2024 Big Ideas: Voice-First Apps, AI Moats, Never-Ending Games, and Anime Takes Off

27:09Founders can just build for applications and not have to worry as much about the underlying model as an input to their own company creation. This is akin to the mobile phone being introduced and making it so much easier for gaming companies to handle distribution via the App Store. If there's one last major feat to building a big company, it attracts that many more builders. Beyond that, much like Uber and Snapchat could not have been predicted when the iPhone came out. We don't know what Gen AI will bring, but we're excited. It's gonna be some fun, sometimes weird, hopefully always impactful new behaviors.

27:53AI will save the world. What a place to end off. No, I think if we were to take one thing away, if it's true that you do not need to build a foundational model to participate, there are just so many more people that can participate, which is what we want. Right. We want more entrance. We want more people exploring this new technology. And what will widespread economically sound AI mean for games? Could it mean highly personalized real -time rendered games that actually never end? Well, A16z partner Jonathan Lai thinks that may be the case. Hi everyone, I'm Jonathan Lai, I'm a general partner on A16z games and my big idea for 2024 is AI First Games that never end.

28:41So in 2024, I believe we'll see the first cohort of AI First Games from creators that buy which large language models to enable novel game systems and mechanics. And while much of the early discourse on the generated AI in games is focused on how our AI can make game creators more efficient, I actually believe the largest opportunity the long term is unlabaging AI to reinvent the nature of the games themselves. So creating never ending games that engage in the pan users for a very, very long time. A couple of examples of this, generated agents powered by large language models, can create incredibly light -flight companions in emerging social behavior, total charging games that heavily utilize non -player characters or NPCs.

29:28Postalized character builders and narrative systems will enable every player to have a fully unique and postalized playthrough of their favorite game, and in the game world, themselves will no longer be rendered but actually generated at runtime using neural networks. A new player onboarding itself is posed to be reinvented. I'm in my idea set every game will potentially be designed around an AI co -pilot of the mantra of good alone, great with AI and best for friends. All right, great. So Jonathan, you mentioned several opportunities or even you could say fundamental shifts in game development from never ending worlds to convincing NPCs to personalize real -time rendering.

30:12I don't know which of these upgrades you are already seeing built perhaps and also which you're most excited about. Yeah, so we generally think of the AI evolution in games is happening in two waves. The first wave is building the same game, but faster and higher quality, with AI tools and infrastructure to empower game developers. But the exciting thing is that this first wave is already happening right now. It's not a theory, it's reality. So we surveyed 230 game studios earlier this year. I mean, it turns out that 87 % of them are already using generative AI tools. And so some of the products that they named include ChargeEBT, Mid -Johnie, 11 Labs, K -Dem, Adobe Firefly, GitHub, Co -Pilot, et cetera.

30:57And the majority of these studios rated the impact that these tools is transformational, which is pretty incredible. The second wave, which we consider even more exciting, is building entirely new sets of AI -native games that are uniquely enabled by AI. And those are the examples I write about in my big idea for 2024. And so dynamic worlds that can be generated in real time based upon a player's actions, life like AI companions, never ending to the choose your own adventure games, we're still very early in seeing what there's new AI native game experiences might be like. And so you've seen a couple of prototypes, some interesting sort of proof of concepts, but in general, the plan field is wide open and that's the exciting thing.

31:40for the folks that do get it right, like these are the ideas that can potentially create entirely new genres that captivate hundreds of millions of people, and that's what we're incredibly excited about like in out in 2024. Yeah, I think what you're picturing is really important because what you're saying is we're not just incrementally optimizing existing games, you're really describing a fully new game environment, fully new way of thinking about games, and I love this mantra that you included, which is good alone, great with AI, and best with friends. Can you elaborate on what that means and maybe how it shifts or has the potential to shift the way that people currently think about both building games and also playing games?

32:22So many of the biggest games in the world that you think about Fortnite, Call of Duty, League of Legends, they utilize AI primarily for onboarding and practice. And so before you play against real human opponents, you might play against AI bots. And they enable you to practice, build confidence, learn all the controls, get your hand out coordination down, and set sort of a warm up before you jump into the real game, quote, unquote. I think one of the promises of generative agents is an elevating agents like the AI agents from a warm up into the core game itself. And so one example of that that I find fascinating, this is concept of an AI companion for every game.

