMeyerrr @DLeitersdorf @MosheSshalev Wow Every single thing about this sucks https://x.com/TimSweeneyEpic/status/1852902399146402223 @shaunmmaguire @sequoia @DecartAI @DeanMeyerrr @DLeitersdorf @MosheSshalev Wow Every single thing about this sucks"
X Link 2024-12-19T00:45Z [----] followers, [---] engagements

"I think the generative world models have promise but I think they are more about competing with Roblox than competing with Call of Duty. E.g. being a kid and being able to type in a prompt then have it spit out an experience. Much of the billions Roblox is spending on R&D is to facilitate this though I think they aren't planning to do it as interactive video and will still have an underlying game engine managing the physics because they need to scale down to phones etc. https://corp.roblox.com/newsroom/2024/06/robloxs-road-to-4d-generative-ai"
X Link 2024-12-19T00:49Z [----] followers, [---] engagements

"All moments of human history have brought us here the Mariah Carey singularity @ballmatthew"
X Link 2024-12-21T12:24Z [----] followers, [---] engagements

"@deantak Top games continue to be a larger portion of overall market share. This is the core of every story. Games have moved on from content to social networks and there are bigger fewer winners"
X Link 2024-12-21T22:18Z [----] followers, [--] engagements

"@nick_laba @ZacharyHSmall @ballmatthew @tha_rami I would argue that this is a given. The point still stands that the investment into fidelity doesnt seem to have an ROI relative to it outside of for example a GTA6"
X Link 2024-12-26T18:23Z [----] followers, [---] engagements

"@nick_laba @ZacharyHSmall @ballmatthew @tha_rami Rebirth and FF16 are both 85+ metacritic titles. This is not a plummet in gameplay or story quality other than your arbitrary opinion. Theres also zero reason to insult the developers"
X Link 2024-12-26T21:12Z [----] followers, [--] engagements

"@elonmusk @TimSweeneyEpic Grok's take"
X Link 2025-01-16T07:44Z [----] followers, [--] engagements

"@EvanMcGrath Here is the cost of taco bell from [----] to [----]. Then McDonalds. Now do games"
X Link 2025-05-01T19:59Z [----] followers, [---] engagements

"This article states: However PlayStations operating profit margin was just 7% slightly up from 6% in the same period last year. This is something industry analysts pointed out back in February [----] calling these single-digit numbers extremely disappointing and not acceptable"
X Link 2025-05-02T05:16Z [----] followers, [--] engagements

"@MrBlackMagik @econosopher I agree"
X Link 2025-07-04T17:35Z [----] followers, [---] engagements

"The game industry is facing a fundamental realignment. This is not a passing storm. it is a change in the forces that stitched the industry together. The industry was once defined by scarcity of content. You would consume a game (finish "Super Mario Bros") and move onto the next (start "Legend of Zelda"). Even as the industry transitioned toward richer mediums and even MMOs it was taken as a basic tenet that games were content: consumers would purchase new games thus building good content and marketing that content would lead to a profitable outcome"
X Link 2025-07-08T17:25Z [----] followers, [---] engagements

"This is the reason why release dates for the biggest titles were set in the fall (best time to sell content into Christmas) and why there was a constant hustle for getting a unique date that didnt have something like a Call of Duty or Assassins Creed also launching that week. It was similar to the movie business: the movie is named the date is set (ideally summer) then the content (movie) is made. And studios are constantly jostling to ensure that they didnt schedule a movie at the same time as direct quadrant competition because the audiences time was finite. A portion of the game business"
X Link 2025-07-08T17:25Z [----] followers, [---] engagements

"With competition on time looming and the biggest games becoming platforms we are left with only the traditional packaged business continuing to function as content. But the number of hours in a day has not changed and the amount of freely available distraction has. Scarcity is gone; experiences are abundant. The more platforms (whether Fortnite CoD Roblox Candy Crush GTA Online etc.) dominate time spent the less time there is for traditional fixed-time content like an Assassins Creed: Shadows. In [----] the a16z team wrote a piece about trends revolutionizing games highlighting how games had"
X Link 2025-07-08T17:25Z [----] followers, [--] engagements

"Games had indeed reached their Network era; but there are very few successful new social networks. In the last decade the only one that has grown to any prominence to rival Facebooks blue app and Instagram has been TikTok with Snapchat having remained relatively small. This means that if games became social networks there would be few winners. Basic economics explains this well. Earlier this year Zynga's "Star Wars: Hunters" shut down. Lets say they had 1m players and generated $1m in revenue. (These are nonsense numbers Im just making a simple example.) Lets say they intended to invest their"
X Link 2025-07-08T17:25Z [----] followers, [---] engagements

"You cannot beat the basic economics that their cost of development is covered by much higher demand enabling them to build more content. This is the transition point: we have moved from a content based business to a social media business based on platforms that can constantly improve thanks to scale. You used to consume content and move on to the next. Now content is platform based. This is the difference between a movie (e.g. this weeks upcoming Superman) and YouTube (e.g. this weeks latest Mr. Beast video.) When it comes to digital video platforms there are only a handful of winners"
X Link 2025-07-08T17:25Z [----] followers, [--] engagements

