This wonāt be nearly as organized / cohesive as I or you would like. But need to get these very raw thoughts down somewhere. Itās too long for my NewsletterĀ and is too all over the place for a Twitter thread. I write about the nature and nuance of identity, all the time. This will be much lighter on that front than previous essays.Ā
Let me start by saying that gaming has always been social, and social has always been a sort of game. Something something, Eugene Wei, something something, status. But I want to focus more on the productized manifestations that we have seen, and how I am currently thinking about building moving forward.Ā
Let me also say, before diving into this, that Iāve been reading Snow Crash and playing Ready Player One in the background while I work. And although the movie isnāt that good, it still allows certain product-philosophies to be presented in a clear way. I think it is always important to share inputs at any given time of producing something, because it allows a clearer look into the thoughts of the creator.Ā
Podcasts: Founders Fund Anatomy of Next, little A16Z, and very little Village Global
Music: Solange, James Blake, Theophilus London, Bob Dylan, Khruangbin, Frank Ocean, The Internet, Lil Pump, Paul Simon, Jordan Rakei, King KruleĀ
TV: Havenāt consumed much tv lately only new thing is Wild Wild Country, mostly rewatching Seinfeld & Mad Men
Art: MarkĀ Rothko, James Turrell, Dan Flavin
Letās take the clear example of Fortnite. Iām not going to talk about the obvious / pseudo-hot takes we see on Twitter. We have those in abundance.
I tweeted a while ago, probably deleted now, that Fortnite is the precursor to the Oasis. I thought the Marshmallow concert on Fortnite was interesting. But it was interesting in a very limited way.Ā Ā
If the goal is simply, time spent on Fortnite. Then they can keep plopping in more and more entertainment to form around. It builds an experiential content retention layer. The sense of space is very clear.Ā Navigation is very clear. And expression through skins still works. Thereās nothing too groundbreaking. We have had vr dj sets for a while. This is a similar sensation for the flat internet.Ā
But whatās clearly missing, and again if this is simply a retention tool for time spent maybe it doesnāt matter, is how it touches the game itself. What is the most basic, yet compelling, way that Fortnite can create a social layer?Ā
You leverage your strengths. Fortnite has created a detailed and rhythmic world. And this is what they need to expand upon. Although I make jokes about it all the time, this probably actually looks like Club Penguin. I want to go around DJ Island. Have mid-day retreat on Meditation Island. The list goes. Then a timer goes off, Iām thrown off a plane, and Iām fighting.Ā
I workshopped this in a tweet. But this level of world building could continually expand the meta-space that is Fortnite.
When PokĆ©mon Go first launched, it was the Summer between my junior and senior year at Penn. And in that time, I thought that a game had solved racism. Obviously, I say that jokingly. But the collective experience of going around Williamsburg, catching PokĆ©mon, battling gyms, all while meeting and talking to complete strangers was truly magical. It also destroyed my phoneās battery.
The downside of mobile AR for this game, is that you are getting in the way of anyone not playing the game. So, the environment is not collectively heightened. This is part of the friction of trans-reality.Ā
This was part of a discussion on Founders Fund Anatomy Of Next Podcast, where residents that lived near a park wanted to strip the location from the game. Which brings up an interesting question of how we think of digital layers, and what that means to physical communities. But for another time.
The social layers being built within PokĆ©mon Go are truly interesting. And something I have started playing around with more. My friction here is that most of my peers donāt play anymore. So to build a social component for myself, I would be starting from scratch. We do this with Twitter, to some extent, after choosing the community we want to explore. But with mobile AR, there is no digital barrier. Iām not in aĀ āTwitterverseā. Any new social connection from the game is made from interacting directly, without any previous context of who someone is.
Niantic is a company that doesnāt get enough credit, but in terms of consumer AR, I would argue Niantic and Snap are delivering the most powerful experiences right now. Weāll see what happens with Ubiquity6.Ā
As a believer that every day is day 1 of our future, I ask what worlds can we build.
