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AI in Gaming Has Flopped

𝗔𝗜 𝗜𝗡 𝗚𝗔𝗠𝗜𝗡𝗚 𝗛𝗔𝗦 𝗙𝗟𝗢𝗣𝗣𝗘𝗗. Humanity may be on a colossal technology frontier, but gaming is being dragged along with AI. Instead of surfing atop the wave, it's retreated to the wake. Gaming has historically been the first-best use case for new technology, so where did it all go so wrong? In the 26 months since ChatGPT launched, Web3 has made more tangible progress than AI gaming applications. Any technology outpaced by Web3's progress is in danger of irrelevance. And it's for good reason: so far, AI's visible footprint in games has been limited to a series of Cosmic Lounge press releases (I want my match-3 levels!) and a sixth finger in Call of Duty key art. Everything else appears to be cheap VC slideware or corporate investor day fantasies. It's true that gaming effectively subsidized the AI revolution by […]

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Not just great gameplay, master Live Ops.

Best mobile games don’t just have great gameplay, they master Live Ops. Here is how: They accomplish this over time.By connecting Retention, Playtime, and Conversion for long term success. Often times, secret lies in how you track, and optimize player conversion.Rest is just decision making.Then you get, results…

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AI App Wars: Deep Dive in a Heated Race

31/01/2025 Update Only 15 days have passed since I released this article, and a lot has already changed. That’s how fast this industry moves. DeepSeek, a Chinese startup, recently launched its open-source AI model, R1, and it has made massive waves in the tech industry. Not only is it competing with models from OpenAI and Meta in benchmarks, but its efficiency in training, using way fewer resources than others, has even impacted NVIDIA and energy company stocks. But beyond the tech world, DeepSeek’s app has also been crushing it on the iOS & Google Play Store rankings, reaching top positions in key markets like the US, France, UK, Canada, Germany, Japan (#2), and Mexico. No crazy marketing budgets. No ASO magic. Just a disruptive product, launched at the perfect time. While big tech leaders were busy at the inauguration of […]

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4 major AI consumer opportunities for startups

We at F4 Fund believe there are four major AI consumer opportunities for startups: A. AI Agents- Personal assistants reaching new levels of capability- Personalized and customized consumer experiences- Enhanced decision-making support based on preference- Think OpenAIs Operator but more convenient, personalized and made for consumerB. Generative AI- AI video, audio, photos, posters, etc. reach mainstream- Creating new forms of content with AI- Opening new creative possibilitiesC. Entertainment & Gaming- AI-enhanced gaming experiences- More engaging than traditional human-created contentD. The Consumer Robotics Frontier (not today but soon)- A possible market structure: Tesla robots (comparable to iPhone), and Chinese manufacturers (comparable to Android)- Software Platform: An "App Store" for robot applications emerges

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Casual Casino: Behind the Locked Doors

Casual Casino: Behind the Locked Doors 🗝️ In 2024, the genre saw a 60% revenue surge and a 24% drop in downloads. While the revenue growth is impressive, its structure tells a more important story:🎲 Monopoly GO! dominates—Scopely’s hit alone generates over 50% of the genre’s revenue.💰 Playtika owns 4 out of the top 10 after spending $2.3B+ on two recent acquisitions.With 80% of revenue coming from just three games and only one new release hitting our $50k/month success benchmark, it’s clear—breaking into this genre is tough, even for the big guys 🤯Still, Casual Casino is buzzing with innovation in LiveOps, monetization, and event design—offering valuable lessons for the entire industry! ✍️

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Match-3 with Complex Meta

Match-3 with Complex Meta: You Shall Not Pass? 🧙‍♂️ At first glance, the Match-3 market seems to be thriving, with revenue up 13% YoY in 2024! But here’s the catch: Royal Match alone accounts for 51% of Tier-1 West revenue! 👑Without Dream Games’ flagship, the genre’s revenue actually declined by 8% YoY—making Match-3 with Complex Meta one of the most monopolized and challenging markets to break into. Of the 60 new titles launched in 2024, 5 crossed our $50K/month success benchmark, including Truck Star and Hollywood Crush ⭐️An 8.3% success rate might seem high, but don’t let the numbers fool you. Many smaller developers are just avoiding the genre, leaving only the most prepared and resourceful teams to take on the challenge.

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Jobs in Mobile Gaming: 30

🎨 812 Jobs in Mobile Gaming » February 2nd 👉🏻 Data from Gamigion.com/jobs 🕺🏻 Dev 💻 Art 🎨 Product 📱 Marketing 🎯 Business 💰 Data 📈 QA ⚒️ 💻 Dev Senior Director of Engineering Scopely 🇺🇸 Senior Engineer - Monopoly GO! Scopely 🇪🇸 Engine Programmer, Editor Supercell 🇫🇮 Senior Software Engineer Supercell 🇬🇧 Software Engineer Zynga 🇨🇦 Engineering Manager 2 Zynga 🇮🇳 Senior Software Engineer - Gram Games Zynga 🇬🇧 Senior Software Engineer (Client) - Hit It Rich! Zynga 🇨🇦 🇺🇸 Principal Software Engineer - Game Services, ZMGT Zynga 🇨🇦 Unity Developer Playtika 🇷🇴 🇺🇦 Unity Developer Moon Active 🇮🇱 Unity Game Developer Garawell Games 🇹🇷 Solutions Engineer MobilityWare 🇺🇸 Ad Tech Product Manager MobilityWare 🇺🇸 Director of Engineering, Ad Tech MobilityWare 🇺🇸 Principal Software Engineer, Wordscapes Shapes PeopleFun 🇺🇸 Software Engineer SciPlay 🇮🇳 Marketing Tech Lead (Unity) CrazyLabs 🇩🇪 […]

