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We need to talk about NOK
Feb 4, mid-market: Thank you everyone for your support. I really don't know what to say. The company keeps getting pounded because GME is having a sell-off, which doesn't make any sense. But that's the market for you. It doesn't always make sense. I still believe 2021 will be a big year for Nokia, although it doesn't look like there is any way we'll manage the crazy play anymore. Still, it was nice to see something that was impossible become possible, even if it was for only a few days. And remember, we can still do it any day. All it takes is for us to work together. If you want. Make up your own mind. I'm still holding. NOK will recover from this. Fair value is at least 4.81, and way more when 5G really gets going. So if you can, I would buy some more now. You'll thank me later for the tip. It may not be the most exciting play, but it is what investing is all about. Slow and steady growth that compounds to make a big change. One of these days I'll be able to post again, when the mods lift the restrictions on new posts and things get a little less crazy around here. When I post again about NOK, I'll post the link here too. Thanks everyone! Feb 4 premarket: Earnings out! They beat expectations a bit, their revenue was a little smaller than expected. Overall, good quarter, good year. Here it is: https://www.nokia.com/system/files/2021-02/nokia_results_2020_q4.pdf Feb 2, end of day: It's getting pretty crazy out there, but here's what you should know. The NOK chart is following the GME chart. It's got way more shares so the bumps and dips are more stable, but that's the main trend. What that means: GME has no underlying value at this level. It is a gamble on the short squeeze. It might pay off, or it might not. If people panic sell like yesterday, it won't. NOK is very different. It has underlying value. So if someone dumps it below its target price, the best thing to do is just to buy and wait for the value to go down. Thursday NOK reveals its earnings, and they are likely to be good based on what Ericsson revealed. Ericsson is one of its main competitors and a very similar company currently trading at twice the NOK price. Feb 1, end of day: Told you it was a value share! Still trading at target, still low risk. Either dumping has stopped, or normies are piling in because of the results. Either way good news, hope you made some money today!Vol today 190m, still way above average. Normal average 30m before we changed it lol. That means since Wednesday over 2bn shares have changed hands. Hope you got em! Ericsson (NOK competitor) results suggest NOK will report good numbers this week, NOK upped to BUY on market watch: https://www.marketwatch.com/story/nokia-upped-to-buy-after-ericsson-results-2021-02-01 Unless my math is retarded (which it is cos ahmsodumb), if everyone (7m) on this sub spends $3000 at current price ($4.55) we BUY THE FLOAT. The more they keep dumping, the more shares we get cheap. Think about it.EDIT: buying the ENTIRE float is NOT the point of this play. I know share price goes up when supply is restricted, just read the play. This is just an example of what happens when they dump a value share on millions of retail investors. BLACKROCK IS IN PEOPLE: https://fintel.io/so/us/nok/blackrock Robin hood increases NOK allowance to 2000 shares for next week (still any allowance is CRAZY because it's a VALUE SHARE THAT HASN'T BUBBLED) https://robinhood.com/us/en/support/articles/changes-due-to-recent-market-volatility/?fbclid=IwAR2SK9VQOI_eBgBF0SK4-R1eQjBkSAe3sd6KMwSBaCPmz38e5cc8siRdhEY You dump a VALUE STOCK on me and think I'm in danger? Added new summary (30 Jan), and Q&A. FIRST OFF: This post is not financial advice or anything except the rant of some idiot retard who is an idiot. I tell you straight up that there is a normal investment side to the NOK play (STILL MEANS RISK, which YOU will have to decide!) and that there is a CRAZY side that is PROBABLY IMPOSSIBLE. If you want to play the crazy play then you’re also a crazy retard idiot just like me. I don’t know shit, I just look at graphs and go WOW. Do your own due diligence, I am not a financial advisor. Don’t ask me if you should buy, I don’t know, can you afford to? Are you comfortable with the risks? I don’t know these things. You do. NOK PLAY: Here’s how it works. YOU DECIDE if you want to take part. 1.It’s not a short squeeze like GME. Get that out of your head. 2.It’s a value/momentum play. The value part is just normal granny&grampa investing. See a good company going cheap, buy and hold. Tell your mom, dad, granny and grampa, cousins, relatives, friends. 3.The momentum part is the crazy part, and if it works the share will SKYROCKET as long as YOU DON’T SELL. GME is the biggest short squeeze in history, the NOK play could be the biggest value buy in history.
The beauty of it is that it works because Wall St is dumping NOK irrationally. That’s why the price is going down (slowly). They think they’re attacking us and slowly winning, but they’re giving us a value share cheap = their money, our pockets. By the time they realize what we did, it will be too late.
Don’t panic, and keep buying the dumps (if you think the company has value), and if we hold the line you could see a miracle.
3310 HANDS Value Part (crazy part in Q&A): The company is healthy, has good financials, it’s a market leader in 5G (it’s main competitors are Huawei and Ericsson, they have about the same market share share of 5G) a lot of potential to be the company that builds 5G for a large part of the world. NOK is currently trading at a standard price for the value it holds. It is not a bubble. Here’s Nokia’s 5G contracts: https://www.nokia.com/networks/5g/5g-contracts/ Here’s Bloomberg shitting bricks that we’ve realized that Nokia is a value bet: https://www.bloomberg.com/opinion/articles/2021-01-28/gamestop-may-be-a-reddit-wallstreetbets-game-but-nokia-sure-isn-t Nokia also just unveiled new 1tb tech, the thing AFTER 5G. First on the world. They have it, they’re showing the world it works. Here is their press release from Wednesday: https://www.nasdaq.com/press-release/nokia-and-elisa-push-network-boundaries-with-worlds-first-1t-deployment-2021-01-27 They are so trusted that NASA got them to build a cell network on the MOON. Literally. If you’re NASA, would you hire your retard uncle Earl to build cell towers on the moon? No, you hire someone who CAN ACTUALLY DO IT. Imagine what it takes to build something really big and complicated on the moon? Now imagine who’s the likely guy who can do it. That’s right, NOKIA. Here they are, going to the moon: https://www.nokia.com/about-us/news/releases/2020/10/19/nokia-selected-by-nasa-to-build-first-ever-cellular-network-on-the-moon/ If the Huawei 5G war continues, who do you think US and Europe is going to back, especially since NOK already has the next tech, owns a bunch of patents, is from FINLAND that has never tried to take over the world and has a brand that EVERYONE who lived in 2000s remembers? Here’s a guy who’s been doing the numbers for a while now in case you want to see them: https://www.reddit.com/useJimming/comments/l7f6ua/part_iv_option_chain_analysis_on_nok_and_why_you/?utm_source=share&utm_medium=ios_app&utm_name=iossmf I don’t know him, I don’t know the numbers as well, but looks pretty good to me. Amazing due diligence. But what do I know, I’m an idiot. So is he. So are you. We’re all fucking retards, just ask Wall Street. I poked myself in the same eye twice yesterday. We’re “dumb money”. They have other names for us too. So, worst case, you just bought into a good company at a fair value. If the crazy play doesn’t work, you just hold on to them and let them become the world leader in 5G. Unlike GME (NOT SAYING SELL!), NOK will not fall 99%. Or if it does, I'M BUYING THAT SHIT because if a HEALTHY COMPANY FALLS 99% you make some CRAZY MONEY on that when it bounces back. Q&A Q: You retards were tricked by bots to buying NOK, there’s no short A: This just full on doesn’t get what the play is about. IT IS NOT A SHORT SQUEEZE. THIS IS NOT GME RINSE REPEAT. GME IS A DIFFERENT PLAY. NOK IS A VALUE PLAY. How many more ways can I say it? Not sure. How many more do I have to? Q: Stop taking attention away from GME you retards A: Nobody is saying sell your GME. Nobody is saying that. GME is too expensive for a lot of people, and GME is VERY RISKY and NOK has genuine value behind it. If the NOK play works, those people who couldn’t afford GME can still get on & get rich. If it doesn’t, they most likely still make money on a good company. Q: This play is impossible / crazy / it’ll never work / there are too many shares you retards A: This is ALMOST true. This play WAS impossible until 1/27/2021. That is why nobody has EVER tried anything like this. But it’s NOT impossible anymore. Look at this graph. Look at it. See that spike? What the fuck is that? I’ll tell you my fellow autistic space boot packin 3310 using NOKSTER. https://preview.redd.it/v473xl00ghe61.png?width=2182&format=png&auto=webp&s=bf5aac455156dbadb919b80afacb5232af0a05b5 That spike was them running out of shares for half an hour. Trade was stopped until they could find more, to avoid an artificial spike in the price. Proof? Look at the volumes. A small sale (red) causes a small dip. Two small buys cause a MASSIVE SPIKE. They ran out, and had to call their friends to liquidate more shares so the price wouldn’t skyrocket "artificially". But that’s IMPOSSIBLE for NOK. NOK has 5bn shares. Nokia should be much more stable because it has so many shares, having a crazy demand spike is crazy. I saw it, and fell off my chair and since I’m such a retard it took me an hour to get back up. So it was impossible, and that’s why Wall Street won’t see it coming. They think this is their attack and they’re about to break through our ranks, but they’re actually playing right into our hands. Wendnesday, we moved 1bn shares. Thursday, when nobody could buy, we still moved 500m. Yesterday, we still moved 360m. We’ve moved so much NOK in the past three days, the average volume of the share has MORE THAN DOUBLED in THREE DAYS. The play is not impossible anymore, but Wall St thinks it is, which is how we can use their own strength and mass against them. But the value buy still makes sense WHENEVER you see someone dump a valuable share. Someone sells you a 100$ bill for 90$? Buy it. They attack? We absorb. They dump, we buy, they run out of shares, we hold. They’re fucked, and they just handed us a bunch of value shares at an undervalue = they just gave us their money. They are just giving it to you. When they realize they can’t buy them back at a lower value, what do you think is going to happen? Q: We don’t do value plays, we do short squeezes you retards A: Go back to April. Look at u/DeepFuckingValue’s position. GME was a value play. It’s only in April that the Short Squeeze became possible. Look it up yourself. Will a short squeeze also happen with NOK? It’s unlikely. Hedge Fund Assholes have been increasing their shorts in NOK in the last few days, but they won’t go over 100% on 5bn shares because they're not as stupid as me. But it doesn’t have to happen. We just need to buy the dumps. If they short, great. More money for us as long as we don’t let them drive the price down with the dumps. Q: Why is NOK not rocketing? A: Because Wall Street is dumping, just like I said they would after the Wednesday spike. That’s the whole plan. They dump, we hold the line, buy the dumps and keep the price steady. The GME short squeeze guys waited for this for UP TO TWO YEARS. I saw it in April. I thought it was crazy. I didn’t jump in back then. If I did, I’d have about as much money as u/DeepFuckingValue. On a value share, you can afford to wait. GME was originally a value play. That’s what I should have realized in April. SO JUST WAIT AND HOLD (if you believe and idiot like me, which you shouldn't, no need to message me about it). It’s been two days since this play even became possible. Q: How do we know it’s working? A: Look at the volume of shares traded. Nokia has 5bn shares. In the last three days, nearly 2bn have been traded. The price is still up from last week. That’s how. This has already been a giant dumping campaign. How come the price hasn’t floored? What happens if we just buy it all up? What happens if they run out, and then their shorts blow, the price bumps up, CNBC tells the world we broke another short wall, everyone piles on, Wall Street realizes they just gave us their shares at an undervalue and try to buy back, we don’t sell, we have all the shares? The Wednesday spike is what happens, except this time there is no stopping it. If they stop trading again and try to dump some more, you just buy up the dump and keep the spike going. Spike stops being a spike and becomes a floor. Q: Where will this max out and when? A: What do you think I’m from the future? I just saw an impossible thing happen on Wednesday, and we need to make it happen again. Look at the graph. Look at it. Set your targets to $3310, that should do it. Q: When should I buy? What should I buy? Should I buy? A: Be your own person. Buy when you feel like it, if you feel like it. Q: Wall street bots are promoting NOK. A: I don’t give a shit. If they are, and we keep buying, they are promoting giving us money. Part 2: (29 Jan) First off, much as I appreciate the love, I can’t play your hand for you. You have to make your own decisions. Do I know where NOK is going to be tomorrow? Nope. Nobody does. All that I have for you is the news from Wednesday that this play is no longer totally impossible:
I think the assholes are going to try to dump you out of the market
It won’t work if we keep the demand up.
The way we keep demand up is we buy, and others will follow us because the company is good.
When they realize it won’t work, they’ll need to start buying back in.
Then it’ll be too late, cos they dumped their shares on US and we are RETARDS who HOLD. That means that when their shorts start to go bust, the price will jump up (a little bit, not like with GME at first – this is a different play based on the health of the company, not a straight up short squeeze. The short position on NOK is much smaller).
When the price jumps up, and the GME guys start cashing out, they need somewhere to put that cash. Some of them pay off student loans, or buy cars or whatever, but the smart ones will go NOK.
