Artisanal Concatenations of Sentient Emanations

So the votes are in from last week’s survey.

The overwhelming response, roughly a third of the votes across all the socials, was to talk about Entertainment as the beachhead for AI. I wish I could award prizes. I guess the real prizes here are the friends who voted along the way. Thank you for that. By the way, I am now unblocked on what to post about for another four weeks.

It goes without saying that this is a contentious subject. I have been name-called, argued against, gaslamped, and flat-out blocked on LinkedIn for my opinions on AI in games. I speak for an entire cohort of people in games and entertainment when I do this, especially in a world where tools like this exist. I wish I were less busy this summer, because I would trade some subset of internal organs to get into the beta for this product and start making stuff.

The number of creators who are not excited about these tools absolutely blows my mind.

So, for all of those folks out there, and I am sure some of them will accidentally read this, I have terrible news for you.

AI’s biggest and fastest successes will come from the entertainment space. It will be the infected surface by which AI establishes itself in the hearts and minds of your children, your spouses, your families, your friends, and your coworkers.

There is an inevitability here that parallels the first time that Gutenberg guy put the first piece of paper in the prototype of what eventually became the printing press.

These tools are here to stay, they are going to get better, and they already do absolutely amazing things.

The arrival of the first paid AI series has already happened. Every week, I am seeing more and more people making short serials with their families and friends featured as starring casts. These are no longer the Will-Smith-Eats-Spaghetti six-fingered slop that you all sneered at; these are great-looking productions that have legs and adhere to some of the best story writing principles that Joseph Campbell put into his iconic work.

It goes without saying that software sells hardware. I bought a CD-ROM to play Myst. People bought an Xbox to play Halo, and people bought a Sony PlayStation to play God of War and other platform hits.

Everyone is ridiculing the massive push towards cross-platform releases. There is still exactly one PlayStation 5 exclusive today. The fate of next-generation consoles is greatly at risk by the “let’s just play everything everywhere” sickness that has eliminated the need to buy the latest and greatest console. I still do not understand this at all. You made a several-hundred-dollar dongle to sell software, and then you decided to sell the software without needing the dongle? It hurts my brain. I get that you want to sell the software everywhere, but did anyone even open a spreadsheet and calculate the cannibalization of dongle revenue by doing this? That might be an insane way to look at a console, but “must have” titles had a reason to exist. Now everyone will just wait for it to show up on Steam so they can play it on their PC, on their couch, and in their bed.

What does this have to do with AI games, you ask? Everything.

Right now, the industry has decided to eat itself in this massive unintelligent spasm of unemployment manifested through economic self-loathing.

The different tribes of game development, enumerated previously as mobile-first, AAA, Roblox, AI-first, and “wishlist-me-on-Steam” have all decided to just be friends and have stopped seeing each other.

There is now a mad race for each of them to succeed in a way that makes their exes jealous.

Mobile-first is going to be the first to fall in this race. It is a juggernaut of revenue that competes with your line number at the DMV. Free-to-play mobile games with ads and microtransactions have lost their mindshare and have turned into the value aisle of magnetic mini-board games you can buy at the gas station. What you do on your phone now is just tap to fill time because you are bored, or you need to fill five minutes with “not thinking.”

AAA is just done. Everyone is settling for fewer and fewer franchises and fewer and fewer releases of those franchises. We are now at the spot where there are five top ten companies. There are not even ten of them left anymore.

Roblox is going to be doing its own thing and will continue to evolve. Based on the content and the platform, I am going to tell you in the future why it will be eaten by AI-first.

Whaddabout “wishlist-me-on-Steam?”

Oh my heart… I cannot pour the words on the page of the hundreds of thousands of people who have flocked to Gabe’s ego-maker… This massive pit of content that consumes the greatest and best of everyone’s games and turns their shining jewels of beauty into slowly digested 0s and 1s like some kind of Seattle-based Sarlacc pit. Your games, except for ten every month, will go there to die, for the low low price of 100 dollars of your rent budget. I am so sorry. I weep for all of you. Actually, not all of you. I weep for all but 10 of you. 10 people will break out, make some money, post how easy it was, and start a fund out of guilt for their success to fund two, maybe three more games. I don’t weep for those people. They have stopped returning my phone calls, and presumably yours, too.

So what the hell does any of this have to do with AI?

It is like the day the carriers decided that they hated running a games business. They burned it to the ground and left a fertile crop of soil behind for Apple and Google to come and plant a fresh crop of clickable links in a store for downloads and revenue.

These people are running a losing race because they are doubling down instead of trying to approach the platform orthogonally. If you need an example of that, and you are not paying attention to little things like “The most important tech headline of the decade”, then let me explain it to you slowly using very small words.

Apple just rebooted itself. Tim Cook stepped down, and the people who make physical things just got the keys to the car.

I heard a great 20-minute explanation about why Apple is going all-in on the hardware layer for AI, and it is precisely why AI games will win.

I am not going to put a two-page story about why Minecraft’s first-night experience is so fucking good and why brains like new games and new genres. Suffice it to say that there are chemical reasons that new patterns and new play styles are intellectually nourishing.

