This trend clearly highlights the continuous belief of investors in the power of the IP to stimulate the growth of the game industry, and it highlights the sustainable value placed on the development of convincing titles which can capture and support attention a large audience (and enlargement) of play.
Conversely, evaluation data reveal a nuanced image. While content -oriented startups continue to collect the largest share of capital flows in the game sector, development -oriented startups and experiments order the highest evaluation premiums. These areas of the game ecosystem are essential to unlock and allow a broader growth in industry, given their potential for scale and ability to support a wide range of content creators.
For the founders, although there are substantial opportunities in the creation of content, the behavior of investors suggests that there is a significant value in the creation of the infrastructure and platforms that support the content and improve the experiences of Players. This is obvious in the rise of partnerships between game studios and infrastructure providers such as AWS, Google Cloud and others. These suppliers allow developers to evolve on a global scale, reduce latency and focus on creating content without the management of servers or complex backend systems. Startups that can provide solutions by taking advantage of the game infrastructure (or internal creation) can be well positioned to attract venture capital to a premium evaluation and potentially benefit from a more stable and evolving business model by Relation to the peers focused on content, which can face higher risks associated with the unpredictability of the success of the content.
The recent progress of AI will play a transformative role in the development of games, offering both immediate improvements and longer -term changes in the operation of the industry. From the rationalization of creative processes to the creation of completely new game experiences, AI quickly becomes a basic tool for developers. According to a survey carried out by Bain & Company, the leaders of the video game industry believe that generative IA could manage more than half of the game development within 5 to 10 years, against less than 5% today.