How you play it is up to you. I can’t tell you if you should buy, what minute to buy, what app to use and so on. All I can say is I buy the dumps. You need to decide for yourself if you want to do it. You can see the dumps on any app, or even yahoo finance. I buy NOK on NYSE, and I buy straight up shares (so they can’t lend out mine for shorts) but you’re free to do what you want. I’m a retard, you’re a retard, we’re all autistic fucks, we make up our own mind and stick with it. Secondly, what I said yesterday morning would happen, did happen. And it happened exactly like I said it would. So don’t get scared off, just buy the dumps. And they know that they’ll be fucked if we keep buying the dumps. That’s why they stopped us from buying NOK. NOK hasn’t bubbled, stopping us from buying NOK was because they know we’re on to them. They know the dumps won’t work if we JUST KEEP BUYING and HOLDING. The play works, they’re scared, we caught them with their pants down, they’re trying to get ahead of us. OK, so about what happened yesterday with RH and others. I’m so fucking angry about this. What RH and others did is completely insane. Their argument is “you guys are throwing your money away on a bubble, we’re just protecting you”. Bullshit. I won’t comment on GME, I’ll let u/DeepFuckingValue or one of those guys do that. I’ll just say, that short squeezes happen with hedge funds all the fucking time. Why is trading not stopped for them? They have people’s fucking pensions that they’re playing with. But for NOK, it’s TOTAL BULLSHIT. Here’s why:
NOK HAS NOT BUBBLED. Look at the graph. Look at it. It is still down from 2016. NOK is well within normal variation. Long term, you barely see the spike from a couple of days ago. There is nothing to “protect us” from. They’re protecting themselves.
The NOK play is not a straight up short squeeze. The play is HELPED by the shorts that are there, as long as we can keep the demand up and keep the price up against the dumping, but that’s all.
NOK is a healthy company, with new and important tech, a great brand, a lot of potential. You want to see why, read the original post. ANYONE who sees a company like that being dumped for NO REASON would buy. So should you. They are only dumping it because they’re trying to fuck up our play.
Ok that’s enough for now. I’ll see you all when I’ve got my space boots on, in my house on the FUCKING MOON, next to a NOKIA Comms tower, or I’ll see you in VALHALLA with my broke ass. If this doesn’t work, then at least you TOOK ON THE MOTHERFUCKERS and EARNED A PLACE at the table with FUCKING ODIN. UNBREAKABLE 3310! ORIGINAL POST (28 Jan): I get it, it’s not the play. I’m not saying sell your GME. I’m not a bot or a spy or a wall street asshole. I’m a regular guy who’s got a couple of bucks in his bank account and plays videogames and wants a fucking house to live in like my parents had when they were young. If you don’t agree with me, just say so. I’m also not a financial advisor, so make up your own minds you autistic fucks. But, BUT, yesterday we did something they’ve never seen. Yesterday, we made them run out of NOK shares. That’s what that big spike was, and that’s why trading was stopped for 2h. If we keep doing that, it will be the biggest wall street wealth transfer from assholes to retards in history. Because they will keep dumping it until it’s too late. Impossible, you say. Too many shares, you say. Well listen up. Yesterday, in ONE DAY, we traded, or caused others to trade, 1bn shares of Nokia. That is 1/5 of all the Nokia shares in the world. That’s never happened, EVER. Not even when Nokia was the biggest phone company in the world. 3516.16% of average trading volume. Do you get it? They’ll keep dumping their stock, we keep buying them cheap, and then they won’t be so cheap anymore when they try to buy back in. We can move 1bn shares IN A DAY. ONE DAY. 🚀🚀🚀🚀🚀 Why do they stop trading in NYSE? Cos they ran out of shares temporarily and they don’t want “artificial” spikes in the prices. So they made us retards wait a couple of hours while some assholes called some other assholes to unload their shares into the market, and once they had enough, they started again. That’s why that spike went down right after the freeze. But then we did it again. And they had to stop again. The price just wouldn’t go down. The assholes who’d just unloaded shares were probably back on the phone with the other assholes who’d convinced them. Everyone is watching us. What we do, millions of normal folks do with us, and every wallstreet asshole does against us. What did the asshole brigade do? They started shorting NOK. They will continue to do that, because they think we’re retards (they are correct). But how come the price didn’t go down? It’s got 5bn shares, and everyone whos ever held it was dumping it. How could we ever keep up the demand when there are so many shares out there? How is this going to work? Because the retard brigade was buying it. There’s 3m of us and counting. If we each put 600 bucks on NOK, we get 100 shares, and that’s 300m shares. Now imagine what happens if we put 6000 on it. AND. FUCKING. HOLD. And every dip you see, you buy more. AND. FUCKING. HOLD. They'll keep dumping, we keep buying, until they realize the price isn't going down. Then they start buying, we keep holding, the market runs out of NOK. Price skyrockets. And normies outside were following us. They can see that the stock is still LOW, lower than 2016. This means they don’t think it’s a bubble that’s going to crash on them. So why do the normies follow us on this, and not on GME? (I’m not saying sell GME). Because GME has never, ever been anywhere near where it is now. That scares a normal guy who’s just trying to put in some savings for his family. They think this is some Dutch tulip market shit. Not so with NOK. Even with the spike from yesterday, NOK is still DOWN from 2016. Remember 2016? Remember that being a really big year for Nokia? No, me neither. And let’s not even get started on where it has been in the past. Yesterday's spike barely shows on the graph. You know what is going to be a big year? 2021 and 2022. Why? What else did NOK say yesterday? Well, they revealed that they have a new kind of 1 terabit data transfer networks shit, what do I know, I’m not a techie. But it IS a new kind of technology that’s going to kick 5Gs ass. And my fellow retards of the most honorable retard brigade – Do you think we’re going to need more data this year than last year? Remember how Netflix had to downgrade its picture quality in March because the networks couldn’t handle the amount people were streaming? What do you think is going to happen with the company that solves that? But why would NOK be the company? Well, remember the 5G war with China? US and Europe can’t buy 5G from China, because then China has our networks. But guess who US and Europe aren’t afraid of? Fucking FINLAND. Finland, the land of NOKIA. So tiny that some people think the whole country is a conspiracy theory and doesn’t really exist. Sorry Finnish people, nobody gives a shit about you. Good thing for you, cos you get to build the 5G network on the moon and shit because nobody is scared that Finland will take over the world. Want proof? They are literally building one on the FUCKING MOON: https://www.nokia.com/about-us/news/releases/2020/10/19/nokia-selected-by-nasa-to-build-first-ever-cellular-network-on-the-moon/ And we’re going to send them there. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 But hang on, why is NOK so low in the first place if it’s so great? Answer: because Microsoft fucked them. That’s right, they sent one of their own assholes to infiltrate the NOK, leak a bunch shit to drive the share price down, and then buy the phone part of the company. These assholes wrecked the company, the Finnish economy, and every middle class shareholder who was just trying to put their kids to college. Imagine everyone who’d be fucked if someone did that to Apple now. Worked like a charm. Firesale. Business restructuring. Lost their phones. NOK never recovered. The asshole they sent from Microsoft? Went back to work for Microsoft, and was paid a shit ton of money for what he did. His name is Stephen Elop. Look it up. So they have tech that nobody else has and a brand that everyone recognizes. But what don’t they have? Money. That’s why they’re building this 1tb magic network thing in tiny fucking possibly fake Finland to show everyone it works. But if we drive the share price up, do you think that’s going to change? So FUCK IT. I’m in for every penny, and I am HOLDING. I’ll see you in my house ON the MOON next to a NOKIA Comms tower, or I’ll see you in VALHALLA you BEAUTIFUL RETARDED MOTHERFUCKERS. TL;DR: NOK is literally going to the moon. Go there with them. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Note: BlackBerry is NOT a cyber security company. They are a security company. Revenue does not care about your AI driven autonomous machine learning EV car with DDs. People are using these terms loosely. A quick lookup for interviews with John Chen would prove that he explicitly avoids these terms as they do not define nor matter to the products/revenue of BlackBerry. QNX revenue does not depend on any of these terms, it's on installation on any device. This includes the space station, of which there is 1 of with obviously non-recurring revenue. Buying based on these basis would be gambling. Bull:
Business transformation: BlackBerry is now a software company, starting the transformation in 2015. The focus is security, the general term.
5 Products:
QNX: Embedded system OS.
Multi-OS housing: It has the capability to allow for multiple OSs on a single chip.
Real-time availability/software prioritization: Not all pieces of software operate on the same priority. Steering/braking would be higher priority than media, and QNX allows for that. Even if the thread/core is shared with other applications, when high priority software is requesting a resource it will be prioritized to ensure reliability.
Resource sharing: CPU, RAM, and GPU resource sharing between different applications capability. Two applications can share the same CPU core and bump each other based on prioritization.
Why not Linux? QNX has the highest certification for security available. Linux does not. CEOs would want to avoid liability and this certification allows for that.
Device agnostic: It can be installed on any device, not just cars. Any IoT and offline device can use QNX.
QNX Hypervisor: Consolidate multiple OSs on a single SoC using virtualization
SoC: System on a chip. Instead of using multiple ECUs, which is what car manufacturers currently do, they can use one single chip to run multiple high priority applications and multiple OSs. This is what Tesla does now.
Virtualization: Running an OS in a virtual environment. Think Linux environment inside of Windows. This helps with debugging for developers without having to have the actual hardware.
IVY: Scalable cloud-connected software platform for vehicles.
What is it a solution for? When a vehicle manufacturer wants a way to transmit the QNX/OS data safely, normalize it, and visualize it/interact with it. It also allows car manufacturers to own the data, unlike other OSs.
Scalable: AWS servers are capable of handling the load from many endpoints.
Software platform: There is currently no centralized software ecosystem for vehicles. IVY is providing that.
Non-BB developers would be able to use an SDK to develop applications on IVY for infotainment/general apps/others. IVY will also use ML to gain insight on unrecognized patterns by developers. An example of this is detecting if a car slipped, without having the developer connect multiple sensors to figure out if that event happened.
50/50 joint effort on revenue and effort to develop the ecosystem. Using AWS's knowledge in AI/ML for calculated sensors (slip, driver on seat, etc)
Usage by other vendors: A city can connect to the data from vehicles and detect when ice/slipping is happening. If brakes are getting overheated coming from a high elevation area. If a car had an accident, etc. An insurance company can provide an app to give discounts similar to the currently implemented OBD-2 readers. A maintenance provider can also connect to this data and check if an error is specific to maintenance, malpractice, or general misuse.
Spark: Endpoint management. Basically API security. Did not delve far into this, basic info.
Unified Endpoint Security: This is the endpoint where a laptop/phone/IoT device hits. It provides encryption and security around that. Continuous authentication is a part of it, where a device is learning the user behavior using ML and continuously checking if the behavior matches the original owner; if not, lock the device.
Unified Endpoint Management: Basically managing your API for devices.
Zero trust: I think this is specifically talking about continuous authentication. Basically, it's not an authenticate once and forget it. It's constantly tracking behavior to verify the user is the authenticated user.
AtHoc: Non-enterprise communication system.
Target customers: Government, healthcare, education, etc.
Solution: A communication system targeting non-enterprise businesses; specifically for Event management, cross organizational communication/collaboration, mass notifications.
Who does this benefit? You've seen the hacks in healthcare/educational/governmental sector. This is specifically for them.
SecuSUITE: Phone application to allow employees to use work related data in personal devices without cross communication (between personal and work data).
End to end encryption.
Separation of concerns between personal and work data. Employers CANNOT access your personal data.
Used by NATO; doesn't carry much value in my book but maybe in yours.
Customer oriented solutions: As you've seen in the products above, some products overlap and are just names to target specific customers. It allows customers to easily understand what product could solve their issue. Continuous authentication is a great example of this: Their customer complained that they kept re-authenticating, so they designed a solution allowing them to authenticate once and using ML they learned their behavior and can continuously check if the user is the owneauthenticated user. This kind of passion in leadership is good for business.
Liability: QNX has the highest security rating available. Most CEOs want to avoid liability when it comes to security, using QNX would help them avoid that in a similar way cloud services help them avoid being blamed for hacking.
Leadership: BBs leadership isn't one to play on famous words to drive the stock up. John Chen explicitly states this in his interviews and says they are a security company. Not cyber, doesn't mention AI or whatever. He explicitly avoids meme words and understands what the point of BBs business is.
Where I think growth can be made:
QNX in more cars. They can capitalize on the idea of less ECUs = less cost for OEMs + security.
IVY usage by OEMs along with QNX.
IVY ecosystem. Maybe application billing?
Professional services (support) for the products listed.
AtHoc increased market share in more governmental/healthcare/educational entities.
SecuSUITE for more enterprise customers with the idea being saving employers money from purchasing work phones for employees, and worrying about securing them.
Bear:
Revenue: It is not yet based on a subscription/usage basis. You can only produce so many cars, and they don't give an insight on how much do they charge per car for QNX. Anywhere from $2 - $20 is what was mentioned in transcripts. This is a growth area, but not at a trajectory that's excellent. IVY does work on a subscription/usage basis, but IVY can be used WITHOUT QNX. I'm worried about this, but still see it as an area that will generate revenue in the range of $400 MM - $600 MM at the price of $20 per 30M cars. The 30M per year is based on the listing of their customers and their yearly production rates. Keep in mind I stated any device, this does not include trucks or other IoT devices.
