New Nintendo Patent Hints at DS Games

<v Speaker 1>Hey, everybody, welcome to Game Best Morning is with me
<v Speaker 1>Jeff Grub, your host from giant bomb dot com. Thank
<v Speaker 1>you for tuning in. In this episode, we're gonna be
<v Speaker 1>talking about maybe a new system arriving on Nintendo Classics
<v Speaker 1>on NSO, and did stop killing games? Just get a
<v Speaker 1>big win. It's gonna be a good one because we
<v Speaker 1>have Reese Elliott on the show. Reese, how are you doing?
<v Speaker 2>Hey, Jeff going good over here, Excited for the weekend,
<v Speaker 2>going out for my birthday tonight.
<v Speaker 1>Week anybody, let's get HBDS and chat please for Reese.
<v Speaker 3>Yeah, if you want.
<v Speaker 2>By Apart from that, I'm gonna try and finish Ghost
<v Speaker 2>of Yota this weekend, but there's just too many like
<v Speaker 2>amazing road lights come in.
<v Speaker 3>You know.
<v Speaker 2>I've got Megabond, Hadis two and now ball Pit. So
<v Speaker 2>I want to finish Ghost of Yota and I'm really
<v Speaker 2>loving it, but I just can't tam myself away from
<v Speaker 2>my steam deck and these insane rogue lights. And it's
<v Speaker 2>absolute as well, like geez.
<v Speaker 1>Lets give us some cho I go to ask have
<v Speaker 1>you started Absolom? Have you tried that? We just tried to.
<v Speaker 1>We did one run yesterday me and Dan we're gonna
<v Speaker 1>try to do it run a day, and it sounds
<v Speaker 1>like it's gonna be a good fit for that. But
<v Speaker 1>I do want to keep playing it. It's really super good.
<v Speaker 3>It's so good.
<v Speaker 2>I've been playing the hell out of it, Like I
<v Speaker 2>have a weird thing with this game. So my second run,
<v Speaker 2>I actually had the most luckiest run I could have
<v Speaker 2>had and actually beat the game instantly and thought, oh
<v Speaker 2>this this the game is like easy, right, It's you know,
<v Speaker 2>I'm not very good at beat them ups, But turns
<v Speaker 2>out I just got completely lucky, and I've just had
<v Speaker 2>my ass handed to me every other run. So yeah,
<v Speaker 2>I'm excited, But there's just too many games.
<v Speaker 1>Too many games, yep, that's when that's that's how Roague
<v Speaker 1>lights go. It's like you really can get that that
<v Speaker 1>lucky build and break the game. I think that's kind
<v Speaker 1>of what makes it fun a lot of times, because
<v Speaker 1>you never know when that's gonna happen. And then even
<v Speaker 1>when a run goes bad, it could still feel pretty
<v Speaker 1>unique because you're like, Okay, well I'm gonna try this
<v Speaker 1>idea this time. I'm gonna be curious to see how
<v Speaker 1>much variety there is in absolum. Although it's doing everything
<v Speaker 1>else right that I don't need it to feel like
<v Speaker 1>completely unique each time I go through it, because it's
<v Speaker 1>a beat them up and I expect a certain thing
<v Speaker 1>from things beat them up, and it's delivering that so far. Yeah,
<v Speaker 1>we're gonna try to do another. This is the run today, everybody,
<v Speaker 1>but it's a busy day, so we'll see where we
<v Speaker 1>sneak it in. I'll kind of see if if Dan
<v Speaker 1>wants to do that right after games mornings today, Jane,
<v Speaker 1>I think that we have that clear on the schedule.
<v Speaker 1>That might be possible. We'll let you know again. For
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<v Speaker 1>lot to get into, so let's start the Morning Mess
<v Speaker 1>with a new patent seemingly shows how Nintendo DS games
<v Speaker 1>could work on Switch and or Switch too. This is
<v Speaker 1>from my Nintendo News who. This is a patent that
<v Speaker 1>was found by Mike Odyssey on Twitter. That's where it
<v Speaker 1>was originally shown, and then my Nintendo News wrapped it
<v Speaker 1>up here. But basically, you know, I'm just gonna kind
<v Speaker 1>of explain the patent as far as I understand it.
<v Speaker 1>Nintendo is describing a situation here where you would have
<v Speaker 1>a sort of a screen or your device, and then
<v Speaker 1>like a daughter system or a child system, that would
<v Speaker 1>be a screen itself that could share information back and
<v Speaker 1>forth between the parent device. So, like a simple way
<v Speaker 1>of thinking that is, you have the switch, and then
<v Speaker 1>you have a either a device that is connected to
<v Speaker 1>the switch wirelessly or maybe through a cable that acts
<v Speaker 1>as a screen to display another but with more information.
<v Speaker 1>But you could also, let's say, treat it as a
<v Speaker 1>touchscreen and that could send information back to the system
<v Speaker 1>or something like that, similar to how the we you worked.
<v Speaker 1>So this is technology they've they've messed around with before.
<v Speaker 1>But yeah, that the idea would be an attachment basically, Reese,
<v Speaker 1>something like akin to what they are doing with the
<v Speaker 1>Virtual Boy, where like, hey, virtual Boys coming to Nso
<v Speaker 1>if you want to play it, you either got to
<v Speaker 1>get this cardboard thing or a whole other set of
<v Speaker 1>plastic and optics, put your switch in there, and then
<v Speaker 1>then it will work. The thing here though, I think
<v Speaker 1>Reese is like, this is not strictly necessary for DS,
<v Speaker 1>and I would know that because I've used emulators before
<v Speaker 1>and on the Steam Deck you can have a fantastic
<v Speaker 1>experience playing DS or three DS games or basically and
<v Speaker 1>I'll try to paint the word picture here for people
<v Speaker 1>who have not varience this. They kind of split the
<v Speaker 1>screen up into quadrants or into thirds, where it's like,
<v Speaker 1>here is your one big screen that you're focused on,
<v Speaker 1>that you're looking at where most of the gameplay is happening.
<v Speaker 1>And since that is like a four x three screen
<v Speaker 1>or whatever it was maybe it was three x two
<v Speaker 1>on the DS, I can't remember. That goes on one
<v Speaker 1>side of the screen, and then to the left or
<v Speaker 1>right of that. Then they do both screens stacked on
<v Speaker 1>top of one another to the side of that. Now
<v Speaker 1>you can also usually using these emulators, hit a button
<v Speaker 1>and cycle through a bunch of different views. So for
<v Speaker 1>some reason you needed to focus on one of the
<v Speaker 1>other screens one or versus the other, you could do that.
<v Speaker 1>It's it works. There's actually in most circumstances it works
<v Speaker 1>perfectly fine. It's not gonna work for everything, but it
<v Speaker 1>works perfectly fine in most instances. So I wonder if
<v Speaker 1>this pat is more just like Nintendo experimenting, or if
<v Speaker 1>because we have that virtual boy thing, maybe this is
<v Speaker 1>the more likely scenario where they try to sell some
<v Speaker 1>new peripheral or accessory to really hit this home. Though
<v Speaker 1>that that's gonna come with tariff costs and stuff like that,
<v Speaker 1>So I do wonder if they would try to avoid that. Rees,
<v Speaker 1>how do you read all this? And you know, we
<v Speaker 1>know that patents don't always mean that we're going to
<v Speaker 1>get the thing, But what do you think?
<v Speaker 2>Yeah, exactly, I think the main thing, right, like DS
<v Speaker 2>games have been trapped on that hardware for a long time,
<v Speaker 2>like DS and three DS, because you know, three DS
<v Speaker 2>can play the DS games, but like you know, right now,
<v Speaker 2>if you want to play a DS game legally you
<v Speaker 2>need an actual DS for three DS or like you
<v Speaker 2>said earlier, you need to emulate. But like so many
<v Speaker 2>people don't emulate, right, especially in Nintendo fans more casual gamers.
<v Speaker 2>But if this does hit the virtual console, suddenly you've
<v Speaker 2>got like a Nintendo's brain Age, Pokemon Hot Gold like
<v Speaker 2>Phantom Alglass, all of that is like playable again officially.
<v Speaker 2>And you know, like the DS three DS shop like
<v Speaker 2>is already kind of dead and like physical cards arising
<v Speaker 2>in price, So the patent as well, could you know,
<v Speaker 2>help preservation legitimately save like a chunk of game in
<v Speaker 2>history from being unaccessible officially. And also, like you said, Jeff,
<v Speaker 2>you know this is a patent, Like Nintendo patterns a
<v Speaker 2>lot of weird shit all the time that doesn't see
<v Speaker 2>the light of day. But I was locking through this
<v Speaker 2>one earlier, and there are some like indicators the show
<v Speaker 2>that it could be real, right, Like it specifically references
<v Speaker 2>switch style hardware, which is kind of like deeper than
<v Speaker 2>you usually get. It does solve like a you know,
<v Speaker 2>technical barrier of you know, being able to access these
<v Speaker 2>DS games, and it's also like financially lucrative for Nintendo, right,
<v Speaker 2>Like that is such a big part of Nintendo history.