"This does not mean games go away in the same way that movies or television did not go away with the advent of YouTube. But we are fighting for time; time does not increase. Tiktok increasingly taking up time that once belonged to more casual play. Hardcore players are aging out and young players are drawn to Roblox. This is the problem Microsoft faced in [----]. Phil Spencer is staring down the barrel of an industry thats changed drastically since he greenlit Perfect Darks reboot. Its changed drastically even in the few years since they made the case to acquire Activision-Blizzard for $68bn."
X Link 2025-07-08T17:25Z [----] followers, [--] engagements

"The ultimate ticking time bomb is Roblox and UEFN as the generations that grow up with it continue to stay. I return to the Grow a Garden growth. This is not coincidence. Gamers who are happy with Roblox and UEFN will stay with it just as the YouTube generation of kids continues to watch YouTube. This platform effect Metcalfes law is the future of games and will continue to grow. Death Stranding [--] sales meanwhile barely passed Clair Obscur in its first three days and thats if you generously discount the fact that Clair was free on Gamepass on D1 and grew massively faster shortly after due to"
X Link 2025-07-08T17:25Z [----] followers, [---] engagements

"This is where AI comes in - Tiktok is already a game run by an AI. The next step is Roblox-like platforms built with AI prompts where kids just enter the type of entertainment they want. They will be build a Matrix-like world in five to ten years. Epic will as well. These companies have already won for the same reason that Facebook still prints money [--] years later. People have been distracted by the surface stories about AI and jobs and are missing where the real intersection of games and AI are going. Replacing an artist with Midjourney does not fix the demand problem. It exacerbates it"
X Link 2025-07-08T17:25Z [----] followers, [---] engagements

"This is what I think many have failed to grasp. T2 Epic Robloxs competition is going to be OpenAI xAI etc. The big tech companies are already making interactive world models that will compete with game experiences. This is why Mark Zuckerberg moved his bets away from XR and into AI. That is the battlefield where cutting edge tech and the network effect will merge. Games AI and tech are really part of the same network effect. Metcalfes law states that the value of a network is proportional to the square of the number of its users. In other words the platforms with the most creators and players"
X Link 2025-07-08T17:25Z [----] followers, [---] engagements

"This is a long thread about Square Enix the Microsoft layoffs AI and Metcalfe's law"
X Link 2025-07-08T19:25Z [----] followers, 339.9K engagements

"Fifteen years ago I used to work on the translation of our Annual Reports at Square Enix into English. One area that often required editing was the word "content." It was a commonly used word in all our IR materials. The Japanese write (Kontentsu) which is plural ("contents") and I would have to re-edit non-native speaker's edits of "contents" back to the correct "content" because otherwise the report would go out saying Engrish like "Square Enix provides high quality contents"
X Link 2025-07-08T19:25Z [----] followers, 33.5K engagements

"We used the word content a lot because we were in the content business. We made myriad content: games manga anime. Starting in [----] my boss CEO Yoichi Wada began writing in his annual letter to shareholders about the Network being the future rather than content. People assumed at the time it was about MMOs. Of course that future was years off. In the meantime we just made content"
X Link 2025-07-08T19:25Z [----] followers, 33.6K engagements

"In [----] the word content appeared in the Annual Report [--] times. Over time this went down. In [----] the word content appeared in the Annual Report a mere [--] times"
X Link 2025-07-08T19:25Z [----] followers, 29K engagements

"Square Enix has spent two decades slowly moving away from being a content business. Not just Square Enix but every publisher. Wada-san was right. The future of games was the Network (here is page [--] of his [----] Annual Report). But the Network business he imagined isnt about games being online its about the social network of games (Metcalfes law) replacing the content business"
X Link 2025-07-08T19:25Z [----] followers, 27.8K engagements

"The game industry is facing a fundamental realignment. This is not a passing storm. It is a change in the forces that stitched the industry together. The industry was once defined by scarcity of content. You would consume a game (finish "Super Mario Bros") and move onto the next (start "Legend of Zelda"). Even as the industry transitioned toward richer mediums and even MMOs it was taken as a basic tenet that games were content: consumers would purchase new games thus building good content and marketing that content would lead to a profitable outcome"
X Link 2025-07-08T19:25Z [----] followers, 27.1K engagements

"To understand why we have to take a short detour. Concurrent to the growth of this business was another new market that opened an expanded games: it began with the casuals who first picked up a Wii controller who then moved onto F2P mobile titles. Meanwhile younger consumers (who in their teens or 20s should be aging into traditional gamers) began engaging with content very differently than the generation of players who grew up with $50 packaged cartridges and then discs. (See chart from @ballmatthew) They began with always on titles like Minecraft and then grew even further with Roblox. The"
X Link 2025-07-08T19:25Z [----] followers, 27.3K engagements

"Prior to [----] a situation like Concord had never occurred. $400m and eight years of peoples lives gone permanently in two weeks. Zero revenue generated every sale was refunded. This is astonishing. Wed had Duke Nukem Forever incidents before (and Duke Nukem Forever wasn't refunded) but never something at the scale of Concord. We have still as an industry not truly processed what Concords utter collapse meant. We were quick to sweep it under the rug thinking it was endemic to the quirks of a Hero Shooter. We cannot ignore what happened to Concord because its about to become the norm"
X Link 2025-07-08T19:25Z [----] followers, 21.1K engagements

"June [----] was in fact a critical month for the game industry though few have written about it. Nearly $1bn in game investment went into the following games: $400m for Mindseye $100m for Splitgate [--] hundreds of millions more for Marathon and tens of millions more for FBC: Firebreak. These are just four titles that in June announced that their launches or betas had not gone as planned. All of them plan to make fixes but how many of us really believe that the market can sustain or expand for these four titles Again thats nearly $1bn in investment between them"
X Link 2025-07-08T19:25Z [----] followers, 21.8K engagements

