Jon Lai Profile picture
Nov 20, 2025 1 tweets 1 min read Read on X
we often talk about "founder energy" @speedrun - how some founders can channel a sense of momentum, energy, & intensity in all their interactions

we've also observed it can be a learned skill. a few tactics:
- fast decision-making: make decisions quickly even with imperfect information, speed is life
- focus on the future not the past: what's coming up next on the roadmap? what should folks be excited about?
- a belief in success: there are a million challenges but "we can figure this out" - you provide energy vs subtract it
- be in the weeds: you're involved with every aspect of the business - from eng standup to discord customer support to sales, esp early on
- celebrate wins: take the time to highlight wins no matter how small and thank colleagues/partners

channeling great energy as a founder is key because it helps with the 2 areas early-stage start-ups spend most of their time on - recruiting talent and fundraising. the vibes matter a lot to employees taking a pay cut and to investors who are betting primarily on the founders

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More from @Tocelot

Jul 19, 2023
thread/ the biggest opportunity for generative AI x games is unlocking new categories of play 🎮

we're seeing early glimpses of new AI-first games and the potential is massive. innovation > saving time or money

a few areas we're excited about 👇
a16z.com/2023/07/19/the…
1/ generative agents - apply LLMs to agents inside simulation games for incredibly lifelike behavior

sim games are popular. >70M people around the world play the Sims, where they manage the everyday life of virtual humans in an "interactive dollhouse" Image
2/ @joon_s_pk led a research team that applied ChatGPT to 25 Sims-like agents inside a virtual world

the emergent behavior was fascinating - over 2 days, the agents planned a Valentine's Day party and struck up new friendships & dates, all on their own Image
Read 23 tweets
Mar 21, 2023
1/ excited to share that @a16z is leading a $40M investment in @CCPGames and their new AAA game - set in the EVE Universe & merging 20 years of best-in-class game design with the latest in blockchain technology 🔥

a16z.com/2023/03/21/inv…
2/ years before the first blockchain, sci-fi MMO @EveOnline proved many of the core principles of web3

EVE is a virtual world in which every item from drones to dreadnoughts is player-made & tradable in an open economy. players self-organize into complex corporations & alliances Image
3/ since 2018, 50M+ EVE players have manufactured over 276 billion items and engaged in some of the biggest wars in games history

the Massacre of M2-XFE set a Guinness World Record for game wars, involving the destruction of over 3k spaceships (in-game value ~$378k USD) Image
Read 8 tweets
Feb 3, 2023
1/ games are unique in how new platforms (ex. mobile) grow TAM rather than cannibalize older platforms - take console:

@Sony just had a monster PS5 quarter 🔥
- 32M consoles sold to-date
- 7.1M sold last quarter (82% YoY growth)
- $9.7B games & network revenue (53% YoY growth)
2/ consoles are 📈 today despite growth in mobile gaming, and against a consumer recession

@ballmatthew has a great chart on how new game technologies drive net growth by unlocking new types of content (& thus bring in net new users)

this is unique vs other media (film, music)
3/ new platforms are thriving as well. VR headset sales broke records in 2021 and the Quest 2 is estimated to have sold >15M units to-date

Read 4 tweets
Dec 12, 2022
we're entering a new era in AI-first game creation ☀️

up to now AAA games like Red Dead Redemption 2 cost $500M and took over 3,000 people 8 years to make

with generative AI, small teams can ship at near AAA quality but at a fraction of the cost & time

a few thoughts 👇 Image
1/ as a fusion of art & technology, games are infamously complex & costly to build

@CyberpunkGame took a crack team of 500 developers over 9 years and ~$175M to ship, and was still widely panned at launch for being incomplete

nytimes.com/2020/12/19/sty…
2/ up to now, most game development has followed the triangle theory where a team can only "pick 2" from:
- scope
- cost
- time

building a big, immersive MMO with a small team? expect it to take 10 years

or speed it up by hiring more but it'll cost $$$ Image
Read 10 tweets
Oct 18, 2022
1/ generative AI will likely go big first in vertical communities like anime, games, D&D 🎯

while most folks are focused on film/tv, i think high-end creatives will be the last to adopt - too much existing tooling, inertia, unions etc

the fringe is where revolutions start 🤘 Image
2/ new innovations spread like wildfire through verticals with dense & passionate communities 🔥

- dense: each member has a high average # of connections
- passionate: members love talking about their affinity for a product
-> anime & games are good examples
3/ anime - entire communities have sprung up around 'jumon' or the best seed phrases for generating anime. AI is valuable here because anime is visually distinctive yet difficult to learn to draw

Read 7 tweets
Aug 23, 2022
1/ excited to share that @a16z is leading the $56M Series B in @readyplayerme - a leading platform for interoperable avatars, used by over 3k developers across web2 & web3 virtual worlds. i'm honored to join the board and team up with @cdixon 🔥

more 👇
a16z.com/2022/08/23/inv…
2/ we believe the next generation of virtual worlds will be built with interoperability as a core tenet, enabling players to own their identities & digital assets and take them wherever they go

these open economies will be larger & more durable than any walled garden to-date 🧱
3/ Ready Player Me (RPM) is leading the way in building the interoperable identity protocol for the open Metaverse

RPM provides developers a plug-&-play system for 3D avatars. Devs enjoy best-in-class avatar tech and get to market faster by focusing on their core product 🎯
Read 9 tweets

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