Market share: These are relatively new products. J.P. Morgan pointed this out as a priority for growth. This could end up not working out and growth never happens. This is a relatively low risk due to QNX and IVY providing SO MUCH value for car manufacturers Vs. other products in the market.
Patent revenue: They sold a chunk of their no longer relevant patents to Huawei. This makes up a small (<= 32%) of their revenue and is a one time sale. The coming quarter could be equal or less to the last quarter revenue due to either other sales making up the lost revenue from patents, or coming up short. It could come higher if they sold more services, but due to COVID and knowing that many car manufacturers have lowered their production due to chip shortage, the next quarter will most likely be lower.
VW.os: VW is making their own OS. VW.os is what they're calling it. They're currently using QNX, but that revenue could potentially stop. Personally I don't believe VW is capable of doing that. It's a marketing hype. Their companies are not capable of good collaboration or good implementation based on what I've read and researched (can't find article right now), but it's something to be concerned about.
QNX success: While IVY could be using QNX, it does NOT depend on it. There is potential for OEMs to use IVY without QNX. I think this is a low risk, but still risk. 19 OEMs are already using QNX.
Lack of Answers: I can't get much out of their earnings call. They don't delve into pricing for QNX, how they plan to grow it besides getting more car manufacturers and more cars post Corona. How they plan to do recurring revenue. A breakdown of each revenue segment would be helpful, but I don't see that either and there is hesitancy to delve into it.
Prediction: I think QNX can become a $1B revenue per year alone. $2B revenue per year as a company is not far fetched. Without a subscription/usage based model, it is difficult to see how growth can go beyond that. BB is good in 2-5 years, not this year. I can see their revenue growing to potentially $2B - $4B revenue per year. They did mention trying to figure out a subscription/usage based billing, if done then the revenue would be much higher. I think $18 is a fair price on the high end. It could grow further than that, but expectations would be HIGH. Resources:
Position: 1,500. Disclaimer: I don't know everything, I may be incorrect about some things. This is based on what I've researched and to the best of my ability. Do your own DD. Obligatory this is not an investment advice. Edit: This is the only sub with a lot of discussion. I appreciate y'all. 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Edit 2: One day later, marked closed $18.03. Crazy.
SoFi (IPOE) - Jack of All Trades, Master of None? A Sorely Needed Bearish DD
Reposting because last post didn’t seem to go through due to network errors. Disclosure: I have no position in IPOE, nor will I ever initiate one. Disclaimer: Not a financial advisor. Do your own DD. Note: I did this write-up for a friend; it’s obscenely long. If nobody here reads it, I won’t be particularly upset. But I’m posting it on the off-chance someone will find it interesting. I have seen a significant number of comments, in the daily threads and elsewhere, in which people call SoFi their “long-term fintech hold” or otherwise declare their intention to hold IPOE/SoFi significantly longer than a trader playing SPACs typically would - in some cases, all the way through merger and into the great unknown. Heck, I’ve even seen some commenters describe it as a “forever hold.” If that describes you, I would strongly suggest you think twice about that decision. For months, the #1 piece of advice on this sub, beyond all else, has been to buy pre-rumor, post-Bloomberg rumor, or on an LOI - as close to NAV as possible - and sell shortly after the DA bump. Additionally, SPACs that have seen significant declines in their share prices in the days/weeks/months following a DA, as most do, could often be ripe for buying in anticipation of a run-up to the merger date. Buying after a huge run-up, with intentions of holding for the “long-term,” is hardly a strategy that can reasonably be expected to generate good risk-adjusted rates of return, especially in such a wildly speculative corner of the market. In other words, it seems the players are becoming consumed by the game, and forgetting the rules in the process. Fascinatingly, this is an almost universal characteristic of frothy, speculative market bubbles. During the initial phase of the dot-com bubble, most retail investors were buying into pre-revenue, cash-incinerating companies at IPO, believing - often correctly - that hype would build for the company (it just has so much potential!!!) and that, as a result, they could subsequently flip those shares to another buyer at a significantly higher price. For a while, they were right. So what went wrong? Retail traders started to truly believe. It was no longer a case of playing the “greater-fool” game. They no longer bought shares and held them until other people started to believe in the potential of those companies; they started to genuinely believe in the narratives those companies were crafting and the vision of the future they were presenting to their investors. Instead of selling the sales pitches, they began falling for them. Eventually, the pool of capital sitting idle waiting to be deployed into the next “game-changing” company dried up…and the rest, I suppose, is history. Which brings me to SoFi. Specifically, why their nosebleed valuation is not particularly attractive and the downside risks are, at least on this sub, massively under-appreciated. To begin, let’s take a brief look at the history of the company, something that most posters on this sub seem to have surprisingly little knowledge of. In the aftermath of the Great Financial Crisis, the big banks massively de-leveraged their consumer lending portfolios. Student loan debt was one of the primary targets during this de-leveraging campaign, because, despite being non-dischargeable in bankruptcy proceedings (at least for now), it is, like most non-collateralized loans, quite risky for lenders. As such, the big banks became quite hesitant to issue new student loan debt - or refinance existing debt - at reasonable interest rates. Enter SoFi. SoFi, founded in 2011, attempted to capitalize on this opportunity. By offering to consolidate and refinance student loans, especially for high-earning recent college graduates, at reasonable interest rates, SoFi began putting together a large customer base that it believed it could easily cross-sell other financial products to - home loans, banking services, wealth management services, and the like. Backed by some of the most prestigious VC firms and investors, it looked like a sure winner. And, briefly, it was. Even as their marketing budget exploded, in early 2017 SoFi, believe it or not, actually expected to turn a profit of $200 million on $650 million in revenue. The same year, SoFi entered M&A talks with Charles Schwab, but ultimately talks fell apart when Schwab balked at the $8-10B valuation SoFi was seeking. Nonetheless, things were looking very good for the company. And then everything went very, very wrong. SoFi, which had made a name for itself by offering student loan refinancing to prime borrowers from elite schools with very high incomes, saw its loans start to massively underperform expectations. Nonetheless, despite a massive $200M write-down in Q2 on underperforming loans, it still managed to book a $126 million profit on $547 million in revenue, though company guidance indicated that they expected further deterioration in the performance of their loan portfolio in the coming year. Those dire expectations seem to have been borne out; by 2018, the company was deep in the red, with EBITDA of -$227 million for the year. Their cross-selling model, which they are still describing as a key part of their business strategy, seems to have failed catastrophically - by early 2018, SoFi’s home loans were losing the company an astounding $10,000 apiece, on average. And thus began the company’s long and hard dive into the red, from which it has not yet recovered. The decline was - to put it bluntly - catastrophic. Revenues collapsed, with 2018 revenues declining over 50% YoY to $241M. Desperate to save their rapidly-failing business, investors determined that they would need to start buying growth - at almost any cost. The company’s marketing and advertising spending shot through the roof, culminating in a deal to buy the naming rights to the LA Rams/Chargers stadium for an eye-popping $400 million. So how much growth has the >$500M in spending since then actually bought them? Let’s see. To take a look at where things currently stand, let’s take a look at their shockingly amateurish investor presentation. (As a brief aside - for anyone still doubtful that the company is selling hype, just take a quick glance through their investor presentation. It’s littered with the logos and names of the most egregiously overvalued tech companies currently on the market (why on Earth should the name “Tesla” appear anywhere in their pitch deck, other than under an executive’s name??). And ”AWS of fintech?” Seriously?). Interestingly, their presentation claims that the company is targeting “high earners not well served (HENWS) ages 22+ predominantly earning $100,000+.” Sound familiar? It’s precisely the strategy that monumentally failed the company, beginning in Q2 2017. And, perhaps most intriguingly, it’s a strategy the CEO disavowed just last year, when he promised SoFi’s investors he would allow trading in fractional shares to target individuals who “can’t afford to buy their first stock”, and therefore, as the WSJ reporter notes, would be “unlikely to have expensive degrees from fancy schools.” In other words, SoFi was going to additionally target a completely different - and much less valuable - client base for their brokerage platform. But what’s the issue, you say? After all, shouldn’t companies be nimble, and rapidly adjust their strategy to reflect changing conditions in their target markets? And maximize market share at almost any cost? Perhaps. Or perhaps not. In my opinion, SoFi, in their investor presentation, is now attempting to massively oversell the value of their current client base. Their user growth does, admittedly, seem somewhat impressive. But it appears to come at an incredibly high cost. Their financial services segment, where presumably most recent user growth has been generated, is obscenely unprofitable. Last year, it reported a $133M loss on $11M in revenue. It’s also quite clear that the growth there is decidedly inorganic, and therefore the staying power of those gains is questionable at best. That said, the biggest problem here is the shockingly low revenue figures, which I believe indicate that SoFi is acquiring massive numbers of “low-value” customers, and paying out the nose to do so. I know everyone here (myself included) loves to hate on Robinhood, but...in the 2Q 2020, their trading platform generated $180M in revenue, just from selling order flow. IN A SINGLE QUARTER. I really hate to admit it, but that’s incredibly impressive. On an annualized basis, RH is generating an incredible $55 ARPU by selling order flow. And it’s important to remember that SoFi’s user base is incredibly small, in comparison. In 2020, their “SoFi Invest” platform had a paltry 334k users. RH had over 13 million. SoFi, however, projects 150% YoY growth for their brokerage platform. To be completely honest? I think that’s bullshit. The massive influx of retail traders into the market due to COVID has already happened. And, to put it bluntly, Robinhood won. Sure, there may be something of a minor exodus from the platform due to their incredibly poor handling of the whole meme stock fiasco. But, seriously...you think those disgruntled traders will be going to SoFi? A platform with very limited capabilities (they still don’t have options trading?!) and a clunky UI that doesn’t even offer margin trading?! “But not everybody trades options! Surely at least some of the Robinhood exiles will land at SoFi!!” Yes, this is probably true. But, unfortunately, options traders are the real cash cows for these discount brokerages. Of the $180M in revenue RH generated in Q2 last year, $111M was from selling order flow on options. That’s an absolutely massive 62%. And those traders now only have 2 choices: they are either going to forgive RH and stick with them, or move to a big-boy broker like TDA, Vanguard, Fidelity, or IBKR.The reality is this: only the least valuable Robinhood customers are likely to land at SoFi. Acquiring the more valuable customers further down the line will be incredibly expensive, if not outright impossible. But SoFi is more than a brokerage firm, so let’s stick a valuation on that portion of their business and move on. Robinhood is planning a $20B IPO; let’s say the market triples that and gives it a 60B valuation. Robinhood, as of EoY 2020, has roughly 40x as many users, and their users are MUCH more valuable based on ARPU figures. But let’s be incredibly generous and value SoFi Invest at $2B. Let’s see what else SoFi has to offer. The vast majority (83%, to be exact) of their revenue comes from their lending platform, which offers primarily student loan consolidation and refinancing and personal loans. Because both types of loans are non-collateralized, let’s treat them as identical. So how much are other student loan providers worth? Turns out, not a whole lot. Navient, for example, trades at just 6x earnings. At that multiple, SoFi’s lending operations would be worth just $500 million. But they’re a tech company, right!! So let’s multiply that by a factor of 10 for no reason whatsoever and agree that SoFi’s lending operations are worth $5B. Finally, we have Galileo, their “technology platform.” What is Galileo? It’s primarily a payments processor, but it also provides bank account infrastructure services. Last year, it generated $103M in revenue; that same year, it was acquired by SoFi for $1.2B. Let’s assume, for no good reason, that SoFi underpaid by a factor of 3, and value Galileo at $3.6B. (Note that this is 36x revenue; another payment processor, Payoneer, just announced a DA with FTOC. At the current trading price, the market is valuing Payoneer at roughly 10x revenue.) At Friday’s closing price, the implied valuation of SoFi is roughly $20B. Even with the silliest assumptions I could stomach, that’s at least double what I came up with. Yes, there have been a number of very positive changes at the company over the last 2 years. Their home loan business appears to at least generate them a small profit, and their unsecured debt portfolio appears to be much less risky that it was when things turned south in mid-2017. But rectifying some of their previous failures can hardly justify their massively bloated current valuation; even with ridiculous, completely unjustified multiples like the ones I arbitrarily chose above, there’s simply no way that kind of valuation can be justified. Which brings us full circle. I don’t have a clue what the short-term price action of IPOE stock will look like. If I did, I would have opened a position in it last Friday. But I can assure you that the current implied valuation is completely nonsensical. Maybe you will buy the stock, and find a “greater fool” to sell it to at a much higher price sometime in the near future. Perhaps you will double your money overnight. Maybe you will hold it for 10 years, and by then SoFi will have eclipsed even JP Morgan. Despite the decidedly unexceptional nature of all of their offerings, maybe the “one-stop-shop” approach to personal finance will make them an unstoppable juggernaut. But understand that you’re making a gamble. A huge gamble. On a company that is attempting to execute a solid turnaround strategy, but has not yet succeeded. My advice? Stick to the tried and true strategy of this sub. As difficult as it may be sometimes, do not forget the rules of the game. In almost all cases, once you stop playing the game, the game plays you. GLTA.