33:00So let's say at the beginning of the game, like you're starting Call of Duty, for example, you might customize your character and let's say you also customize an AI companion that you can bring with you into the game. This companion can play the entire game with you, where it items on the same team or against you if needed. And it might comment on the experience and understand the world around it. It keeps you company. When your friends aren't there, the play with you, it learns from all of the preferences of a time and helps you out and generally tries its best to make sure that you have a great time.

33:32But it's such an agent, wouldn't the place playing a human's, but it would certainly be better than playing by itself. And so that's what I mean by designing games that are good alone. They can be played single player, they can also be played with an AI and it's great with an AI. But of course it's best if you have human friends to play with. And those different modalities can be mixed and matched right depending on the game and depending on the time. What gives you the confidence, though, that these are the type of games when we're talking about the inclusion of AI, becoming hyper -personalized potentially?

34:07What gives you the confidence that those are the type of games that people want? And I'm asking that as it relates specifically to community and the fact that games really are these communal interactive environments where people have somewhat of a shared reality. And so if everything is hyper -personalized, curious to know your perspective about how that shifts people's ability to build community. You mentioned some of this is already being implemented. What are you seeing that gives you the indication that this hyper -personalization or inclusion of AI is something that people really want? So the interesting thing about games is that the games industry has actually embraced AI for decades.

34:45And so in a way, the latest discussion with the technology by language models is new, but the consumer behavior at a patterns around it are actually already existed at. And so that's what gives me confidence that there's demand for some of the new types of gameplay that we talked about. So take AI companions, for example. It might sound like a crazy idea at first blush, but so many iconic games already have AI companions that are prescripted and they don't use large language models, but players have still developed the attachments with them. A great example is the Halo franchise. does. There's an AI companion in that game called Cortana, and she talks to Master Chief, comments on what he's doing basically like is a chip that rides in his helmet, and she tells them where to go next when he's lost.

35:31It's there from the beginning to the end of almost every Halo game. And there are millions of people all over the world that adore Cortana, great fanfiction about Cortana and the Halo universe, the point where I believe Microsoft artist integrated Cortana into its core Windows search function. And in another game, a favorite of mine, the last of us, which is a famous naughty doc franchise, which was recently turned into an HVS share, you play as Joel, but then you have Ellie as an AI companion, and she follows you around for basically the entire game. She adapts to your behavior. If you're sneaking somewhere, she'll also sneak with you.

36:06If you're just in a firefight, she helps you out in combat situations. And she has a fully fleshed out personality that you learn more about over the course of the game. And so for now, perspective, AI companions have already existed and are very, very popular. And so the idea of just total charging this of large language models to make the more life like enabled them to have a wider range of expression and behavior, I think is going to be very well accepted by players. On hyperpositionalization, which is the question that you were asking around storytelling and how that works with communities, I think I'm optimistic based on the fact that the personalization of what happens to a large degree in games and so low -plane games like Baldur's Gate 3 have incredibly detailed character daughters where you can customize everything from your skin color that highlights your hair, that tattoos in your face, and people spend hours customizing their avatars, like their entire YouTube channels, dedicated to how to create the most life -like, what are the most badass character for each of these games.

37:10And let's not forget that a huge portion of the revenue in games like Fortnite and Vega Vlogins comes from selling skins, which are post -aligned virtual clothing for how your character might look in game. And of course, be written about this before, but one of the oldest IPGs of all time is Dungeons and Dragons, which by definition is a post -aligned adventure that is told by a human narrator, a dungeon master, a game master, who basically crafts an improv adventure with you and your group of friends. These are just two examples of personalization in games and AI -containing in games, but I'm optimistic that players have already embraced money at the concepts that generate AI as terrible charging.

37:51So, for now, for the perspective, we're not inventing entirely new consumer behavior, we're just making it easier for players to do what they already want. Yeah, absolutely. And you mentioned a few, you could say age old games, Halo, Dungeons and Dragons, they've been around for quite some time. Do you see this new technology, or as you said, a technology that has been ingrained in games for also some time? Do you see that really benefiting the incumbents who already have these large player bases? Or do you see this kind of fundamental shift where you're going to see completely new winners in this completely new era?

38:24How do you think about maybe some of the new entrance versus the incumbents and who really wins. So I think the incumbents, that's called them sort of the big triple -way game developers and publishers. They are already going deep into the way one AI tools and infrastructure that I spoke about and so I think almost all of them are using chat GVT mid -journey, Adobe Firefly, onto these software tools earlier and I think they will benefit hugely from them as they're enabled on the make higher quality games faster, get more shots and goal and so on. I am skeptical, however, that the largest developers were the ones that created incredibly innovative AI native games of the story that we spoke about as the wavecube games.

