Jon Lai Profile picture
10 Dec, 15 tweets, 6 min read
👇 Thread: As we spend more time in virtual worlds, the way we socialize will also evolve

We'll see:
- new forms of social engagement 🍻
- new types of friendships 🧑‍🤝‍🧑
- more spontaneity 🎢
- enabled by new content models 🎦🎮

We break it down here!
bit.ly/2VZ2sdC
1/ In the Metaverse - with worlds at our fingertips, socializing will shift from the purposeful "what" to the people-centric "who"
From 🏈 -> 🧑‍🦱
2/ Today the majority of digital entertainment, from TV to music to games, is made by professionals and is largely single-player, i.e. your @netflix show doesn't change when you watch it with friends 📺
3/ Games have done the most in multiplayer entertainment, millions use @Fortnitegame @Warcraft as social hangouts. Yet even these worlds are constrained by the supply of content a professional studio can create 🎬
4/ To build the Metaverse, our content production model first needs to evolve. And as we adopt new ways of creating content, we also unlock new social experiences
5/ We've seen user-generated content explode on platforms like @Youtube @TikTok_us

UGC can cost-effectively scale content production. Youtube creators upload 500+ hours of video every min - a feat not possible with professionally produced video [source: blog.youtube/press]
6/ Yet UGC has its own challenges:
- raising the quality bar can be challenging
- only a small # of people have the skills to be a creator today. Ex. Unity only has 1.5M monthly creators, a fraction of the 2.5B+ gamer population [source: Unity S-1]
7/ AI-assisted human creation will be the next major evolution of content creation. Everyone can be a creator with the help of AI tools that translate instructions into assets, doing the heavy lifting of coding, writing, composing, etc
8/ Early glimpses here are intriguing. @LifeScoreMusic is an AI maestro that dynamically composes music on the fly. @rctstudio is creating an engine that uses deep learning to render text into animated 3D objects

Demo 👇 of "there is a man walking"
9/ As AI takes on a greater role in content creation, both the quantity and quality of UGC will improve. Eventually our virtual worlds will reach Metaverse-level scale 🌐
10/ I believe the Metaverse will be "YouTube for social experiences" - a place where users can meet and discover new experiences spontaneously. Just as you don't plan your agenda on YouTube or Tiktok, so the Metaverse will encourage spontaneous exploration 🎢
11/ New social experiences will emerge that are both spontaneous and interactive - @Facebook @Genvidtech recently revealed @RivalPeak - a reality TV show featuring AI-powered virtual contestants where the audience votes to determine their actions in real-time
12/ Our friends themselves will evolve in the Metaverse as well 🧑‍🤝‍🧑

With advances in natural language processing and cloud-connected data, AI friendships become a real possibility in a world where folks feel increasingly lonely
13/ Sound farfetched? @ReplikaAI has already created an emotionally intelligent AI bot that 7M+ people engage with today. @pandorabots is live in several commercial apps. @studio_fable is building Lucy, an animated AI character you can video chat with on Zoom
Wrap/ In the same way the digital social experiences of today have become first-nature, so too, will new forms of engagement and friendships in the Metaverse

For more thoughts on the future of social, check out the rest of our social strikes back series!
a16z.com/social-strikes…

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More from @Tocelot

1 May
Thread/ I often get asked to explain how Tencent has such a great track record in games. Their portfolio includes hits like Riot Games, Epic, Discord, Supercell, etc. Here are a few lessons I learned in 4 yrs @TencentGlobal investing & publishing some of the top games of our time
1/ Product is king👑– the first thing we looked for is product innovation⚗️, something that enables a game to break out and become #1-2 in a genre. This could be a new mechanic like @dots Squares, a new system like @PUBG Battle Royale mode, or new tech enabling the above
1a/ While obvious in hindsight, ‘innovation’⚗️is hard to identify in development unless you’re really familiar with the problems of the category. That’s why almost everyone in Tencent senior mgmt is a core gamer with thousands of hours under their belt. Eat your own dog food🐶
Read 15 tweets
8 Apr
👇Thread: New blog on @Twitch @Youtube @caffeine!
Myth: Livestreaming is about games
Truth: Livestreaming is about personality & community
We're seeing the rise of a new class of ‘lifestyle streamers’ for which games are only 1 way to engage fans
bit.ly/2xYcsej
1/ This trend of non-gaming focused 'lifestyle' streams is playing out across the industry, with @Drake doing battle rap shows on @caffeine and @FlavCity hosting live cooking shows on @Youtube
2/ On Twitch, non-gaming content has actually been the fastest growing category over the last two years. Since 2018, the non-gaming channel Just Chatting has grown ~4x as fast as Twitch overall. See chart:
Read 10 tweets
14 Jan
New blog post! The promise of cloud-native games -> a new class of cloud games is emerging that will upend the entertainment experience as we know it and bring us closer to the Metaverse. How? a16z.com/2020/01/14/clo…
1/ Myth: cloud gaming will succeed by "killing the console," thus expanding the TAM for games (no hardware needed to play)
Truth: cloud-native games (software) exclusive to the platform will be cloud gaming's true killer app
2/ Cloud-natives are games designed specifically for the cloud where client/server are hosted in the same architecture. These games will enable entirely new gameplay experiences and business models - changing not only how we play, but what. A few examples:
Read 8 tweets
16 Oct 19
Thread: Next-generation games will be bigger than anything we've seen yet. Forget 100M MAU, tomorrow's MMO will target 1B+ MAU (Facebook scale). Why?
Here are 6 key ways next-gen games will be different -> Image
1/ Games are the new mall. Fortnite looks more like Facebook than it does a traditional FPS: millions of players just hang out in squads & custom games. huge communities form around esports and in-game events like Marshmello's concert (~11M attendees) and #fortniteblackhole
2/ Games live for years. No longer Hollywood-style hits, live service games today can thrive for decades: @LeagueOfLegends just celebrated its 10-year anniversary yesterday with a franchise-high 8M concurrent daily players
Read 8 tweets

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