"Sidenote: FBC: Firebreak was available for free to Gamepass and PS+ subscribers. Splitgate [--] was also free. Dont be misled by articles like the one in the image below that the industry's problems can be chalked up to Gamepass a service with barely any growth the last few years. Gamepass didnt save FBC and the competition with Roblox Fortnite et all. The real problem for FBC is people are playing the wildly successful free games that are driving tens of billions in revenue relative to Gamepass more paltry user base and revenue numbers"
X Link 2025-07-08T19:25Z [----] followers, 18.6K engagements

"Many have argued that this is a cost problem saying that we can resolve industry problems by fixing the cost base. Fewer assets smaller worlds etc. However thats for AAA and fixing the cost base does not resolve for lack of players. A shorter FF17 is not going to make more demand. We have a serious demand problem which I argued a few days ago. Im going to take a detour here. Ive seen people shocked at the cost of games. GTAVI will likely cost $2.5bn to develop by the time it is released. Salaries have gone up crunch has gone down and team sizes are huge. You have one shot to get an audience-"
X Link 2025-07-08T19:25Z [----] followers, 20.9K engagements

"Again this is what the audience wants. Its silly to blame suits at publishers when any flaw in a title is magnified by a thousand YouTubers and Gaming websites saying Look at this snarky reddit post Management cannot infinitely invest and the chickens either come home to roost or the title gets cancelled. (Foreshadowing the MS cancellations last week.) To that end we cannot both argue that developers need to be trusted to make games but also realize that it is not management making day to day content decisions in games where there are 100+ people working. Management did not design a giant"
X Link 2025-07-08T19:25Z [----] followers, 17.6K engagements

"Additionally if you think that $400m for Battlefield is too high or $2.5bn for GTA6 is insane by definition you are saying those people working on it should not have had jobs. We cannot expect that everyone should be employed games can be developed perfectly and no flaws will be accepted. That is a completely inconsistent set of arguments yet appears frequently"
X Link 2025-07-08T19:25Z [----] followers, 15.9K engagements

"Enter AI. There are many misunderstandings here. But we should not misconstrue the Microsoft layoffs with them replacing studios with AI. What happened with Microsoft was clear: AI is a one-in-a-generation change in the entire digital order. MS must either get on board or perish. Microsoft lost mobile. Microsoft thrived in cloud because it threw the kitchen sink at Azure. Microsoft cannot lose at AI. I don't mean making game art. I mean in that it will replace many methods of communication and impact all facets of human life. Based on Xbox profitability over the last [--] years it is guaranteed"
X Link 2025-07-08T19:25Z [----] followers, 17.5K engagements

"What choice does Phil Spencer have when Satyas decided it for him MS isnt a games-only company that needs to live or die by Xbox. Meanwhile Phil is a smart guy- he can see that alternatives like the smartphone or PC market is shut out. Mobile is a UA game- Scopely spends billions to buy its customers. And no one wants to switch from Steam- it has a complete lock on the industry and it is nearly impossible to compete with. (The only opportunity is for Chinese companies if the Chinese government breaks the greyzone and bans it.) Phil's market AAA is increasingly dominated by an unchanging"
X Link 2025-07-08T19:25Z [----] followers, 17.7K engagements

"@subtxt They want the cash its sitting on"
X Link 2025-07-08T22:20Z [----] followers, [----] engagements

"@Pacifist_Elk There's a new Superman movie coming out. It will probably do $200m+. Based on that success will you buy WBD stock"
X Link 2025-07-09T00:36Z [----] followers, [---] engagements

"@chroma714 Yeah they can but odds are more likely they merge or get swallowed"
X Link 2025-07-09T04:00Z [----] followers, [----] engagements

"@Dee_Tay_ler The mistake is thinking that the games they make are going to be Death Strandings as opposed to replacing Tiktok slop. I'm fairly confident at least in the next decade it's going to be a lot of Tiktok length Wario Ware games"
X Link 2025-07-09T04:02Z [----] followers, [---] engagements

"@kultherion Thanks I'm always happy to give advice though can rarely take any formal positions"
X Link 2025-07-09T04:02Z [----] followers, [---] engagements

"They made many attempts failed at a lot I'd rather they attempted something new with the cash than not. In the end those are smaller problems relative to FF not being able to break through to the next level. In other words they can make several Babylon's Falls/Forspoken (we can ignore Avengers since Eidos is gone now) if FF can reach Assassin's Creed levels and cover the misses but if FF can't reach that level they've hit the audience ceiling"
X Link 2025-07-09T04:07Z [----] followers, [---] engagements

"@ckaleiki Roblox is cashflow profitable and has been since [----]. This is more important as an investor signal than the GAAP standards wherein they split their revenue recognition over a long time"
X Link 2025-07-09T17:22Z [----] followers, [---] engagements

"@adamklaff Microsoft owns two of the top five forever games between CoD and Minecraft. It is like Disney owning Marvel and Star Wars"
X Link 2025-07-09T17:23Z [----] followers, [----] engagements

"They are a multi-billion dollar company sitting on a large pile of cash but an audience that is not growing while their costs grow. For decades they have not been able to sell in product at the same rate as their competitors. They would be better off merged with a Capcom that has stronger sales arms"
X Link 2025-07-09T19:13Z [----] followers, [--] engagements