39:06But no many reasons, but one of them is that if you're a large developer, your business revolves around IP. So you typically have a few key franchises, a halo, guns and dragons, waterboard, craft, colorivity, and your business revolves around launching sequels that it franchises every three years. And so you don't actually need to take that much risk and Shipping these sequels and in most cases the players themselves actually aren't looking for something too different Like the next call of duty title was like conflict dude. You know, it's exactly what you're going to get and that's why you enjoy it So I think the business model of these large encampments.

39:42I think doesn't support taking too much risk So I think that's one reason And second, I posit that the first generation of these AI native games might end up actually walking really silly to traditional game developers, and so they might not actually take them seriously at first. And so take mobile games, for example, which was the last sort of major sort of paradigm shift in games. The winners of mobile games were mostly new companies, SuperSoul, King, Zingha, and not the PC console and companies, right? There wasn't electronic arts or activision or Microsoft. are. And I better avoid reason for this is that if you were an executive producer and Activision and you look at the game like candy crush in the beginning you probably thought hey this is really silly right?

40:24Graphics are really bad but there's not multiplayer and this thing right? It's a really really simple puzzle game and so how can this possibly be good right? How many people will play to stay? But what I think they underestimated is that with each new paradigm of games a new set of players also comes into the ecosystem. So the folks that played Candy Crush were, for the most part, older women, and there was an entirely different demographic from the young men that played Call of Duty, for example, ready. But in that effect, it expanded the total pie for games, like the gaming team increased and over the course of that, it created several valuable companies.

40:59I've got a lot of movies into examples. Take a product like Character AI, where you have millions of people to chat with, like their favorite sort of AI characters. I would guess that the majority of the users of character AI don't describe it as a game, but you could squint and say, hey, this is a consumer experience that is just as engaging as playing the game. But it's probably not on the radar of any of the traditional game developers, the incumbents that we just talked about. That's such a good point. So I think in that same vein, I think the most innovative AI native experiences are more likely to be created by startups and teams that are just getting down and are bringing that fresh perspective, I suppose, to coming out at work with a lot of history and baggage around the existing IP that they need to shepherd.

41:44Yeah, I mean, I think that's such a good point about just the things that are emerging that people just would not even describe as a game, but if you really think about it, are not so different fundamentally from games. Maybe super quickly, can we touch on the business model? Because as these things fundamentally take new shapes and forms so to do the things that people are willing to pay for, but also when we think about AI, the cost structure is a little bit different too, right? If you're rendering things in real time, that has a real inherent cost to it. And so maybe you could just speak quickly to how you might see the business models evolving, just like we saw at with mobile.

42:22And then also maybe things that developers should keep in mind if they are building these new games and are considering completely new business models. So what the challenge is is that games as a business model have trended towards two models. So one is for you to play what a majority of users actually around 90 to 95 percent on average play a game for free and in a minority five to 10 percent actually monetize. And so the free users entertain the monetizing users instead of pay off their time even if they downspend money. And so, some of the biggest games in the world, like League of Legends, like Fortnite, are free to play games.

43:00And then the second business model is a premium game. And so a game that is just sold for 20, 30, 40, 50 bucks, you pay for that game up front, and then you never spend again, basically after that. The challenge is for an AI game. If you have a game that's running a large language model in the cloud, the influence costs us serving users, the dynamically generated worlds or tax would probably make either of these models unprofitable right off the bat, because you're monetizing the user right up front for 50 or 60 bucks, and then you're not an premium game sale, and then you're not getting any more revenue going forward.

43:36Well, in a free -to -play model, like 90 % of the users are actually just a cost, because they're not actually spending any money in the game. My guess is that companies like Mid -June or Character AI have been able to address this of a subscription model. And so basically every power user pays for around sort of like Empholins cost to to speak. And we could see that subscription model also become the default business model AI games. And I think the game moves would be okay with it as long as they proceed with the value risk there. And it's an interesting sort of side point. Subscriptions have actually become more popular in games over the last sort of called five years, but device services like Xbox Game Pass, Apple arcade and even inside individual games like Fortnite, they now have season subscriptions like the Battle Pass where you play for a certain period of time and you subscribe up front and then unlocks to the pokes over the course of the season.