You will have a pile of those coming out of the indie Steam space, but the only way you will find them is if those people decided to kiss the ring of Marketing, and fork over some time and cash and thought process to making their product visible to more than you and your mom. Also, most indie game developers hate marketing because marketing is why there was a big new John Madden game this year, and they had to skip Thanksgiving to make sure it got done for Christmas, and guess what? The developers got let go anyway.

There are more tragic reasons why indie game developers hate marketing, and that is another two-page rant I am not going to get into.

On the basis of everyone abdicating their ability to win at scale, there is going to be a huge leadership vacuum for new things. It is going to be split down the middle like King Solomon’s baby between AI and Roblox. Roblox is desperately trying to grow up and make itself appealing to “I grew up with Roblox” people who are now thinking about things like “families” and “jobs.”

Aaaand they have activated their own trap card… They are leaning in on 3D fidelity and graphics because why wouldn’t they? And that arms race has already been run and is going to be part of their undoing.

The low-fidelity end of their product is what gave it the wide swath of kiddie eyeballs and is sufficiently good for games. They are going to incentivize all of their “developers” to upgrade and move to a more complicated high-fidelity platform. And all of those people, with a David Baszucki “all of your revenue” gun pointed squarely at their forehead, will jump as high and as often as he likes, even if it means they will have to work harder for less money because it is… checks notes… strategic.

So what does that leave?

Those smug little AI-first a-holes filling in the “Plant A Garden” old platform gaps with their slop, along with every other “release a new game every ten days” platform they have spread their content to. It will fill every nook and every cranny that it can. No one will compete because 10 days of agentic output from six Mac minis sitting on Mom’s old piano in the basement is a force of nature that a team of six developers anywhere in the world cannot compete with.

Admittedly, I only have the one Mac mini right now, but that is the racehorse I would bet on. And the biggest fucking company in the world just made that bet first.

As a result of everyone in the race stopping to tie their shoe lace, or take a dump, or probably both at the same time, the AI people are going to swagger over the finish line in a race that people have tried to run and gotten tired and fallen down.

They are going to release wave after wave of AI content in a world that refused to call a Starbucks Cup in Game of Thrones “slop”, because when the content is good enough, everything is forgiven. Their games no longer have six fingers, two of which were middle fingers, by the way, and based on the ease of creation and the minuscule volume of machinery needed, they are going to succeed just by showing up.

So I am going to go all-in on AI games creation and all-in on AI games enjoyment.

And you know what?

I am absolutely right!

Hello everyone, happy Monday!

I have enough things to write about that I want to give you a summary. No, this is not an excuse to pour my brain emanations into AI. I am just gridlocked right now on topics because I don’t know what you, gentle reader, care about.

I am going to put this on the socials and see if I get enough people DMing me, posting to the threads, or channeling crystal-powered positive energy through the seventh dimension to give me guidance on priority.

Here are the topics. I will number them for ease of identification:

1. The million times context boost of 2026 – upcoming model enhancements that suggest innovation in AI is not dead, and in fact is in its infancy.
2. The museum of play – how you can really (really) feel old.
3. Who is winning the AI game and why is it different than before?
4. 12 hours to 36 hours. What a difference 24 hours makes.
5. The long tail is now the invisible tail.
6. What the hell is an anti-fractional CTO?
7. The cost of AI and the degradation of service.
8. How to prevent AI burnout.
9. How to win as a remote-first company.
10. The power of presentations written in ten minutes.
11. Entertainment is the beachhead for AI despite the hurt feelings of “players”.
12. The difference between usable and functional.
13. Go to the grocery store.

Please ignore the last one; I am not sure how it ended up on my monitor.

This represents three months of blog writing, and all of it feels important to me.

And it was the great Ricky Bobby who said: “You can’t have two number ones, then you would be number eleven.”

The purist in me suggests I should have waited until there were eleven things on this list. At that point, the joke would be pretty old, and I want your feedback today, not in mid-June when you are all off LinkedIn and doing vacation things.

Thank you for helping to shape my brain leakings.

Hello everyone. It is time for another episode of “you know what rilly makes me angerys?” 

This is the streaming edition because Netflix is raising its streaming rates. The last time a streaming company raised its rates on me, I announced to the family that we are considering cancelling the service, and by the time I was done saying that out loud, I was finished filling out the unsubscribe box on HBO MAX.

My stated reason for quitting: I am tired of watching James Gunn getting high off his own product.

As a piece of advice: I would not recommend telling customers that you are raising your rates right around the time you shit the bed on your content.

I will return to HBO at some point in the future. I am expecting it to be a short stint where I tell everyone in the family they have 30 days to binge the shit out of whatever it is they want, and then we will turn off the subscription again.

Netflix is different, but only slightly. They did not deliver a massively disappointing ending for one of their anchor franchises. Still, they are also not producing new hits at a pace that can sustain a premium subscription fee.

I went on a walk down memory lane past Warrior Nun, 1889, Lost In Space reboot, and so many other amazing shows.

