ما هو تأثير حظر TikTok في الولايات المتحدة على قطاع الألعاب؟
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00:00 [MUSIC PLAYING]
00:03 [MUSIC PLAYING]
00:06 [MUSIC PLAYING]
00:10 How are you, Paul?
00:36 Exciting news from Saudi Arabia, Nvidia, and so on.
00:39 Are you excited?
00:40 So excited.
00:41 In fact, I'm so excited to talk about AI in gaming, which is fun.
00:44 We haven't seen a lot of that yet, but it's coming.
00:47 Let's get started.
00:48 [MUSIC PLAYING]
00:51 [SPEAKING ARABIC]
00:53 So according to that story, the Saudi National Development
01:06 Fund has established two investment funds
01:09 with a total value of $120 million.
01:12 It's very exciting news from Saudi Arabia.
01:15 Tell me more about it.
01:16 Yeah, I think this is great news.
01:17 I love seeing an ecosystem that's
01:19 vibrant and diversified, most importantly.
01:22 So it can't just be one entity making all the investments.
01:25 And when a government like this acts as a fund of funds
01:28 and starts to create private venture funds
01:32 to invest in the ecosystem, I think everyone wins.
01:35 All of a sudden, you have a lot more expertise in the space.
01:38 You have a lot more companies getting funded.
01:40 Now, I don't necessarily agree with the choice of the two
01:42 funds in this case.
01:44 I'm not sure if they're the greatest gaming
01:45 experts in the world.
01:46 But I'd love to see this movement,
01:48 and I'd love to see 10 more funds or 20 more venture funds being
01:52 funded by the NDF in Saudi and a lot more activity
01:56 on that front.
01:57 And now let's go to TikTok.
02:00 [SPEAKING ARABIC]
02:04 [SPEAKING ARABIC]
02:06 So this is the story that never ends--
02:18 TikTok, US, and China.
02:20 What's new about it this week, that the US House
02:24 of Representatives has passed a bill that could ban TikTok
02:28 in the United States.
02:29 But what's interesting about it, that this
02:32 could affect the video game industry.
02:34 You know, personally, Paul, I know a lot of games from TikTok.
02:37 Like, the new games are in TikTok.
02:39 That's why I know about them.
02:41 So what do you think about it?
02:42 No question.
02:42 Look, obviously, this is a huge story for reasons
02:45 other than gaming.
02:46 But TikTok is an amazing discovery platform.
02:49 And gamers and game content creators and e-sports players,
02:54 everyone who is making content in the gaming industry
02:57 uses TikTok as a discovery funnel.
02:59 Because their algorithm is so good,
03:01 because the content's so short, this
03:03 is how you build a large audience.
03:04 Now, Twitch, for example, and YouTube
03:06 are much better for monetization than TikTok is.
03:09 So from a monetary standpoint, the impact to gaming creators
03:13 will not be immediate, because most of them
03:15 still make most of their money on YouTube or on Twitch.
03:19 But I think that discovery piece,
03:20 that growth of your following, for the most part today,
03:23 happens on TikTok.
03:24 And if you take TikTok away, gamers
03:26 are going to struggle to build audiences, especially the ones
03:29 who don't have an audience already.
03:30 Especially if they have a large audience in the US.
03:33 Like, around 170 million Americans use TikTok.
03:37 So time will tell us what will happen between China and US.
03:40 I guarantee you it's a story we're going to talk about again.
03:43 Let's go now and check Nvidia.
03:46 [SPEAKING ARABIC]
03:48 So reports from TechRadar showed that Nvidia
03:59 is seeking to enter the portable gaming console.
04:01 Ammar, the producer of the game, really like handheld gaming.
04:04 So this news is for Ammar.
04:06 What do you think about it?
04:07 Yeah, look, I think Jensen at Nvidia, the CEO of Nvidia,
04:10 clearly watches Game Changers, because we've
04:12 been talking now for many times, many weeks,
04:15 about how this mobile handheld gaming market is exploding.
04:19 All of a sudden, you have devices from Lenovo,
04:21 from Asus, all of these big manufacturers putting devices
04:25 on the market so you can play on the go that
04:27 are not just your mobile phone.
04:29 And Nvidia, I think, is smart to want to share that,
04:31 because they have a history there.
04:33 They built the Tegra chip, which was maybe the first great
04:36 mobile gaming chip.
