1/ Something underappreciated about gaming's advantages in "the Metaverse" versus social networking is that games are designed for, thrive because of, and work tirelessly to be fun.

Not to sustain engagement. That comes from producing sustained fun. Key difference
2/ Certainly, there's whale monetization, which I find distasteful. However, it (mostly) requires sustaining fun, too

Best case is "griefing"
3/ Griefing: deliberate acts to annoy another player. The harm is in negative experience. Most consider it a bannable offense

Compare to social, where bans require repeat, targeted harassment, racism, abuse

I can deliberately reply guy cheap shots all the time, just to bug. OK
4/ So were we to say games are the next social networks, while also saying we are dissatisfied with the state of social networks today, this is a much better philosophical foundation to design around. Especially vs click/scroll/share.

We don't play *games* that make us feel bad.

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More from @ballmatthew

5 Sep
'Shang-Chi', mid-delta and with rapid window, likely beating a handful of MCU debuts + even some sequels

How everyone else performs remains irrelevant to Disney, as ever.

One-size-fits-all strategies need not apply to all, least of all to the 🐐
That Disney might be the sole viable theatrical-first studio shouldn't really surprise.

The secular theatrical decline has been at work for twenty years. Market has seen more disappointments, more bombs and deeper bombs than ever

And Disney just kept doing better
Going to be some absurd attempts to paint this as a failure versus 'Black Widow'

Of course, these arguments will probably overlook 'Shang-Chi' beat Cap Am 1, Strange 1, nearly GOTG 1, etc.

(Note: 'Shang-Chi' has more than doubled a labor day record that has stood since 2007...)
Read 5 tweets
8 Aug
Apparently the direct-to-streaming model means nothing can do "just okay" or "somewhat underperform".

Every narrative is either a film nailed it or cratered.

Which is, in effect, a rejection of the medium being art. It's just #content that's #distributed
Ostensible belief that *because* a specific delivery model is predicated upon long-term billing relationships and is "digital", it must be value maximizing... is terribly facile

As is claim bad B.O. numbers are irrelevant because of unreported, intangible value in streaming
Meanwhile, an industry trained to weekend numbers (mostly pre-reported on Saturday and Sunday mornings) is struggling to adapt to value demonstrated via momentum-weighted downloads and month-later churn figures

All of above somehow radicalizes every take on a film's performance
Read 8 tweets
6 Aug
Time to pack it up. After only 18 months, the video game industry is done
Pairs well with this pre-pandemic oped

A Young Imagination Beats Videogames
---
Fortnite doesn’t hold a candle to my boyhood games of ‘fort night.’

wsj.com/articles/a-you…
"If there's another lockdown, people spend less on video games (and in fact, will spend less than they do after mass vaccination)" is quite the take

Note in May and June, US gaming revenues were up YoY roughly 2-4%, despite a very challenging mid-lockdown comp
Read 9 tweets
22 Jul
Great and unexpected shout out from Zuckerberg today in @CaseyNewton's deep dive into Facebook's efforts to become "a Metaverse company"

Verge Piece: theverge.com/22588022/mark-…

Primer: matthewball.vc/the-metaverse-…
Key Quotes:

"We will effectively transition from people seeing us as primarily being a social media company to being a Metaverse company"

"People aren't meant to navigate things in terms of a grid of apps"
"The vision... of being extremely interoperable, is the vision that I hope comes about."

"My perspective, without a doubt, you’re going to have some companies that are trying to build incredibly siloed things... some that are trying to build more open and interoperable ones."
Read 5 tweets
14 Jul
Netflix 41 days later: "We compete with (and lose to) Fortnite more than HBO"

Netflix 951 days later: Hires first gaming lead, previously VP of AR/VR @ Facebook, SVP of Mobile @ EA, Studio President & CCO @ Kabam, CCO and Co-President of Games @ Zynga
During Snap's last analyst day, they identified Fortnite is a top competitor

So did Spotify
Wrote in 2018 that Netflix's scale would inevitably lead to gaming

Today, they have 200MM subs, with 3.5 profiles per. You can do a lot with 700MM users

Netflix is used to winning Q: "Where should we stream online?". Now it's "should we stream or play?"

matthewball.vc/all/netflixobj…
Read 5 tweets
9 Jul
Please not this take. We do not need a treadmill of ever expanding stakes.
How do you beat Thanos stakes! Wipe out 99% of all life not 50%! (which was his end goal anyway)
****.
Read 5 tweets

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