Gaming has dominated the entertainment industry, now eclipsing both film and music. As the CEO of the game development company Unity Technologies and the former CEO of Electronic Arts John Riccitiello is at the forefront of a $139 billion industry in the midst of a transformative shift. In this talk from the a16z Summit, he and a16z general partner Andrew Chen discuss the forces propelling the unprecedented growth of gaming—from platform convergence to livestreaming—as well as Unity’s expansion into the film, automotive, and architecture industries.
More than any other media, gaming takes advantage of the top technologies available to reach and retain an audience. You're playing against live players—humans are much more interesting opponents than AI being driven some designer. Click To TweetSHOW NOTES
The worldwide market for gaming has reached over 3 billion users [2:13]
How Unity Technologies has revolutionized the game creation experience by accelerating production [4:55]
The shift from mobile to cross-platform gaming [11:31]
How games have evolved from physical media to digital and interactive modes. [15:15]
The secret behind the game industry’s exponential growth? Advanced technology, social interaction, and novelty [17:03]
The rise of digital gaming, from consoles to game studios [24:45]
The enormous opportunity in direct-to-consumer gaming [32:55]
Why building the “Netflix of gaming” is a challenge [36:01]
New technologies and the rise of cloud gaming [37:38]
Gaming’s impact on other industries [40:34]
***
The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments for which the issuer has not provided permission for a16z to disclose publicly as well as unannounced investments in publicly traded digital assets) is available at https://a16z.com/investments/.
Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.