"@ckaleiki Amazon's issue wasn't evenue recognition over a [--] month period distorting GAAP profitability. If you have a monthly cost of $10 receive $12 but only recognize $0.50 each month of that $12 you don't have a profitability problem"
X Link 2025-07-09T19:16Z [----] followers, [--] engagements

"@chroma714 @eramaster12 That's the right thinking. If our willingness to pay goes up they can afford better products even at the same audience number"
X Link 2025-07-09T19:46Z [----] followers, [--] engagements

"@Thunder_Owl @TimSweeneyEpic YouTube content today is highly polished and big bucks. Mr. Beast comes to mind. It took 20+ years to get there. The AI based games will take time too. But they'll definitely start with some Skibidi Toilet equivalent that becomes higher quality over time"
X Link 2025-07-09T22:07Z [----] followers, [--] engagements

"@KHCelestriad It's not too different from films and youtube. Variety will cover the upcoming Superman film won't cover this week's Mr. Beast. Gaming journalism is the former Roblox stuff is the latter"
X Link 2025-07-10T02:37Z [----] followers, [--] engagements

"@EdHerdman My argument is not that content disappears but rather that the growth era has ended. If anything has shrunk. Movies still make money But investors would rather be in the Netflix business than the Paramount business"
X Link 2025-07-11T07:20Z [----] followers, [--] engagements

"I think it's plausible for new platforms to emerge and challenge the incumbent forever games if there's a shift in technology or business model that enables growth. I'm not confident that money alone can solve it otherwise competitors like EGS would have eaten more of Steam's marketshare. TikTok is a good example here as a new social network; Vine existed before the difference between Vine and TikTok is the addition of the AI recommendation engine to Similarly there's probably a path for using AI recommendations to build an alternative Roblox given discovery is awful on both Roblox and FN."
X Link 2025-07-12T01:35Z [----] followers, [---] engagements

"With regard to mid-tier studios I think that if we're counting them in the size of Sandfall Interactive there will be plenty of opportunity with a combination of Steam savvy and grassroots marketing. Which is to say their budget was low enough that their breakeven was probably a few hundred thousand units. Where it gets weird is making midtier games but with nine-figure budgets. Even if the game coming out is good the marketing around those titles is hard and now you're at a budget where you either must hit numbers or do layoffs. This was the problem for [----] with Splitgate 2; game is pretty"
X Link 2025-07-12T01:35Z [----] followers, [---] engagements

"I suspect that this is the result of two problems: [--]. These tools are being used wrong and production got so used to practices learned from the PS3 era that none of the efficiencies were properly implemented excepting DLSS and I often see devs having no choice to implement DLSS because their dev is so inefficient it's faster to use DLSS to frame optimize instead of doing it manually [--]. Large studios could not handle the transition to an aging workforce (if you were in your 20s and single when you were making PS2 games you're now in your 40s with kids making PS5 games) and no-crunch"
X Link 2025-07-12T01:35Z [----] followers, [---] engagements

"Here's an example of the latter challenge via a sample timeline. It's [----]. We get pitched a reboot for Perfect Dark. $100m budget four year dev time. We do a sales calculation we think we can sell 3m copies at $60. $180m. We do a TVM calculation (see my SQEX thread last year to understand this ) and we believe that ROI can breakeven at this amount. (I want to be clear the numbers are nonsense I made up for the purpose of illustration based on zero fact.) It's [----]. The industry changes. Crunch is no longer permitted. Devs have grown older. We're in a new generation of content. Also things"
X Link 2025-07-12T01:35Z [----] followers, [---] engagements

"I want to add one additional note which is that Nintendo Capcom Square Enix etc. have much lower cost structures because salaries are lower and people still crunch there. Still common to see devs at the office at 3-4am. China is the same if not worse. There are uneven cost structures between the west and Asia for the same reason that tariffs screwed up a lot of products that couldn't be cost feasibly manufactured in the United States anymore"
X Link 2025-07-12T01:35Z [----] followers, [---] engagements

"@jameswoo @grok 35m game pass subscribers are not doing material damage versus the hundreds of millions not switching from Fortnite Minecraft CoD Roblox and GTA online"
X Link 2025-07-13T21:59Z [----] followers, [--] engagements

"@LogosSteve This was an idea I also championed and Square Enix tried. Unfortunately it led to Babylon's Fall Balan Wonderland and Forsaken among other failures. Personally I think they should have kept trying albeit with different creative structures in place. https://www.axios.com/2023/09/25/square-enix-final-fantasy-xvi-jacob-navok https://www.axios.com/2023/09/25/square-enix-final-fantasy-xvi-jacob-navok"
X Link 2025-07-14T17:12Z [----] followers, [--] engagements

"I don't know how someone would look at this chart and good faith argue that @ballmatthew wasn't right about the Metaverse. @ConnorJBates_ This $RBLX off the retest still the craziest weekly I think ive ever seen lol https://t.co/rFdKYnGHV1 @ConnorJBates_ This $RBLX off the retest still the craziest weekly I think ive ever seen lol https://t.co/rFdKYnGHV1"
X Link 2025-07-15T00:35Z [----] followers, [----] engagements

"Our definition was always 3D social networks. People claimed web3 and XR but the definition never changed. The Metaverse is a massively scaled and interoperable network of real-time rendered 3D virtual worlds and environments which can be experienced synchronously and persistently by an effectively unlimited number of users with an individual sense of presence and with continuity of data such as identity history entitlements objects communications and payments. https://www.matthewball.co/all/forwardtothemetaverseprimer https://www.matthewball.co/all/forwardtothemetaverseprimer"
X Link 2025-07-15T01:08Z [----] followers, [---] engagements