44:29So my guess is that subscriptions become more popular for AI games. Yeah absolutely. One follow -up question there is if people are more linked to their game play as in the time that they're spending in game as it relates to inference. Do you think that creates a negative feedback loop? Whereas right now, you can kind of, like, you choose to play a game and you can play it for quite some time and really get ingrained in it. And you could say obsessed or addicted to it without additional cost. Do you see kind of adverse relationship there where all of a sudden, if my inference is linearly tied to cost that I may not be as likely to get as deeply involved in a game?

45:10Yeah, no, I think that's a great point that games will need to design around. I think the good news is that that same trade -off of time versus money also currently exists in free -to -play games. So if you've a call the early days of Facebook games, take for example Fondle like the Xingha games, they actually attempted to get the amount of time that you spend in the game behind an energy meter. And so every day you would get called 20 energy, and every action in the game would cost two or three energy. I don't know when your energy was gone, you could either take a break, and it come back and play again tomorrow.

45:46That's how the term appointment gaming came about. Or you could monetize, and you could actually spend the refill your energy meter, and that means that it never should keep going. But once you can imagine a similar thing happening with Wafer AI Games, where he has some measure of the influence cost for players, and that's approximated by a virtual currency inside the game. And so I think it's just something that game developers when you get designed around, but I think that paradigm of hate. Let's balance time versus money. I think you're ready. What do you exist? Why? Yeah, that's a great point.

46:17And you're bringing me back because I spent far too much time like a farm bill back in the day. But to close out, clearly there's opportunity on the table. And I think it really does feel like there is this new era potentially of games. That's exciting. So with that opportunity, where would you start if you're a builder in the ecosystem? what would you be looking at in 2024? I would suggest that if you are excited about games, take your favorite game genre, whether it's a sports game, like an MMO, even chess or poker or dungeons and dragons, and try to re -imagine on first principles, what it could look like if you were to introduce the genre to AI into the core game, probably.

46:57I don't see if you can hack together a prototype or team up with friends to hack something together, and then come on over and share it to us, like we love playing crazy games and loud ideas and the reality of the games in the series that some of the best games got started by several developers or as mods and fashion projects that are built by small team data like PUBG, Counter Strike, like some of the most iconic games are built by various small teams and I think an even more exciting thing is that anytime you have a new paradigm chef like we talked about mobile early on I think the playing field advantage goes to new teams the folks that are coming in with a brush perspective.

47:36And my gassist at the AI game teams that get it right might actually end up working very different from the traditional game developers of the data. If you get it right, I think the potential was you can disrupt a $200 billion market and the fastest -growing category of media data. It's very exciting. Amazing. I agree. It's super exciting. Jonathan, thank you so much for going through this and excited to see what games are built in 2024. Likewise, thank you. Speaking of games, data shows that anime is going mainstream. But what is it about the style that makes anime games so uniquely accessible?

48:12And as the games industry continues to grow, what can these not -so -neesh games tell us about what's to come? I'm Robin. I'm on the A6NZ games team. My big idea for the year is on anime. So anime is a uniquely accessible art style for both kids and adults. The media allows for many different story archetypes and player profiles. There are venture components, romance hooks, social loops, many other things with an anime game to lead to the deep player engagement. We're excited because things like Genshin set the new standard for a fully cross -platform -performing game, across multiple device types, GPUs and frameworks.

48:48And there are now many passionate developers that are building new experiences for players everywhere. And so we believe that anime will be a medium that transcends both different games, genres, art styles, and we're excited to invest across that ecosystem. And we see this in the data too, where anime has become one of the highest grossing genres in the ecosystem, one calculated by average revenue per user, Arpus, for instance, Mahoyo, generating over $3 .8 billion for releases like Genshin Impact and Hawkeye Star Railage from the 22, and early this year, Nintendo launched Zelda Conceas of the Kingdom, which is on track to be one of the highest grossing games this year, and in 2024, I expect anime is momentum to continue for too.

49:27All right, so Robin, I love this big idea. And I'm sure many of our listeners are familiar with anime, but for those who aren't or just a set of foundation, what actually constitutes anime and maybe how does it differ from other formats like manga or webtoons? Anime is unique because it started from Japanese comics, right? And so it's defined by a few different types of art styles. So one is solid outlines, exactly the features, blocked out colors and textures and lines, things like enlarge eyes and so forth. It's a little bit different than webtoons because webtoons are produced in Korea. And so there's slight artistic differences such as webtoons tend to be a little bit more pastel and shaded.