<v Speaker 2>The DS, like it was huge. It really exploded more
<v Speaker 2>than they thought, right. They just they say this is
<v Speaker 2>going to be a third pillar, the game Boy Advance
<v Speaker 2>and think you but it like grew into actually their
<v Speaker 2>main pillar for for a long time. So it's like, well,
<v Speaker 2>everything's coming together, and I just think, like this is
<v Speaker 2>gonna be If it happens, it's gonna be great for consumers,
<v Speaker 2>it'll be great for Nintendo, and I think it's a
<v Speaker 2>smart step for them, honestly, So fingers crossed.
<v Speaker 3>This is real.
<v Speaker 1>I for a second, Reese, I think we're still good
<v Speaker 1>for the most part. Kind of came back pretty quickly.
<v Speaker 1>So I think we're gonna try to just continue on.
<v Speaker 1>But if we need to jamb we'll switch the server
<v Speaker 1>and stuff.
<v Speaker 3>Oh I think we've crashed.
<v Speaker 1>Oh yeah, are you still can you can? Do you
<v Speaker 1>hear me? Okay, let's see here. I'm gonna I'm gonna
<v Speaker 1>switch the server real quick. Let's try this. Let's see
<v Speaker 1>what happens. Okay, are you are you there? Can you
<v Speaker 1>hear me? Reese?
<v Speaker 2>Yeah, just cut out for a bit, but I think
<v Speaker 2>I'm back and now.
<v Speaker 1>Okay, can you hear me? Yeah? I can hear you.
<v Speaker 1>Can you hear me? All right?
<v Speaker 3>Yeah, yeah, it's all good now. Yeah, dipped out there.
<v Speaker 3>I don't know what happened.
<v Speaker 1>Yeah, okay, So I switched up the server there just
<v Speaker 1>because it seemed like we really did lose you. So
<v Speaker 1>if we need to do that again, we will, But
<v Speaker 1>so far, so good. All right, So yeah, I'm with you.
<v Speaker 1>I think your breakdown there is kind of where I'm at,
<v Speaker 1>and I tend to agree that there seems like there's
<v Speaker 1>something here. I'll say, at the very least, I think
<v Speaker 1>DS will come to Nintendo Switch Online, Nintendo Classics at
<v Speaker 1>some point in some way, And maybe it's a situation
<v Speaker 1>where it's both ways, where it's like, hey, we are
<v Speaker 1>going to offer you this emulator like situation where this
<v Speaker 1>is where it works, like, hey, you could just do
<v Speaker 1>it like I was describing earlier, and then if you want,
<v Speaker 1>we are also going to sell something akin to what
<v Speaker 1>we're doing with the Virtual Boy, so you can get
<v Speaker 1>the full on experience and it's fully capable of doing
<v Speaker 1>all the things that DS was capable of. Doing. Now,
<v Speaker 1>that's a lot because the DS had a microphone and
<v Speaker 1>it has the clamshell. So, as Marina was pointing out
<v Speaker 1>in chat, when you want to copy the map in
<v Speaker 1>Phantom Hourglass and you had to like close the DS
<v Speaker 1>to like get the ink to imprint on the map,
<v Speaker 1>is that what it was? Is that what I'm thinking of.
<v Speaker 1>It's like, Okay, well that's something on an emulator that
<v Speaker 1>would be mapped to a button to like fake that,
<v Speaker 1>And it's like, well, what if I really want to
<v Speaker 1>do that? It's well, maybe this accessory that Nintendo could
<v Speaker 1>sell for probably at least one hundred dollars, maybe it'll
<v Speaker 1>do that. Now, a screen with the technology to kind
<v Speaker 1>of speak with the with the switch probably wouldn't be
<v Speaker 1>extremely expensive for Nintendo make, but I would imagine it
<v Speaker 1>would be more expensive than this dummy virtual boy with
<v Speaker 1>optics would be. So maybe it's more than one hundred dollars,
<v Speaker 1>because of course that virtual Boy was one hundred dollars
<v Speaker 1>that they're selling it for, so uh yeah, it's it's
<v Speaker 1>it's something I think will happen. And I also think
<v Speaker 1>Nintendo is like continue to slowly like march up the
<v Speaker 1>value of Nintendo switch online. So so Reese, when should
<v Speaker 1>we expect a price increase for that that thing? Fifty
<v Speaker 1>dollars a year is still not a lot compared to
<v Speaker 1>just about every other service.
<v Speaker 2>Yeah, I think they are going to, as we say
<v Speaker 2>in shitify it, you know what's happening with with game
<v Speaker 2>right now. But like you say, it's such good value
<v Speaker 2>for money right now, But I think now isn't really
<v Speaker 2>the time to up the price there, Like the switch
<v Speaker 2>to is still a young piece of hardware, right they
<v Speaker 2>don't want to cause that like extra friction at the
<v Speaker 2>beginning of the console's life cycle for example. And yes,
<v Speaker 2>you know a lot of this stuff is available on
<v Speaker 2>the switch as well, But I think Nintendo is a
<v Speaker 2>lot less beholden to kind of you know, increase in prices,
<v Speaker 2>like maximize revenue, do it all now. So I think
<v Speaker 2>they'll do it a little slower and you know, roll
<v Speaker 2>it out more slowly. But Nintendo is Nintendo, and they
<v Speaker 2>might just tomorrow turn around and say we're actually quadruple
<v Speaker 2>in the price, like you just you don't know, like
<v Speaker 2>with a Nintendo, it's really hard to predict with them,
<v Speaker 2>But I think it's going to be a slow burn.
<v Speaker 2>I think the subscription isn't quite there yet, and I
<v Speaker 2>think they're going to try and add a lot more
<v Speaker 2>value with like the Nintendo Music app. They'll probably do
<v Speaker 2>like a Nintendo Video app eventually, where they aresold their
<v Speaker 2>kind of like trans media efforts. So I think for
<v Speaker 2>now they've just planted the seeds and it'll like plod
<v Speaker 2>along in the background. So I would expect to price
<v Speaker 2>increase a little later rather than sooner. But again, it's
<v Speaker 2>really hard to predict what the hell and dent I
<v Speaker 2>was going to do, so we'll see.
<v Speaker 1>Yeah, yeah, so you know that price will increase really
<v Speaker 1>just I mean, I guess the expansion pack thing that
<v Speaker 1>they did that was their like way of moving up
<v Speaker 1>the price for a lot of their consumers, because that
<v Speaker 1>was a late introduction, but that's a long time ago
<v Speaker 1>now and then, so it's still twenty dollars and fifty
<v Speaker 1>dollars the way it's been for basically since its introduction.
<v Speaker 1>So it's like a little surprising that they haven't found
<v Speaker 1>a way to nudge the price up here or there,
<v Speaker 1>especially when they've done everything else. But I think you're
<v Speaker 1>right that I think they're happy to just get more,
<v Speaker 1>more and more subscribers because their games are selling so well,
<v Speaker 1>their hardware is selling so well that they can maybe
<v Speaker 1>be like, let's just let that grow naturally and continue
<v Speaker 1>to add consumers and subscribers, and then later we'll worry
<v Speaker 1>about extracting more money from them. That'll happen eventually, though,
<v Speaker 1>all right. The Crew two finally gets its offline mode.
<v Speaker 1>This is from Blair Marnell at Game Spot. When Ubisoft
<v Speaker 1>launched The Crew two in twenty eighteen, there weren't any
<v Speaker 1>options to bring this online racing game offline. Now, seven
<v Speaker 1>years later, the Crew too. Man, has that really been
<v Speaker 1>seven years since the Crew two came out? The Crew
<v Speaker 1>two has finally received its much requested offline mode. Starting today,
<v Speaker 1>PC players can download an update from Ubisoft and enjoy
<v Speaker 1>the Crew two without an Internet connection with hybrid mode.
<v Speaker 1>The console update for PlayStation four and Xbox one will
<v Speaker 1>be released later today. Players now have the option of
<v Speaker 1>picking either online or offline when starting up the game.
<v Speaker 1>If players aren't connected to the Internet, then Crew two
<v Speaker 1>will automatically switch to offline. Ubisoft notes that saves for
<v Speaker 1>the two modes are completely separate, and progress made offline
<v Speaker 1>will not carry to online. However, players can export a
<v Speaker 1>copy of their online save to their computer or console
<v Speaker 1>for the offline mode. Obviously, they list a bunch of
<v Speaker 1>stuff that like won't work offline, live summits and stuff
<v Speaker 1>like that, the things that require online won't work. Not
<v Speaker 1>too surprising. This is exactly the kind of thing that
<v Speaker 1>the Stop Killing Games movement was asking for. Rees that, hey,
<v Speaker 1>people buy these games. They have a lot of online
<v Speaker 1>hooks that everyone fully understands and that they and everyone
<v Speaker 1>fully expects will one day be taken offline. No one
<v Speaker 1>is really, for the most part, saying you need to
<v Speaker 1>be responsible for keeping those servers up in perpetuity. They
<v Speaker 1>do ask for the option to maybe like run their
<v Speaker 1>own private servers, and there's going to be some debate
<v Speaker 1>back and forth about that. But then like below that
<v Speaker 1>is this idea of, well, give us an option to
<v Speaker 1>continue playing what is possible in the game offline, and
<v Speaker 1>some of these games don't have that. The Crew two
<v Speaker 1>did not have that basically until now. And this feels
<v Speaker 1>like a response to that. It feels like the exact
<v Speaker 1>thing that I think is the kind of thing I
<v Speaker 1>was expecting to happen here where these companies don't want
<v Speaker 1>regulators to come in. They don't want legislators, they don't
<v Speaker 1>want the EU to come in and dictated to them.
