近日,前Square Enix商務總監、現AI公司Genvid首席執行官雅各布·納沃克在社交媒體上談及遊戲行業未來時表示,像《Roblox》這樣的創作平台,可能正在重塑整個產業格局。
Unclear to me what stops Roblox from being a trillion dollar company in the future. Users are there, monetization is there, the lawsuits will be worked out (as they were for every major social media company before this) and as fidelity improves, the audience will age up. When I worked at Square Enix we built Core Online, a game builder, back in 2011. We didn't have the lightweight tech that Roblox has and runs everywhere, we were limited to good browsers on good PCs. We had that dream a long time ago, but couldn't pull it off. These game building platforms are definitely where Tiktok goes. Prompt based instant experiences, AI algorithms providing suggestions, creators able to quickly enable experiences that people play with them together at scale. Add fidelity realism that's coming from AI rendered textures + meshes, animation libraries called on demand and Lua managing repeatability + consistency, plus Roblox having the most scaled matchmaking services on the planet, and you have a very strong moat. As prompting enables even young kids to create a game with a few words, you'll have an explosion of creativity. Already Roblox games are innovating in game design way faster than AAA- every AAA single player game since Bioshock is basically the same collection of fetch quests bookended by fight scenes, but the speed by which the tycoon genre has been evolving on Roblox (GaG to Steal a Brainrot to Tsunami) moves as fast as Tiktok trends and mints overnight millionaires. In the 70s through the 90s, if you were a teen or 20-something who wanted to make a game, you were a programmer who distributed your own game. ZZT! Karetaka! Now you can be 15 and making a Roblox game and have access to the entire world instantly.
納沃克認為,Roblox憑藉龐大的用戶基礎與成熟的變現體系,未來有望成長為萬億美元級別的公司。他預測,隨著其技術與畫面表現力的提升,平台用戶年齡層也將從低齡向全年齡段擴展。他還指出,自《生化奇兵》之後,許多3A單機遊戲在設計上趨於同質化,多為「跑腿任務加戰鬥」的重複結構,而《Roblox》的玩法演進速度「堪比抖音的流行程度」。

由於納沃克目前所在的Genvid是一家AI公司,他對AI驅動遊戲行業未來充滿熱情。這一點或許未必引發國內玩家的普遍共鳴,但其對3A遊戲同質化的批評已在行業內引發討論。