50:12They also tend to have more rounded shapes and so the hard lines like anime. But there's no real hard and fast lines for what defines anime rights. So some people consider out of the last Airbender, which is like an American Cartoon or RWBY, which is the American cartoon anime too. And so I think the genre is like pretty broad, I'd say it's more defined by like its fan base, because most of the core anime fan base likes a wide variety of things across these different archetypes. Definitely. And you mentioned that anime specifically is able to incorporate different components, like adventure components or romance hooks or social loops, and that generates this really deep engagement.

50:51And we see this in the data. We'll get to the revenue in a second, But what do you think it is about anime style that actually sets that genre apart and allows for some of those components and some of that engagement in the gameplay? Yeah, so I think in general different art styles are very targeted at different audiences and so for instance if you take something like Elden Ring It's a very hardcore dark fantasy audience or if you take something like Fortnite or Vowblocks Those tend to be more cartoony or lego -y and so that tends to skew a way younger And so you only have a certain sub -segment of experiences that's available because your art style is tailored to that specific experience.

51:29Whereas with anime, like many different types of people and many different age groups and many different demographics really like it, right? So you can make a casual game, like a match -through game that has like anime components or you can make a romance game where people feel very deeply about the characters or you can make like an action game. And you can see that even with Getshin, right? It's both like an action and romance dating game. And so many of these genres can basically combine. And so I think in general, like anime is just able to combine many different types of player profiles because like a lot of people like anime and there's a lot of different player types that just like wrap it towards the video.

52:05And there's a lot of people playing. I mean, some of the data that you shared and your big idea really surprised me. I knew anime was popping off, but some of these games are making tens of millions of dollars per month, that's not per year. And so how are these games monetizing and is the monetization strategy any different from other genres of games? Yeah, so there's typical things like battle passes or IAP or progression loops that you can put in and so they have like standard monetization techniques that are pretty common in all mobile games Oh, you buy some boost or you buy the battle pass for the mother so forth The one thing that's distinguishing about anime gives it in particular which tends to drive the high arpu is the gacha component.

52:47And so this evolves from gacha pods in Japan, where basically you used to put like a hundred yen coin into the gacha pond machine and get a random character out. And so this is the same idea with gacha, where I spend five dollars, I roll the gacha, and I try to get like my favorite character, my favorite like, husbando or waifu, essentially. And so I think there are fair critiques that like this is like similar to gambling in certain ways, but basically a lot of the best studios have tackled this by making it so that there's a lot of pity techniques and that Earth race and the drop rates for five star characters are like decently reasonable and so you Basically have a lot of different emergent behavior that comes from that too because basically people post YouTube videos of like drop openings and box openings And hey, I got my favorite character and so it makes for great content Plus it allows for people to have like very high spend depth in the game And so that's why you see like Arpus is high as $30, $40, $50, whereas like some other games that Arpus might be more than like $10 to $20 range.

53:47So it's potentially two or two to three X, what like a regular game makes. Right. And just to clarify, Gacha is those almost like bending machines in Japan where you like insert money and then you get those like round balls with something in it. Okay. Just wanted to clarify that for anyone who wasn't familiar. It does feel like certain companies, I think Netflix is announced certain investments in anime. So large companies are, I guess you could say waking up to this opportunity, but I'd love to just get your take on why it felt like maybe at least from the outside people were sleeping on this trend and maybe still are in a way.

54:23Do you think that'll change? And what do you think maybe has not been capitalized on by the masses yet? Yeah, I think in the past when I was growing up, anime was definitely a weird otaku like dirty thing that people tend to like to talk about and so you have to figure out who also watches anime and only talk about their friends because you didn't want to come off as like uncool watching this weird Japanese cartoon thing right and so I think anime has changed a lot on way more mainstream so you see things like jujitsu kaisen or attack on titan or even the old like Naruto leech series or one piece okay really big these days and I think there's just like way more anime viewers right if you look at stats I think something like 50 % of millennials and now like 70 % of Gen Z watch anime and so like more and more young people are watching, converting to the medium and I think that's why people were sleeping on it before is because people were just like oh it's just like little side -jotter and hobby that like some people like but actually now it's something that like a lot of people will actually really enjoy because there's just many stories it can tell through the medium and then the other thing I think people didn't realize is the fan base kind of keeps to itself and so anime fans are extremely extremely passionate and you can just look up the numbers of like how much Emmy fans spend on like figure reans, merch, and games and so forth.

