JP
@JPMinetos
Investing in frontier technology @hartmanncap // scaling vr companies
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80% of the top VR Quest games are multiplayer. Why does that matter? Here's a clip from my talk at AWE on multiplayer emergent gameplay. Virtual worlds + multiple players = greater than the sum of their parts. This is something all the top VR game studios understand.
The top 100 games on Quest make up ~90% of playtime & revenue. of the 9600 games on the store - 60% have less than 10 reviews - 12% break 100 reviews - 3% pass 1,000 reviews Power law distribution at play. Review to download ratio is as low as 1:10, as high as 1:200.
Friendslop game of the month: - 2-4 player coop exploration game about driving and fixing an RV to escape the map - 72K concurrents on Steam - Beatable in 2-3 sessions, 6ish hours, has jank - Built by a gamejam team - cleared over $1m after market fees on first weekend ($7.19)
Why this game (and general friendslop) will/sells well: > easily understandable core loop (viewer understands in seconds) > some light pvp and memetics that are clippable > will sell for $5-$15 on steam > One guy in the friend group of 2-10 will send a clip and say "lets…
Huge opportunity in cloud-level software/hardware that runs locally for people who don’t even know what open source is.
If you want to understand where cultural capital is in VR - look at the average difference in view count from the hot Meta published title (paid) vs top free to play (teen targeted) hundreds *to* thousands of views vs hundreds *of* thousands of views
Despite a (relatively) low production count, Valve releasing a new VR headset is great for the industry: - Steam has ~180mm MAU - Valve is beloved by consumers, will be new cohorts who buy due to it being a Valve product - VR killer use case is games, Valve is the only…
Valve's next headset has entered mass production and will ship this year, a Chinese analyst group claims, with an estimated run of 500,000 units in the first year: uploadvr.com/valves-next-he…
10% (!) of the world population is using ChatGPT weekly.
Economies are a symptom of retentive worlds. World of Warcraft, CS, Runescape etc get the privilege of real money economies by being great. The failure of GameFi/crypto games were that they were economies first with slop gameplay wrapped around them. Nobody cares about the…
Makes complete sense: - Vision Pro premium market is small (tech evangelicals, apple purist, people willing to negate comfort for immersion) - VR is largely adopted by <25 crowd, little overlap with AVP - VR's killer usecase is gaming + social - Apple has crushed human…
NEWS: Apple has reportedly paused development of its cheaper, lighter “Vision Air” headset — previously targeted for a 2027 launch — in order to prioritize work on smart glasses designed to compete with Meta, according to @markgurman The company is said to be developing at least…
Trends of the current Top 50 apps on quest: - The top 50 is split down the middle on free/paid titles - 5+ developers have 2+ titles in the top 50: - Ug launched week and climbed to #6 on lifetime store ratings. Rating count benchmarks: Top 100: 5,600 Top 50: 11,700 Top 25:…
On Quest: - 300+ apps have generated $1mm in revenue - 10 apps have done $50mm+
> brings a brand new technology to consumers > pioneers it to thousands in person, magnitudes more online, no scripting I have nothing but respect for Meta for this. Courageous to do, and fwiw, the product is great.
“This is insane” tech moments I’ve had in the last 2 years: - using an Apple Vision Pro - oneshotting a 3js web game on Claude - controlling Meta Orion glasses via EMG - having a driverless Waymo pick me up with my name on an exterior screen
Smart glasses will do for cognition what steroids did for bodybuilding
As well as the Meta Ray-Ban Display glasses, the leaked video also reveals the design of the rumored Oakley Meta Sphaera glasses with a centered camera. Details here: uploadvr.com/oakley-meta-sp…
40 videos are uploaded every second now on YouTube.
20 years ago Youtube founders were depressed cause they only had 40 uploads.
Premium games can still sell well on Quest* *given they're social, easy to film, fun, and work well in VR
The biggest stadiums in the world seat ~100,000 people Imagine you're able to convince 100k interested people to listen to you for 30 seconds (relatively easy to achieve with practice) and you're able to hear feedback (comments) Its truly overpowered if you use it right
tiktok is a generational opportunity it's like having access to millions of people in one room + being able to hear their opinion (for free) take advantage of this with: > validating a product idea > building a waitlist > testing a new feature > finding a boyfriend
The most interesting persistent virtual world is 2B2T in @Minecraft > Over 1mm lifetime players > 14 years old > millions of blocks in size > Has its own de-facto governing bodies > legitimate resource economy > history documenters Limitation is a 250 concurrent player cap.
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