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Jacob Navok
@JNavok
CEO & Emmy-Award Winner, Genvid. Previously 社長付 (President's Office) at Square Enix Holdings.
930 Following    6.5K Followers
Been saying this for a year. You cannot farm by hand once the plow is invented. Ride the AI wave or find yourself submerged below it.
Game Studios who are “not using AI” will be ABSOLUTELY steam rolled by teenagers with Mythos++ cyber security is commanding fleets of AI agents polling around the “premise” 24/7
Ok yeah Valve will definitely take this one down, but it’s also a pretty solid testament to what Roblox’s engine is capable of now 👀
Valve says they want to improve discovery rather than filter developers over AI. This is EXACTLY what I said would happen last week (see screenshot.) There is no way out of the AI-enabled flood because it's the genie is out of the bottle. The frontier models are incredible, the open source models are not going away, they are going to get better and run on local hardware. The ONLY thing Valve can do is improve its discovery algorithm to match what Roblox and YouTube do. The problem of infinite content was already solved. It doesn't differ from how Tiktok, YouTube or Instagram already work. Roblox proves that the model is viable for both developers and users. The source of Valve's comments appears to be a presentation yesterday in Busan:
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Valve says it's "fully aware" of the AI slop flooding Steam. Rather than filtering developers, Valve wants to improve discovery. Next Fest shows games almost at random for the first two days, and wishlists alone don't boost your Steam visibility. People actually buying and playing your game does. Tom Giardino highlighted the shift in scale. Just three years ago, he was going around trying to convince developers to participate, saying, "There are only 50 or 100 games, so you should definitely join," but now the number of participating titles reaches into the thousands. He described it as "the pendulum swinging to the opposite side." "We don't think we're perfect and there's plenty of room for improvement," but added, "Rather than limiting developer access, making Steam a smarter and more dynamic platform is the starting point of our philosophy."
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I have been wondering for many months now about the pro-Steam bots that come out of the woodwork the moment you say anything negative about Valve's store. I am not generally a conspiracy theorist but having experienced them, there is something unique here that I do not see in other patterns of user swarms on things like anti-AI games or Playstation physical discs, which I think have a larger percentage of real people to bots. Pro-Steam swarms have: 1. Many accounts with little-to-no followers, most unverified, most not following you 2. Instant community note swatting by an AI noter (says so in the descriptions of the notes) which abuses the notes systems; the bots coordinate to upvote the note so that it quickly appears 3. Absolute focus on incredibly minor, dumb points that only an LLM would care about (gross revenue of steam versus not; ironic given Steam's AI data labeling. Whoever is running the farm should label themselves!) At first you would think this would be a Valve-originated initiative, but this makes no sense. Gabe was one of the Microsoft OGs and has been a wealthy man since the 1990s. Valve is a tiny company that does no marketing because it has a printing press of money, and twitter doesn't really matter to them. Finally, and most importantly, they would never want to do something that could be traced to them. So it's not Valve. But who has financial incentive to put the money behind an operation like this? I think a lot about the large percentage of Steam usage that is in China. The Steam userbase that has Simplified Chinese as a default peaked at 54.6% of all Steam users in February 2026, though it ebbs and flows and can dip down to 30% depending on the month. The normal global client for Steam is not allowed in China; they have a China-specific version of Steam that is far more limited, and so many Chinese users access global Steam through VPNs, paying through local payment processors. I estimate that at least $30BN dollars has been spent by Chinese Steam players over the last decade, making it a huge part of Valve's business. I have always been surprised the Chinese government allowed these loopholes, as many other global services are normally unavailable, and the domestic client is so limited because it follows local laws, meaning that the government are permitting their populace to skip it. It would be very easy for the government to tell Alipay or Wechat Pay to stop processing Steam payments and the money tap from China would go off in a second. I suspect there is some financial incentive coming through here (whether the Chinese VPN networks or other places down in the payment chain) to quash any competition that would threaten the revenue coming from these Steam loopholes. I can't come up with a better theory, but am open to others from people; you know, ones who who aren't Steam bots.
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@kiaran_ritchie @SheriefFYI ^ Fake community note. Steam Datagram relay isn't related to the things I cited: social, and players talking to each other across platforms.
The longer you wait to make changes the more regret you will have.
Just spoke to the Head of AI at a huge company. The #1# thing they're struggling with is... what do I do with the AI laggards at our company? Like most companies, they’ve found that a Super Pareto Principle is true within their org. 10% of their employees are responsible for 90% of the uplift in productivity/token usage from software engineering to non-technical knowledge work. They’ve spent a lot of time & resources on AI enablement from LLM foundations to function-specific trainings and skill building. And yet, the power law of productivity increases hasn’t budged. So now they’re left with a few sobering thoughts and hard questions: 1) 90% of people are overpaid and 10% are underpaid 2) We’d be better off allocating tokens proportionally to the power law, but how do we do that without killing culture? 3) Significant layoffs are likely warranted and wouldn’t impact overall output, but cultural backlash is a big concern? 4) How do we hire more power law people as a non technology company? 5) Is all of our efforts on training and enablement ACTUALLY worth it? 6) How do we not experience a brain drain where the top 10% all leave because they want to be surrounded by other AI-native 10x’ers?
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LOTR is arguably the single greatest example of moral realism in all of literature. Injecting moral relativism into Middle Earth fundamentally misunderstands Tolkien and flies in the face of everything he stood for. And don't come at me with 'moral complexity.' Relativism isn't complexity. It's confusion. It's a collapse of distinctions that has nothing to offer but meaninglessness and despair. In order to have meaningful 'moral complexity,' you have to establish a distiction between light and dark, right and wrong, good and evil. The complexity arises among characters that must navigate a world where both forces act around, upon, and within them. What modern Hollywood calls 'moral complexity' is actually just the erasing the distinction between good and evil. If a story can't show you light and dark, it can't say anything meaningful about them. Classic storytellers understood this. Modern Hollywood has completely memory holed it.