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Playtika Owns 4 of the Top 10 Casual Casino Games

Playtika Owns 4 of the Top 10 Casual Casino Games 🎰🎲 87% of Casual Casino’s worldwide IAP revenue comes from just two games—Monopoly GO! and Coin Master—making it one of the most consolidated genres in the industry!The Tier-1 West market looks slightly less extreme but it doesn’t change the picture. You can check the full breakdown in AppMagic's latest report: https://lnkd.in/dUTfz33a Can anyone even compete with this level of dominance? Well, Playtika certainly found its way:— In Sep’24, it acquired Animals & Coins developer InnPlay Labs for $300M. 💰— In Nov’24, it made a $2B acquisition of Dice Dreams studio SuperPlay. 💸With Board Kings and Pirate Kings already in its portfolio, Playtika now holds 4 of the Top 10 games in the genre!With such a portfolio, top-tier talent, and deep complementary expertise in slots, Playtika is becoming a serious threat […]

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Tracking Releases and Transfers

TRACKING RELEASES & TRANSFERS# 4 WEEK, JANUARY, 2025 Hi Mobile Gaming Family! 💟Today I bring you another edition of our…💫 Tracking Releases & Transfers 💫This one brings releases and transfers to big publisher accounts from the 20th to the 26th of January.I've found 21 titles. 💪🔎I highlight 2️⃣ of them.✅ “Magic Paint: Water Color Sort” by FreePlayThe big publisher Freeplay, which has in its portfolio Hypercasual classics such as “Count Master” (300MM down.) and “Twerk Race 3D” (182MM), has released a Water Sort Puzzle with a coloring metagame. 🎨What sets “Magic Paint” apart is the tie-in between the puzzle and the coloring. 🧩 🖼️Once a tube is filled, an animation starts with the paint inside it painting the image.In addition to coloring, the game also has a renovation metagame and other features. 👍With “Magic”, Freeplay joins the Sort Puzzle with […]

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The Foundational Rule

Two weeks ago, my post about founder salaries sparked hundreds of comments. It clearly hitting a nerve in the startup community. Given the heated discussion, I decided to dive deeper into this nuanced topic. 💭 Here's what I've learned from both sides of the table - as a founder who started with an extremely low salary twenty years ago, and now as an investor:The foundational rule: Early-stage founders should aim for breakeven, not wealth. Your salary should cover:- Location costs (US vs Europe)- Family obligations- Housing essentials- Basic healthcareThree key factors that actually determine appropriate founder salary:- Company progress (revenue/user engagement)- Deal momentum (investor competition)- Founder track record🚩 Major red flag: Founders taking excessive salaries (think $400K) right after pre-seed funding. This signals misaligned priorities and sets problematic precedents for company-wide compensation.🔑 Key advice: Have transparent salary discussions with investors […]

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Mobile Gaming Today: 44

Hola Fam ☃️ We were celebrating the new year and almost February hereee! TIME FLIES! 🦋 Have you seen our GOAT series? Check it out 🕺🏻 Mobile Marketing » Block Blast: Largest IAA Revenue Game? 📱 Behind Archero 2 💰 Mobile Ad Monetization #7 🤖 AI-Powered Performance Marketing 🎯Top Casual Games LiveOps Strategy 🧩 Most Downloaded Puzzle Games 🎮 Archero 2: Onboarding Done Right! 📉 90% of Games Fail at Monetization 💵 Block Blast by Hungry Studio: $1M/Day 📈 Shorter Payback Period: Sustained profit growth 📊 Seasonality Adjustments in Google Ads to Spend More! Subscribed Industry Highlights » Moon Active laid off staff despite $2B revenue in 2024 🎮 Gaming vs. Tech: Where Are Investors Heading? 🎨 10 Game Design Rules You Must Know 🏰 Level Mechanics of Royal Kingdom 🤖 Analyze 1000 Games in 5 min with AI 📈 […]

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Mobile Non-Gaming pps in 2022-2024

How are the mobile non-gaming industries performing? How does the user behaviour on Mobile look like in different countries? What can we see based on the data? This is a common question I receive when talking to industry professionals. There are a lot of good data sources about (ie. amazing report State of Mobile 2025 released just recently by Sensor Tower ) and I decided to add my part there :). I includes a lot of data points around non-gaming apps categories, ie: Finance, Retail, Travel, Tools, Utilities, Productivity etc.All details how non-mobile gaming was behaving in 2022-2024 you can find in my report 📕 📕 📕 - almost 60 pages with different data analyses, data points around mobile non-gaming (from various data sources).Any feedback is helpful to understand if such materials are useful so once you: ✅ find it valuable and you […]

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