<v Speaker 1>So how do you avoid that you self regulate? You
<v Speaker 1>do an ESRB situation, you say, hey, we are going
<v Speaker 1>to have a standard that we promised to meet ourselves,
<v Speaker 1>so that you don't force us to come in and
<v Speaker 1>do more than we want to do or or that
<v Speaker 1>would be financially reasonable. This feels more than financially reasonable.
<v Speaker 1>It feels kind of like the bare minimum. And yet
<v Speaker 1>I'm like, hey, this is a win because this is
<v Speaker 1>not how it was working beforehand. We were differently trending
<v Speaker 1>in the other direction. Do you do you read this
<v Speaker 1>the same way? Is this a situation where it's like, oh,
<v Speaker 1>there's something your self is probably already going to do.
<v Speaker 2>What do you think, Yeah, I redid the same way.
<v Speaker 2>I don't think your self was going to do this anyway. Right,
<v Speaker 2>This is kind of more of a strategic move to
<v Speaker 2>repair trust to have to like backlash from them announcing
<v Speaker 2>they're going to take things offline. So I think this
<v Speaker 2>is a major win for consumer rights, honestly, And it's
<v Speaker 2>not like an all or nothing thing, right, Like right,
<v Speaker 2>A lot in the past publishers would say we just
<v Speaker 2>need to turn everything off. Clearly that's not the case,
<v Speaker 2>and like this is kind of now more of a
<v Speaker 2>case study that like always online games need kind of
<v Speaker 2>more exit strategies for that period going forward.
<v Speaker 3>And you know, like you.
<v Speaker 2>Mentioned, it is more of a controlled concession, right, Like
<v Speaker 2>not everything is available, like you know, the achievement some
<v Speaker 2>of the UGC stuff, but that doesn't matter, like you said,
<v Speaker 2>like most of the like really big fans of a franchise,
<v Speaker 2>they just intuitively understand that they're not gonna be able
<v Speaker 2>to access everything. So just let them access the portion
<v Speaker 2>of the thing that they paid for that is like
<v Speaker 2>doesn't need online. And I think people will be happy, right,
<v Speaker 2>and that is what everybody wants, and you know, to
<v Speaker 2>keep Games online initiative, it's it's so necessary, and yeah,
<v Speaker 2>I think this will hopefully be a new standard going
<v Speaker 2>forward at the bare minimum. But I think the sad
<v Speaker 2>truth is that if companies can get away with just
<v Speaker 2>turning the game off without like having to pay any
<v Speaker 2>maintenance costs or do any work on it, they will
<v Speaker 2>do that, and so it'll probably be necessary for that
<v Speaker 2>to continue to be in backlash and you know, community movements. Otherwise,
<v Speaker 2>publishers will just do the thing that's cheaper for them
<v Speaker 2>and better for their bottom line, which is to just
<v Speaker 2>switch everything.
<v Speaker 3>Off and move on.
<v Speaker 2>So I love this, like this is great for consumers
<v Speaker 2>on the same page as you here. This is good
<v Speaker 2>and it's a very rare win, I would say, for
<v Speaker 2>you besoft in the current climate. So I'd love to
<v Speaker 2>see more of this, but we'll see.
<v Speaker 1>Yeah. I always kind of go back to a point
<v Speaker 1>I made a while ago, and I made a video
<v Speaker 1>about this that look, people say vote with your wallet,
<v Speaker 1>and I think that is mostly a lie. Obviously it
<v Speaker 1>informs decisions, but don't think of it as a vote.
<v Speaker 1>It's never really a vote. It's not democracy, capitalism, it's
<v Speaker 1>not in democracy. If you actually want something to happen,
<v Speaker 1>it's okay to get loud, it's okay to put a
<v Speaker 1>pressure campaign on a company. They would do the same
<v Speaker 1>thing to stop something from happening in legislation that they
<v Speaker 1>don't want. They wouldn't vote with their wallets. What would
<v Speaker 1>that even mean. They go and talk to the policymakers
<v Speaker 1>themselves and pressure them. Or if they do vote with
<v Speaker 1>their wallet, it is giving donating to campaigns or whatever,
<v Speaker 1>so you like, people should feel proud and happy that
<v Speaker 1>this worked. This is a pressure campaign where gamers got loud,
<v Speaker 1>made a lot of noise, scared these companies, and that
<v Speaker 1>gets shit done. There's a lot of times where that's
<v Speaker 1>messy and it just looks like whining online. That also
<v Speaker 1>gets stuff done. A lot of times, it's not always great,
<v Speaker 1>and a lot of a lot of times that's in
<v Speaker 1>bad faith. But this is a situation where it just
<v Speaker 1>all feels like on the up and up, and the
<v Speaker 1>companies were saying things like, oh, this, this could cost
<v Speaker 1>us so much money, and you know this is unreasonable,
<v Speaker 1>and it's like, you know what, they're just the people
<v Speaker 1>saying the stop killing games. People behind that movement are like,
<v Speaker 1>let's just have the conversation. And they're still afraid of
<v Speaker 1>that conversation, but they are spons that now other than
<v Speaker 1>just saying oh, this would be terrible, is offering up
<v Speaker 1>some fig leaves here and there. And I hope this
<v Speaker 1>is a trend that kind of continues. This sort of
<v Speaker 1>backtracking of like, Okay, maybe we went too far with
<v Speaker 1>with just putting a game out and saying one day
<v Speaker 1>we're gonna take it all away from you. Yeah, that
<v Speaker 1>does feel bad. Why would anyone feel good about that?
<v Speaker 1>And maybe we should recognize that. And that's what seems
<v Speaker 1>like has happened here, and I'm happy to say it
<v Speaker 1>to see it. All right, let's let's actually take a
<v Speaker 1>quick break, and then we got plenty of more headlines
<v Speaker 1>to get into. If you want to skip out on these.
<v Speaker 1>We have a premium version of the audio show, premium
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<v Speaker 1>be right back.
<v Speaker 4>Everybody, rub It's okay, just look at it. Okay, it's fine.
<v Speaker 1>Well wait, wait, Dan, what are you doing here? Oh?
<v Speaker 5>Like like existence or what do you mean?
<v Speaker 4>No, Dan, like here a giant bomb covering games? Oh?
<v Speaker 5>Oh what I do for a living? Okay, Well, I'm
<v Speaker 5>here because of Game Informer.
<v Speaker 1>That's right.
<v Speaker 5>Way back in nineteen ninety three, I saw a Game
<v Speaker 5>and Former magazine and subscribed for the first time and
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<v Speaker 1>We're back. It's Game Mess Mornings. Jeff grab Ress Elliott.
<v Speaker 1>Let's get back into the headlines here. Nintendo reportedly increases
<v Speaker 1>switch to production to twenty five million units for year one.
<v Speaker 1>This is from PJ. O'Reilly at Nintendo Life. Nintendo has
<v Speaker 1>apparently requested its global pliers to pump out as many
<v Speaker 1>as twenty five million switch To console units by the
<v Speaker 1>end of March twenty twenty six. Bloomberg excuse me, Bloomberg
<v Speaker 1>reports if the Big inn can manage this, it would
<v Speaker 1>set the company up for meeting the demands of what's
<v Speaker 1>set to be a record breaking first year of sales
<v Speaker 1>for the new console. According to Bloomberg, people familiar with
<v Speaker 1>the matter say that Nintendo has requested a boost in
<v Speaker 1>production in order to maximize potential sales across Christmas as
<v Speaker 1>switch To continues to crush XPS. Analysts were already predicting
<v Speaker 1>it will sell seventeen yeah seventeen point six million devices
<v Speaker 1>by the end of March, so with these production figures,
<v Speaker 1>that figure looks to be comfortably surpassed and to reach
<v Speaker 1>twenty million at least based on shipping estimates from its
<v Speaker 1>assembly partners. Bloomberg Intelligence industry analyst Nathan Nadu says that
<v Speaker 1>this reinforces our view that it's fifteen million unit sales
<v Speaker 1>target is conservative and a guidance upgrade appears imminent. The
<v Speaker 1>console sold five point eight million units in its first
<v Speaker 1>month globally, versus the original switches two point seven million
<v Speaker 1>unit units sold through its launch. You know, we continue
<v Speaker 1>to get updates here or there. Reese, you know, Matt
<v Speaker 1>over at Circanada was like, hey, yeah, the first initial thing,
<v Speaker 1>we were like, okay, that's because there was a ton available.
<v Speaker 1>And then he's like, okay. As we continue to track,
<v Speaker 1>it continues to do better than expected. Even like it's
<v Speaker 1>doing really well. It's not just necessarily about the availability availability,
<v Speaker 1>although that is of course helping. Having these system systems
<v Speaker 1>to sell just helps. But it's tracking head of PS
<v Speaker 1>four still and the next test continues to be the
<v Speaker 1>holiday season and that is still a question mark. But
<v Speaker 1>as far as like the early signs, you know, it's
<v Speaker 1>it's not like people were saying, oh, I'm seeing these
<v Speaker 1>these things on store shelves, that's a sign that it's
<v Speaker 1>not selling. It's like, no, that's a sign that it's
<v Speaker 1>very available, and many of those are still selling very quickly.