Games on social platforms do not elevate the network in which they take place. At its most basic, we have playing games on Facebook. And at its most interesting right now, we have Snapchat / Houseparty / Messenger (and others) gaming through video chat / messaging.Ā There seems to be two things top of mind moving forward from here.Ā
1 - Social AR and editing a shared digital layer. (Niantic, Neon, Ubiquity6)
2 - Avatars and unlocking the next phase of digital identity.Ā
The second is where I currently focus, and what the rest of this post will be about. As we push into avatars as our medium of expression, we unlock a new level of social freedom.Ā
When I talk about digital avatars/identity, I am referring to high photorealism. Not Bitmoji/Genies/Zepeto. We want Frankie as our quality baseline. Photorealism gives us a stronger connection to the abstraction of our identity, and allows us to blur reality enough to make the experience feel valid.
/// For those that havenāt read previous posts about Eternal, we are building a social network allowing users to have multiple avatars for expression. This is grounded in core truths of liquid identity. First we are building a social game, so get excited about that!Ā ///
The most direct thing, from a business perspective, is building a digital marketplace to customize / augment your avatar. This isnāt new. But it creates a bridge into the first thing games can unlock within social. Rare digital goods. I think the compounding nature of this opportunity starts with abstracting your identity to a digital avatar. Without that essential foundation, this doesnāt make sense. The best we can do on current platforms is gettingĀ āverifiedā but even that has lost some of its value.Ā Ā
With default open networks, we are able to host competitions for every user to submit to. I think this pulls at compelling themes that allow us to dive deeper to see what some of these experiences looks like.Ā
By directing the energy of the crowds, we not only create a shared goal through collective intentions, but we create a shared historyĀ for the platform itself. Meme culture is hyper ephemeral. However, to memorialize a moment that weāve all witnessed and participated in, rare digital goods creates a lasting token. Or as my very sharp friend and builder, Paari, dubs it can renderĀ digital reputation.Ā Ā
For the absolute worst example, if the platform wants to host āSupreme Street Kingā. Users would share a video where you tell us why your avatar should be crowned. If you win, your avatar is donned with a Platinum Supreme Headband, where we can all call back to what that means. This is most similar to artifact hunts in Ready Player One.Ā
A question Iāve been meditating on, is what happens when you can win a singular customized identity? Maybe it is non-gendered. Maybe it doesnāt have racial identity attached to it. Maybe it has a different racial identity than you, or a different gender than you normally express yourself with. How deep can we push this? What does this do to our sense of identity?Ā
I could go on, but I think the goal with the intersection of gaming and social comes down to a few questions that we can optimize around.Ā
1 - Can everyone on the platform take part in the game? And is simply playing enjoyable, no matter the result
2 - When you are amongst the winners, how does the prize live beyond the game as users interact on platform? What does this do to interactions?Ā
3 - Am I in another world?Ā
In the end it comes back to a feeling, that this is unlike anything else. To create next gen-experiences, we cannot be anchored to social as we see it today.Ā
I hope this doesnāt sound vague or reductive. Iām hyper aware that any time a founder paints a piece of their vision of what they want to build, how the world works, or how they view emergent behavior, thereās the more intense reality that it probably wonāt happen. Which is the basis of fear when pursuing what you deeply believe.Ā
Some of these thoughts are off / half baked. But I want to come back to this to go deeper on specific ideas, throw away parts, clarify how products manifest themselves... and more.
/// This is a side thought I figured Iād throw in here. A couple of weeks ago, I wrote about how Iāve been meditating on the nature of space. With consumer AR, the space is wherever you are. This has itās obvious frictions, as I stated previously. More and more Iāve been obsessed with creating (1) a sense of space through direction (2) a sense of space through lack of direction. On the first point, there is an incredible lack of depth representation in mobile experiences. I should be pushing inward, to consume a history of you. Not gliding by it vertically. Weight of response and collaboration is held equal, when that isnāt skeuomorphic to how we ideally process interactions. On the second point, and I donāt remember who shared this idea with me, what if the future of social is a digital garden that we all help tend. I think lack of direction is beautiful and a potential direction of our future. Collectively caring for something. Conversing while we do it. Making new connections. Actively building a new world. ///
As always, love to hear your thoughts. Share, email me, follow me on Twitter. You know the deal.