How to Survive Camping - don't follow the gummy bears either
I run a private campground. It’s been in my family for generations. For those of you with a rich family history, I’m sure you know how stories tend to accumulate. They get passed along haphazardly from one generation to the next, distorting as they do, and the truth grows muddy along the way. Land is like that too, except instead of gathering stories about Aunt Jodi’s scandalous first husband, it gathers monsters. If you’re new here, you should really start at the beginning and if you’re totally lost, this might help. There’s a lot to do to maintain a campground and I’ve been having to do a lot of the work myself around here. I don’t want my winter staff going into the deep woods without a good reason right now. Normally I’d send Bryan, as he has the dogs to protect him, but those are on loan. Also, I haven’t seen a lot of Bryan. He shows up, he gets the work done that he needs to, and then he just… vanishes for a while. I don’t know if he’s visiting his dogs or the fairy or both. And now that I think about it, Bryan tends to make himself scarce throughout the year. I guess I haven’t paid that close of attention before. He still gets the job done just fine so does it really matter if he’s off visiting his fairy bff in his downtime? Unfortunately, even with the spiders’ help, I’m still battling the thorns in my chest. It’s taking a lot of my strength away and I’m getting winded easier. It’s made getting rid of these accursed things a priority. I know the fairy said they’d go away when they killed the fomorian, but as many of you have pointed out, they’re taking their sweet time going about that. I do have a theory about the current stalemate, though. The fomorian probably wants the thorns to cover more of the campground. The fairy probably wants the sun to return, being of the company of Lugh and all. And both of them probably want less treacherous footing for their steeds. I see the dapple gray stallion’s hoofprints in the snow sometimes. It makes it easy to avoid. I just turn around and immediately go in the opposite direction. With this surefire way of avoiding my nemesis, I figured it was time to try a gamble. The fairy initially told me that I could try finding a way to banish the thorns by seeking out another entity of disease. I’ve taken that to mean the gummy bears. Their presence has brought sickness and rot before. The only problem was I really wasn’t sure how to find anything out from them. Did I use their bodies in an elixir? Did they have the answers themselves? There was a human shaped gummy bear, at least until one of Byran’s dogs splattered it. Perhaps there’s more intelligence among them than I thought. I decided to try out one of Mattias’s strategies. He learned a lot about these creatures simply by being close to them. Following their paths through the woods. I figured the worst that would happen is I’d wander around the forest for a bit and maybe feel a little stupid. ...okay, that’s really not the worst that could happen, considering the upheaval my land is experiencing, but barring any other catastrophe it wasn’t that dangerous of a plan. Or at least, the first part wasn’t. I got some dead mice from the pet store to bait the traps with. They weren’t very big, so I didn’t expect to attract any of the larger gummy bears. This was perfectly fine with me. I was in no hurry for another encounter like the last one, especially with the dogs on loan to the fairy. I baited the traps and left them scattered throughout the deep woods. Within a couple days the traps yielded results. I found the jellied remains of a rabbit inside one of the traps, staring at me with glistening eyes, its translucent ears quivering. I crouched beside the cage. “I’m going to let you out,” I said. “Don’t try to bite me or I’ll drop-kick you into the afterlife.” Just to be safe, I released the gummy bear with the cage door pointing away from me. The rabbit bolted and I sprinted after it, only to lose it within seconds. So the worst case scenario came true, I felt real dumb there, standing in the woods and belatedly realizing that I couldn’t actually keep up with a rabbit. The second gummy bear I caught was a raccoon. That’s still not something I was convinced I could keep up with, so I took the liberty of breaking both of its hind legs before I released it. The bones snapped like dry branches. The gummy bear hissed wetly and bared its yellowed teeth at me, but otherwise didn’t seem to be in pain. I’m not sure if this qualifies as animal cruelty and frankly, I’m trying not to think about it too hard. This time, I had no problem keeping up with the gummy bear once it was released. It dragged itself along by its forelegs, seemingly oblivious to the dangling appendages that trailed behind it. Our progress was slow and I impatiently began to wonder if perhaps I should have only broken one. There was nothing I could do about it now. The gummy bear would turn and hiss at me if I got too close, so I kept a healthy distance between us. And I followed it. I honestly had no idea where it would lead me, but Mattias’s journal implies that he learned everything he did by being close to these inhuman things. The world is less stable when they’re nearby, he claimed. Things slip through. It took a long time. I was tempted to quit and go home repeatedly and each time I had to remind myself to have patience. Mattias surely had, as he didn’t have the siren call of the internet luring him away. The raccoon made a circle of the deep woods, its pace consistent, dragging its broken legs behind it. It moved with purpose. It stayed off the road, but I caught glimpses of gravel now and again through the barren trees. After a little while I realized that it was slowly but surely turning, heading back towards the hill that led up and out of the forest. I was beginning to think this had all been a waste of time and I should just finish the thing off. Watching it drag itself all through the woods for the past couple of hours had stirred an acute sense of guilt about this entire affair. Killing something was one thing. That’s a matter of life and death, generally. But crippling something like this… perhaps there’s more of my father in me than I thought. He’s in the quiet spaces of my soul and most of the time I can’t hear him over the roar of my anger. I heard him now. I steeled my resolve and hefted the crowbar I’d brought along for just this purpose. Blunt weapons are the best tool for destroying gummy bears. Sharp edges can cut pieces off them, but that won’t necessarily slow them down. Even if you cut it in half you could get unlucky and the pieces might reconnect and join back together and then you got a gummy bear with its ass literally stuck to its shoulder flailing around and trying to bite you. Blunt trauma, however, separated the parts beyond repair. Like dropping a cherry pie on the floor. You aren’t getting that back together in a cohesive form. And like an exploding cherry pie, the gummy bear burst into a gooey red smear that coated the nearby ground and splattered on the trees when I brought the crowbar down into the center of its body. Something like smoke hovered over the ground. It was only there for a second. I might have missed it, had I not been watching. Ever since my encounter with the human sized gummy bear I’ve been thinking about what I saw and experienced and wondering if I’d imagined it. But there it was. A miasma. An ill wind carrying sickness to anyone that inhaled it. It rolled away from me, traveling uphill, and then it passed between two trees and was gone. I almost walked away. But something stirred in the back of my mind, sluggishly connecting the pieces. Dropping each thing that had happened into place until the pattern was evident. I’d followed it around the old woods. We’d made a circle and were now at where we’d begun. Except sometimes… when walking in a circle with intent… you don’t actually wind up back where you started. There are other worlds inside my campground. Many more than what I have encountered already, according to my ancestor. I walked after the smoke and passed between the two trees and they creaked as I went by them, bending their heads to twine their branches so that I passed under an arch and then… I was elsewhere. The hall. I’d found the hall of the gummy bears. I need to stop using such stupid names for the things on my campground. The structure was of primitive construction. The ceiling was thatched and birds flew between the rafters. There were no windows and the only light came from candles burning in sconces on the wall. The air was thick with the stink of rancid fat and smoke. I tried to take shallow breaths and walked slowly forwards across the rushes strewn over the dirt floor. Small things rolled and broke under my feet. I did not look closer to see what they were. They felt like bone fragments. The hall continued on for a long time. The darkness swallowed me up and I could only see a handful of yards in any direction. The columns supporting the roof blurred together, each one the same as the last. Round posts with the bark roughly hewn off, painted in ochre tones of yellow and red. Primitive colors made from the earth. This place was very old, a remnant from the earliest edges of human civilization. I reached the end of the hall. At first I took the back wall for a mosaic, dark wood interspersed with ivory points of varying sizes. Then, as I drew closer, the shapes resolved themselves. Skulls. The back wall was covered with skulls. Animal skulls of all sizes. I recognized groundhogs, squirrels, deer, and a couple coyotes. A platform of rough hewn stone was built against the back wall. On it sat a chair, backless, with a rounded seat of hide stretched between two ornate arms. The carvings that covered the legs and arms were the only intricate decoration I’d seen in this entire place. I crept closer to the chair, trying to get a better look. It was then that I noticed there was something strange about the mortar holding the stones together. It glistened in the faint candlelight, like a fatty cut of meat. I drew up short with a sudden sense of unease. Nervously, I hefted the crowbar, taking confidence in its weight. I held still and listened to my surroundings, intently searching for any noise, any sign that something was urgently amiss. A rattling in the corner. Like the scuttling of tiny claws. I pivoted to face it, just in time to see one of the skulls fall off the wall. It did not strike the ground. It stopped just short, as if falling into thick snow, and then it tilted gently to one side and went motionless. Smoke condensed beneath it, barely discernible in the dim light of the candles. It felt like it was staring at me. Then it was gone, swiftly flowing out of sight the instant I blinked. Heart pounding, I watched the shadows, trying to discern where it had gone. But behind me I heard another noise, like the scrape of claws, and I turned to face it just as another skull fell from the wall. This, too, was caught by the smoke. I felt like my heart was ready to burst from my chest. The rushing of my own blood echoed in my ears. I licked my dry lips and waited, my eyes darting back and forth in a vain attempt to watch all angles. The room was silent. I couldn’t depend on my hearing. How would smoke make noise? The first came from my right. It swept in low, the smoke billowing like the incoming tide. I turned on my heel and brought the crowbar down in an overhead swing. It connected just as the creature surged upwards, the empty eye sockets leering. The mid part of the crowbar crushed through the skull and into the brain cavity and the smoke dispersed as if flattened, floating back down to the ground. Blunt teeth raked against my shoulder. I hissed and spun, swiping sideways with the crowbar as I did. It passed through the column of smoke and the creature faltered, as if losing its balance, and a follow-up swing sent the skull tumbling away in three separate pieces. More skulls were rattling on the wall. Three fell. Then two more. They were quickly swallowed up in the darkness, only to emerge seconds later, lunging at me from the shadows. I would dispatch one with a well-aimed blow and then turn to counter another. Or feel the bite of their teeth. I could only be thankful there was no jawbone with which to crush whatever limb they latched onto when they had an opening. Still, the teeth broke skin. I barely felt the pain underneath the adrenaline. They were aiming for my throat. For my abdomen. And for every one I dispatched, another couple skulls would fall. Then there was another sound, overwhelming the rattling of the skulls or my own frantic breathing. Laughter. A gurgling, wet laugh, emanating from the direction of the throne. I risked taking my eyes off the shadows and saw that the mortar holding the stones together was not… actually… mortar. It was flesh. Jellied, translucent flesh. And it was seeping upwards, congealing on top of the dais, working its way up the legs of the throne. And it was laughing. “Send them all!” I screamed at the dais. “I’ll smash every skull on that damn wall if I have to!” There were so many now. They crowded between the columns, lines of ivory skulls bobbing on a thick carpet of smoke. I exhaled slowly, trying to steady my nerves. I could do this, I told myself. I was stronger than them. Their teeth could not pierce very far and so I only had to outlast them and protect my vitals. And hadn’t Beau taught me how to outlast? “Go on,” I growled. “My name is Kate. I’ve killed inhuman things before and I’ll destroy all of you as well if I have to.” The chuckling finally stopped with a final, satisfied note echoing down the long hall. Panting, I pivoted, watching as the creatures receded into the shadows between the columns. Finally, only once the silence returned and nothing else came out of the darkness at me, did I turn and give my full attention to the mass at the fore of the room. It covered the throne as a shapeless mound of flesh the color of an onion. A quivering lump fully the height of a human and just as wide, the chair hazy behind the translucent jelly. As I watched, small shapes detached from the dais. Stones, two the size of my fist and the rest the size of walnuts. These slowly made their way up through the entity’s body until they floated in the middle of the space between the arms of the chair. The larger stones positioned themselves as eyes and the rest became teeth. The teeth split apart and it began to speak. “Have you brought me tribute?” it gurgled. “No,” I replied. “Then you are an intruder.” All around me, the skulls shifted, moving forwards a pace. I resisted the urge to raise my weapon once more. “That is not my intent either.” “Ahhhhh.” The teeth spread into a smile. “Then you are a supplicant.” “Are you a king of the Partholanians?” I asked. Those ancient people of Ireland who died of disease. “It has been a long time since I’ve heard their name,” it replied thoughtfully. “We are of them. They had a name for our hall. It has since been forgotten.” I briefly considered telling it what we call them, but quickly squashed the idea. I didn’t want to cause myself more problems by naming it and I certainly didn’t want to name it “the hall of the gummy bears” I mean that’s a terrible name. DO NOT CALL IT THAT IN THE COMMENTS. “There’s thorns on my land,” I said. “They’re rotting the trees.” “So you seek us?” “They say the Partholanians died of disease.” “You are a supplicant, here to beg a boon,” it hissed. My heart sank. Another bargain. It named what it wanted with no small measure of malicious joy and I knew before it finished that I would not be able to grant what it wanted. It asked for bodies. Human bodies. Not these weak animals that they steal here and there, filling their wretched, dead corpses with the spirits of its people until the flesh dissolved to pieces around them and they came fluttering back here, to this last refuge of its kind. It wanted living flesh. Strong flesh, that they could inhabit and walk among the living once more. I said that wasn’t possible. I offered it dead human bodies. It was something, at least, and I could obtain those. The funeral home might be willing to help. I only needed to fulfill the bargain long enough to get a remedy for the thorns, I thought desperately. The creature refused. They were tired of inhabiting dead things, bodies that had already given up on life and could not be restored. It wanted a heart that remembered how to beat and lungs that knew how to breathe. “And what of the person that inhabits that flesh?” I asked. “Perhaps the soul will stay. Perhaps it will depart. I do not care.” If I did this, it said, it would give me what I needed to stop the rot. I took a deep breath. And I agreed to its bargain. It shook with pleased laughter. “One last question,” I said. “Why can’t you get a body of your own making, like how the other creatures on my campground have?” Beau says he remembers being on my land, walking down the road looking for someone to share his drink with. He came from somewhere, as did the hammock monster and the lady with extra eyes and all the others. “The watcher will not let us pass,” it hissed. “We are too weak. We cannot take form. We can only steal, scavenging the scraps. It is a shameful survival. Do you pity us?” “No,” I said quickly. “Nor do we pity you. We see your death sometimes, lurking in the woods.” “My death?” I asked desperately. “The beast? Or something else?” It chuckled, a sickening gurgling sound, like boiling mud. “Bring me bodies,” it said, “and perhaps I will tell you more.” I recognized the dismissal. I turned and walked away, the skin on the back of my neck crawling under the weight of all those empty eyes watching me go. The doors to the hall hung open for me and when I passed through, the trees unwound themselves and the arch and the hall were gone. There were only the snow-laden branches of the campground. I’m a campground manager. I have no intention of honoring this bargain. I admit that it is tempting to give some of my more problematic campers to them. Heck, for some of them, being a flesh vessel for the decaying soul of an unborn monster of ancient times would probably be a personality improvement. However, as I’ve discussed before, the town does not look kindly on bargains with evil things. They turn a blind eye to the campground for the most part since we contain the evil things, but I feel this might cross a line. There’s no direct benefit for the townsfolk, after all. I’m not keeping something away from them. The gummy bears are stuck here already. If anything, I’m throwing innocent people into their maw just to make them stronger. I don’t think they’d accept it being worth the sacrifice to get rid of the thorns, either. They tend to be rather short-sighted. It would take the thorns consuming the campground and overflowing into their land for them to accept the necessity of such a bargain. I don’t have enough time to wait for that. And I don’t know… it’s kind of nice to be the heroine sometimes. Maybe this is my father’s legacy coming out. He always wanted to save people. So I’m going to cheat. That’s one of the strengths of humanity. We can freely use deceit. I just need a willing accomplice. And I know exactly who to ask. [x] Read the full list of rules. Visit the campground's website.
