RT @TimSweeneyEpic: @rpwbrowne @JNavok @ballmatthew

RT @ballmatthew: @rpwbrowne @JNavok Nothing new here. Founder's pre-IPO essay, IPO commemorative tweet, and their S-1 used the M-Word more….

RT @ballmatthew: @synaesthesiajp @JNavok It's quite (enormously) financially advantageous to delay GAAP profit maximally as long as OCF is….

I don't know how someone would look at this chart and good faith argue that @ballmatthew wasn't right about the Metaverse.

RT @chartonaut: This insightful thread by @JNavok—thanks for sharing—is worth reading to understand the shift in how younger generations pr….

RT @JNavok: @adamklaff Microsoft owns two of the top five forever games between CoD and Minecraft. It is like Disney owning Marvel and Star….

RT @elonmusk: That was how I felt when asking Grok 4 questions about materials science that are not in any books or on the Internet.

RT @TimSweeneyEpic: Grok 4 feels like Artificial General Intelligence to me. It is clearly not just constructing statistically likely conne….

RT @JNavok: @macmason09 @Dee_Tay_ler The mistake is in thinking that AI tools make Death Stranding 3, as opposed to interactive Skibidi Toi….

RT @TimSweeneyEpic: Big yikes: Google will confiscate, for itself, all profits made from AI content on YouTube. AI should be a tool for en….

RT @JNavok: @DaveyBlahBlah Content made by small teams can still be profitable and will continue to be made. The issue is that a 40-year….

RT @synaesthesiajp: This thread is great, and Jacob is right on the money. And despite the thousands of linkedin influencers who breathless….

RT @ballmatthew: @JNavok @gibbogame I would be sincerely interested in the evidence of the claim "great single player games have had a surg….

RT @GameOverThirty: If I didn't know better, I'd think this person scanned my mind and decided to write it all down. Exactly as I have bee….

This is what I think many have failed to grasp. T2, Epic, Roblox’s 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

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

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

What choice does Phil Spencer have when Satya’s decided it for him? MS isn’t 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

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.

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.