They used to make many more content bets, which justified the monthly cost. As they raise the monthly fee, I am going to sit down and evaluate it on its merits. And here is where it gets challenging. The bean counters over at most of these streaming services have seen the early numbers from ad-supported tiers, and to be blunt, they likey. It means that they are willing to push the content cost north with the belief that some percentage will convert to a lower base price due to… checks notes… Doritos. Or Skyrizi.

There are insufficient subscribers out there on principle to demand “give me ad-free streaming television or give me death!”

The people on the other end of that ultimatum already put the gun barrel to the forehead of Applebee’s. They started to count to three and pulled the trigger at two. We know who wins in that game, and it is not Jimmy Customer.

A few Hollywood observers have noted that subscription fees are now capped. There is less growth in overall streaming services. It is now Thunderdome. Two Network Enter! One Network Leave!

Everyone is okay with this state of affairs because they each believe that they will be the last network standing.

I don’t love this. I want to have three or four of these subscriptions active, and their price is rising. I am wondering where the break point is for diminishing returns.

It makes me miss the days of bundled cable. We tried so hard to escape the world of “1800 channels that nobody wants to watch,” only to discover that everyone suddenly now believes they are the One True Channel.

Well, everyone except Peacock. I pay two bucks a month for ad-supported Peacock. You can get that kind of deal if you wait for a black friday sale to sign up. There is barely enough stuff on Peacock to make me angry about watching ads or paying just a tiny fee.

The real loser here is Paramount Plus today. I paid for that for a few months to watch a few specific shows and then turned it off. It is a dangerous thing for us as customers to get used to turning off our streaming services.

And now we can stick the landing.

There is a company that is offering one-stop payment services for streaming. Amazon Prime is looking likelier and likelier as my one-stop shop to sign up for premium services, with the understanding that I am about to start turning these things on and off like I am some kind of sugar-addled toddler who just discovered light switches.

It is likely to me that this is going to be the year that I turn into Tommy The Toddler Toggler with my streaming subscription services, and I am going to rehome the majority of my services to Amazon Prime Video.

I think that we are going to see a lot of customers follow this path in the next few years.

I don’t love it. At the same time, there is a certain inevitability to it.

I am going to test this out in the fall when we finally binge a bunch of HBO stuff. The shoe might fit, and fit comfortably at that.

This is going to come at a bad time for streaming businesses, which are under considerable pressure from all kinds of other things. AI. Unions. James Gunn’s gigantic ego.

Something is going to give. Our good buddy Jeff Bezos is going to make some short-term money off of this, but then what?

There might be reasons I am foreshadowing here just a little.

I have had a curious thirty days.

You know that old wedding saying, “something old, something new, something borrowed, something that scales three orders of magnitude?” I mean, that is basically how it goes, right? What I am seeing out there is kind of like that.

I have had two meetings within the space of one month of each other that have demonstrated technology advances for LLMs that will unlock multiple orders of magnitude of context window scalability. One of them was with a complete stranger, and one of them was with a friend of almost thirty years.

In the case of the friend, this was one of the people who showed me the BREW SDK from Qualcomm and sent me down the path of being one of the first ten mobile developers in North America to ship games to carriers.

I bring that up because I made a post on LinkedIn about the way that mobile adoption happened. It started slowly, and then one day it was everywhere. This was a journey of nearly a decade, and it was constrained by Moore’s Law, among other things.

But what happens when you don’t need to conform to something like Moore’s Law? It was one of the reasons that mobile phone adoption followed a slowly rising curve over eight years. 

Instead, we have concurrent waves of innovation happening where the gains will not be slowly rolled out in n log n improvements per unit time, but one day, boom, your LLM vendor drops trou and there is a thousand times as much junk as there was before.

What this led me to do is come up with a corollary to Moore’s Law. The only right thing to do is call it Lesse’s Law:

“Sometimes technology advances will leap forward unbounded, resulting in hyper-incremental shifts in habits and livelihoods, in ways we cannot predict.”

I was recently in a roomful of people trying to explain the pace of advance we are about to see. It is like we went from pushing a slab of dirt covered with dried beans to feed the people in the cave to hauling tonnes of beans across the country on a maglev train to feed an entire city. Almost no other metaphor comes close to describing the leap forward we are about to take.

While these tools do not solve 100% of all the problems we experience in our day-to-day lives or jobs, they will come up with really good improvements and optimizations for much of our work, up to eighty percent, according to one of the studies on what kind of work LLM technology is good at.

I wish I still had the link to that study today.

This is not some kind of cheering. This is not some kind of Zoomer dooming either.

This is just a warning that it might be worth wearing your seat belt for the next couple of years.

Things are turning out wildly different from how I thought they would just three short years ago. And that will continue to change over the next fifteen hundred days.

Thank you for fastening your safety belt.

I am humbled by the reply to last week’s blog post. Thank you to everyone who responded publicly and privately to me. Writing that post was an ordeal. Do you know how you have a little angel on one shoulder and a little devil on the other one? I could feel my little devil guy picking up and putting down my fingers on the keys as I was typing my GDC write-up. When I was done, it felt like I needed to lie down in my bed, staring at the ceiling and slowly smoke a cigarette, like in the movies, or the nineties. It was good for me.