04:37 This powered the Nvidia Shield.
04:39 It powered an old cell phone that they made
04:41 that probably no one had.
04:43 But the reality is this is Nvidia's bread and butter,
04:45 should be their bread and butter.
04:47 And they need to be in this market,
04:48 because I think it's going to be a huge growth market.
04:50 And now let's see another story.
04:54 [SPEAKING ARABIC]
05:07 So the last story for this episode
05:10 is from Google DeepMind has unveiled the AI agent called
05:14 Cima that learns video game skills to engage players
05:17 as another player who gets into the group.
05:21 So what do you think about it?
05:22 It's good how we see the AI is improving the gaming experience.
05:26 No question AI and gaming are going to come together
05:29 in a very meaningful way.
05:31 And I think in a lot of ways, gaming
05:33 is going to be the killer app for AI,
05:35 at least in the short term.
05:37 And Google putting their hat in the ring
05:39 here I think is particularly interesting for two reasons.
05:42 One, both their gaming efforts and their AI efforts
05:45 have suffered setbacks, if I'm being kind.
05:48 They have not produced the kind of results
05:51 that I think people would expect from a company like Google.
05:54 And trying to put these two together and redeem themselves
05:57 by putting forward an AI product for the gaming industry
06:00 I think is interesting.
06:01 Because if it works, they will redeem themselves.
06:03 And I think people will forget about the bad AI stories
06:06 and the bad gaming stories.
06:08 But what I love about this in particular
06:10 is gamers are always looking for a great partner
06:13 to play cooperatively with.
06:15 You want someone to be at your side completing that mission,
06:18 completing that quest.
06:20 And you don't always have people available.
06:22 And now AI is doing that mission.
06:24 If AI can fill that role, I think
06:26 the gaming experience for the player
06:29 will be massively improved.
06:30 And now let's continue our chat with our guest for today.
06:34 [MUSIC PLAYING]
06:47 [SPEAKING ARABIC]
06:57 Hello, Lauren, and welcome to Game Changers.
06:59 How are you?
07:00 Very well, thank you.
07:01 Great to be here.
07:02 Thank you so much.
07:03 First of all, let me ask you, why make a Web3 game?
07:06 And what makes you different?
07:08 OK, well, I think first of all, why make a Web3 game
07:11 is really about believing in being
07:13 able to do something better.
07:15 It's very much kind of hearkening back to back in 2001.
07:18 There were some folks in the video games industry
07:20 that had this crazy idea, you know what?
07:22 Why are we charging people for games up front?
07:24 We should be able to let people play them for free,
07:26 figure out if they're fun, and then pay for them
07:28 if they like to.
07:29 Everyone thought they were stupid.
07:31 It was the craziest idea ever.
07:32 Like, this is never going to work.
07:34 Even most of the established players
07:35 said exactly the same thing.
07:37 And then 10 years later, right, that was 50% of the industry.
07:41 Today, it's 85% of the entire games industry.
07:44 And we wouldn't have games like Fortnite and League of Legends
07:48 and many, many other great games without this model that
07:51 was just better for players.
07:52 If you're asking, like, OK, what makes you different?
07:54 How do you approach it differently?
07:56 Well, what we're building at Galactic--
07:57 take, for example, our debut title, Planet Quest.
08:00 The things that kind of set us apart are, for example,
08:02 we're not just building a game, but we're building a universe.
08:05 And that includes books, comics, games, and more.
08:09 So those are kind of the things that we're doing that make
08:12 us very different in our approach.
08:14 And then finally, a lot of the games
08:16 that have been built in this area and are being built
08:18 are talent coming from Web 3, who don't have game development
08:22 experience.
08:22 And I think the last sort of magical ingredient
08:24 we bring to the table is we're coming from video games,
08:27 and we have that experience of how
08:29 to build something that's really great and really fun.
08:31 Well, let's talk about that experience,
08:32 Lauren, because massively multiplayer online games
08:35 are a favorite of mine and a passion of mine.
08:37 You know, we've seen the long-term success of a game
08:40 like World of Warcraft.
08:41 Why do you think that genre, though,
08:43 has not had a breakout hit in at least a decade or more?
08:47 Is it a problem of cost, a problem of scale?
08:50 You know, what is the reason we haven't seen a big hit there?
