If you look at the evolution of games from console to Internet to mobile, and look at social networking from Web to mobile, everything is fragmenting.
Sentiment: NEGATIVE
Games are the most social of all things on the web.
Games is probably the biggest industry today that has gone really social, right. I mean, the incumbent game companies are really being disrupted and are quickly trying to become social. And you have companies like Zynga.
I think the thing we see is that as people are using video games more, they tend to watch passive TV a bit less. And so using the PC for the Internet, playing video games, is starting to cut into the rather unbelievable amount of time people spend watching TV.
Playing games is the dessert. Our real market is people doing everyday things. Rather than pulling your mobile phone in and out of your pocket, we want to create an all-day flow; whether you're going to the doctor or a meeting or hanging out, you will all of a sudden be amplified by the collective knowledge that is on the web.
Games are starting to creep into every aspect of our day.
In 2007 I was at Facebook, and we looked at some of the social networks in Asia, and they were full of games.
There was never a game plan to be on social media. Like most things in life, if you work consistently and at your pace, then things fall into place.
Also, after people play these Sim games, it tends to change their perception of the world around them, so they see their city, house or family in a slightly different way after playing.
When the computer and tablets are all about playing games, that's not interesting to me.
There's established gaming IP that's coming from console to mobile, which is interesting. Everything is converging a little bit toward mobile devices in the living room. On the casual side, the graphics and animation and game design and all of those variables are improving.