"Disagree. BARB raised $400m for building Everywhere a UEFN competitor. It was then folded into Mindseye and released on PC. The intent behind Mindseye was to pull a Fortnite like strategy where a core piece of content led a GAAS strategy. FBC was a Gamepass/PS+ release from a renowned studio where the title was likely fully paid for. The fact that they were unable to gain an audience despite skill + time + audience is a material problem"
X Link 2025-07-17T17:05Z [----] followers, [--] engagements

"Staff have alleged $500m. I have sources that say $400m. I agree with your statement that pedigree doesn't spell success. That said pedigree and money should be a reasonable bet to quality in a content market. Even if it can't make back all its money or turn a profit most movie bombs still over time recoup part of it. That's effectively impossible for Mindseye. FBC having been covered different situation but tells me that they won't be able to receive the same check again for future service titles. https://powerupgaming.co.uk/2025/06/15/500-million-allegedly-went-into-developing-mindseye/"
X Link 2025-07-17T17:59Z [----] followers, [--] engagements

"Ten months ago the now-defunct Hindenburg Research released one of the dumbest short theses of all time"
X Link 2025-08-05T22:31Z [----] followers, [----] engagements

"Some videos from last night's performance by @AlexKadeMusic #AnimeNYC 1/ Sailor Moon English Theme Remix (what I came for)"
X Link 2025-08-23T18:05Z [----] followers, [---] engagements

"2/ Kpop Demon Hunters Golden"
X Link 2025-08-23T18:05Z [----] followers, [--] engagements

"@ballmatthew @synaesthesiajp tricked by roblox again"
X Link 2025-09-06T06:24Z [----] followers, [---] engagements

"I hear from many game developers that they aren't able to get press to respond or cover their titles. Meanwhile the few game press that remain are happy to do headlines on non-existent games. It's clear that audiences want this otherwise Kotaku wouldn't post clickbait (Kpop Demon Hunters + Video Game). As we lament the current state of the game industry we can't ignore the fact that audience awareness is critical to success yet our ability to engage audience is now down to a Russian Roulette of of ads influencer tactics or platform algorithm hacks. There's been a hollowing out of games media"
X Link 2025-09-09T15:50Z [----] followers, [---] engagements

"@GenePark It took a year for what many considered the game of the year to hit 2m sales and to break even. This is very bad news"
X Link 2025-02-12T19:46Z [----] followers, [----] engagements

"I wrote the below as part of my July thread. Here is Satya Nadella today saying the same thing: "Because after all gamings competition is not other gaming. Gamings competition is short-form video." https://kotaku.com/microsoft-satya-nadella-xbox-halo-profit-margins-2000639721 This does not mean games go away in the same way that movies or television did not go away with the advent of YouTube. But we are fighting for time; time does not increase. Tiktok increasingly taking up time that once belonged to more casual play. Hardcore players are aging"
X Link 2025-10-29T00:08Z [----] followers, [----] engagements

"@rpwbrowne It's perfectly relevant to say that you believe TikTok rather than Playstation to be your primary competition just as Netflix years ago cited Fortnite"
X Link 2025-10-29T01:49Z [----] followers, [---] engagements

"It was true when Netflix said their competitor was Fortnite rather than HBO it is true when Microsoft says their competition is Tiktok rather than Playstation. Both are competitions of time but saying the problem is time rather than Tiktok would be pleading ignorance when it's not necessary"
X Link 2025-10-29T16:23Z [----] followers, [---] engagements

"@rpwbrowne @ballmatthew @nightopia Data varies but a few results from my google search shows that avg time spent on a single tiktok session is 11-15 minutes with total time spent per day of 60-70 minutes"
X Link 2025-10-29T16:37Z [----] followers, [--] engagements

"They've sold you the content you then can play the content. They are saying they won't add more content. All the past content is there. There is nothing scummy about that. Square Enix's cost for a Japanese development team adding minimal content on FFXI at its quality benchmark and Amazon's cost for a western development team adding new content at New world quality is likely 1:50. There is no way to cost sustainably run new world at the same rate as FF11. They are not comparable"
X Link 2025-10-29T17:13Z [----] followers, [--] engagements

"You keep ignoring that economics between developers are not the same. The average salary of a Square Enix developer with exchange rate is probably about $50k/usd per year. The average salary of Amazon developers in games is probably around $150k/usd per year. It is nearly 3x higher. And that is ignoring the RSUs they get and other perks. You cannot argue that because someone with 1/3 the cost structure is successful Amazon can sustainably operate. This is not a rational perspective"
X Link 2025-10-29T17:38Z [----] followers, [--] engagements