<v Speaker 1>I think that twenty five million in the first year
<v Speaker 1>is is kind of a crazy number. It's that is
<v Speaker 1>pretty nuts. Part of me thinks like, are they motivated here,
<v Speaker 1>like extremely motivated just to get it these things built
<v Speaker 1>so they can get them sent out to countries like
<v Speaker 1>America because who knows tariffs they come. They keep rearing
<v Speaker 1>their head back up all the time, new ones all
<v Speaker 1>the time, new ones based on China. He's he gets
<v Speaker 1>mad at China. It's like one hundred percent tariff is
<v Speaker 1>back on the table, and it's like they maybe just
<v Speaker 1>want to act faster because they think he's going to
<v Speaker 1>get bored and come back to tariffs. But maybe maybe
<v Speaker 1>it's not just that. It also just seems like them
<v Speaker 1>and for the switch to is there and they want
<v Speaker 1>to act on that and not sort of hold back
<v Speaker 1>in any way.
<v Speaker 2>What do you think, Yeah, it's both indeed, like you know,
<v Speaker 2>Trump is insane and we don't know what he's going
<v Speaker 2>to do like the next.
<v Speaker 3>Pos minute our Yeah, yeah, you don't know.
<v Speaker 2>So Nintendo wants to ship a ton and then stockpile
<v Speaker 2>of course because of that. But also I know that
<v Speaker 2>like pre orders have been through the roof, like in
<v Speaker 2>Japan's it was very difficult for Nintendo to to kind.
<v Speaker 3>Of match demand there.
<v Speaker 2>Retailers are probably signal in like really aggressive commitments for
<v Speaker 2>like store inventory ahead of the holidays as well, But honestly,
<v Speaker 2>it's really hard to say long term right, like all
<v Speaker 2>the early adopters bought it in these last kind of
<v Speaker 2>well a few months. So as for the casual players,
<v Speaker 2>the families and things like that, I think the holiday
<v Speaker 2>is going to be the real kind of brahma to
<v Speaker 2>the real test. But Nintendo wants to avoid any shortages
<v Speaker 2>as well, right, whether that's tariff based or just demand based. Then,
<v Speaker 2>while scarcety did help, like the original switch the PS five,
<v Speaker 2>it also left billions of dollars like on the table
<v Speaker 2>for like in terms of revenue, So Nintendo would rather
<v Speaker 2>like flood the shelves this holiday season rather than not
<v Speaker 2>have enough. And as well, like I don't know if
<v Speaker 2>this is too much in the weeds of like the
<v Speaker 2>financial stuff, but like this kind of increase as well
<v Speaker 2>helps explain the fifty percent like stock price rise in
<v Speaker 2>the past year as well, Like more often than not,
<v Speaker 2>like institutional investors are kind of pricing Nintendo more as
<v Speaker 2>like a hardware platform than the toy company that actually is,
<v Speaker 2>and they have a lot of this information, so they
<v Speaker 2>kind of go for it as well. Nintendo doesn't want
<v Speaker 2>to wait for the competition as well. Like we know
<v Speaker 2>there's a lot of other handhelds in the works. I
<v Speaker 2>think the big one for Nintendo is PlayStations. That probably
<v Speaker 2>the biggest competition right in the handheld sphere. Steam Deck
<v Speaker 2>PC handhelds aren't as much of a competition for Nintendo.
<v Speaker 2>But if PlayStation is like hey, PS five games are
<v Speaker 2>playable portable as a portable, then Nintendo will be like,
<v Speaker 2>oh shit. So they really just want to get as
<v Speaker 2>much visibility in stores, as much inventory as they can
<v Speaker 2>to just continue this big momentum that they've built with
<v Speaker 2>the early adopters like me and you Jeff, who will
<v Speaker 2>you know, bought this thing on day one and you know,
<v Speaker 2>wanted to play Donkey.
<v Speaker 3>Kong, etc.
<v Speaker 2>But the jury is still out on the you know,
<v Speaker 2>non core game of buyers. So Nintendo is just really
<v Speaker 2>trying to you know, make sure that everything goes as
<v Speaker 2>well as possible into the holiday season and beyond. So
<v Speaker 2>this is none of this is a surprise to me,
<v Speaker 2>and I'll be definitely watching eagerly this whole day they
<v Speaker 2>see how many they should they actually sell to the more.
<v Speaker 1>Casual Yeah, I'm I'm, I'm yeah exactly, I'm. When I
<v Speaker 1>look at this right now, it's say, okay, this is
<v Speaker 1>all of the numbers we're getting are from before Pokemon
<v Speaker 1>came out, and this new Pokemon is doing pretty well
<v Speaker 1>in terms of it's doing better than Scarlet and Violet.
<v Speaker 1>In terms of its critical reception, people seem mostly happy
<v Speaker 1>with it. It's not revolutionizing too much. There's some stuff
<v Speaker 1>that's definitely going to be interesting to people who are
<v Speaker 1>Pokemon supermans, and there's a lot of those people. So
<v Speaker 1>it's like, if this game is like, okay, a big
<v Speaker 1>pop right now, that's something that can easily carry it
<v Speaker 1>through the holidays. Pokemon will be the kind of thing
<v Speaker 1>that families get a switch to to play. Is you know,
<v Speaker 1>the price going to be a burrier there. Absolutely, it's
<v Speaker 1>going to be the kind of thing where families go, well,
<v Speaker 1>we already have Switch one, this game works on Switch one,
<v Speaker 1>so we'll just get the game. But some people are
<v Speaker 1>going to be like, well, you know, I'm looking for
<v Speaker 1>a big gift for my kids. They want Pokemon. I'll
<v Speaker 1>get switched to so they can have the best version there.
<v Speaker 1>That will also happen, and I bet Nintendo will emphasize
<v Speaker 1>that and it's marketing here pretty soon as they do
<v Speaker 1>get closer to the holidays, and then it just does
<v Speaker 1>seem like for the most part, people are happy to
<v Speaker 1>get the switch to for Mario Kart four, Donkey Kong four, Pokemon,
<v Speaker 1>and then with the promise that Animal Crossing certainly will
<v Speaker 1>be coming soon and Smash Brothers, some sort of update
<v Speaker 1>will come for that, you know, one form or another
<v Speaker 1>in the next handful of years. I think people are like, no,
<v Speaker 1>we understand the promise of Nintendo at this point, and
<v Speaker 1>so we're happy to get play some games now and
<v Speaker 1>then have the system when those things arrive. So I
<v Speaker 1>think they're in a good place to continue to thrive.
<v Speaker 1>In twenty five million in the first year again just
<v Speaker 1>to kind of a pretty nutsoe number would put it
<v Speaker 1>far ahead of just about anything else through the first year. Yeah, well,
<v Speaker 1>I mean it's already ahead of the PS four, which
<v Speaker 1>is the fastest selling at least in the United States. Again,
<v Speaker 1>this is cir Cana numbers. Yeah, that is going to
<v Speaker 1>be something where it's like if they can really get
<v Speaker 1>a head start now when something like that PlayStation handle
<v Speaker 1>comes along, it's like, even if that's a success, I mean,
<v Speaker 1>what does a success mean for a device like that,
<v Speaker 1>like thirty million. It's like the switch to could be
<v Speaker 1>there by the middle of next year easily, so we'll see.
<v Speaker 6>All right, we're gonna I think the go ahead please
<v Speaker 6>yeah sor I was just gonna say the big one
<v Speaker 6>as well, is the mainline Pokemon right if again freaking
<v Speaker 6>Nintendo make that switch to only you know, that's gonna
<v Speaker 6>go crazy like that and like mentioned Animal Crossing, but
<v Speaker 6>I think Pokemon is going to be the one, right, Like,
<v Speaker 6>that's going to be insane, tens of millions of new
<v Speaker 6>switches for that, yep.
<v Speaker 1>And you know, based on those those recent leaks, the
<v Speaker 1>hack whatever, the reporting right now says that that next
<v Speaker 1>Pokemon game will be exclusive to switch to, which I
<v Speaker 1>was a little surprised about because the Pokemon Company game freak,
<v Speaker 1>they tend to support the last hardware for a little
<v Speaker 1>bit longer than just about a lot of other developers,
<v Speaker 1>especially for big Nintendo games. But they also struggled with
<v Speaker 1>Scarlet and Violet, so maybe they're ready to move on
<v Speaker 1>from that hardware so they can have a little bit
<v Speaker 1>more overhead there and get a game out that people
<v Speaker 1>will enjoy visually as well as playing. All right, here,
<v Speaker 1>let's see, the Pokemon Company is apparently putting the legal
<v Speaker 1>SmackDown on leaks. This is from Kenneth Shepherd at Kotaku.