By Friday, the humility was gone. It was replaced with full-blown panic. How the hell do I follow up to that post? I drank the whole potion. I ate all the magic beans. Everyone expecting the rainbow-belching unicorn to leap from my fingertips is going to be disappointed, perhaps angry when they realize there will be no cash money refunds.

That being said, I have never had so many people laughing at my “old man yells at cloud” schtick. This is a better joke than my track record as Amazon’s worst Affiliate Marketer. That one is a shout-out to my OG readers. IYKYK. I will stop narrating through the fourth wall now. It is weird and uncomfortable, like when you are alone in a movie theater and the only other person to enter the theater comes and sits right next to you.

Without further distraction, let’s get to work, shall we?

Content people are at war. If you have any friends in entertainment or friends who like entertainment, they are all busy selling hats, saying “Make Content Great Again.” They hate the AI, even though AI is right in the middle of the word entertainment. ENTERT-AI-NMENT, in case you missed it.

I am equal parts transgressor and peacekeeper in this war. I bought the hat and scribbled “You are absolutely right!” underneath it and laughed far too long at my own joke. Maybe peacekeeper is too strong, but I do sit down and watch this all unfold while occasionally taking a free shot at someone busily drawing a picture in the middle of the warzone, mumbling “I am making art.” I need the experience points, you know, whether they were fighting back or not. I still have to level up at the end of the day.

So the war on AI is happening. People are canceling each other, and their projects, and rescinding awards, and probably getting uninvited from Christmas parties. If you love this hacky AI bullshit, you must be a monster. Sure, you kiss your kids good night at the end of the day, but that’s fake. If your daughter knew your opinions on AI, she would scream at you until you went away until her new parents arrived with ethically sourced artisanal opinions.

That is not how it actually works, so don’t get excited.

I spend as much time battling people in the digital streets of the internet as I do watching the ebb and flow of opinions and ideas, as each group of deeply entrenched borderline sociopaths tries to convert their opponents. This week, I observed a new tactic, and I am here to develop my mouthfeel for it before I bring it out onto the internet. And by the internet, I do not mean Reddit. All the bosses in Reddit have red skulls instead of numbers on their nameplates. I have to generate about sixteen metric tonnes more LinkedIn tears before I have enough levels to go in there and avoid getting one-shotted.

This week, I have observed the rise of the human slop counterargument. I lay no claim to this phenomenon. I am like that recently deceased ape-observer Jane Goodall, watching internet dwellers in the mist and documenting it for science purposes.

The argument here is one of those Aikido moves, where you take the energy of the attacker and use it against them. Yes, I had to Google that. The idea here is that you can essentially dismiss the people who point at everything and go “slop, slop, slop” like some kind of broken record player as being incapable of making good content… Whether it is books, movies, games, or anything creative. They are merely lashing out at the world because, on their best day, their outputs are mediocre and would not survive the gauntlet of customer review. To put it bluntly, almost everything is already slop, and there are very few things that are quality creations of any kind, anywhere.

I buy into this. We had the tulip-bulb crisis way before we had Italian brainrot. And while Italian brainrot is one of the S-tier slop productions, it is now being heralded as the new punk rock.

Half to three-quarters of you are gone by now. Some of you have come by to see what the second act is to “angry man screams about GDC,” and this is not as good as the first act. We wandered into the heart of AIAIO! country, and you didn’t spend your money on that.

For anyone who wants off the conveyor belt, just extend your hand. Privately tell me which group of people you feel most safe with, and I will point you in their general direction.

I am going to pause for one sentence to let some people get redirected to the comforting sands where they can stick their heads.

For those of us who enjoy the violence of ideas in the pursuit of glory, I am glad you are still here. And that is what this is.

The threat of AI slop is not in some diminished quality of experience. We already have games getting shut down three weeks after launch. Many books don’t make the top ten list (all but ten? Hello math?). Movies are shown to empty theaters and get shuffled off to on-demand, while still watchable on the big screen. I call this “Tuesday.”

What I don’t understand is that if this already happens, what is everyone’s fucking problem? There was a coffee cup in a Game of Thrones set long before some celebrity shot you all three of their middle fingers in contempt without SAG’s permission. Is it the sheer volume of what is coming that has you disturbed, or the fact that your own human-generated content will only aspire to fifty percent on the slop-o-meter and get buried by someone who can prompt more than four times an hour?

These are tough questions, and I am not sorry.

If you can sit down and figure out exactly what it is that is bothering you, it will help you move past it. There is stuff happening in the world today that is very much “coming in 2027” in my head. GDC showed me a silent minority of LLM caretakers who are approaching other galaxies at near lightspeed. Some of them are even doing this from the comfort of their car, with voice-assisted tools.

I am not expecting to convince anyone of anything with this rant. Half of this is a self-aware overreaction to my fifteen minutes of fame. What I am hoping for is that one Grumpy The Dwarf on the subject of AI decides to soften to Skeptic The… uh… Smurf… long enough and far enough that they stand something up in production that catches fire. I do not literally mean catches fire, that would be bad. I mean, it gets its moment in the sun and generates a pile of money and fame.