Please stop with the "simulators are bad and easy to make and x game deserves way more recognition because it is way better!" posts/topics
Intro I know this will probably be down voted to heck but please hear me out because I know a lot of people think this way and I wanted to offer another perspective from a developer who works on a game that is generally regarded as being more unique or visually polished or whatever. Stop with the "simulator devs are lazy, simulators are bad and easy to make and quick cash grabs, and this game deserves way more recognition because I think it's a lot cooler" talks. It's a super over simplified thought process. Why These games(simulators, roleplays, what have you), are much harder to make than you think. Take it from someone who has actively worked on prototypes for several of them. People often overlook everything beneath the surface of success - and this is no exception. You'd typically only know this if you've tried to create one, or have been developing for awhile. Hence me offering some insight. I'm not claiming to be a know it all of anything, but I'd say I have my fair share of experience. I've been developing on this platform for 12 years now, have released a game that does as well as most of these simulators(and no, it's nothing close to a simulator and actually quite niche comparatively), and I've worked on loads of projects - many of which being what you may call a simulator. They generally take just as much if not more thought, design, execution, and marketing than anything else. But simulator devs are lazy greedy people that only care about money! The amount of developers/games that have extremely immoral monetization practices on roblox is probably less than you think. And no, aggressively monetizing a game is not being greedy or immoral. It's a developer trying to earn a living off something that is typically their full time job. There's nothing wrong with making these games or trying to maximize profits from them. Lots of these developers love making games but in order to continue their dreams they need to find ways to turn it into a well paying job too. Also, people have different goals with what they want to get out of game development. Some do it for money and that's that, and there's nothing wrong with that. I don't personally belong to that category but that's because it's my passion(and also my job) But X game is way better and so underrated! There's this common fallacy/mistake in thought where people look at some game that is super polished or unique looking, and directly compare them to some simpler game and come to the conclusion that the game they like doesn't have recognition because of it. It's a product of bias, and it's not usually that simple. A lot of these games that don't do well but look amazing are typically:
Fundamentally incompatible with the target demographic and social ecosystem of roblox
Have extremely lacking game design principles/planning
Some combination of the above
So what are you actually seeing then? Don't misunderstand my previous point - simulator games(and games like it) ARE generally less risky on roblox. And that's why they're so prevalent and why people think they're so easy to make. Because a lot of developers don't want to try to undergo the gamble of innovation. There are a lot of them for this reason, and because their game design typically aligns better with the target demographic of roblox - and the social pillars on which all successful roblox games need to be built - they do better than "polished but incompatible game x" That's not to say that more innovative or niche games can't do well! I don't want to come off as boasting but I think I'm at least partial testament to that - as are games that are also large(maybe not quite as massive in concurrents as some other games but still do very well). Shark Bite, Rogue Lineage, just to name a couple off the top of my head. There's also a fair amount of risk/luck involved whenever you take on a riskier project - be it a risky genre, or just something that isn't recycled from market trends. Games like simulators do well - and that's why they do well. Think about it. People make these games because they're proven ideas. Games that aren't proven ideas or don't work as well on roblox, will naturally struggle more So what can I do as a game developer? Why should I even bother to try to make the games of my dreams? There's no easy way to answer this at the end of the day, but if you want my personal opinion - take some solace in the fact that a lot of these games that are typically less innovative or unique, don't usually last as long as games with a lot more time and passion put into them. Games which, at their root, had some more intrinsic motivators behind them. If your game is designed well and is high quality and is social and fun, you have a fair shot to make an experience that can last a long time. If you love what you've made chances are others will too. Just a few examples of games I'd consider to be built from nothing but passion and innovation are Jailbreak, Adopt Me, and Vehicle Simulator(I could go on but these will suffice) You can try to argue that these are other examples of easy or simple games because they're more "main stream", but to deny the insane amount of work and passion that went into them would be foolish. Hope I was able to offer some good insight. Thanks!
Autochess: Market Status and Design Analysis [effort post]
This article was written with thefeedback of ~300 highly engaged players from the different autochess reddit communities (TFT, DOTA Underlords, Chess Rush...), which participated in interviews and on a poll whose results are availablehere.They’re especially thanked by name at the end of the article. In January 2019, Drodo Studio’s Dota Auto Chess mod became insanely popular. Many companies (including household names like Valve, Riot, Ubisoft and Blizzard) rushed to release their own versions. It seemed like the beginning of something big like MOBA or Battle Royale. But it has been more than a year now and the hype seems to have vanished completely. As quickly as it rose, it went away… This is the first on a series of articles where we will analyze the autochess genre. Here we will be exploring the genre’s history, its current market situation and its audience. And also, what are the core design issues that autochess suffers and that no one has been able to solve yet. https://preview.redd.it/tc2c19k4ipg61.png?width=1024&format=png&auto=webp&s=487539f51e104ee7d1aae1a6ded7447b1dee11ca It really helps me if you check this article (or similar content) at my blog https://jb-dev.net/
A HISTORICAL PERSPECTIVE
This wasn’t the first time that a mod got the spotlight and ended up becoming the foundation of a genre. It happened in several major, industry-defining cases before (some of which are Team Shooters, MOBAs, Battle Royale…). But on some of these cases events unfolded differently. So we identify 3 distinctive eras related to the evolution of the industry:
1st Era (2000s): Assimilation
The company whose original software had been modded (or had a close enough game, like Valve) moved quickly to absorb the successful mods and turn them into even more successful products. Since at that point creating a major game release was very complex (required an expensive development, publishing deals and an infrastructure to distribute the product), the deal was profitable for both sides. But it meant the dissolution of the identity of the original creator team, which became embedded in the bigger company culture. https://preview.redd.it/abyi6d2jipg61.png?width=461&format=png&auto=webp&s=d4171bf9344a162e695a75a91d18eec8206b9123
Team Fortress (1999) was originally a Quake mod. And Counter-Strike (2000) started out as a fan-made mod on the Half Life engine. Both games (and creators) were quickly absorbed by Valve.
2nd Era (2010s): Integration
By this time, the previous era model still was going on… but the gaming industry had significatively grown a lot and it was also possible for smaller or even new companies to lure the original developers, and use the mod as a proof for commercial success in order to secure funding and develop it as a full title. The main characteristic of this era is that the original developers were able to keep a bigger share of control and relevance, rather than being integrated as just another gear on a bigger machine, because the companies they joined built their own identity around that key product. This was the case of Riot Games: They were able to raise enough money for the creation of their company through family and angel investors, and then hire some of the original creators of DOTA, and then created League of Legends. https://preview.redd.it/vl6h2l7lipg61.png?width=763&format=png&auto=webp&s=414abb3da2b169966b7bf757a6116f86ef3748d2
Defense of the Ancients (DotA), the foundational title for the MOBA genre, appeared in 2003 as a fan-made custom scenario of Warcraft 3. Foreseeing commercial potential on a full game based on the concept, Riot games and Valve both battled for the Dota IP and the original developers, eventually releasing rival titles League of Legends and Dota2. Interestingly, Blizzard (owners of Warcraft 3) tried to replicate the success without the mod creators in Heroes of the Storm (2015), which hasn’t been as successful as the other two.
A similar case happened with battle royale, which also started in 2013 as a successful DayZ mod created by the modder nicknamed PlayerUnknown. Later, it was transformed into a full product through the acquisition of the developer by a korean company (which would later be renamed as the PUBG Corporation, again showing how the company grew around the game rather than assimilating it). This case hints what would later happen with Auto Chess, since Fortnite wasn’t involved in any way with the original creators. They just copied the concept. Fortnite was a product stuck in a kind of development hell (had been 6 years in the works). As the game was getting close to the release, the developers became impressed by PUBG’s success, so they created a quick Battle Royale spin-off which became insanely popular and eventually ate the rest of the game. https://preview.redd.it/zkdv4jjqipg61.png?width=808&format=png&auto=webp&s=0e7ad39e5db4d83b6b927587b59bf1c81fe0ef85
Player Unknown’s Battlegrounds (2017), foundational title of the modern battle royale genre, is the successor of PlayerUnknown’s DayZ: Battle Royale, a popular mod for DayZ (which on itself is a mod of ArmA3, making it a mod of a mod lol). The success of PUBG inspired Fortnite (a title on the later stages of a troubled development at the time) to spin towards that genre, becoming PUBG‘s main competitor.
3rd Era (2020s): Fragmentation
In all the cases presented previously, the newborn genre ended up in the release of one or two titles which accumulated most of the business. But this hasn’t been the case here. In Autochess, the newborn genre has been quickly fragmented into a big list of competitors. Some are standalone games (like DOTA Underlords or Autochess: Origins), but there’s also several service-model games which released their autochess mode as well (like Hearthstone’s Battlegrounds or TeamFight Tactics, which at the end of the day is a side-game mode of League of Legends). This creates an interesting precedent, which I believe will define future cases where an innovative new game concept appears: The hot idea will be cloned very fast because today the main bottleneck in the industry is having an innovative design that generates player interest and engagement. By 2020, it’s way easier to create and distribute a game, there are way more developers hungry for a hit than ever before, and a lot of service-model games with short development cycles always looking for something juicy for their next update… so new ideas becoming red oceans fast will be the norm. For sure, this won’t affect the ability of small developers and modders to innovate, but it will affect their ability to leverage that to become successful on an independant level, before they get cloned. https://preview.redd.it/51jbq4jwipg61.png?width=1024&format=png&auto=webp&s=fdfcfeb82e73b48210c4d93386438268d6dcbe3b
Dota Auto Chess, was a Dota 2 mod which obtained massive popularity. After a failed acquisition from Valve (owners of Dota), the mod developers (Drodo Studios) went to create the mobile standalone Auto Chess: Origins, while still maintaining the PC version linked to Valve. Meanwhile, Riot, Valve, Ubisoft and many other companies developed and released their own autobattlers at a record time, downgrading the genre creators to just another competitor.
On Autochess, the fragmentation and fast release pace came at the cost of innovation, though. These games feature few unique selling points compared to the original DOTA Autochess experience: TFT’s ‘anti-snowballing’character selection rounds, Underlord’s bosses and fast-track mode…. And ultimately, they haven’t fixed the core issues of the original game, which separates it from a true hyper-successful product like MOBA.
