Thread/ all social products need to choose between real-life vs anonymous identity when they reach a certain scale. Users want to know if that 'Elon_Musketeer' raving about Mars is really Elon or just an imposter. 🚀 This is a design choice I’ve been thinking a lot on 👇
1/ on one hand, the largest social networks today lean toward real identity: @Facebook@Twitter@tiktok_us etc. Enforcing real identity is fundamental for enabling creators on these platforms to build audiences – simply put, users want to know if that person is real!
2/ but folks crave anonymity as well. The largest anonymous social networks today are games. Part of the appeal of @FortniteGame@Minecraft is escaping from the doldrums of school/work to be anyone you want. Fictional identity is fundamental to immersion 🤠
3/ yet outside of games, anonymous networks have largely struggled to reach the scale of real identity networks. Without the rules & structure that games provide, anonymous communities often spiral down to lowest denominator (naked avatars @VRChat) or become toxic (ex. Yik Yak)
4/ today, as games continue to explode and platforms like @discord innovate in community moderation, it feels like we’re potentially at another inflection point for anonymous social 📈
What are the best social products you’ve used recently with anonymous identity?
To clarify - anonymity is definitely a spectrum and Twitter/Tok are pseudonymous, with some IRL associations. This thread is on fully anonymous platforms (@reddit@discord) and how they might come from games
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As we wrap 2020, here are my top 5 essays for the year: 1) The digital future of tabletop games ♟️🐉 2) The rise of "lifestyle" livestreamers 🤳 3) Cloud-native gaming ☁️🎮 4) New social modalities in the Metaverse 🎢 5) Tencent's investment strategy 🌏
Essay links & recaps 👇
1/ The next big innovation in social play will likely come from tabletop games: D&D, Warhammer, Mafia etc are exploding & being reinvented by modern digital tools. Since essay was written, @AmongUsGame has emerged as the latest example of our noted trends bit.ly/3rt92rr
2/ Livestreaming (@Twitch@Youtube@Caffeine) has grown beyond gaming to become a medium for creators to chat about everything from food to falconry to politics. "Lifestyle" streamers see higher engagement, deeper community, & new biz models
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 📺
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🐶
👇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:
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:
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 ->
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