I feel good believing that I helped nudge them in that direction just a smidge, to see that everything human-made was already on a spectrum of slop, and so why not just go ahead and ship something with AI tools anyway? It will only get you to where you were already going faster.

If I can do that once, for one person, then I can rest satisfied knowing that I have done my part.

Everyone knows I have a love-hate relationship with GDC. If you do an ASMR whisper of GDC in my ears without a trigger warning, I will start crying and laughing hysterically at the same time. It is a complex emotional thing because GDC got me to where I am today. It also went out to get milk in 2009, and never really came back to me.

If you are looking for a coherent, balanced view of the show from a “yes and” for all parties involved, run the fuck away. This post is half warning, and half of a form asking for a DNR signature by a loved one.

How you can issue a press release where you lose ten thousand attendees out of thirty thousand attendees and attempt to say it was a solid fight and there were good people on both sides is beyond me. This is not what happened. GDC just got handed their own ass by the world, and after each disgusting bite, they are claiming it tastes delicious with hot tears streaming down their face between each painful bite.

Never has it been clearer to me that gaming is not what everyone thinks it is. We thought it was this massive community of players, publishers, marketers, and operators all joining hands and singing together to bring swipes and clicks and joy to everyone.

Instead, it is a group of people who got halfway to the heavens, building the Tower of Babel, and God just snapped his fingers, and we are no longer speaking the same language.

The only thing left to do is for all of the tribes to wander back to our mud huts, break out the smelliest hair-bag of fermented mare’s milk, and wonder what the hell went wrong.

I am not at all sorry that this is not what you expected to read, but I have let enough time pass that my take on this subject is clear.

GDC is dying.

Whether this is some phoenix bullshit, or if it’s just gam-gams running out into the street with just her knickers on after secretly not taking her medication, is all that remains to discuss.

Let’s break it down.

Here are the tribes that are politely pretending they like their relatives at Thanksgiving, and promising to behave:

The Roblox Renaissance

MobileMaxxers

WishListMeOnSteam

AAAbsolutelyInDenial

AIAIO!

I am going to have to describe each of these groups of people, even though you all should have Supreme Court Level Perception here: You know it when you see it.

The Roblox Renaissance is clear. The kids are back in the driver’s seat. This is the real meritocracy of making games now. BrainRot and Also-ran-Farmville are king. To people who “make real games,” the kids these days have invented their own language, and while everyone else wishes someone would call security, they are giggling and bouncing around the room, going “6-7! 6-7!” and laughing like it is the best thing ever. Also, if you are not fucking terrified of this already, they have their own happy meal toys more often than Mario and his Lizard-horse-tongue-fetish-mount.

MobileMaxxers are here, fighting for the last joule of energy at the heat death of the universe. They will cut you as soon as look at you. Getting squeezed between Ads and ARPU, they have seen the birth, life, and soon-to-be end of a whole ecosystem. We are Rutger Hauer, waiting to release the pigeons and fade to black. Everything is eating everything else, and in the end, only the hivemind will remain — a cacophony of angry birds meets clash of clans meets merge-two mechanics falling down a big hole in the world. If you did not understand any of that, you didn’t click enough ads, and you probably are going to play the Monopoly Go Co-op Race Game (best feature!) despite what Reddit cardmaxxers KNOW.

WishListMeOnSteam. I cannot even write this without weeping and shaking. One in three people is out of a job in the whole games industry, and they all believe that they can win the Hunger Games. Everyone is excited to be Tribute, and of the millions of games about to come out, everyone is grasping Gabe Newell’s ankles and keeping anchored to the world of Pixels-by-humans by the sheer force of will of “AI is worse than cigarettes” warnings he is slapping onto AI games on Steam. Everyone has piled into this ramshackle shed without realizing that there are six comfortable chairs and eighteen billion software developers. The music has stopped, and everyone is running to sit down. If you don’t have Jimmy McMarketing in your corner, you will get trampled in the rush to sit down and not even understand why. The worst part? Most of these trampled-on designers have great games that will never earn enough to pay back the cost of development, let alone the submission fee.

AAAbsolutelyInDenial. I am tempted to just scream ARCOMAGE and then leave you all wondering if you need to call the police or a therapist. What happens when sixteen MBA’s go through a revolving door between all of their jobs every five years and mostly spend their time day drinking under their desk? Go get a job at a publisher and find out. I am waiting for Soccer Players to become skins in the next Shooty McWar game, and I am hoping that the John Madden estate keeps his 3d model out of Fortnite on general principle. It will eventually come to that, and I am not afraid to be the first predictor. AAA is in a world of self-inflicted hurt, and sequels and remakes, and remakes of sequels will only take them so far in a world where public quarterly reporting is needed. EA at least decided to get off of that merry-go-round, and the only reason you decide to do that is you know what is about to happen to your company’s share price, and the answer is not “get another Bentley to park at the east coast summer house.”