55:37But they keep it to themselves, right? And they spend it within their community rather than bringing it out to wider community because I think there was still that stigma before. Whereas now it's changing. It's sort of a similar gaming, right? Like when Fortnite got big and football players started doing Fortnite dances, then you know like gaming is also going mainstream. I think the similar thing is kind of happening to anime now. Yeah, definitely. And I'm curious to hear your take on who you think you could say wins or really dominates this genre as we move forward. There's obviously big giants like EA or Tencent that have been around forever.

56:07I think you mentioned Moio, which has been around since 2011. So a little newer, but still around for a decade or so. But then I assume there's still room for new developers. How would you think about that? And also what lessons can developers learn from the success or the rise of anime? Yeah, I think one, it's important to be a devout follower of the medium to be successful and I think one of the reasons Mahoyou was so successful is their tagline is literally otaku saved the world. It was started by a bunch of college kids who are just super passionate about the medium and they're very specific things about the genre that you have to get right.

56:44Such as I think Mahoyou really gets right. The specific character design of a lot of its characters, it gets right on a lot of the like archetypes of Tunduta. This is a little sister type of character. There's a lot of archetypes that you have to get right to make sure that you're like doing right by the genre essentially and doing right by its fan base. And so I think Mahoyou was super successful at that. And then they also built up its capabilities over time. Right, so some of the first Han Kai games did progressively better, but nothing at like billion dollar scale. And eventually they built up the technical capabilities, the built Genshin, which is now billion dollar scale, but took like several hundred million dollars to make.

57:20And so it takes a while to build up to that genre and that scale. But I think what's also great about anime is not as expensive and so medium to develop, because a lot of it isn't even about the gameplay, a lot of it's about the art and the story and so forth. And so you're not building something as deep as an MMO per se, which might cost you several hundred million dollars. You can build more casual mobile things that are cheaper to develop and cheaper to put out to market. And it's just like an art style, right? And so you can put out many different types of things. And so I think to answer your question, I think both big players like Mahoyo will continue to generate new hits, such as Hawkeye Starro, launches here.

57:56But then also I think there's a lot of opportunity for innovation and we've been on a few companies in that space similar to so Ponda labs and also Odyssey interactive or both building like an versatile games What is building a anime action RPG and other one logic mega strikers? Which is like table hockey League legends and so we're pretty excited for both We believe that both startups devs and large companies kind of a lot of potential space Just to close that out The style itself can probably be enabled by some of the new technologies that are coming online or becoming more omnipresent. So AI, XR, what are your thoughts on how those new technologies impact the system and maybe help us invent the new next wave of anime?

58:38Yeah, I think AI is definitely an obvious one for anime because it's a 2D art style and it's a very known art style. And so the AI is very coherent and can generate very good assets for the medium. And so you can look at things like Nege journey, which is a fork of mid -journey and probably the most common anime to the art asset generation right now. And so I'm pretty sure that many people will be generating both like mods and fan art, but also people will be using this production setting to get anime games out for cheaper and getting them out at like very high quality. So I think that will definitely happen for sure.

59:13on XR, I mean, you can look at the success of Pokemon Go, for instance. I think XR is like an interesting medium and we'll have to see what kind of games come out of the medium, but you know, for large brands such as like Pokemon, that I think it's like a very innovative use case for like, hey, like we got out of the wild, we collect Pokemon anywhere, and it's just like living your core fantasy that you had when we were child. I'm not sure exactly what will come of XR because we don't know what we don't know, and I'm sure people will come up with way more inventive things than I can come up with.

59:42So I'm just excited to see how the platform develops and see what new tabs make the cool new game moves on the platform Totally. Well, this has been super interesting. I mean, it's incredible how many people are engaged with anime games And then as we talked about earlier the revenue is just shocking like tens of millions per month for some of these games So super excited to see how this trend evolves in 2024 and thanks for sharing your big idea Yeah, thanks for having me stuff I hope you enjoyed part two of this series. We do have part three on the way where we've got three more big ideas featuring partners from our American dynamism and fintech teams.

1:00:20And if you can't wait and want to see our full list of 40 plus big ideas today you can head on over to k16z .com flash big ideas 2024. It's time to build.