MARKET STATUS
Because of the rain of clones, it’s hard to map all the autochess games on the market. It doesn’t help that some of them are available in both PC and Mobile (playable in PC, Mac, Android and iOS), and also they’re exclusive to different PC stores (Dota Underlords is only on Steam, TFT is on Riot’s LoL launcher, and Autochess Origins is only at the Epic Store…). And if that wasn’t enough, the Auto Chess mod in DOTA2 is still very active and has no signs that it’s going to be dying soon. It’s still being regularly updated, and presumably still profitable: Some months ago they added a battle pass system, with its revenue shared between Valve and Drodo. https://preview.redd.it/8w2lrid0jpg61.png?width=854&format=png&auto=webp&s=3697396edd8af2dff3f8e25cb2dd3829635506d0 What’s interesting is that none of the contenders has been able to become massively successful in terms of monetization, at least not in terms comparable to even a second or third tier MOBA. And while there are definitively different tiers of following among these titles (led by Riot Games’ TeamFight Tactics), it seems that none of them has been able togather under its banner a significant amount of players, mobile downloads or Twitch Views… Sources: AppAnnie (mobile metrics), TwitchMetrics (twitch) So ultimately, we’re dividing the autochess market into 3 categories: Squires, Would-be Kings and Peasants.
Squires: Rather than standalone games, these are side-modes of already successful products. Under this category we would list the Battlegrounds mode in Hearthstone, or League of Legends’ TFT, and maybe even the original DOTA Autochess mod. While for sure they’ll have their own dedicated audience that only plays those modes, for most players it’s just a nice and fresh activity integrated within a broader game experience. The squires are the ones that have achieved the biggest success among the autochess genre because they don’t suffer as much backlash from the lack of gameplay depth inherent to the genre, which is harmful for the long term retention: Even if the mode eventually becomes a bit shallow, players have many other things to play, and thus are retained. As a consequence, these games can still monetize significatively by selling renewals of their Battle Passes every new season. Not enough to make them successful on the degree that was expected… but at least it’s something. Other than bringing an additional source of revenue, these modes were useful to their core games: They generated player interest by providing innovative gameplay. Hearthstone’s Battlegrounds was an amazing addition to the CCG genre, and made a lot of people come back to the game to discover the new mode and reengage.
SQUIRE: The gameplay of TeamFight Tactics (slow tempo, no team coordination, decreased attention requirement…) makes it a nicerelief modeto play between LOL matches, which is its purpose in the foreseeable future. If there ever was an intention to make it a standalone game, it vanished together with the player interest on autochess…
Would-be Kings: These are the other two top dogs of the category. They were supposed to rule… but that looking at the numbers they don’t really seem to have ever lifted off. Under this category we would list Auto Chess: Origins and DOTA Underlords. The problem is that their standalone approach means that they suffer the most of the design issues of the genre that we’ve presented in the last section of this article (i.e. flat complexity, lack of mastery depth, lack of progression and rotative meta…). That means that they lost a lot of population over time, and therefore their Battle Pass renewal isn’t as effective at generating revenue : (
DOTA Underlords is an extremely polished product in terms of graphics, character design and UX, and yet another proof that Valve devs really know how to do great games. Too bad they aren’t as good at releasing third installments.
Patricks, gamers looking for a competitive-but-idle experience that doesn’t require full attention and it’s easily reconcilable with their functional adult life.
Grizzlies, competitive players that struggle with fast paced games that demand a high actions per minute ratio and quick reflexes (like MOBAs or competitive shooters).
Warmasters, highly competitive players that enjoy more the area of strategy (setting up goals and planning how to achieve them) rather than tactics (skillful execution of actions and micromanagement).
What these profiles have in common, other than being hardcore gamers and having a big interest in competitive games, is the fact that they enjoy the lack of micromanagement, and the demand of reflexes and dexterity of autochess. This is quite interesting, considering that the genre foundation is so close to MOBAs, which are extremely demanding on those aspects. Overall it seems that they belong to audiences below the MOBA umbrella which are currently being alienated by the bulk of ‘younger and dexterity focused’ players. And when it comes to platforms, it seems that even though the barrier between the classic gaming platforms and mobile is progressively disappearing, the genre is still mainly focused on PC: Out of the ~300 players that answered, 50% said that they play exclusively on PC, 25% played primarily on Mobile, and the remaining 25% played in both. https://preview.redd.it/a25azxggjpg61.png?width=962&format=png&auto=webp&s=dc3677e4203abb44d5b60cc2b55e01f4fe839f74
Players said that they enjoy the focus of the game in planification, as opposed to the focus on execution and performance of MOBAs. And when asked about their main points of frustration, they pointed out 2 main topics: 1.- The strongluck factor that has a strong impact on making you win or lose regardless on how well you played. 2.- The fact that the game eventually becomes shallow and repetitive, fueled by the fact updates were unexciting and not rotating the meta.
Surprised by the fact that players mention randomness as a factor of both enjoyment and frustration? Don’t be! Competitive players tend to have a love-and-hate relationship with luck, because they tend to consider that external factors outside of skills (money spent, better draw…) stole their well deserved victory. And it’s even more frustrating in autochess, because there’s a strong snowball effect: Players that obtain a big advantage early on in the game become hard to catch later on. Which means that a few bad or good draws early on can decide the rest of the match. There hasn’t been a single feature more criticised in Magic: The Gathering than the randomness of drawing mana. And yet, luck it’s part of what makes MTG stand out compared to other CCGs: For experienced players, it introduces uncertainty and the need to take risks and gamble, like they’d do in poker. And for rookies, it allows beating someone that has better skills and has a better deck, if Lady Luck is on their side. Won’t happen often, but it will feel awesome when it does. Like a friend likes to say: The best feeling in MTG is to draw a mana when you really need it. And the worst? To draw it when you didn’t. This goes to say that in autochess, perhaps the power of luck needs to be reviewed, but it would be a bad decision to completely remove luck from the equation.
DESIGN CHALLENGES
In this awesome DoF article, Giovanni Ducati already pointed out the two main problems that the games in this genre need to solve to achieve real success: Bad long term retention and low monetization. To these issues we would add a third one, which is bad marketability: Contrary to their big brothers League of Legends and DOTA2, these games haven’t been able to achieve high organic downloads (at least not to be able to generate significant revenue through soft monetization mechanics). What’s even worse is that all these games, their themes and target audience are quite close to RPG and Strategy, which are genres with some of the highest CPIs on the market. So they need top-of-the-class retention and monetization to get a high enough LTV to scale up. But why do these games fail at keeping players entertained for a long time? And why don’t they monetize enough? Here’s what we think:
Flat Complexity & Progression
You have some games out there which have a strong entry barrier due to being quite complicated to grasp. But for those that can deal with the numbers and stats, the depth will keep them entertained for months and years. This is the case in most RPGs and 4X strategy games. And then you have hypercasual games, which are simple and plug and play. So they generate a great early engagement, but are too shallow to keep users hooked for a long time. As a genre, Autochess games are in the middle ground: they have a high entry barrier, but also lack the complexity to keep players engaged for a long time… As a general rule, games with long retention tend to follow Bushnell’s Law of being easy to learn and difficult to master. They achieve that by having what we call an unfoldingexperience: They appear simpler at the beginning (not necessarily easy), but require thousands of hours of practice to master. An example of this are games that level lock most of the game complexity, so the player understands and masters only a set starter mechanics. And then, progressively unlock new modes and demand more specialized builds and gameplay, repeating the cycle several times to keep the game always interesting while attempting to avoid being overwhelming. https://preview.redd.it/e9f8s8tkjpg61.png?width=1024&format=png&auto=webp&s=825c85b7c479b3bf05fc43ac668cbd1eddf17c97
In World of Warcraft, character depth is huge. But this complexity is unfolded progressively, forcing the player to spend time mastering each skill and activity as they level up, before moving further.
Rocket League hides its complexity by matchmaking early players with others of a similar skill. This makes beginner playersviableeven if they grasp only the basic mechanics. But, as they climb further, they’ll face rivals that take those basic skills for granted and the player will need to master more challenging techniques to keep up.
League of Legends and Overwatch are actually a combination of both: The game first introduces the player to a small selection of heroes which progressively gets expanded, while at the same time having an insane mastery depth that requires a high APM and reflexes, team coordination and thousands of hours of practice. Contrary to any of those examples, Autochess games throw everything at you from the beginning: Character Skills, Synergies, Unit Upgrade, Gold Management, Items… It’s a lot to swallow. And there’s not even enough time to read what each thing does before the timer runs out. This creates a complex, overwhelming first impression that drives many players out. But that’s quantity, not depth. Once you’ve gone through that traumatic starting phase, you’ve grasped all the mechanics and you know which team builds are dominating on the meta, it’s just a matter of making it happen by taking the right decisions and adapting to a few key draws. Eventually, unless luck is really against you, your skills won’t be challenged and you won’t have new mechanics to master. At that point, winning will be based more on the knowledge of the content database and luck rather than your planning and strategic ability. And that’s boring. So ultimately, these games are hard to grasp for a newbie, but also lack the ability to keep players interested for a very long time since they eventually run out of new features and mechanics to discover and master.
The DAU that we would expect on a long term retention game: A decreasing trend of players until reaching a stagnation stage. At that point, a big update (or new season) is required to attract and reengage users back with new content. This is the model we would see on Fortnite or Hearthstone, but it’s not what we see in most autochesses.
On this topic, perhaps the one that has put the most effort is Riot’s TFT. Each season update, the game releases a new series of heroes, synergies, items and rebalances, as well as a big bunch of cosmetics. This generates a short lived boost on revenue (due primarily to players buying the pass) and downloads, but ultimately nothing that really moves the needle in a relevant way. ‘Why seasonal updates don’t work?‘, you may be asking. Part of the reason is that TFT, as well as every major contender do not include elements of content progression or collection. Instead, they all stick to the roguelike approach of the original mod: Players have access to the same set of units, and build their inventory exclusively during the match. While at first this seems a good idea, since it keeps the game fair in a similar way to MOBAs, it’s oblivious to the fact that new units do not offer the same amount of gameplay depth as in League of Legends. InLoL, a new unit means weeks or even months of practice until mastering timing, range and usage of the skills, how they interact with every other champion, etc… In comparison, in TFT the new content can be fully explored in just a bunch of matches, both because the new content doesn’t offer that much depth to start with and because it’s available from the moment the player gets the update. By lacking content progression and collection, autochesses miss the opportunity to create long term objectives after an update, more innovative mechanics and less repetitiveness. As a consequence, they have it really hard to hype players on updates.
Big ‘Snowball Effect’
In game design, thesnowball effectrefers to the situation where obtaining an advantage or dominance generates further conditions that almost invariably means winning the match. As you can guess, on competitive games this effect can generate a bad experience, especially when the divergence starts early on: The player that obtained the early advantage will keep on increasing the advantage and curbstomp the rest. For example, this can happen on a Civilization game if a player gets ahead of the rest acquiring key resource territories, and uses them to achieve a greater progress in tech and income at a faster pace than the rest. Or in League of Legends if a team scores a bunch of early kills and levels up, becoming more able at scoring even more kills… https://preview.redd.it/s07v5umtjpg61.png?width=620&format=png&auto=webp&s=ae14e6101c2c35da175150251bf592d0598fb76c
In this match of Age of Empires 2, the red player (Aztecs) managed to decimate the blue player (Turks) military units early on. Since without an army it was impossible for the blue player to secure enough resources to perform a comeback, for the next 2 hours the blue player was in a pointless, hopeless match. Kudos for not abandoning, though!
Autochess games have a huge snowball effect, due to the following reasons:
Resources lead to victories, victories lead to resources As you know, in autochess each player builds a team based on successive battles. Better battle performance will grant more gold, which is the resource used to buy units, perform shop rolls, etc… Similar to the cases we’ve already explained, this means that players that achieve early dominance will be able to to obtain more gold, use it to get better units and get more victories and gold, therefore increasing their team power faster than the rest. ‘But players can be lucky or unlucky, generating a factor that compensates for the advantage of having more resources early on‘, you may be considering. Unfortunately, this is a flawed logic, because of 2 main reasons: (1) Having more resources means more adaptability: The dominant players will be able to leverage on them to re-adapt their team, therefore outperforming the rest on a randomness-driven scenario. (2) Resources allow to buy more rolls, which diminishes the deviation generated by each individual roll.
TeamFight Tactics attempts to decrease the snowball effect by introducing Carousels: rounds where all players pick a character from a list, and where the players that are losing (i.e. have less health) get to choose first. While this decreases the issue, it doesn’t really solve it… It just makes that smart players aim to lose on purpose at the beginning so they can get the better pick and generate the snowball slightly later on.
Luck factor. The previous point goes into maintaining and increasing dominance once it has been achieved early on, but another source of frustration is that luck is a huge factor in achieving early dominance. This means that your strategic skills and smarts can be completely invalidated by a couple of bad rolls at the beginning of the match. And there’s nothing that competitive players hate more than having their match stolen by factors outside the pure clash of abilities.
As an antithesis, Poker also has resource management, and luck factor determines the victory (on a specific round). But unlike Autochess, resources can’t override luck, and early victories don’t affect the later chance of winning.