08:52 Yeah, you know, obviously, I love MMOs.
08:55 I was there when, you know, EverQuest launched,
08:57 even building some of the--
08:59 you know, I was part of building the first massively multiplayer
09:02 online first-person shooter all the way back
09:04 in the early 2000s.
09:06 But I would say there's probably about three factors or so
09:08 that really weigh into why this hasn't happened.
09:12 Like, one of them is that right after WoW,
09:15 everyone jumped in, and the whole industry spirit
09:18 was every game from now on is going to be an MMO.
09:20 And they pumped hundreds of millions,
09:22 because these games cost a lot of money, right, into it.
09:24 And those games, most of them ran headfirst into a wall
09:28 while WoW was starting to dominate the market.
09:31 Now, I do believe that there's still
09:33 room for more of these titles.
09:35 But I would say, you know, sort of as a third point,
09:38 they're probably going to be coming from lesser-known
09:40 studios that are daring to take a risk.
09:43 So last but not least, Loren, what
09:45 do you feel has stopped or prevented
09:47 the success of Web 3 games?
09:50 So for Web 3 games, I think there's
09:52 a couple of things that have really, you know,
09:55 badly hampered them.
09:56 Probably the very first thing, very obvious,
09:58 is that it takes a lot of time and effort
10:01 to actually build a great game.
10:03 And, you know, many of the first generation of Web 3 games
10:07 simply didn't have the time to build something great.
10:10 And then, you know, probably the other part
10:13 is many of those games actually didn't even
10:15 have the experience to build it, even if they had had the time.
10:18 And then finally, there's sort of the economic model,
10:20 which I think for the first games was way wrong.
10:23 There was this notion of, oh, now everyone is suddenly
10:26 going to make money off of playing a video game.
10:28 And, you know, I always say, if all the players are making
10:31 money, you know, well, then where does the money come from?
10:33 That doesn't work.
10:34 Great entertainment is stuff you pay for.
10:36 And so, you know, I think the winning models will be actually
10:39 the models that involve people early on in making games great,
10:44 reward the people that get involved early on.
10:46 But, you know, that comes off the back of, obviously,
10:50 bringing product to a massive worldwide market of people
10:54 who are just going to enjoy these games, play them for fun,
10:56 spend money in them, et cetera.
10:58 In fact, I would say the strongest way
11:01 that this is going to, like, really succeed
11:02 is because of the fact that the current markets for games
11:06 are so ad-driven that literally tens of billions a year
11:10 of all this video game revenue are going towards ads
11:13 to acquire users.
11:14 And if you can bring in sort of those early fans
11:17 and use them as your customer acquisition,
11:18 now you've got tens of billions to give back to the fans.
11:21 I think that's why these models in the end will win.
11:25 Thank you so much, Lauren, for being with us in Game Changers.
11:28 Thank you.
11:30 [SPEAKING ARABIC]
11:31 [MUSIC PLAYING]
11:35 So there's a poll on Twitter or X.
12:01 It says, will we soon witness the end of the platform's
12:04 monopoly on certain video games?
12:06 Most of the people said yes.
12:07 What are your thoughts?
12:09 It's definitely yes.
12:10 The 47 and 1/2% who said no, I think,
12:13 are wrong here, not watching enough Game Changers.
12:16 Because that console market, that middle piece
12:19 of the industry, is going away.
12:20 It's getting squeezed, like I've said many times before,
12:23 at the top by the PC, which provides a better experience,
12:25 and at the low end by the mobile phone, which is much cheaper
12:28 and more accessible.
12:29 So the console has nowhere to go.
12:30 Microsoft has said outright they're
12:32 moving away from consoles.
12:34 They want to sell their games on as many platforms as possible
12:38 to offset the huge development costs of these games.
12:40 Why wouldn't you want as many players as possible
12:43 playing your games?
12:44 And I think Sony is going to come to that same realization.
12:47 Game developers are going to want their games
12:49 on every single platform and open to the most
12:51 number of players.
12:53 And the console platforms are going to go away.
12:55 The exclusives will go away.
12:57 So, Paul, this is the end of our episode.
12:59 I really enjoyed it.
13:00 And I'm looking to see how the AI experience has something
13:04 to do with the gaming industry.
13:06 Definitely a huge trend we're going to be following
13:09 and talking about quite a bit.
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