<v Speaker 1>We don't have to go over all the details here,
<v Speaker 1>but there was that leak central leaks was out there,
<v Speaker 1>a bunch of like Pokemon centralized leak accounts. We're covering
<v Speaker 1>this stuff, and they're starting to hit with dmcas, which
<v Speaker 1>is I think Nintendo being like, we're going to go
<v Speaker 1>this route with our reaction here, as opposed to what
<v Speaker 1>the hackers seem to be suggesting, which is pay us
<v Speaker 1>some money and we'll give you, we'll hand the data
<v Speaker 1>back over to you. And there's just no way Nintendo's
<v Speaker 1>going to pay the ransom on that stuff, especially, and
<v Speaker 1>their response here was it doesn't really have any too
<v Speaker 1>much business information. It certainly doesn't have customer information, which
<v Speaker 1>is the kind of thing that might motivate these companies
<v Speaker 1>very rarely to act in a way that's like, Okay,
<v Speaker 1>I guess we got to do something about this. Maybe
<v Speaker 1>we do pay, although that usually also doesn't happen, and again,
<v Speaker 1>I don't think Nintendo would do that. So we didn't
<v Speaker 1>include any of this information on our show for a reason,
<v Speaker 1>or none of the visuals, none of the first hand
<v Speaker 1>of stuff or did it, of course, But I was
<v Speaker 1>not like, hey, let's show these images or show any
<v Speaker 1>of the things that were leaked, because it's like, yeah,
<v Speaker 1>Nintendo's gonna DMCA this. They're gonna say that's their intellectual
<v Speaker 1>property and come after it. Not too surprising. But also
<v Speaker 1>it's like, I these things don't hurt these companies all
<v Speaker 1>that much, although I'm sure it causes chaos internally where
<v Speaker 1>it's like, Okay, how did this happen? And we do
<v Speaker 1>try to keep these things secret for a reason, But
<v Speaker 1>I don't think this is going to hurt Nintendo's share price, right, Yeah.
<v Speaker 3>Not at all.
<v Speaker 2>It just means Nintendo of America has a bit more
<v Speaker 2>work than usual. The core teams will just keep doing
<v Speaker 2>that thing.
<v Speaker 3>I think.
<v Speaker 2>Yeah, it's just one of those things, right, Like it's
<v Speaker 2>just a leak. Have no kind of sensitive information came out,
<v Speaker 2>So yeah, I think this will be the last we
<v Speaker 2>hear of this, I imagine, yep.
<v Speaker 1>Yeah, And Michael r Olerian chatpoint, So yeah, it just
<v Speaker 1>makes the smaller employees jobs harder. The people that at
<v Speaker 1>the bottom of the rung probably have to deal with
<v Speaker 1>a lot of the fallout here. And yeah, and Nintendo
<v Speaker 1>will only do so much about that, all right. Continuing
<v Speaker 1>on Silent Hill to remake, shipments and digital sales top
<v Speaker 1>two point five million. This is from sal Ramano at Gamatsu.
<v Speaker 1>Total shipments and digital sales for the remake of survival
<v Speaker 1>horror games Silent Hill two I have surpassed two point
<v Speaker 1>five million units worldwide. Publisher Konami and developer Bluebird Team
<v Speaker 1>announced the Silent Hill series itself as sebast ten million
<v Speaker 1>units ship that's so it means that game is a
<v Speaker 1>quarter of that number. The news comes via Economi News
<v Speaker 1>video report about Silent Hill f which mentions the shipment
<v Speaker 1>numbers early in the video. Silent Hill two launched for
<v Speaker 1>PlayStation five and PC via Steam on October eighth. That
<v Speaker 1>game starts to come at other platforms, could come to
<v Speaker 1>switch to you know, there's rumors of that happening. Probably
<v Speaker 1>will do very well on that platform as well. Reese,
<v Speaker 1>I mean, you're a number guy. Can you pay attention
<v Speaker 1>to these things? Two point five million? My guess would
<v Speaker 1>be that that is very good for Silent Hill. I
<v Speaker 1>think just based on the information we have here, we
<v Speaker 1>know it's very good. Let me get your take, like
<v Speaker 1>this is you know, we can compare it to rasin Evil,
<v Speaker 1>but that's like another thing that's in another realm for
<v Speaker 1>successful video games. Right, should we just kind of look
<v Speaker 1>at look at this in a silo and judge it.
<v Speaker 1>What do you think?
<v Speaker 3>Yeah, this is great, This is profitable.
<v Speaker 2>This is why Kanami kind of moved away from its
<v Speaker 2>you know, Pachenko bullshit back in retaining on their investment.
<v Speaker 2>It's strengthening the IP. It's another thing as well. You know,
<v Speaker 2>this was blueber Team, right, like, it proves that they
<v Speaker 2>can deliver commercially, even if you know, some of their
<v Speaker 2>things in the past have been a bit more critically mixed.
<v Speaker 2>This one did really well and it just really matters,
<v Speaker 2>like in terms of Kanami for their returning investment and
<v Speaker 2>for Blueba for the kind of I guess commercial viability
<v Speaker 2>if you want to put it like that. So yeah,
<v Speaker 2>I think this of course, like you said, it's a
<v Speaker 2>lot lower than the Resident Evil numbers. It's a different franchise,
<v Speaker 2>but this is still great and it's a really good
<v Speaker 2>kind of off ramp into what's next for the franchise,
<v Speaker 2>and Silent til F is also doing really well, like
<v Speaker 2>as per our estimates. So yeah, if like this, they
<v Speaker 2>can keep nurturing this franchise and keep like doing smart
<v Speaker 2>things with the Kasalondill f was like I would never
<v Speaker 2>have expected five years ago, for example, for Kanami to
<v Speaker 2>have like, you know, green.
<v Speaker 3>Lit something like that.
<v Speaker 2>It's it's great and it's you know, a sign of
<v Speaker 2>what's left to come, you know, like two point five
<v Speaker 2>million isn't like huge by any means, but it's big
<v Speaker 2>relative to the budget. It's a commercial success. Fans are happy,
<v Speaker 2>they've acquired new fans to like, I've seen the data
<v Speaker 2>and there are so many people who've never played a
<v Speaker 2>Salent Hill game before who have discovered the franchise via this,
<v Speaker 2>loved it, and now they're from fans. So I think, yeah,
<v Speaker 2>this is a great result. I don't think Konomy could
<v Speaker 2>have expected anything better than this. And you love to
<v Speaker 2>see because it's a fucking great game as well.
<v Speaker 1>Yeah it's And you know, by your numbers, I think
<v Speaker 1>that the Silent Hill f is selling faster than Silent
<v Speaker 1>Hill two. It's doing better so far, at least as
<v Speaker 1>far as we know. And it's like that happens because yeah,
<v Speaker 1>Silent Hill two comes out, gets a lot of attention,
<v Speaker 1>and then the next time, there's even more focus on
<v Speaker 1>the game, and then that will send people back to
<v Speaker 1>Silent Hill two, especially if it launches on other platforms,
<v Speaker 1>which it's likely to do. So Yeah, this this feels
<v Speaker 1>like the whole thing working. Let me ask you USAU
<v Speaker 1>linked to the papst in chat asking this, and I'm
<v Speaker 1>curious as well, do you have an idea off the
<v Speaker 1>top of your head of how Delta is doing metal
<v Speaker 1>Gear Solid Delta because we did hear Konami previously credit
<v Speaker 1>the metal Gear Solid Volume one collection with one of
<v Speaker 1>the reasons that it had a very good quarter a
<v Speaker 1>few quarters back. They're like, yes, hey, we're doing really
<v Speaker 1>well and metal Gears is We're going to give the
<v Speaker 1>credit to metal Gear a big part of it. Least
<v Speaker 1>has that continued with Delta as far as you can tell.
<v Speaker 2>So it's not been as big of a success as
<v Speaker 2>Konami wanted it to be, and I think part of
<v Speaker 2>the reason for that is the very high price, the
<v Speaker 2>fact that it's more of a visual upgrade rather than
<v Speaker 2>you know, from the ground up like Resident Eval four
<v Speaker 2>Selend Little two Remix style kind of upgrade. It's more
<v Speaker 2>of a this is the exact same game you played
<v Speaker 2>twenty years ago, but with a fresh lick of paint,
<v Speaker 2>so it's not been as revolutionary, for example, as Silent
<v Speaker 2>Hill too. And also the fact that it's so close
<v Speaker 2>to the original means that a lot of people had
<v Speaker 2>their fill in the MGS Collection Volume one right, because
<v Speaker 2>this is for super fans and they've they've just played
<v Speaker 2>through that again. So that was actually to the detriment,
<v Speaker 2>as was the price right. Like me personally, I love
<v Speaker 2>mel Geal. It's one of my favorite franchises as a kid.
<v Speaker 2>But I played it again at MGS three, that is
<v Speaker 2>when I played the collection, So I looked at the price,
<v Speaker 2>I looked at what else is in the market, and
<v Speaker 2>I was like, you know what, this is one that
<v Speaker 2>I'm going to wait for to go down a bit
<v Speaker 2>cheaper because I know what that game is.
<v Speaker 3>I've played it like ten times. I love it.
<v Speaker 2>When I'm ready to go back to it, like that
<v Speaker 2>version is there, but you know it's not one that
<v Speaker 2>you've run out to play day one.
<v Speaker 3>Really.