"As mentioned in my thread from earlier this year the game industry used to be defined by scarcity of content yet we now live in an age of abundance of content. In this new era you can divide the content that is successful into one of three buckets: [--]. Exceptional Execution (Clair Obscur) [--]. Incredible Brand (Battlefield 6) [--]. Platform-Enhanced Virality (REPO Duckov Steal a Brainrot) This is the revenue side of success but we do have to define success within the context of cost. If Battlefield [--] made $30m but cost $150m it would not be a success. If Clair Obscur cost $30m but made $150m it is"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"1. Marketing and Sales - The Square Enix midterm strategy documents talks about the organizational / structural reforms of marketing under a CMO. It says little about what this means as a strategy and how they intend to change to meet the modern era. History lesson: the industry used to market packaged discs at a fixed price. We would sell in to GameStop buy standees in the store put commercials on TV and ensure that game journalists were fed a steady drip of content to drive pre-sales and awareness. This market is dead. It is like Tower Records trying to sell CDs in a Spotify era. The"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"The success of titles like Genshin Impact or the titles on Roblox that have been growing by tens of millions of concurrents are because they leverage tight community control and mix game mechanics with marketing. What I mean by this is the following example: the creator of a game has a Discord channel to that discord channel he gives rare items. The Discord channel grows he holds in game events to distribute the rare items he provides unique creator codes to key YouTubers. Each code enables some feature or functionality in the game. The promotors promote on his behalf the number of users"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"No process for management like this exists withinSquareEnixtoday. They pay Dentsu (where their current CEO came from) or they have some basic community management or management of promo purchases all of it split up/siloed/independent of each other driving no virtuous cycle. FurthermoreSquareEnixproduces games which make this type of mechanic driven method difficult. Their closest equivalent are some rare item events in their mobile titles but their mobile titles have sagged for lack of community management and they have yet to build a PC or console title that takes advantage of these features"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"2. Media- The cross-media opportunities listed in the mid-term update seem half-hearted. Life is Strange is a great IP but small. Core to games marketing is consumer awareness of the brand.SquareEnixis at its heart not a game company but a company that tells great stories. Square Enix is similar to Disneys own philosophies in this way yet does not act like Disney in embrace of media and renewal of interest in young persons (I define as 6-26 years of age none of whom have deep awareness of SQEX IP due to its lack of presence in traditional media or places like Roblox which means the company is"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"The traditional game company way of looking at film and television was a licensed IP division. This divisions responsibilities were to generate revenue through the sale of licenses to others to make TV and Film.SquareEnixdid that for its Eidos properties but decided thatSquareEnixitself would handle TV and film for their Japanese IP. Squareproduced the Final Fantasy movie itself at great expense at the turn of the century making incredibly costly decisions due to Sakaguchi-sans own desire to live in Hawaii by putting the rendering farm literally on a roof of a building in a hot humid place."
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"3.Development- The midterm strategy document has no slide indicating how it will fix development costs beyond eliminating most of the west and some paltry words about Japan. It also seems overly focused on justifying Taito when Taito should be sold off. The company strategy over the last twenty years had been driven by a few trends: [--]. Westernization of game content [--]. Technological innovation in game content [--]. Business model innovation of game content I will explain each in turn"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"When Square Enix acquired Eidos in [----] (I have the tombstone of this deal sitting in my office that is the award the bankers give when the acquisition is complete a gift to me by Square Enixs former CEO Yosuke Matsuda) it was because then-CEO Yoichi Wada foresaw changes in both consumer taste as well as technical prowess coming from western studios. This era was roughly kicked off by the Xbox [---] around [----] and troubled Japanese game development with the switch from SD content (lower resolution) to HD content (higher resolution.) This was exacerbated by the incredible complexity and poor"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"When we looked at the state of development in Japan compared to the state of development in the west it appeared as though the disconnect would only continue. Hence the acquisition of Eidos and Wada-sans [--] IP Strategy whereby he sought to reinforce the Eidos-developed IPs (Deus Ex Hitman Tomb Raider) as bulwarks to potential failures for Japanese IP to succeed in those rapidly changing western markets. This was also the period where the Eidos Montreal-incubated Final Fantasy Project W was being conceived. We were then rattled by the failures of several Japanese-led Western-oriented titles"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"We looked to mobile in the west in the early 2010s spinning up divisions to tackle western markets. As the mobile markets crystallized however the cost of customer acquisition went higher and the cost and time of mobile development increased as well. Meanwhile our Eidos strategy was not working out; Deus Ex Tomb Raider and Hitman all cost way more to make and market than they made back. And by [----] Japanese development had rebounded and was starting to handle HD content without issue thanks partially to Unreal Engine. The end result of this was Square Enix began looking to offload the Eidos"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"Im not sure if the current management team has the ability to stomach what is required. Dev teams of 100+ probably need to be around [--] people (Clair Obscure size) both for ability and for cost. You cant do that through bonus withholding. You will need to let of a material number of staff. Development in games is being completely revolutionized. Games made by teams of one three or thirty person teams now drive higher revenue than games made by substantially larger numbers. As noted several times Clair Obscur sold more than FF16 despite having a fraction of the development team size"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"Recent Roblox hits like Steal a Brainrot (20m peak CCU $50m+ in revenue in its first month) or Grow a Garden (27m peak CCU $100m+ in revenue in its first two months) were made by teams of three people. The market has said that the graphical quality and investment that used to make game sales work no longer matters. Team sizes needed to be tiny and dev cycles need to shrink from 5-7 years down to 2-3 years or less. Additionally investment into key talent is critical. There was a huge difference between Pixar under John Lasseter (major hits like Toy Story Finding Nemo Cars) and after he left"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"4. UGC Platforms -The midterm strategy document says nothing about UGC a complete blindspot. The growth of Roblox and Fortnite are astounding. Roblox is nearing 10bn accounts more accounts than humans on earth (many people own more than one) and is instantly accessible on every device everywhere. So many children from 6-16 are on the platform and Roblox is where they socialize and play and learn about new IP. This growth has sent the stock price to a market cap peak of $95bn earlier this year and is due to the virtuous cycle between UGC content being immediate/trendy ease of access simplicity"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"If it costs you $100 to train an AI that replaces a $10 worker you are losing more than you put in. I am not saying those are real numbers I am just saying that QA salaries are not high and it seems to me like pretending this is a real cost savings is meant to pull the wool over investors eyes rather than be a real strategy. AI is going to upend game development when it comes to programming and cinematics. Square Enix will need fewer junior programmers and will be able to produce rigs models textures with AI materially more quickly than before. The result is they will need less people in"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"There are two major areas by which AI needs to be looked into for Square Enix. The first is in the complete replacement of game technology as it has existed up until now. I'm a bit skeptical here but let's put the skepticism aside. This problem is existential for engine makers like Epic Games who makes the Unreal Engine that powers many ofSquareEnix's games. You will type in a prompt and the world will be created no programming needed. This is an utter revolution that will be both value destructive to people caught in the old ways of making games for [--] years and massively value accretive for"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"Creative leadership atSquareEnixneeds to embrace AI as a creative medium not a tool. If they did so AI could be the biggest opportunity forSquareEnix as a brand ownerin the last twenty years to rebuild its community and fanbase. Don't think of this as AI-made FF17; those games will still get made by their amazing creators and teams. Instead think of AI as "Fan-fiction but playable." Square Enix is missing the boat. Too often the thinking is that AI is about reducing development costs per the midterm strategy note earlier. AI is a revenue and value generating opportunity. All the models and"
X Link 2025-11-08T01:17Z [----] followers, [----] engagements