Excessive Match Length
Compared to PC, on mobile is much harder to keep the player focused for a long period of time on a single session. And having a very long minimum session kind of goes against the premise of being able to play anywhere which is a primary strength of mobile as a gaming platform. This is a problem for autochess games since a single match can last for 30-45 minutes of synchronous, nonstop gameplay. https://preview.redd.it/eh020bi1kpg61.png?width=1280&format=png&auto=webp&s=5e98aefdec1c79141d7fe13d02acfadb13e789b7
The knockout mode in Dota Underlords aims to make the game more accessible by skipping the slow beginning of the match (you start with a pre-setup army), and by simplifying the health and fusion systems. This shortens the matches to ~15 minutes, which is still too long for mobile, but better than 30. The problem is that it also increases the snowball effect, since the match has less turns to allow comebacks, and makes any mistake (or a bad roll) way more punishing.
‘Isn’t the solution just make the match shorter?’, you’re probably wondering. Unfortunately, there are several reasons that make this more challenging to the core design than what it seems:
Because in autochess the player builds its team from scratch, at the beginning of each match there are several turns to setup team foundations. Removing these early decisions severely decreases the teambuilding possibilities, decreasing overall depth.
Also, eachsetup phasebetween clashes requires a minimum time to think and perform the actions. In the last turns of a match, the game can become quite demanding on thinking and input speed.
Matches require a minimum amount of turns to compensate the weight of a single lucky/unlucky roll over the chances to win. Because the possible units for teambuilding appear on random rolls, the less turns there are the more luck factor the game will suffer, and as a consequence the less important the player’s strategic skills will be.
And if there are few turns, there are also less chances for comebacks. Because it means that players will have less setup phases to adapt and catch a player that has obtained an early advantage.
Finally, since the match involves 8 players, it requires a minimum of turns so that they all can fight between each other… Nevertheless, I don’t consider this a critical issue because Dota has been able to change this specific point on the knockout mode without sacrificing too much in terms of depth.
FINAL THOUGHTS
The history of the autochessgenre serves as an example of the risks of design endogamy: The devsphere rushed to clone Auto Chess, and before a year all the major contenders were in the board. But that speed came at a cost: None of these projects has brought the concept much further than its original conception, and in doing so they haven’t solved any of the core issues. https://preview.redd.it/jptzdrj8kpg61.png?width=1280&format=png&auto=webp&s=8f3fb34eb46b610e6ee355ba47782c804cb74186
The folks at Riot games developed the TeamFight Tactics in less than 5 months. This allowed them to release while the hype was still at its peak… but it also meant it added just a couple of improvements, and it’s otherwise very similar to the original Auto Chess mod.
After seeing all these projects fail to meet the big expectations that were placed on them, the question is if perhaps the best approach was to avoid rushing, and instead tackle the genre with a title that is not a clone, but rather a more groomed, accessible and innovative successor of the original idea. In our next article on this series will make an attempt to see how such a game could be, rethinking the spirit and fresh design ideas of autochess to solve the issues mentioned above. (May take a while though, I want to focus on smaller articles for a couple of months…) Meanwhile, if you want to read more about this genre, we suggest you these awesome articles from the folks at DoF: Why Auto-Chess can’t monetize – and how to fix that and How Riot can turn TFT into a billion dollar game
Special Thanks to…
These articles wouldn’t have been possible with the collaboration of ~300 members of the reddit communities of the different auto chess games who provided us with feedback and data. You folks have been incredible solving all our doubts. One thing that this genre has is some of the most awesome players around. So big kudos for Brxm1, Erfinder Steve, Xinth, Zofia the Fierce, STRK1911, LontongSinga22, bezacho, hete, NeroVingian, marling2305, NOVA9INE , asidcabeJ, Eidallor, Rhai, Lozarian, bwdm, Toxic, Ruala, Papa Shango, MrMkay, Dread0, L7, kilmerluiz, Amikals, Sworith, Tankull, B., hete, Bour, Denzel, DeCeddy, Diaa, hamoudaxp, Benjamin “ManiaK” Depinois, Katunopolis, DanTheMan, MikelKDAplayer, 0nid, Tobocto, Tiny Rick, phuwin, Alcibiades, triceps, d20diceman, shadebedlam, stinky binky, Tutu, Myuura, suds, Kapo, Hearthstoned, Engagex, Pietrovosky, Daydreamer, Doctor Heckle, Ignis, ShawnE, NastierNate, LeCJ, Nene Thomas, Chris, trinitus_minibus, Nah, Kaubenjunge1337, Mudhutter, Asurakap, Nicky V, shinsplintshurts, bobknows27, Willem (Larry David Official on Steam), Jonathan, Dinomit24, Monstertaco, GangGreen69, Veshral Amadeus Salieri (…lol!), Kuscomem, Cmacu, Pioplu, Dilemily, qulhuae, Ilmo, MarvMind, facu1ty, crayzieap, Saint Expedite, Lobbyse, Lukino , tomes, Blitzy24, Mcmooserton, magicmerl, i4got2putsumpantzon, radicalminusone, Pipoxo, Kharambit, Bricklebrah, Rbagderp, Merforga, Superzuhong, Mo2gon, MoS.Tetu, MeBigBwainy, Zokus, CoyoteSandstorm, Stehnis, Noctis, Fkdn, Ray, Fairs1912, Fairs1912, Krakowski, HolyKrapp, Damadud, Pentium, Mach, Mudak, CaptSteffo, jwsw1990, Omaivapanda, Inquisitor Binks, Jack, yggdranix, GoodLuckM8, Centy, Prabuddha (aka Walla), dtan, Philosokitteh, Doms, ZEDD, Calloween, Synsane, Kaluma, GordonTremeshko , Djouni, DOGE, haveitall, ANIM4SSO, Task Manager, Submersed, BAKE, Viniv, La Tortuga Zorroberto, BixLe, Rafabeen, Blzane, bdlck666, FatCockNinja86, R.U.Sty, Yopsif, blesk, Quaest0r, FanOfTaylor, StaunchDruid, Rushkoski and everyone else that took some minutes to help us out on the article.
Decided to make another post as the "leaker" allegedly had another AMA on 4chan (taken down again) where he clarified a few things that were misinterpreted and also decided to reveal more things about the game. I decided to clarify a few things about my last post as well as some people seem confused about a few details that I mentioned. Credits to u/Elena_xoxo for bringing the second AMA to light in a post in the GTA6 subreddit and also u/roughpreference991 for the screenshots of the AMA. The archived version of the first AMA can be found here. Again, take it with a huge grain of salt because of it being a 4chan leak and no way to know if both the AMAs are done by the same person. This time around the leaker comes with a bolder claim about the credibility that they have been working at R* since 2004 and is primarily a developer. The leaker claims that they know the staff in every area of the dev team. The leaker mentions multiple times to capture the thread and 99% of it will be confirmed "sooner than you think"(Of course, this does not prove shit but could be interesting in retrospect). Now to jump into the details of the second AMA:
Same engine as RDR2 and GTAV but definitely improved upon. Ray tracing is in use but limited to reflections and shadows. Leaker mentions not to expect ray-traced light until the PC release.
They also mention that what they said about the map size of the game in the previous AMA was misunderstood. What they meant was that the fastest transportation in RDR2 takes roughly 15-20 minutes to travel the longest possible route whereas GTA VI is around 13-15 minutes. They mention that the map is bigger than RDR2's in landmass. (The inconsistency of their details of the map from the previous thread is a big red flag imo)
Complete freedom regarding exploration, you aren't forced to play through the main story and can go exploring anytime you want.
They also mention that one of the confirmed songs is "Always on my Mind" by the Pet Shop Boys. (Mentioned in the previous AMA as well but they mention the song name this time.)
Large number of building enterable and they all have textures unique to them but not every building is enterable as it is just too hard to implement.
Better physics than GTAV as RDR2 was taken as the base for it and then built upon for the modern world. Driving feels less arcadey than GTAV but not as weighted as GTA IV's.
The gap between consoles and PC release estimated to be 12 months by the leaker.
The leaker again refuses to leak the MC's name but does mention that he has a mother and a sister. The MC calls the sister Frankie and also the father is dead. (Maybe you play as the father in the 1970s part of the game as I mentioned in the last post who dies when the MC is a kid and then maybe you play as the MC in the modern-day counterpart).
The game has "deceptive" amount of content already according to the leaker.
There's a famous 80s singer hosting one of the radio stations.
Monetization at the launch of Online will be a lot lighter than GTA Vs due to the company being concerned about bad press.
More hair and facial types that can be mixed and matched and also supposed to be period-specific for the online counterpart. Also, there will be a choice of body type but nothing specific like Fat, average, fit, muscular, etc,
There will be a morality meter for the first time similar but not identical to RDR2's system. This will affect certain missions and outcomes.
2 limited maps within the game. Liberty City (pretty much on rails) and a "Cuban" island.
Supposed to be a satirical representation of America in the 1980s.
There's one side mission that's pretty much just one giant easter egg for the Goonies. It is not given to the player by an NPC but started by finding a map (Like one eyed willies).
There is one interesting detail, the leaker first states that the protagonist is older than Tommy Vercetti but then, later on, admits that he made a mistake and that the protagonist is actually 2 years younger than Tommy. (This is the most interesting detail as it can actually be an honest mistake on their part or it could be a clever and subtle way to fake their credibility by acting as if it was an honest mistake.)
The North Point Mall looks really good now and it's way bigger.
There's a scarface style montage that holds a lot of meme potential. (This was an answer to someone asking the leaker if there are any memeable moments)
Main forms of transport stated to be cars, motorcycles, boats, helicopters, and seabirds.
Controls are just a refined version of what you've seen in previous titles. Gunplay is essentially a modified version of RDR2 mechanics. No parkour-style traversal mechanics in the game.
Full body nudity in strip clubs and even during some cutscenes. Also, if you build up a good enough affinity with certain women, you can "make love".
Fidelity and Performance mode similar to something like Miles Morales.
You can work out but transformation won't be as dramatic as GTA SA. You have to also make sure that you're eating or you won't grow. Some more side activities mentioned by the leaker are gambling, dancing, and roller derby which they also previously mentioned in the last AMA.
NPCs are like RDR2 but in a GTA setting. The police don't just shoot you to death for small crimes anymore. If you get the option to bribe the officers for petty crimes.
Using fists have better development than the previous GTA. You can grab people and punch them in a clinch. There are unique animations for stealthy kills.
One example of better car detailing that the leaker gives is of Ferrari Enzo (not called that) and it looks as if it could be in a GT7.
The leaker states that there are a lot of 80s references in GTA Online recently. Also, the song choice for casino update was 80s related.
When someone asked if there is a protagonist replacement point like in RDR2, the leaker declined to say as it might spoil some of the story. The prologue and 1st chapter are set in the 1970s all the way till 1987.
Again I can't stress enough to take all of this with a huge grain of salt as a lot of details could easily be educated guesses, there is no way to even know if both the AMAs were done by the same person and the credibility itself but had to compile it for my Reddit peeps. I also wanted to clarify a few things from my last post as well:
I did mention that the first 2 chapters are set in the late 1970s, to be more specific the prologue and 1st chapter are set in that time period, and it goes from the late 1970s till 1987.
The Ricardo codename mentioned for the protagonist in the last game was indeed based on the Ricardo Milos meme. (The leaker stated that the protagonist has "sun-kissed" tan so maybe that's why the codename.)
RDR1 is technically being "remastered" as the map was already made in the newer engine so it's not a remake. The leaker also did state in the last AMA that it looks like a next-gen game.
A lot of people mentioned that Ken Rosenberg and Tommy Vercetti cannot exist in the HD universe as R* has stated that the HD universe is different than the previous games. While I don't deny that but at the end of the day, it's R*'s intellectual property so it wouldn't be surprising if they did it. The other possibility could be an alternate version of the same characters that exist in the HD universe.