<v Speaker 2>It's different to the Blue Point remix of like Demon Souls,
<v Speaker 2>for example, because Demon Souls was stranded on PS three
<v Speaker 2>there was no other way to play it. They didn't
<v Speaker 2>just bring out a collection of from games like a
<v Speaker 2>couple of years before. So it's yeah, it's a bit
<v Speaker 2>of a unique situation. It's still doing well, and it's
<v Speaker 2>still kind of put in mel Gear on the right
<v Speaker 2>track for Konami after what they did with Survive or
<v Speaker 2>whatever it was all those years ago. But they definitely
<v Speaker 2>could have performed better.
<v Speaker 3>I'll say that.
<v Speaker 1>Okay, Yeah, I think that's probably the brect breakdown, that
<v Speaker 1>it's very familiar and people have had their fill. I
<v Speaker 1>think that's that sounds like what has happened, because that's
<v Speaker 1>that was the a lot of the reviews. It's what
<v Speaker 1>Dan was saying when we when I talked to him
<v Speaker 1>during the quick look and things like that, he was
<v Speaker 1>enjoying it and he played through it, but he was
<v Speaker 1>you know, part of them was like, yeah, it's hard
<v Speaker 1>to go and say, hey, everyone should definitely pop right
<v Speaker 1>back on this because you might have already just played it,
<v Speaker 1>or if you've played it ten times because the original game, Yeah,
<v Speaker 1>it's going to be difficult to recommend. All right, let's
<v Speaker 1>continue here Battlefield six. We'll assume that players earn XP
<v Speaker 1>faster and unlock attachments quicker. This this game is doing
<v Speaker 1>very well, and I think they're trying to make sure
<v Speaker 1>that they navigate these early days as as definitely as
<v Speaker 1>they can. Chris going of VAHD breaks it down here,
<v Speaker 1>But really it's like this is a response to people saying, hey,
<v Speaker 1>the grind for XP in this game does feel a
<v Speaker 1>little bit slow, feels you know, dour, Like, hey, I
<v Speaker 1>don't feel like I'm getting the rewards as quick as
<v Speaker 1>I should be. So them kind of going from like
<v Speaker 1>huge strength of people being very excited about this game
<v Speaker 1>and then immediately responding feels like, Okay, yeah, we want
<v Speaker 1>to make sure that we keep people feeling very good
<v Speaker 1>about this. How do you think that they're going to
<v Speaker 1>be able to navigate that? Do you think they're gonna
<v Speaker 1>be able to pull it off as they try to
<v Speaker 1>go into like the free to play batter rayal mode
<v Speaker 1>that could becoming any moment.
<v Speaker 3>Yeah, yeah, absolutely.
<v Speaker 2>Like context is the you know, Battlefield six is the
<v Speaker 2>biggest franchise launch in their history.
<v Speaker 3>We have it a eight million plus copy sold right.
<v Speaker 2>Now, and they know they can't fuck this up, right,
<v Speaker 2>They can't like double down on the you know, design
<v Speaker 2>vision or whatever. They need to listen to the community
<v Speaker 2>and that's exactly what they're doing.
<v Speaker 3>You know.
<v Speaker 2>EA can't be stubborn with this, you know, like they can't.
<v Speaker 2>They need to say, were we hear you, You're right,
<v Speaker 2>we'll fix it, And that's the right approach. Like I've
<v Speaker 2>always been a really big advocate of like community first development,
<v Speaker 2>especially in live ops. It's something my clients are like
<v Speaker 2>absolutely sick of hearing. But it's so necessary for Battlefield six, right,
<v Speaker 2>Like there are a lot of retention threats kind of looming,
<v Speaker 2>like Valves Deadlock for example. Actually looking at the data now, yeah,
<v Speaker 2>our graders as well, but Deadlock has actually already been
<v Speaker 2>played on Steam by a quarter of Battlefield six as players,
<v Speaker 2>so it's already on their radar. Yeah, like you said,
<v Speaker 2>our graders talk of you know, black op six is
<v Speaker 2>around the corner. So EA has had this like really
<v Speaker 2>strong start and it does not want to lose momentum.
<v Speaker 2>So I think this is kind of necessary, right, And
<v Speaker 2>like you said, there's the battle Royal happening, there's also
<v Speaker 2>Battlefield Portal. They're like user generated content thing, so they
<v Speaker 2>just really need to, you know, keep it coming, listen
<v Speaker 2>to the community, keep building this platform that is launched
<v Speaker 2>so well, I think, yeah, they're doing the right thing
<v Speaker 2>with this.
<v Speaker 1>An ARC Creator's test launched this morning, and I think
<v Speaker 1>it just went live basically like an hour and a
<v Speaker 1>half ago, somewhere around there, maybe maybe a little bit
<v Speaker 1>longer ago. It's got ninety thousand concurrence right now. It's
<v Speaker 1>growing on Steam. You know. Of course, Battlefield six, a
<v Speaker 1>premium title, has three hundred and seventy five thousand concurrence
<v Speaker 1>right now, with a peak of four hundred and twenty.
<v Speaker 1>There's a lot of people playing that game. That is
<v Speaker 1>an extremely successful game. But you're right, the like retaining
<v Speaker 1>that engagement is something that is on their minds, and
<v Speaker 1>I do think they're aware. They are definitely aware of
<v Speaker 1>ARC Raders. That's former DICE people, that's you know, that's
<v Speaker 1>one of the former leaders of Dice. One of the
<v Speaker 1>former leaders of EA went and started his own thing,
<v Speaker 1>and this game has been on the radar probably for
<v Speaker 1>a very long time. They probably have a lot of
<v Speaker 1>friends that work at that studio. So yeah, ARC Raiders
<v Speaker 1>coming along and planning. It's gonna lotch It's like this
<v Speaker 1>test is going to pop off and then I think
<v Speaker 1>it launches in Earnest in like a week or something
<v Speaker 1>like that. So that's right in line with when that
<v Speaker 1>Battle Royale could launch for Battlefield. So they're going to
<v Speaker 1>try to make sure that everyone's feeling very good about
<v Speaker 1>that game as they go through their content plan here,
<v Speaker 1>and I you know, you kind of like they're playing
<v Speaker 1>it as best as they possibly can, and then somebody's
<v Speaker 1>going to be out of their control if arc Raiders
<v Speaker 1>or something else pops off, and you know, maybe some
<v Speaker 1>somehow called Duty Black Ops seven really does bounce back
<v Speaker 1>in a strong way and people get super excited about that.
<v Speaker 1>It seems unlikely in this moment. They're they're going to
<v Speaker 1>try to do their best to avoid those pitfalls, and
<v Speaker 1>seems like they're going to be able to pull it
<v Speaker 1>off for the most part. Speaking of Call of Duty,
<v Speaker 1>Glenn Schofield Glenn Scofield one of the former directors of
<v Speaker 1>the series. He was definitely a huge part of Sledgehammer,
<v Speaker 1>you know, is no longer there. He went and started
<v Speaker 1>a studio that was working under crafton they made the
<v Speaker 1>Calisto Protocol. He's no longer there either. He's been out
<v Speaker 1>there kind of doing the rounds, talking in some places,
<v Speaker 1>doing a talk in publicly and stuff. Like that. He
<v Speaker 1>was asked about Call of Duty and how he's like
<v Speaker 1>if he's worried about its future under Microsoft, and he
<v Speaker 1>says absolutely. He says he's immensely worried. And he points
<v Speaker 1>to Hey, like it feels like Gears of War has
<v Speaker 1>fallen off. They've not been able to steward that franchise. Hey,
<v Speaker 1>where's Halo? They've definitely sort of fumbled that franchise. And
<v Speaker 1>I think he is probably onto something for the most part,
<v Speaker 1>where it's like if Microsoft were to sort of get
<v Speaker 1>more directly involved and whatever that means, because it seems
<v Speaker 1>like them getting directly involved also means hands off and
<v Speaker 1>just like, hey, you guys figure it out and then
<v Speaker 1>come back to us when you have a good games,
<v Speaker 1>and then they get mad when the game doesn't work.
<v Speaker 1>If that could happen to Call of Duty. Although there's
<v Speaker 1>so much institutionalized like knowledge and information under the activision
<v Speaker 1>banner that is probably sort of insulated from that to
<v Speaker 1>a certain degree, but probably not indefinitely. So what do
<v Speaker 1>you think. Do you think he's onto something here?
<v Speaker 2>I mean, yeah, he is, But like a lot of
<v Speaker 2>the things he was saying in the interview made me
<v Speaker 2>like cringe so hot, like I had very big like
<v Speaker 2>Dave Stane lives, Yeah, exactly, but he really felt like
<v Speaker 2>that ex band member who's like the music hasn't been
<v Speaker 2>the same since I left kind of thing. You know,
<v Speaker 2>like he almost said it, like not verbatim, but he's
<v Speaker 2>basically saying Call of Duty under sledge Hammer was better
<v Speaker 2>when he was in charge, and like, yeah, wow, I know, right,
<v Speaker 2>but like I would say that, you know, sledge Hammer
<v Speaker 2>made those that first card game, Modern Warfare three, it
<v Speaker 2>made that like before the Diminishing returned set in right
<v Speaker 2>when they could take a lot of cues from what
<v Speaker 2>Infinity would and what Treyarch were doing, and I could
<v Speaker 2>just kind of like it a rate on it. But
<v Speaker 2>then like he kind of co directed Advanced Warfare and
<v Speaker 2>World War Two, which weren't seen at that positively at launch,
<v Speaker 2>and as well, the Treyarch games are still great.