"@larasilva92 Thank you"
X Link 2025-11-08T19:28Z [----] followers, [---] engagements

"@criticallyjared Created with ChatGPT"
X Link 2025-11-08T21:37Z [----] followers, [---] engagements

"My latest thread below on what Square Enix needs to do to be successful in the current market and its failings based on the business strategy document released this week. This is a thread on the November [----] Square Enix layoffs and recent business announcements. https://t.co/SxaGgriXET https://t.co/k9RJkQB0Qm This is a thread on the November [----] Square Enix layoffs and recent business announcements. https://t.co/SxaGgriXET https://t.co/k9RJkQB0Qm"
X Link 2025-11-08T21:49Z [----] followers, 26.1K engagements

"I don't mean doing its own thing as much as relevance to the overall business. This will require some history. The US and EU offices didn't have their own publishing catalog beyond what Japan produced in the late 90s / 2000's. Final Fantasy Adventure was a rare exception. This is why for example the FF PC titles were done by Eidos in the late 90s. (Nearly [--] years before we bought them.) By [----] we'd bought Eidos and acquired their sales/marketing teams and brought on new leadership to the US office. The US office started publishing titles (e.g. Quantum Conundrum) as well as distributing the"
X Link 2025-11-08T23:57Z [----] followers, [---] engagements

"@TheReunionVII If they're financing an exclusive they'll have check ins to make sure it's on track but not creative control or oversight. For marketing they'll set dates / opportunities for events/directs/ads and it's up to Square Enix to make the assets and trailers"
X Link 2025-11-09T05:23Z [----] followers, [---] engagements

"@TheReunionVII That would normally come out of the SQEX marketing side rather than Sony"
X Link 2025-11-09T05:35Z [----] followers, [---] engagements

"@TheReunionVII This would be the same at any global publisher: local office makes the plan for their region head office approves"
X Link 2025-11-09T07:00Z [----] followers, [--] engagements

"KH is very much run by Nomura and Yasue. Theyll negotiate and work closely with Disney but length of dev is really a case by case basis. Could be standard Square Enix dev cycle could be Disney had some notes hard to give a general perspective here. My guess is even if you removed Disney from the equation it would take a long time because they always want to strive for the best. I should add that Yasue is a dear friend and is amazing just one of the best people"
X Link 2025-11-09T17:34Z [----] followers, [--] engagements

"Sure I'll agree that reviews fall under opinions by the author. Let's discuss the criteria. The review says: "Embark claims it uses AI voices so the studio can implement ideas quicker creating new voice lines in hours rather than having to go through the longer process of manual rerecording (and therefore re-hiring actors)." Let's assume then that the author's issue is that generative AI is used instead of hiring human actors. Is the issue then that a tool was used instead of hiring more humans Do review criteria now include a dissection of how many jobs the game created If so where does it"
X Link 2025-11-11T07:10Z [----] followers, [----] engagements

"@Shifter @JamesSMarion @patrickklepek @TimSweeneyEpic There were Concord reviews on Metacritic that took points off quoting DEI I looked through the entire list here and I don't see any complaining about DEI characters: Can you point me to it https://www.metacritic.com/game/concord/critic-reviews/platform=playstation-5 https://www.metacritic.com/game/concord/critic-reviews/platform=playstation-5"
X Link 2025-11-11T19:40Z [----] followers, [---] engagements

"We used to have a dozen different proprietary engines at Square Enix now it's nearly all UE5. We used to have engineers whose job it was to make lighting tools now it's in UE. Their jobs are gone. Unreal Engine takes jobs away from proprietary engine developers boycott all Unreal Engine games The purpose of a company is employment"
X Link 2025-11-11T20:44Z [----] followers, [---] engagements