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Nice! Oculus creator Palmer Luckey’s company Anduril is teaming up with Qualcomm to make ultra rugged computers in America. As much of mobile computing has evolved into fragile art, there’s a huge unmet demand for durable work tools.
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Hey @grok who owns Kotaku and what are their incentives to spread anti AI narratives? also do games news sites have a double digit chance of surviving the AI revolution?
AI is for Closers
I want AI to replace people. There. I said it. I don’t want to deal with someone being incompetent because they’re tired, having a bad day, don’t feel like working, forgot something, misunderstood me, or simply suck at their job. I want to ask for something and have it done. Instantly. Correctly. Every time. No attitude. No excuses. No bullshit. And the better AI gets, the less patience I have for dealing with humans. Matter of fact, I hate people. Let it all be AI.
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IMO, every game studio needs to be restaffed for AI and everyone rehired or sent packing. You can’t have this thing where people are bitter about “do more with less”. You need people who are excited about doing so. Doing more with less is about getting rid of the people who are a drain on the team and concentrating on the people who want to win.
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@mahboi779668398 @slightextr This is what I am saying. It is the weirdest fucking thing that you get swarms of these low follower bots that are pro Steam. It makes no sense because I don't think Valve would go out of its way to support networks like this so I am puzzled as to who is actually behind it.
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@mahboi779668398 @slightextr This is what I am saying. It is the weirdest fucking thing that you get swarms of these low follower bots that are pro Steam. It makes no sense because I don't think Valve would go out of its way to support networks like this so I am puzzled as to who is actually behind it.
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Hey everyone, there’s been some questions going on around here about Epic’s use of AI in Unreal Engine development. I’ve answered some questions from the good folks at This Week in Videogames. TLDR: Yes we are using AI in UE development (as we actually mentioned back at Unreal Fest) and it’s helping with pretty much everything.
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Disney is all-in on AI. If they are with it, any other media company is a fool to not be. Disney's new CTO came from and their upcoming games are all with AI-first development teams.
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REPORT: EA is "heavily" pushing Generative AI in the development of their games which likely means their future Star Wars games. “Morale has been terrible. The line we kept hearing is 'do less, better' but it felt like we were doing the same amount with less people"
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If you believed Anthropic and OpenAI could not make money you are either stupid or working for opposition sovereign governments
One of the biggest unanswered questions about the artificial intelligence boom has been simple: Can the companies building AI models actually make money? After Anthropic's IPO filing, we have an answer: Yes. And potentially lots of it, writes @alistairmbarr
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Awesome! Go Bonfire! Get rid of the haters.
Exclusive: Rob Pardo’s Bonfire Studios’ Reliance on AI Sparks Internal Frustration
There are funds for games. Roblox games, AI games. Everything else is a terrible investment. I wrote about this last month, my tweet is worth reading:
Why isn’t anyone funding video games anymore?
The existence of a pointless and unnecessary community note on this post appears to be indicative of harassment campaigns with anything to do with steam. It’s very suspicious.
I'm gonna spell this out because this issue is deceptively subtle: 1. The Steam client and infrastructure is somewhere between "not that hard" and "trivial". It's a download service attached to a payment processor with a smattering of services on the side. Cloud providers handle all the infrastructure these days. 2. Steam takes 30% of gross revenue; ostensibly for the privilege of using these services, but in reality it is purely to get access to the massive Steam userbase. 3. Steam users love Steam and having their whole library in one place. It works. It's dependable. It has sales and cards and achievements, oh my! 4. PC developers have no option but to distribute through Steam or lose the vast majority of sales. Not releasing on Steam destroys the business model. 5. Therefore, no amount of competition will ever unseat Steam. People post-hoc rationalize this with memes about how gracious Gabe is. And how brilliant their services are. But realistically, no avid Steam user wants other stores to succeed. The mere existence of other stores risks splintering their precious collection. They are "all in" on Steam. Invested. Even if an alternative were objectively better, by whatever metric you care about, it would still be of no interest to Steam users. They would in fact find it to be a problem and a threat to their investment. Competition in this space is not only uninteresting to most Steam users, it's actively denigrated! The CONSEQUENCE of this situation, is that 30% of all gross revenue is siphoned out of the PC games industry into a black hole. It doesn't recirculate into studios. It doesn't pay any bonuses. It doesn't fund any sequels or DLC. This is a particularly insidious tax because it's well hidden. It's a second order effect. Most Steams users don't know, and the few that do never consider the aggregate effect this has on their favorite hobby. It's undeniable that, at this point in history, Valve could EASILY lower the distribution fee while maintaining healthy margins. But they don't have to. Users are locked into Steam and therefore developers are stuck paying 30% of gross revenue to Valve. The irony is that Steam users, the very ones maintaining this unbreakable stalemate, would benefit the most from a better financed game development ecosystem. I don't think this is fixable. It's just sad.
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If you go out of your way to find a few people who are unhappy to write an article so you can get clicks for your new blog, you will find them. This is not Woodward and Bernstein.
After more EA layoffs last week, a new report cites workers at the company complaining of "terrible" morale and "heavily pushed" generative AI like Claude. One called EA "a cold dead place that's slowly decaying as leadership pilfers every last cent."
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In simple terms: Anthropic is already generating significant revenue even though its biggest corporate customers are still spending only a tiny fraction of their budgets on Claude — suggesting lots of room to grow within existing customers.
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