AIAIO! is fast becoming my tribe. Automate the shit out of everything. The solopreneur is back, baby, and the sooner I can start grunting out my top three ideas that I cannot afford to pay people to build, the better. Right now, you will never find a better time to become a Will Wright, or a David Jaffe, or a Dani Bunten, or a Jon Van Caneghem. We are doing our own thing because all of our former tribes-mates hate us for the raw admission of our thirst for this moment.

If all of this sounds unnecessarily dark, it is because it is. We are living in dark times. I have jumped from tribe to tribe in games and have enjoyed the early conversations and the rise of a community and the camaraderie over the years of knowing “hey, we all make games.”

But this year felt different. When speaking with people, it was like visiting a country where you had a dog-eared translation book, and you had to slowly look up the words and point at them to each other because you didn’t know how to pronounce them.

Your brother from twenty years ago? You avoided his gaze. You don’t speak anymore, because he has a t-shirt that says “You are absolutely right! I do love AI tools!” and Mother and Father uninvited him from Christmas and Thanksgiving.

The whole thing is rocking and creaking and straining under its own weight, and it is about to collapse.

I commend the company behind GDC for publishing the stats of the show, but 30,000 minus 10,000 does not equal “thrilled.” Not even close. You earned your “Be Brave” conference scout sticker.

I get that there is military action in some parts of the world. It actually affected my GDC badge, if you can believe that. I get that some people did not come due to current administration reasons.

The size of the impact also speaks to economic shifts. I met more students and juniors at the show than ever before, and that is a good thing, but they had lots of questions. And not a lot of people had good answers.

Some people did have answers, though. I have had my potential GDC talks denied, with respectable enough reasons, revealed to me by honest and hardworking advisors, that I chose to “spite-educate” people at the show. GDC’s refusal to accept my talks did not prevent me from being one of the 4 most useful people in a room of 80 contractors and freelancers, all of whom had questions on how to succeed in today’s environment. I felt good about helping out and giving some useful information alongside 3 other generous donors of their time.

Getting back to my rant. The show has changed. We are no longer Pangea, the Earth-Continent-As-One. Maybe we should just acknowledge that. The sessions were packed with people searching for knowledge, and the young people were awesome and hopeful between moments of fear.

The show hotel lobbies were no longer elbow-to-elbow. Every time I wanted to go for a business meeting at any hotel in any direction, I could sit, hear, and talk without screaming.

The show floor? A joke. The exhibits were tiny, and instead of wrapping around to the north hall, there was “some of south hall” filled, plus three Ringling Brothers stages for the event, placed strategically to prevent the “where are all the vendors” fear sweat from showing.

All of this at the price of a week of hotel stays in San Francisco.

That is not sustainable, my friends.

There is a future change coming to GDC, after a year of radical change.

The show will probably double down on education and attendees. Surveying this young and talented crowd will make the magic eight-ball shake result in “move to a cheaper city.”

Atlanta or Chicago, take your pick.

Business Development will belong to the people of DICE. More than one person said they are only going there next year, not GDC.

The show? The floor? The exhibits? We roll the bones…

And the bones tell us… Nothing.

I don’t love that when I post about AI ideas online, I get called stupid or insane or unethical. I don’t love that everyone has dogpiled into the sea of wishlists and believes that everyone there will be all right. I don’t love that mobile consolidation is accelerating.

But all of these things are happening.

I always tell people. Today is the best time to contemplate a lifestyle making games. It is also the worst time to contemplate a lifestyle making games.

Every year that keeps getting more and more true and it is getting stretched in a line that gets thinner and thinner.

And I do not know when it will eventually snap.

See you next week.

It has been a long time since I have come on here and crapped on someone who did something bad— possibly weeks! I was having a “something something ai” conversation with a good friend of mine recently. Yes, the very same gentleman with whom I got into a heated online fisticuffs match over Unity download fees a few years ago. We exchanged “How Dare You?”s, and “Good Day Sir!”s. We went back to being friends again. The power of the internet, you know?

Does anyone remember Midjourney? And I don’t mean “mid” Journey, like the band’s first album, but Midjourney, the image-generating tool from a few years ago. It started off its business doing something novel… They put the UI for their product into Discord. Oh, now you remember. It was horrible as a user experience.

Or was it?

A lot of the game-playing community is on the edge of their seat right now because an Activision C-level person from the Bobby Kotick and Brimstone Era of Activision is now CEO over there. I actually met Humam at one point, and I thought he was a nice and smart individual. If anyone is going to stab me with a red, burning hot pitchfork and toss my dying carcass into the pits of hell, I will think “well, the nice man is just doing his job” before I start screaming in agony and falling for all eternity.

So what is everyone nervous about? Something something IPO. Something something advertising. It is honestly a refreshing change from people clutching their pearls over AI. It is nice to see a different level of outrage for once. Talking to people who hate AI is like playing one of those coin-operated whack-a-mole games, but it is almost out of batteries, so the little moles are moving REALLY SLOW.

