AI games
also referred to as: ai game
3 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Dec 16, 2023 by Jonathan Lai · across every show →
Everything said about AI games, oldest first
Dec 16, 2023 positive
Lai: Subscriptions will become default business model for AI games
“My guess is that companies like mid journey or care, like character AI have been able to address this with a subscription model. And so basically every power user pays for their own sort of like inference costs, so to speak. And we could see that subscription …”
Dec 16, 2023 bullish
Dec 16, 2023 negative
Lai: Cloud inference costs break traditional gaming monetization models
“The challenge is that with an AI game, if you have a game that's running a large language model in the cloud, the influence costs of serving users dynamically generated worlds or texts would probably make either of these models unprofitable right off the bat, …”