<v Speaker 3>You know.
<v Speaker 2>Last year's Black Ops game had all the like awesome
<v Speaker 2>open world levels and things like that, almost like not
<v Speaker 2>hit Man esque, but you know, same.
<v Speaker 3>Kind of cloth.
<v Speaker 2>And I mean I shouldn't say this, but like don't
<v Speaker 2>throw stones, you know, from glasshouses, like Callisto Protocol had
<v Speaker 2>a death budget of like one hundred and sixty million, right, Jeff,
<v Speaker 2>like three years dev time, but that played like an
<v Speaker 2>Xbox three sixty game. It looked stunning, like it looked
<v Speaker 2>just insane at the time, but it played like an
<v Speaker 2>old game. It underperformed commercially, had mixed reviews. So like
<v Speaker 2>to hear him kind of standing on this soap box
<v Speaker 2>and kind of almost declaring himself as this like guardian
<v Speaker 2>of franchise integrity at Sledgehammer's cove of duty, it just
<v Speaker 2>was cringe right.
<v Speaker 1>It's rough. Yeah, I mean you're at like him, like
<v Speaker 1>the quote. It is just here. I hate doing this.
<v Speaker 1>But since I left Sledgehammer, none of the have been
<v Speaker 1>very good. I mean the last one, Modern Warfare three,
<v Speaker 1>was a fifty. They still sell well, you know that
<v Speaker 1>happens you move. I always wonder why did you take
<v Speaker 1>that guy out? It's not going to work later and
<v Speaker 1>very few times does that work. They just aren't. They
<v Speaker 1>just aren't as good. They aren't the same tracks still
<v Speaker 1>are really good. But you know, I feel like I
<v Speaker 1>got lucky. I feel like I was at the heyday
<v Speaker 1>of EA during my time, and I was talking about
<v Speaker 1>I guess his Dead Space games and then when I
<v Speaker 1>got the activision, I made Modern Warfare three the original.
<v Speaker 1>As a matter of fact, Modern Warfare three was the
<v Speaker 1>last Call of Duty to win action game of the year.
<v Speaker 1>Oh no, don't bring up game Awards stuff, and my
<v Speaker 1>other two games were nominated for it, but now you
<v Speaker 1>know you don't see them. Oh Glenn, Yeah, this is
<v Speaker 1>you can't take all the credit like this. You sound insane.
<v Speaker 1>It's it's rough. I think that he definitely feels a
<v Speaker 1>little bit lost, like his way of making games is
<v Speaker 1>not in vogue with the people who have money right now,
<v Speaker 1>and this feels like someone who is trying to overstate
<v Speaker 1>their value so that they can maybe get back on
<v Speaker 1>board and make something somewhere. He does, like, I think,
<v Speaker 1>make an appeal to EA to let him go make
<v Speaker 1>Dead Space four, which I don't think is gonna happen.
<v Speaker 1>But yeah, I think his immense worry about Call of
<v Speaker 1>Duty under Microsoft had a nugget of truth to it,
<v Speaker 1>and then there was a lot of fluff and chest
<v Speaker 1>puffing here. That is a little bit unseemly, but hey,
<v Speaker 1>I guess that that seems like also the kind of
<v Speaker 1>guy that would be in charge of a Call of
<v Speaker 1>Duty game so what are you gonna do? All right,
<v Speaker 1>let's let's get these last couple of stories here pretty quickly.
<v Speaker 1>Former Assassin's Cree boss says he did not leave Mark
<v Speaker 1>Alexis Kote. I'm gonna say. Kote basically said that he
<v Speaker 1>was offered a position at that new studio under ten
<v Speaker 1>Cent and Ubi stuff that's going to focus on those
<v Speaker 1>three franchises, Far Cry, Assassin's Creed, and Rainbow Six. And
<v Speaker 1>he's like, well, no, I'm gonna keep doing my job
<v Speaker 1>the one I have right now. Thank you, but no,
<v Speaker 1>thank you. And he kept doing that and they're like, well,
<v Speaker 1>now we don't want you anymore, so go ahead, you are.
<v Speaker 1>You can hear some retirement papers to sign. I you know,
<v Speaker 1>I it's Ubisoft seems like a mess This sounds a
<v Speaker 1>little bit messy still, but I think it also just says, hey,
<v Speaker 1>if you are not helping with that new initiative, there's
<v Speaker 1>probably actually not a place for Ubisoft, because the there's
<v Speaker 1>probably not much of a Ubisoft outside of that new initiative,
<v Speaker 1>at least not with a lot of money to do
<v Speaker 1>anything that he would have done previously. What do you think?
<v Speaker 2>Yeah, I largely agree with that, and like it's very
<v Speaker 2>much this decision is very much in enlightened with you
<v Speaker 2>know what Ubisoft has been doing lately. You know, Step
<v Speaker 2>one is bail out the company with ten cent money.
<v Speaker 2>Step two it's like hand control of its like flagship
<v Speaker 2>franchises to Vantage Studios whatever that is. And then they
<v Speaker 2>put Eves's son and cousin in charge of that and
<v Speaker 2>then tell the twenty. Yeah always a great sign, right Jeff.
<v Speaker 2>And then they tell the twenty franchise to it. That's Mac.
<v Speaker 2>He goes by Mac likes he's a cool dude. I
<v Speaker 2>went to one of his bath Too master classes because
<v Speaker 2>I'm British and we're all invited, of course, and like
<v Speaker 2>he really is a visionary's he's yeah, of course he's
<v Speaker 2>great at what he does. Then they just told him like,
<v Speaker 2>oh yeah, you're moving to like special projects, and of
<v Speaker 2>course he's like no, Like it really does suck. It
<v Speaker 2>really does suck. It's I don't know, I'm trying to
<v Speaker 2>like buy my tongue a little bit, but I'm not
<v Speaker 2>very good at that.
<v Speaker 3>But like it is a warningsign.
<v Speaker 2>Like you know, like Mac was one of those leaders
<v Speaker 2>that like really gave a shit, and they've replaced him
<v Speaker 2>with someone who like built an NFT studio and an
<v Speaker 2>intro for a mobile game that blamed Black Lives Matter
<v Speaker 2>for like protesters and you know, global unrest.
<v Speaker 3>And now they've put.
<v Speaker 2>Him who is the ex CEOs son in charge and
<v Speaker 2>kind of kicked this visionary guy who's so smart, so talented,
<v Speaker 2>understands how the industry works, have kicked him out in
<v Speaker 2>leeu of eves his son. It's disgusting and it's one
<v Speaker 2>of the things that's wrong with this industry that like
<v Speaker 2>rump and nepotism, Like I hate it. Like this is
<v Speaker 2>me as a consumer, as a fan of games in
<v Speaker 2>the games industry, not as an analyst style in you
<v Speaker 2>like from me for Sally it it fucking sucks.
<v Speaker 1>I hate the amount of effort, the amount of maneuvering
<v Speaker 1>and scheming that that family had to do to stay
<v Speaker 1>in charge of that company that they messed up is insane.
<v Speaker 1>Makes me want to pull my hair out. Uh and
<v Speaker 1>and you know, yeah, it drives me crazy. I also
<v Speaker 1>hate it. At a certain point, the responsibility must be taken.
<v Speaker 1>You can't just continue to find new ways to to
<v Speaker 1>flood money into the company from other sources so that
<v Speaker 1>you can break off pieces and stay in charge of that.
<v Speaker 1>It's it looks weird because it is weird, and it's
<v Speaker 1>gonna be bad for that company long term. Obviously, it's
<v Speaker 1>been bad for the company in the short term and
<v Speaker 1>in the recent past and in the mid term past,
<v Speaker 1>and they feel lost because it's all about protecting that
<v Speaker 1>family and definitely not like about making games, and certainly
<v Speaker 1>not about protecting anyone who works there. So yeah, I
<v Speaker 1>think you yourself will occasionally luck into a game that
<v Speaker 1>is decent, and that's going to be all because they
<v Speaker 1>have so many long term employees who have so much
<v Speaker 1>knowledge and so much and they've put so much work
<v Speaker 1>into perfecting their craft that will be hard to shake.
<v Speaker 1>There's gonna be games that come out of Ubisoft that
<v Speaker 1>are still decent. It will not be because of anything
<v Speaker 1>the Gemo family's done. Last thing I was going to
<v Speaker 1>say that Arc Radors having a free to play weekend,
<v Speaker 1>I'll just remind everyone that's going to be going here.
<v Speaker 1>Let's see here the slam test from October seventeenth through
<v Speaker 1>the nineteenth, so all through this weekend, and then the
<v Speaker 1>game is going to launch in earnest on October thirtieth.
<v Speaker 1>I think it's what this is saying here, So there
<v Speaker 1>you go. I'm gonna try this game out. It looks
<v Speaker 1>really cool. I think it has a really cool sci
<v Speaker 1>fi style that I'm into. I also wanted to quick
<v Speaker 1>quickly say, hey, there's some reviews that popped off that
<v Speaker 1>I saw someone in chat post here. Vampire the Mass
<v Speaker 1>Grade blood Lines two has a sixty six on Open Critic.