Let’s get back to IRC. I mean ICQ. I mean Discord. You might not have seen what I just did. While Discord, which started as a second company from someone who loves to spell MMO, is preparing for a community-based IPO, everyone here has seen this pattern before. The community shows up, the community gets happy, the community gets monetized, and the community moves on.

We are in the latter half of that conversation. After the investors in Discord git payed, the company will join the public markets and join the mad rush of preparing quarterly income statements every year. “Number goes up” is the only thing that matters to the new Discord owners, and they will start to iterate on product ideas. Eventually, they will put a check box beside every possible revenue-generating feature except “Audience Eyeballs” except perhaps “Audience internal organs.”

Just because we haven’t seen the last one implemented does not mean a public company CEO hasn’t thought about it. I just got done telling you that even the nice C-level people I met do Daddy D’s work from downstairs from time to time, and they are still home in time for dinner.

Now that I have set the stage, I want to talk a little more about Midjourney and Discord again.

I think that Midjourney’s launch on Discord was Discord’s biggest failure.

If you remember attempting to get an image out of Midjourney back in the day, it was like trying to take your clean underwear out of the laundry during the spin cycle. Sometimes you get a sock, sometimes you get someone else’s sweater. The process was fast-moving, filled with other people’s stuff, and very painful. It was almost at an MVP level.

Almost.

If you go ask the internet how many people suffered this atrocious experience, as one does, the internet will give you this mind-blowing stat:

At its peak on Discord, the Midjourney server reached over 20.9 million total members by September 2024, making it the largest server on the platform. Daily active users fluctuated between 1.2 million and 2.5 million, with over 1 million concurrent users online at peak times

That is the size of Canada, and way more people than that started using NCSA Mosaic when fax machines still ruled the earth.

I don’t know how many product managers and engineers it would take to have made that a good experience, but if I was the CEO of Discord, I would have went full Gary Oldman on that.

With twenty million interested users, Discord at that moment could have transformed the front door of the internet and taken a shot at replacing browsing the internet with Discording the internet.

“But wait,” you say. “That would be expensive,” you say. Uh-huh, sure. And there would be a line out the door longer than a Taylor Swift concert inside an Apple iPhone launch of VCs from Sand Hill Road, ready to drop nine figures of cash on it.

This was a catastrophically huge strategic failure on the part of Discord. The resulting slap fight between “the community” and “Q4 profits will be micenuts without Walter Goggin’s Goggle Glasses ads for GoDaddy” is essentially well earned. (https://www.youtube.com/watch?v=K2Gj9BufAqo)

That might sound loony tunes to you, but a few things:

First, that Walter Goggin’s guy’s face is all over my YouTube music. (No, I don’t pay for it. Yes, I think I am getting better music than my Spotify free account.) I love him as an actor, but it’s wearing me down slowly.

Second, my World of Warcraft guild (recruiting ranged dps! Contact me for details!) has already started conversations about where we will migrate to after the IPO if Humam decides to drag the excretions of an ad sales force across our eyeballs for the sake of their quarterly financial reporting.

I don’t think it is an if. I think it is a when.

Considering that they already didn’t take their best shot to win all the marbles?

I hardly care.

A long time ago, I discovered the Serenity Prayer. For the click-impaired, that is the whole “Strength. Patience. Wisdom.” thing. At the very beginning of my career, I loved to use Strength. I used it for everything, in fact. Patience? Wisdom? Those are choices for sissies. Good old strength!

I used to smash through walls at work with such ease and consistency that it terrified people. There was no problem that Strength could not solve! This remained true for about six years.

Eventually, you do have to try the Patience thing or the Wisdom thing. They are equally effective tools for solving problems, especially when you start to transition out of pure IC roles.

Most of the best C-level people I know are masters of deploying Patience. “Do not make a decision until you absolutely have to” is something I have heard enough times that I just had to try it. It takes a while to get accustomed to it, but now that I have a good mouthfeel for it, I recommend it.

One of the biggest flavors of Patience I have had to learn was Patience with other people. I was very quick to throw people into two distinct buckets that I struggled with: Stupid, or New. This was very easy to do, and forgive me, dear reader, I did this more than was necessary.  I have said my ten Hail Maries and a couple of Rosaries accordingly.

Now that I earned the “Haz lurnt Patience” cheevo, I am proud to say that most places I start, I cheerfully tell people that I would like some help because I am either Stupid or New. This tactic helps you get help for three weeks. After three weeks, you are clearly no longer New, so in the fourth week of working with a new team, I recommend that you scratch this self-deprecating means of getting assistance from your playbook.

Thank you for getting this far. I am almost to where I need to go.

I now give everyone a lot more faith in being New. Especially when they are 100% ethically-sourced artisanally new.

In fact, this has become something I have started to take some pride in. I am very focused on helping people who are New.

If you spend any time sifting through the rubble of my LinkedIn posts, you will see I have four or five years of largely self-therapeutic blog entries. I also have many links to short clips from podcasts and links to presentations and classes, and strong opinions, which are often weakly held.

Over the years, I have taken on dozens of people as mentees. I have been more explicit with some about how much I am mentoring them, and sometimes money changes hands. I do have six kids; I cannot mentor everyone for free as much as I would like to.

