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robin Profile picture
@zebird0
May 6, 2024 • 1 tweets • 1 min read • Read on X
This chart shocked me today. Web3 games have 3.3M MAU, already way higher than the previous peak driven by Axie.

I'm sure many of these are bots if the data is not cleaned but still impressive to see the recent growth led by Pixels.

Feels like this is really slept on. Image

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More from @zebird0

robin Profile picture
Sep 24
Here's how to improve your @speedrun application. 4 days till close!

- Have a good hook. Traction? Repeat founder? Github stars?
- Brag about yourselves till it makes you uncomfortable. Be specific about your accomplishments ($XM revenue line, Y% growth)

(thread below)
- Think about your unique, opinionated take on the market. We've likely heard this pitch before, what makes you different?
- Similarly, what is your right to win?
- Deck can definitely help. Bonus points if you're a good storyteller in the deck.
- Think about the business not just the product. Be a business model snob.
- What is your GTM and distribution plan? What gives us conviction you can execute on it?
- Finally, think about what you're truly top 1% of the world in. Bet on your strengths.
Read 7 tweets
robin Profile picture
Sep 18
Life is poker, not chess

Four years ago I walked away from a guaranteed promotion at McKinsey and a $300K PE offer to work in gaming for a third of the salary.

Many thought I was insane. They were playing chess: calculating the optimal move with perfect information. Image
But life is much more like poker, you can play perfectly and still lose. Or play terribly and win. I realized this viscerally after a few years in venture capital.

A few lessons below (full essay linked in my bio)
Focus on process, not outcomes.

Even with pocket Aces, you lose 15% of the time. That startup that failed? That relationship that didn't work? Maybe you played it perfectly. Bad outcomes don't invalidate good decisions.
Read 7 tweets
robin Profile picture
May 19, 2024
People ask what my framework is for web3 games. Runescape is always my reference point for some of the primitives that web3 games innovate on 🧵

1) Emergent economic behavior
2) Bots as a feature, not a bug
3) Stakes are intrinsic not extrinsic
4) Crowdsourcing design decisions Image
But first, applications for SPEEDRUN close in just 12 hours!

@a16zGames is actively looking for great web3 games founders innovating in tech, games, and crypto. Let's chat if you're building here.

sr.a16z.com
1) Emergent economic behavior

MMOs are systems design through and through. The gameplay in Runescape is literally point-and-click, and while there is skill in very high-level whip PvP timing, 99% of the game is simply clicking on things and waiting.
Read 27 tweets
robin Profile picture
Dec 13, 2023
Last week, we here @a16z gave our predictions on big ideas for 2024. For me, I'm doubling down on anime.

Anime has quickly become one of the highest grossing genres of games by ARPU. In 2022, Mihoyo grossed over $3.8 billion from Genshin and Mihoyo.
And... they also grossed more profit than gaming giant Activision Blizzard (think, Candy Crush, Call of Duty, etc.)



sportskeeda.com/esports/news-g…
pocketgamer.biz/news/81717/mih…
Earlier this year, Nintendo launched Zelda: Tears of the Kingdom, and Attack on Titan wrapped up its storied run as one of the most popular TV shows for the year. Image
Read 10 tweets
robin Profile picture
Aug 23, 2023
Waifus are eating the world.

Mihoyo made $3.8B in revenue last year (PocketGamer), nearly half of Activision Blizzard. Here's why anime games / culture are taking over🧵
1/ The Rise of Anime

69% of GenZ watch anime, up from 57% of millennials and only 23% of baby boomers. What was once a niche genre has now gone mainstream!

There's a reason why Mihoyo's motto is "tech otakus can save the world." Image
Distribution has grown. More than half of Netflix's subscribers have watched anime on their platform, while Funimation and Crunchyroll continue to grow as anime-dedicated platforms. No longer do we have to wait for neon fansubs of our favorite anime to come out. Image
Read 15 tweets
robin Profile picture
May 26, 2023
SPEEDRUN. Demo. Day.

33 of the best companies hand picked from 1600+ applications that are innovating at the frontiers of gaming, AI, mental health, ed tech, social, etc. Lots of long nights for this one 😅

June 8th. 12-5PM. Apply here: info.a16z.com/apply-for-spee…
2/ We're really excited about this cohort.

Top developers from Riot, Nintendo, Blizzard, Discord, Epic. Technical, GenZ influencers with millions of followers. Second time founders of unicorns. AI engineers working at the frontiers. Even a company partnered with Leo Messi!
3/ We've got a little bit of everything.

Fintech platforms. Fitness games. On-Chain Factorio. Discord growth tools. Browser tools and platforms. Social MMOs. AI animation and asset generation. Edtech. Indofuturism PUBG. Emerging AI narratives. And many many more.
Read 6 tweets

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