Jacob Navok

“The industry that green lit Perfect Dark does not exist anymore” In today's edition of The Game Business Show and Newsletter, we speak to Genvid's Jacob Navok on the future direction of the games industry. thegamebusiness.com/p/there-is-no-…

Nothing new here. Founder's pre-IPO essay, IPO commemorative tweet, and their S-1 used the M-Word more than every securities filing before it... combined

It's quite (enormously) financially advantageous to delay GAAP profit maximally as long as OCF is positive - that's a deliberate and common financial strategy (most famously in cable/fiber) as it builds a huge accumulated tax shield and keeps capital internal by minimizing taxes

I don't know how someone would look at this chart and good faith argue that @ballmatthew wasn't right about the Metaverse.

This insightful thread by @JNavok—thanks for sharing—is worth reading to understand the shift in how younger generations prefer to spend their time these days. This may also help explain why investor interest in $RBLX has been rising. x.com/JNavok/status/…

Microsoft owns two of the top five forever games between CoD and Minecraft. It is like Disney owning Marvel and Star Wars.

That was how I felt when asking Grok 4 questions about materials science that are not in any books or on the Internet

Grok 4 feels like Artificial General Intelligence to me. It is clearly not just constructing statistically likely connections, but is drawing fairly deep insights on problems it hasn’t seen before, in ways I haven’t seen elsewhere. Here’s an example: grok.com/share/bGVnYWN5…

The mistake is in thinking that AI tools make Death Stranding 3, as opposed to interactive Skibidi Toilet. And what’s more valuable now, Death Stranding or Skibidi Toilet? washingtonpost.com/technology/202… If you offered me both at the same price I’d buy the toilet, sorry to say.…

Big yikes: Google will confiscate, for itself, all profits made from AI content on YouTube. AI should be a tool for enhancing human creativity and opportunity. Now Google has made it plain that they see it solely as a means to take from creators for themselves.

Content made by small teams can still be profitable and will continue to be made. The issue is that a 40-year growth mode for the industry assumed that Money -> Quality -> Audience. This was assumed a reasonable investment equation. That assumption is now broken. So you…

This thread is great, and Jacob is right on the money. And despite the thousands of linkedin influencers who breathlessly explain Fortnite, he did so in a single line: (Fortnite is content. It's also a platform. It's also a social network. It's also a tool.)

I would be sincerely interested in the evidence of the claim "great single player games have had a surge recently." This implicitly suggests that great single players games have not historically been performing as well as they are now. If not, then so what? Moreover, I'd guess…

If I didn't know better, I'd think this person scanned my mind and decided to write it all down. Exactly as I have been saying: - Games have a demand problem (over supply content, not enough demand) - The cost problem is fair to point out (and we all agree that individual…