This is why I decided to fork over some money to the good folks over at Thinkific and start posting some material for first-time engineer managers.

I am still available part-time as a mentor. I have pricing for people with L&D budgets, as well as pricing for when it is coming out of your own pocket. It is not quite scalable, and I often mentor people for four to twelve months, and then they accomplish whatever goal they were intending, or we have concluded that spending more money on that is throwing good money after bad. I am always happy to spend forty-five minutes with you if this is interesting to you or someone you know.

At the same time, I am also posting some of the parts of the mentoring and coaching that I do at the aforementioned link. I am breaking down all of the things you need to know to be an effective engineering manager, at least by my own measure as an off-again-on-again VP of Engineering.

You can find two samples of that material here:

The first is an overview of the ten-week conversation I have with everyone that I wish to promote to a manager on my own team(s).

The second is the first of the topics covered in the syllabus above, a conversation on some of the bigger challenges you will face in your new role. It was not a lengthy conversation, so I decided to put it out there for free.

In the future, some of these will include a price tag. I am still trying to figure out what makes sense there, because all of the online platforms out there cost not-zero dollars.

In the meantime, now you know about my Leadership Lighthouse, designed to steer you clear of the rocks in your engineering leadership role.

It will also contain random things that help everyone, like how to understand what hiring managers think about when they see your resume.

I hope some of this is interesting to you, and I hope that by the time I start plugging in some numbers for pricing, you will support this project with your dollars in addition to your eyeballs and kind LinkedIn comments.

Thank you as always for your time, and see you next week.

There are a lot of people who repeat things in engineering that sound fair and true and good.

And some of those things are completely wrong.

Have you ever heard someone say a variant of the classic saying, “Everyone knows it takes a woman nine months to have a baby. But you Americans think if you get nine women pregnant, you can have a baby in a month.”

I mean, Elon Musk sure seems to be trying to test this hypothesis.

The problem with this expression is that it is absolute psychobabble.

Software isn’t babies, and if King Solomon was trying to figure out how to identify who owned a software project by splitting it into a bunch of pieces, everyone would look relieved. It would be the worst “You ARE the father” episode of Maury anyone has ever seen.

If you have no idea what I am talking about, that is fine. Soon, you will be old enough to purchase your own alcohol.

This ridiculous expression is meant to give engineering teams a “get out of deadline free” card. And it works because most people find out they are about to miss their deadline when it is too late to do anything about it.

The actual problem with this problem is that software parts are generally interchangeable, so for some value of pregnant moms, you can have a baby in some number of months other than nine.

The real challenge is in the timing.

If you are four months away from a deadline, and you have twenty person-months worth of work, there is a universe where you can actually ship on time.

If you have three people on your team, you can get more than halfway there on your own. A little sixth-grade arithmetic also lets you evaluate the value of adding two more engineers to the mix. The challenge is that they need time to ramp into the project, and you have to give them at least a month.

So you will lose about a week of productivity from one engineer who is evaluating all of their hello world level ramp tasks, and you will also invest one month into each engineer for them to be successful. That still gives you a net add of around six months. Sixteen and six is twenty-two person-months, which gives you a safer path to a successful launch.

The reason we don’t have that super fast nine moms grunting out a one-month baby is that most people do not want to do the elementary school level math to size the impact of extra resources early enough in the project.

By the time you tell your boss the project is going to be late, and he wants you to add someone to the project, the ramp time window alone is going to eat any net gains of a new team member.

I have explained this very slowly to people, using very small words.

Repeatedly.

The average C-level executive will stop day drinking long enough for you to go and make your pitch for extra team members to finish a product on time at least twice, and the first time will be too far away in the future.

Random leaders generally don’t think tactically that far into the future, unless they are doing the math of acquiring themselves a schwaggy new Bentley ride. They work hard daydrinking until 4:59 PM; They deserve those sick wheels.

Hiring two more engineers will bloat the costs of the team, and if it is that far away from the deadline, then bossman will be at risk of losing their own bonus. Suddenly, that five-year-old Jetta is blocking the view of the Bentley. While it is good for the team and good for the product, you are likely going to get vetoed that far away from the end of the project because the average suit would love to roll around town in a Bentley instead of a washed-up Jetta.

There is a point to all of this.

You are likely to get shot down the first time you ask. You have to try. It is okay to be shot down with this kind of request. Once. We all get one turn inside the barrel. The important thing is to capture this data so the next time it happens, you can point out the consequence. When someone finds out that the responsible party for the last failure is looking out at them from a mirror, you can get people approved and onboarded in time to make a difference.

I will also add that you probably don’t want to try this with eighteen person-months of work still remaining and trying to hire 9 people to each do one part of the project. Eating nine months of ramp time is hard. You will likely be able to get away with two or possibly three headcount to solve this problem.

So go ahead and get three people pregnant. In four months, you will have a wonderful baby. Maybe you can give it one of those stupid Elon Musk names.

I gotta go now, HR is on their way after reading this post.

See you next week.