The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Anime games achieve $30-$50 ARPU, up to 3x higher than standard games
“And so that's why you see like art proves as high as like, 3040, 50 dollars, whereas, like, some other games, ARPU might be more in the, like, 10 to 20 dollar range, so it's like, you know, three acts for, you know, potentially two to three acts what, like, a …”
Robin Guo Dec 17, 2023 ▶ 7:17 2024 Big Ideas: Anime Games Go Mainstream with Robin Guo
Assertion Partly supported
Guo: miHoYo generated over $3.8B in 2022 from Genshin and Honkai
“For instance, Mahoyo generated over 3.8 billion dollars from releases like Genshin Impact and Hawkeye Star Rail in twenty-twenty-two.”
Robin Guo Dec 17, 2023 ▶ 2:32 2024 Big Ideas: Anime Games Go Mainstream with Robin Guo
Assertion Supported
Guo: 50% of millennials and 70% of Gen Z watch anime
“If you look at the stats, I think something like 50% of millennials, and now, like, 70% of Gen Z watch anime, and so, like, more and more young people are watching, converting to the medium”
Robin Guo Dec 17, 2023 ▶ 8:48 2024 Big Ideas: Anime Games Go Mainstream with Robin Guo
Prediction Held up
Guo: Generative AI will lower anime game production costs
“Many people will be generating both like Mods and fan art, but also people will be using this in the production setting to get anime games out for cheaper and getting them out at, like, very high quality. So I think that will definitely happen for sure.”
Robin Guo Dec 17, 2023 ▶ 13:12 2024 Big Ideas: Anime Games Go Mainstream with Robin Guo
Assertion Supported
Guo: Genshin Impact cost several hundred million dollars to build
“And eventually they built up the Tekken capabilities to build Genshin, Which is now a billion dollar scale, but took, like, several hundred million dollars to make”
Robin Guo Dec 17, 2023 ▶ 11:14 2024 Big Ideas: Anime Games Go Mainstream with Robin Guo
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