<v Speaker 1>Let's see you. Jessica Cogswell over a game spot shouts
<v Speaker 1>out to jess miss you. Although Vampire the Mass Garade
<v Speaker 1>blood Lines two isn't particularly ambitious or polished, it makes
<v Speaker 1>up for its faults within throwing gameplay, gorgeous environments, a
<v Speaker 1>good story, and even better characters. Got to say, that
<v Speaker 1>makes it sound like the exact kind of seven out
<v Speaker 1>of ten that I'm okay with. I hope that that
<v Speaker 1>is where a lot of people actually end up on this,
<v Speaker 1>where it's like, not a great game, has a lot
<v Speaker 1>of flaws, but there's some stuff here that's like, when
<v Speaker 1>you dig in, you're gonna find some value. The game
<v Speaker 1>rant Nick Rodriguez gave it a seven out of ten.
<v Speaker 1>Vampire the Mass Grade Bloodline two picks up from where
<v Speaker 1>its predecessor left off. But does it live up to
<v Speaker 1>the legacy of the Calt Classic And it kind of
<v Speaker 1>a mixed answer there. And then let's see here we
<v Speaker 1>have one more from Push Square Robert Ramsey four out
<v Speaker 1>of ten. Vampire the Mass Grade blood Lines two is
<v Speaker 1>a is a shambles. Its best qualities are always short lived,
<v Speaker 1>buried deep beneath the frustrations of non existent RPG elements,
<v Speaker 1>extreme padding, and diabolical technical issues Beyond the promise of
<v Speaker 1>its opening hours. This is a tragic misfire of a game.
<v Speaker 1>And of course this is a game that had development
<v Speaker 1>hell it's switched developers, supposed to come out years and
<v Speaker 1>years ago. I'm more shocked than anything else that it
<v Speaker 1>actually released to me. That's the weirdest thing about this game.
<v Speaker 1>And then keeper reviews went live. Finally it's got an
<v Speaker 1>eighty three on Open Critic, although when I read these
<v Speaker 1>reviews it sounds a lot about how I feel about
<v Speaker 1>the game. Let me see if I can find the
<v Speaker 1>one where it's Let's see Psychoonat's Studios. Double Find returns
<v Speaker 1>with a surprising, shape shifting adventure of captivating wonder and beauty.
<v Speaker 1>That's Matt Wales at Eurogamer, who gave it a five
<v Speaker 1>out of five. A lot of these reviews will say
<v Speaker 1>things like it's beautiful, it has great music, there's a
<v Speaker 1>wordless story that is very well done, and then anytime
<v Speaker 1>someone talks about the gameplay, let's see here. Cameron Swan
<v Speaker 1>from Game Brand, who gave it a six out of ten,
<v Speaker 1>says it might be the most bland entry in Double
<v Speaker 1>Finds catalog. Yet in terms of gameplay, someone else said
<v Speaker 1>the puzzle yes, Ethan Krieger at Dual Shockers eight point
<v Speaker 1>five out of ten. The puzzles are dead easy, and
<v Speaker 1>there are some camera slash control performance hiccups at times,
<v Speaker 1>but it's still a title that truly takes you places
<v Speaker 1>that will amaze you by the end if you're willing
<v Speaker 1>to stick with it. I've been playing it. I tend
<v Speaker 1>to think that the puzzles are so kind of debt
<v Speaker 1>brain dead that it's hard for me to get engaged
<v Speaker 1>in the game, even if I do think moving the
<v Speaker 1>lighthouse around, and this is the game where he plays
<v Speaker 1>a lighthouse everybody, I guess I should explain that moving
<v Speaker 1>that around feels cool and the world definitely is is gorgeous,
<v Speaker 1>but it's like it reminds me a lot of that
<v Speaker 1>Hurdling game where it's about moving through the world, and
<v Speaker 1>Hurdling had more going on for me, and I think
<v Speaker 1>I would prefer that over this personally. But I'm glad
<v Speaker 1>to see it's doing all right with others. All right,
<v Speaker 1>that means it is time for the bomb twelve. What's
<v Speaker 1>number one? It seems like one of these games has
<v Speaker 1>picked up a lot of steam in the last week
<v Speaker 1>and continues to be something a lot of people are playing,
<v Speaker 1>so let's go through it. Number twelve is Megabonk. Number
<v Speaker 1>eleven is Jansill. We still don't have audio on this scene, okay.
<v Speaker 1>Number twelve is Megabonk. Number eleven is Trails in the
<v Speaker 1>Sky First Chapter. Number ten is Digimon story Time Stranger
<v Speaker 1>number nine, Final Fantasy Tactics, The Evilees Chronicles. Number eight
<v Speaker 1>is Absolute number seven, Silent Hill f number six is
<v Speaker 1>Ballpit number five, Hollow Nights, Silk Song number four, Pokemon
<v Speaker 1>Legends z A. Number three is Battlefield six, number two
<v Speaker 1>Haighties two, and the new number one is Ghost of Yota.
<v Speaker 1>So that was on the chart two weeks ago when
<v Speaker 1>it had like one day and then it popped up
<v Speaker 1>to number two last week when it had a full
<v Speaker 1>week of people playing the game. But now it's like
<v Speaker 1>even more people are hopping on there. I think the
<v Speaker 1>word of mouth on that game is just going to
<v Speaker 1>continue to be very good where it's like, yeah, this
<v Speaker 1>is probably the game you've been looking for when you
<v Speaker 1>when people buy a PlayStation five and they're you know,
<v Speaker 1>they get that system with a certain idea of a
<v Speaker 1>kind of game that they want. This is it. And
<v Speaker 1>I think, you know, obviously a lot of people played Sushima.
<v Speaker 1>I think this is one. It's gonna be one where
<v Speaker 1>it's like, oh, yeah, okay, this series actually is worth
<v Speaker 1>checking in on now, and I'm going to start with Yoka.
<v Speaker 1>That's kind of one of the things I think must
<v Speaker 1>be happening here because it is just growing in populularity.
<v Speaker 1>Do you have a sort of any insight on how
<v Speaker 1>it's doing as far as like sales or anything like that.
<v Speaker 2>Yeah, absolutely so. We have an estimate at almost two
<v Speaker 2>point five million sold, which is great actually for one
<v Speaker 2>platform game, and is not quite in line with Sushima,
<v Speaker 2>but almost there, which is actually crazy because the install
<v Speaker 2>base of the PS five is a lot lower than
<v Speaker 2>the PS four was at this point. So I think
<v Speaker 2>the PS five is at like eighty million units something
<v Speaker 2>like that. And when Sushima came out back in twenty
<v Speaker 2>twenty whatever it was, I think the PS four had
<v Speaker 2>had like one hundred and ten million in store base.
<v Speaker 2>So this is a really really good result. And yeah,
<v Speaker 2>I mean fuck all the gamigate to two point zeros
<v Speaker 2>for trying to like boycott this didn't work.
<v Speaker 1>L after l R after that. The Silent Hill f
<v Speaker 1>was the same thing they tried to like drag that
<v Speaker 1>one and the fastest selling sound Hill game ever. Yeah,
<v Speaker 1>they are missing lefton right now, and it's fantastic to see.
<v Speaker 1>All right, love to see. That's good. That's going to
<v Speaker 1>do it for the week. Reese, Why don't you tell
<v Speaker 1>people where they could find you on the internet what
<v Speaker 1>you have going on and all of that good stuff.
<v Speaker 2>Yeah, sure, you can find me on Twitter at super ease.
<v Speaker 2>Same on Blue Sky. Have a sub stack called the
<v Speaker 2>a Linear Insight where we publish like a bunch of
<v Speaker 2>our estimates and also me just being slightly too controversial
<v Speaker 2>for an analyst, but still does it anyway and somehow
<v Speaker 2>still keeps his job. So if you if you want
<v Speaker 2>to subscribe to that, yeah, do so, Oh don't, but yeah,
<v Speaker 2>that's where you can find me.
<v Speaker 1>Excellent. Thank you so much Reese for hanging out with
<v Speaker 1>us today and talk about video games. Man, I really
<v Speaker 1>appreciate it. Thank you everybody for tuning in. We're gonna
<v Speaker 1>have plenty more Giant bomb happening soon, I think, are sure.
<v Speaker 1>I'm pretty sure Dan is gonna be good to do
<v Speaker 1>our our This is the run today, and of course
<v Speaker 1>that means this is going to be the run and
<v Speaker 1>we're gonna be absolute today. So you know you're not
<v Speaker 1>gonna want to miss it live. If you don't, we're
<v Speaker 1>not doing it. So we're gonna do the Asis rock
<v Speaker 1>stuff instead. They're gonna they're actually gotta have an update there.
<v Speaker 1>As soon as Dan got done with that, he got
<v Speaker 1>an update that made the thing work the way it's
<v Speaker 1>supposed to. So there we go. Instead, all right, let's
<v Speaker 1>see here. Also upf we're gonna check out some demos
<v Speaker 1>from the Steam Next Fest, because that's what we need
<v Speaker 1>is more games to distract us from the other games
<v Speaker 1>that we already have. Thank you everybody for watching and listening.
<v Speaker 1>You're the best audience in gaming. Until next time, have
<v Speaker 1>a good one, take care of yourself and goodbye.