Assertion Not checkable as stated
Kim: Top mobile shooter games are almost entirely developed in China
“Almost all of the top mobile shooter games are all developed by Chinese companies effectively, right?”
Prediction Not checkable as stated
Kim: AI will allow a solo Indian developer to become a billionaire
“I actually think that this is going to be an incredibly rare moment in time and probably, you know, I, and I believe unprecedented, unprecedented in history where you're going to have the opportunity for some kid in India To become like a billionaire as a sing…”
Opinion
Kim: Indian parents favor traditional tech giants over gaming companies
“I think the other thing is more of a cultural issue that I have discovered over the past few years that I've been here in India, which is that gaming, at least, and you guys please disagree with me, but in my experience, it seems like gaming is not looked upon…”
Assertion Not checkable as stated
Kim: Apple's privacy policies are killing ad-driven hyper-casual game monetization
“The summary is you can't do targeting anymore because of Apple's Privacy policies. And so the ability for the hyper-casual games that are largely driven off of the ad-driven model to then make money off of those ads through targeting is going away. And Apple j…”
Opinion
Kim: Game design is the weakest area in India
“Now, I would say that design is the weakest area in India.
So, finding a good designer, I don't even know where you go to learn that here.”
Assertion Not checkable as stated
Kim: US console and PC game budgets reach $100M to $300M
“In the U.S., budgets are, like, to make a game now is like a 103 hundred million dollars for like a, Or an HD or PC or console game.”
Assertion Not checkable as stated
Kim: Roblox game Adopt Me makes about $70M for its creators
“Like Adopt Me probably makes like seventy million to that team.”
Assertion Partly supported
Kim: Shooters generate the majority of gaming revenue in India
“My only understanding of the Indian market is that it does seem that it's highly skewed to shooters. It does seem like shooters are making the majority of the money in India.”
Opinion
Kim: Gaming industry slump is a standard post-COVID cyclical correction
“So like, yes, because of COVID there was a huge spike, but if you look at the overall trajectory, at least on the mobile side, The growth, like if you smooth out COVID, then there was an over investment because of COVID, and everyone was extrapolating linearly…”
Insight
Kim: Twitch and YouTube influencers drive game marketing, whereas Discord is community feedback
“I mean, rather than Discord, it's more Twitch and YouTube that are allowing influencers to become the new marketing for games, right? And so today, you know, you mentioned Among Us, but like some of those games were going nowhere for like, I think Among Us had…”
Prediction Not checkable as stated
Kim: Unreal Engine Will Likely Become the Dominant Game Engine
“In the long term, if current trends continue, Unreal is likely the engine of choice in the not too distant future.”
Assertion Contradicted
Kim: Fresh IIT grads can earn 50 lakhs in game engineering
“So like, if you go to IIT and you come out, you can make, you know, 40, 50 lakhs.”
Opinion
Kim: Low PC penetration holds back Indian game development on Roblox
“Most of the people I know building for Roblox, they don't do it on their phone.
They do it on a PC, and because there aren't a lot of homes with PCs, that may be one of the things holding India back.”
Assertion Supported
Kim: Tencent developed Call of Duty Mobile using Activision's IP
“Call of Duty Mobile is actually developed by Tencent, although they're using the IP of Activision, for example, right?”
Assertion Supported
Kim: Lethal Company creator learned skills on Roblox before topping Steam
“There was a creator that learned their skills on Roblox, but then created a mobile, sorry, created a PC game called Lethal Company that became a number one game on Steam.”
Assertion Supported
Kim: Shooters lead in the US while RPGs dominate Japan's market
“Because in America, shooters are number one. Battle Royale is number one in, in, in the States as well. It's not true for Japan. Japan RPGs are number one, for whatever reason.”