"The biggest AI entrenched companies are Nvidia Microsoft and Google. Nvidia powers most of the LLMs powering AI content they are also the processor in the Switch [--]. Microsoft's Azure handles many of the backend functionalities for AI companies notably OpenAI who they invest into. Google's cloud backend and Android ecosystem is entrenched in games. Is it okay for reviewers to ignore the AI connections in Switch games Xbox games ATVI/Blizzard games or any Android game Do all games that run on an Nvidia graphics card or have Azure or Google cloud services have AI taint and thus need stars removed"
X Link 2025-11-12T00:29Z [----] followers, [--] engagements

"In my thread last week on Square Enix I wrote that Square Enix should be looking at AI less for making mainline FF games and more for enabling UGC + licensing. Disney is doing exactly that as announced yesterday. Once again Square Enix is behind Disney. https://www.npr.org/2025/11/13/nx-s1-5608271/disney-ai-user-generated-content The second is in the opportunity tocreateand operateplatforms for user generated content via AI. Doesn't meantSquareEnixstorytelling and characters are generated by the AI but rather that the AI fits the creator-led characters into the world experience you want and"
X Link 2025-11-14T17:28Z [----] followers, [----] engagements

"For all the anti-AI sentiment we're seeing in various articles it appears consumers generally do not care. The biggest game of the year Steal a Brainrot had 30m concurrents or approximately 80x the ARC Raiders concurrents and is named after/based on AI slop characters. (All the brainrots are just 3D models of AI slop.) Gen Z loves AI slop does not care. The upcoming generation of gamers are Bane in Dark Knight Rises saying "You merely adopted the slop I was born in it." As @PaulTassi pointed out in this article Activision isn't shying away from AI neither is ARC Raiders. Tipping point has"
X Link 2025-11-16T19:14Z [----] followers, 30.4K engagements

"@jerecurci Doubt it only because market signals are very strong here. If youre investing into the next set of games for 2027-2029 now and youre choosing a pipeline youre not going to be able rip it out last minute. All the [----] signals are move forward"
X Link 2025-11-16T19:55Z [----] followers, [----] engagements

"@jmdagdelen Steal a Brainrot's likely made $80-90m dollars on Roblox this year; this is ignoring the Fortnite licensing revenue where their counterpart has also made millions and pays back the creators. Arc Raider's made more so far but Steal a Brainrot will probably print for longer"
X Link 2025-11-16T22:09Z [----] followers, [----] engagements

"@22Kingmaxx Yes that is the point of the logic. I don't believe AI is a bubble; people aren't going to go back to life before ChatGPT"
X Link 2025-11-17T18:49Z [----] followers, [--] engagements

"@Luminoth82 AI Vader was a combo of Gemini and ElevenLabs with a license from the estate. I dunno how that could be based off of stuff collected from Epic's own services. https://www.wired.com/story/fortnite-darth-vader-slurs-swears-generative-ai/ https://www.wired.com/story/fortnite-darth-vader-slurs-swears-generative-ai/"
X Link 2025-11-17T20:59Z [----] followers, [--] engagements

"@Luminoth82 @TimSweeneyEpic I dunno man I think you are not reading what they have been saying if you think Epic has all the training data internally to do what Tim is predicting they must be a trillion dollar company. https://x.com/TimSweeneyEpic/status/1909313620540113087 https://www.pcgamer.com/software/ai/epic-games-boss-tim-sweeney-wades-into-the-arc-raiders-ai-voice-debate-with-an-imaginary-scenario-predicting-infinite-context-sensitive-personality-reflecting-dialog-based-on-and-tuned-by-human-voice-actors/"
X Link 2025-11-17T21:11Z [----] followers, [--] engagements

"Incredible quotes about AI taking over animation from Andrew Stanton the director of Pixar's Wall-E. He is saying "Yeah AI is going to take jobs from animators learn to change." Tracks with my expectations- you still need directors (art sound) and key frame designers (probably via prompt) but the in-betweens go away. WSJ: With each new development in AI do you feel like were slipping closer toward a workless future STANTON: In the long run Maybe. But Ive seen the workforce adjust to the disruption of technology several times in my [--] years on the planet. Humans are like ants. Theyll find"
X Link 2025-11-19T03:00Z [----] followers, [----] engagements

"How much Arc Raiders used versus didn't use isn't actually important or at least didn't appear to matter for the hit pieces. The fact that the game flourished despite controversy tells me as an executive that quality not tooling matters. I would strongly advise against dismissing brainrot. This is the next generation of gamers they will be the primary consumers in [--] years game cycles can be up to [--] years now. The odds that they're going to care about AI the way the median older group of gamers cares about it is very small like people clinging to ink and paint cel movies over CGI. It tells me"
X Link 2025-11-19T19:20Z [----] followers, [--] engagements

"What you're interested in as a consumer or developer of course up to you. My point is that if you're Nexon CEO Junghun Lee you're looking at the market and you're seeing people try to take down your game for its AI use yet the game is lauded and succeeding and profitable you're going to double down on it. If you're repeatedly seeing failure- because the AI made the product worse or because consumer sentiment tampered demand- you'll accept that signal and pivot. But I don't see that happening at this juncture."
X Link 2025-11-19T19:32Z [----] followers, [--] engagements

"I think the way Arc Raiders did it was super tasteful and a clear path forward for the industry. But they still got flack and regardless of whether the flack was or was not deserved the flack didn't matter to consumers. I think players care about the quality and fun of the product not how it was made"
X Link 2025-11-19T20:57Z [----] followers, [--] engagements

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