gaming trends & future opportunities

Gaming Trends & Future Opportunities10/24/13

Jesse Janosov

CEO, ??

VP of Games, Zynga

CEO, Rivet Games, Inc.

VP Product, Playdom

Lightspeed Ventures

Harvard UniversityMBA

Microsoft Games Studios

University of PennsylvaniaBSE CS EngineeringBA Economics

10. New Geos become viable

• Fishing Joy > $200K/day in China alone• 98% of Latin American population has mobile cell signal.• Smartphones in India projected to be 67M this year and 382M by

2016.

9. Real Time Gaming

• Poker is the only real success here on mobile, but more will come.• Mobile liquidity allows for this.• This is the next stage of multiplayer and truly more social than turn-

based.

8. Game mechanics – Not Games

• Using games achieve other goals will be proven very effective.

• Anything that has a goal that people aspire to has potential for disruption here.

• Non-gaming businesses will take notice.

7. New Peripherals = New Genres

• Traditional content that didn’t work before may now.• Adoption will likely be driven by quality content.• Licensed IP more viable than ever before

6. Kids & devices

• Some content for kids exists, not much of it is ‘A+’.

• Not much for super young kids, but that will come.

• Software eats the world.

5. Analytics & Data Quantification

• ‘Quantified Self’ hasn’t attacked gaming or entertainment …yet.• ‘Markets of One’ will exist in the future...sooner than we think.• Some people think this problem is already solved. It is not.

4. Gambling

• Gaming as a service is coming• Traditional RMG is ripe for disruption.• Cross-pollination of traditional and gambling mechanics

will come out of this.

3. Wearables

• Estimated 12B – 19B market in next 5 yrs• Bio data in real time never available before• New entertainment, game, and other opportunities await

2. Virtual Reality

• This is now truly immersive in ways not possible until now.• This could mean a potential resurgence in virtual worlds • This could create a wider rift between core & casual.

1. AI, robots, & automation

• Companies like Anki bring AI, Robotics, Automation into the home.• This opens up physical items to be platforms to be built upon.• This could open up mod communities for physical toys like never

before.

Questions?