Jon Lai Profile picture
15 Jun, 11 tweets, 5 min read
The future of games is instant ⏱️

A new generation of instant games is melding the accessibility of Flash games with the performance of native apps. These games are poised to reshape the market for both players & creators 🎨

But wait, what are instant games? Thread 👇 Image
1/ Instant games are games instantly playable within a browser or message without downloads / installs

First popularized by Flash games in the 2000s, there are more instant game platforms today than ever: @FacebookGaming @XboxGamePass, Snap Games, iOS AppClips, Wechat Miniapps
2/ Modern web tech enable 3D games to be rendered in-browser and run at scale in near app-native performance today. The days of laggy HTML5 apps are long gone

Mojang recently launched @Minecraft as a full multiplayer web game Image
3/ Instant games are poised to capitalize on all the new social and video platforms that have emerged over the past decade 🌐

Whereas Flash games focused only on Facebook, instant games today can spread via links on @tiktok_us @discord @reddit @Snapchat @Twitch @YouTube & more
4/ The next billion player game could be an instant game that spreads virally on all social networks:
- built around multiplayer
- short sessions with drop-in-drop-out gameplay
- deep livestream & video integration
- designed by/with influencers
5/ Case study - @AmongUsGame reached 500M MAU as a mobile + desktop app that required players to manually matchmake

How much bigger could Among Us have been if folks could instantly play together by clicking a URL in a message or video?
6/ As instant games become popular, distribution will also move toward a more decentralized model

With developers able to engage their audiences directly, app stores will evolve to be more curator 🎨 than gate-keeper 🔐
7/ 100 true fans will be all it takes to make a living as a game creator 💯🧑‍🤝‍🧑 (h/t @ljin18)

Instant games will empower a new class of creator that fuses influencer & game developer. The best creators will know their audiences intimately and design for them
8/ Previously niche genres will find new life in this creator-empowered world, unfettered by publishers or app stores

I'm inspired by #FridayNightFunkin, an instant rhythm game made by 4 friends that's garnered over 30M plays and $2M in donations 🎶 Image
9/ If cloud-native games seek to innovate by building new types of high-end gameplay, instant games are low-end disruption

The potential market is all the folks who don’t self-identify as gamers today but would play if the right game or friend were just a click away
Wrap/ it's likely that cloud gaming and instant games will converge long-term. Users will focus mainly on the experience and playing with friends

For more on games, creators, & instant play:
future.a16z.com/instant-games/

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More from @Tocelot

1 Jun
Games have some of the best onboarding flows

'Time-to-fun' is a key metric in game design relevant for all software. As apps that compete for free time, games deliver value quickly & unpack complexity slowly 🎢

Thread 👇 on onboarding best practices from games Image
1/ Time-to-fun is how long it takes a product to deliver value (h/t @ibjade)

Top mobile games have TTF <60secs. Longer TTF = greater risk users churn to social media, netflix etc

High utility apps (ex. email, banking) can have high TTF, but shorter still better. Users are busy!
2/ Take Tencent's @PlayCODMobile (>300M downloads) for example:

Upon opening the app, users enter a name and are immediately parachuted into action. No account set-up, cutscenes, or customization options (revealed later). TTF is measured in seconds ImageImage
Read 13 tweets
13 Mar
The best apps today are games in disguise

@calm @tiktok_us @superhuman @chime - many of the top consumer / enterprise / fintech apps embrace game design. These 'game-like' experiences feel fun and have great retention

Thread 👇
1/ First, game-like != gamification

- Game-like apps incorporate the design principles behind good games into the core product 🍎

- Gamification merely applies the surface mechanics like points, badges, leaderboards without understanding the design principles 📋
2/ The best game-like experiences focus on retention

Well-designed games retain extraordinarily well - @Warcraft @CandyCrushSaga have thrived for 10+ yrs

In contrast, most gamified programs boost short-term engagement but wear out users quickly
Read 22 tweets
6 Feb
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 🤠
Read 6 tweets
28 Dec 20
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

bit.ly/3pvgi4i
Read 7 tweets
10 Dec 20
👇 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 📺
Read 15 tweets
1 May 20
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

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