1 - Jacksonville Jaguars - Trevor Lawrence, QB, Clemson - At this point, the only way Lawrence wont go first is if the Jags somehow write the wrong name on the card. 2 - New York Jets - Justin Fields, QB, OSU - Zach Wilson vs Justin Field has become a hotter debate in recent times, with mocks seems to split 50/50 on which of the 2 will go before the other. This one will likely end up coming down to preference, but personally I prefer Field’s upside and athleticism. Still, it’ll probably end up being a close call overall. 3 - Carolina Panthers (via MIA via HOU - sends 1.08, 3.73, 2022 CAR 1st, 2022 CAR 2nd, for 1.03) - Zach Wilson, QB, BYU - This seems like a lot at first glance, but I’d bet on the Panthers being much improved next year with the return of a healthy McCaffery and Joe Brady/Matt Rhule having another year to establish their system. What that means is that if the Panthers can improve at QB, they could be a legitimate playoff contender. Teddy Bridgewater is not the answer, and IMO when you have someone as good as CMC, you need to give him a good QB. The Panthers don't want to end up like the Vikings, sticking a bunch of mediocre at best QBs next to their stud RB. 4 - Atlanta Falcons - Trey Lance, QB, NDSU - I know there’s a large portion of Falcons fans who really want to go anywhere but QB here, but how much longer can Matt Ryan play at a high level? With the 2022 QB class still full of question marks, grabbing your guy of the future right now would be a prudent move. Its instant gratification vs long term strategy. And with the success of raw QBs at the next level under proper development, Trey Lance looks like a solid bet. He’s got a great arm, and plays smart enough to only have a single interception in his college career. There’s a serious ceiling here, and he could absolutely benefit from learning from Matt Ryan for a year. Arthur Smith completely revitalized Tannehill as well, so maybe he could turn Lance into a stud. 5 - Cincinnati Bengals - Penei Sewell, OT, Oregon - Seems like it ends up working out for the Bengals, who really need to protect Joe Burrow. There’s been whispers that teams have Rashawn Slater over Sewell currently, but I partially chalk that up to prospect fatigue. IMO Sewell’s the best OT in the class, and although he’s got areas he can improve, his body of work is utterly dominant currently. If he can polish up his technique and stay healthy, he’ll be a godsend to the Bengals OL. 6 - Eagles - Ja’Marr Chase, WR, LSU - DeVonta Smith has been crazy this year, but it seems like people have forgotten Ja’Marr Chase was just as dominant last year too. Honestly, the Eagles really can't go wrong here with either WR, but IMO Chase is more of a sure thing to be dominant in the NFL, as minute of a difference as that is. 7 - Detroit Lions - DeVonta Smith, WR, Alabama - After that insane performance against Ohio State, I don't think the Lions can pass up on Smith here, even as bad as their defense is. With their entire WR corps being possible FAs, they need to find replacements ASAP, especially if they cannot find a way to agree to a deal with Kenny Golladay. As for Smith well, he’s a beast. Plain and simple. Y’all saw what he did to Ohio State in just one half. 8 - Houston Texans (Via MIA via DET - Sends Deshaun Watson, 2022 HOU 3rd for 1.08, 2.50, 2022 MIA first, 2023 MIA first, Tua Tagovailoa, salary fillers) - Kwity Paye, EDGE, Michigan - The Dolphins send away Tua + a ton of picks for a shiny new franchise QB, and the Texans begin their rebuild. First up is addressing the defensive line. JJ Watt is very likely gone, Whitney Mercilus is done, and Jonathan Greenard has disappointed. They need someone who can make a serious impact, now. Kwity Paye has been one of the most dominant players in college football, with an insane pressure rate, and is a supposed athletic freak who runs a sub 6.8 3 cone at 6’4’’, 272, with some claiming it being as low as 6.37. No matter what the time ends up being, it's utterly insane for someone of his size, and he could likely play the same role that Watt does for the Texans. 9 - Denver Broncos - Micah Parsons, LB, Penn State - The Broncos do really need CB, but there’s a pretty big hole in the middle of the defense next to Alexander Johnson. Josey Jewell isnt a 3 down LB, and it's really hard to pass up on Parsons here, an elite LB who can be the tonesetter of the Broncos defense from day one. Pairing up Parsons and Johnson should give Denver two monsters in the middle of the defense. 10 - Dallas Cowboys - Caleb Farley, CB, Virginia Tech - Now that Dan Quinn’s the new DC, meaning that they’ll be running a ton of Cover 3. And with how much Quinn loves his physical/athletic CBs who can play both man and zone, Caleb Farley is the natural pick here IMO. He’s sticky as glue, with fluid hips and a size profile that NFL teams dream of, perfect for pattern-match that should be used a lot in Dallas next season. His zone coverage does need a little work, but the Cowboys will likely be doing mostly spot-drop zone, which is pretty simple to pick up, and outside of injury concerns, Farley should be a huge help for the Dallas defense. 11 - New York Giants - Jaycee Horn, CB, South Carolina - The Giants love their press man coverage, but were forced to run zone a lot last year due to how bad their cornerbacks were outside of James Bradberry. Jaycee Horn fits their preferred scheme, and also shores up that huge hole at CB2 that they have. No CB in the class is as good as disrupting WRs at the LOS as Horn is, and he’ll be a great addition to what was a surprisingly good defense last year. 12 - San Francisco 49ers - Patrick Surtain, CB, Alabama - The 49ers have 0 CBs under contract next year. They need building blocks now, especially with Robert Saleh now gone. Patrick Surtain fits into their zone heavy system perfectly. He’s got elite ball skills, is consistently disruptive, and can stick to WRs like glue. He’d be the perfect guy to replace Richard Sherman if the 49ers cant bring him back, and should be able to slot in at CB1 or CB2 immediately. 13 - LA Chargers - Rashawn Slater, OL, Northwestern - Slater’s a guy who's been getting a ton of hype in recent times, with some even putting him above Sewell. How much of that is real and how much of it is smoke? Hard to say at this point, but I do know that he’ll be an upgrade no matter where he slots in for the Chargers. Protecting Herbert should be there #1 priority right now, especially for the terrible LA OL. Slater should be a fantastic player for the Chargers from day 1. 14 - Miami Dolphins (Via Minnesota Vikings - sends 1.18, 3.82 for 1.14) - Jaylen Waddle, WR, Alabama - Miami goes ALL in here. With Watson now on the roster, their window is now, and they treat it with urgency, giving up some more draft capital to grab the last of the 3 main stud WRs in the class. Jaylen Waddle fits what Miami needs right now, a speed demon joystick who would be what Will Fuller was for Watson in Houston, a connection that was lethal even with Fuller being injured constantly. Watson to Waddle should be one of the deadliest partnerships in the league, turning the Miami offense into a high powered scoring machine. 15 - New England Patriots - Mac Jones, QB, Alabama - Mac Jones is a guy who’s worked his way from fringe QB prospect all the way up to R1 guy. I'm not sure if the NFL likes him as much as most people in the draft community do, but he’s a smart QB who was instrumental in leading the Crimson Tide to a National Championship. I’d say he grades out pretty well at all the important areas of being a QB, like his arm, going through progressions, that kind of thing. This only big flaw IMO is his ability to extend plays, but the Patriots have the OL to shore up that weakness. The main question here is how will Mac Jones play without any solid WRs? The Patriots receiving corps is barren, so that will be something that must be addressed soon. 16 - Arizona Cardinals - Wyatt Davis, OG, Ohio State - The Cardinals offensive line seems to consistently lose at the LOS, something that was a huge part in them not making the playoffs. With that in mind and all of the top 3 CBs long gone, they grab the mauling OG out of Ohio State, an absolute mauler who can hit hard to create space in the run game. He’s a great fit for the Cardinals run game, and should give them some of the nasty they’ve been lacking. 17 - Las Vegas Raiders - Jeremiah Owusu-Koromoah, LB, Notre Dame - It's hard to say what the Raiders will go with, as Mayock has not been on the job that long, but this is a pick that I agree with Daniel Jeremiah on. The Raiders lack that dynamic linebacker who can move around and cover everything, and JOK should be able to line up all over. He’s perfect for an NFL that seems to value positionless players more, and especially for a Raiders defense that’s going to be stuck against Travis Kelce for the near future. 18 - Minnesota Vikings - Gregory Rousseau, DE/DT, Miami - When your sack leader is a guy you traded away half way through the season, there's a problem. That Vikings defense was inexcusably bad this year, even with the loss of Danielle Hunter, and basically cost their offense a shot at the playoffs. They need to add some juice to the pass rush ASAP. Gregory Rousseau would be perfect, a raw and crazy athletic player who can line up all over the defensive line to wreak havoc. Considering Minnesota turned one athletic freak into a stud, they should have confidence that they can make Rousseau great too, and he’d be a wonderful addition, especially considering the fact that the Vikings have moved around their edge rushers to exploit mismatches, most notably against the Saints. 19 - Washington Football Team - Christian Darrisaw, OT, Virginia Tech - There doesn't seem to be a solid answer at QB available here for Washington, so they look to bolster up their trenches in order to replace the departed Trent Williams. Darrisaw has the size and length to be a fantastic NFL tackle, along with an extremely strong anchor and some great agility for his size. His technique needs to be cleaned up a little, but he could easily lock down the LT spot for Washington in the future. 20 - Chicago Bears - Rashod Bateman, WR, Minnesota - Allen Robinson is gone, leaving a huge hole at WR1 for Chicago. Seeing as there’s not really a great way to fix Chicago’s QB situation, they instead look to try and make the most of their closing window. Rashod Bateman should come in and be the WR1 for Chicago, a great route runner with sure hands who can snag a ball and some more yards after the catch. Hopefully Trubisky builds a much better connection with him than he did with Arob. 21 - Detroit Lions (Via IND - sends Matthew Stafford for 1.22, salary filler) - Zaven Collins, LB, Tulsa - The Lions defense really needs help at LB. Jarrad Davis is probably starting again, but Tavai really shouldnt be. Zaven Collins can step in and be the best LB in the Lions from day 1, an absolute freak athlete who can cover, can stop the run, and even has a pass rushing upside. He’s the perfect chess piece for the new Lions defense to build around, and should be an immediate impact player from day 1. 22 - Tennessee Titans - Daviyon Nixon, DT, Iowa - The Titans need pass rush in every capacity, and that includes from the defensive line. Jeffery Simmons is a monster, but he doesn't get much help. He’d pair up great with Daviyon Nixon, a freak athlete out of the B1G who excels most when he gets to pin his ears back and just attack the QB. His ability to cause issues down the middle should help alleviate the Titans pass rush issues somewhat. 23 - New York Jets (Via SEA) - Kyle Pitts, TE/WR, Florida - The Jets just need to add weapons to their team at this point. Their WR corps has little promise outside of maybe Mims, and their TE corps is equally barren. Pitts addresses both of those issues at once. Able to play all over the lineup, Pitts can work as both a huge WR and a TE, able to consistently beat coverages and get catches against defenses. He’ll be a great weapon for Fields to utilize, a truly dynamic threat who could be one of the best receivers on the Jets from day 1. 24 - Pittsburgh Steelers - Liam Eichenburg, OT, Notre Dame - A lot of the Steeler’s tackle depth, most notably starting LT Alejandro Villenueva, will be lost to FA, and Pittsburgh needs to address that ASAP. Liam Eichenburg isnt the most athletic OT with a crazy high ceiling, but he’s a solid technician who should be able to start from day 1, perfect for a contending team like the steelers. 25 - Jacksonville Jaguars (via LAR) - Samuel Cosmi, OT, Texas - The Jaguars need to protect their investment, especially with Cam Robinson a question mark to be back due to his poor play. Protecting a young QB should be the #1 priority after landing one, and Cosmi is a tantalizing prospect to add. He’s got plenty of athleticism and a frame that’s waiting to be filled out, a solid pass blocker who can deal with speed rushers really well. He’s a high ceiling prospect who could become a great LT and lock down Tlaw’s blind side for the future. 26 - Cleveland Browns - Jaelen Phillips, EDGE, Miami - Sometimes it just feels like the Browns defensive line is just Myles Garrett. That can't stand. The Browns need to give Garrett some help in the pass rush, and that's why they pick Jaelen Phillips. There’s a lot of injury concerns here, but if Phillips can stay healthy, he’s an absolute MONSTER in the pass rush, having notched 8 sacks in just 5 games this year. If he can stay on the field, he and Garrett should give opposing offensive lines some serious headaches. 27 - Baltimore Ravens - Alijah Vera-Tucker, iOL, USC - The Ravens need to bolster their offensive line more. After the loss of Marshall Yanda, the Ravens offensive line has taken a notable step back, and Ronnie Stanley’s injury certainly didn't help there. AVT’s easily BPA at this point, an interior beast who is a stone wall with excellent hand usage. He should be able to make the Ravens offensive line even better, and boost their already lethal run game to higher levels. 28 - New Orleans Saints - Kyle Trask, QB, Florida - Im sorry, I don't think Taysom Hill is an NFL level QB. Especially not for a title contender. Drew Brees is retired, and I doubt Winston will be back. That means QB is the most glaring hole in NO. Kyle Trask might never be Patrick Mahomes, but he’s a good solid player who can make accurate passes, adjusts to pressure well, and is willing to extend plays. With the Saints filled with weapons and talent, Trask should be a good enough game manager to help the Saints be contenders for the rest of their window. 29 - Green Bay Packers - Levi Onwuzurike, DT, Washington - Kenny Clark and Keke Kingsley are building blocks along the defensive line, but the Packers could afford to add some depth. Onwuzurike has been mocked in the first by DJ, and he tends to have his ear to most NFL team’s pulse. Onwuzuriki’s calling card is his length and athleticism, which combined with his explosiveness and motor results in him just running over people at times. He does need to improve his power and add more consistently, but the addition of Onwuzurike could make the Packers defensive line a force as good as the Steelers DL. 30 - Buffalo Bills - Travis Etienne, RB, Clemson - The Bills just need playmakers especially in the run game, and Etienne is one of the best pure playmakers in the class. He’s an explosive threat who must be addressed at all times, or else he could break free and gash the defensive for serious yardage. His acceleration and contact balance make him a problem to tackle, and with supposed 4.3 speed, defenders won't be able to catch him once he gets into open space. He’s no slouch in the pass game either, putting up solid production at Clemson and flashing the ability to run a few option routes. The Bills already have their Jim Kelly and Andre Reed in Josh Allen and Stefon Diggs. Time to add the Thurman Thomas of the trio, and turn Buffalo into an offense that can toe to toe with the Chiefs. 31 - Tampa Bay Buccaneers - Jalen Mayfield, OT, Michigan - Donovan Smith is very likely gone this year, meaning that Tampa would have a hole at one of the tackle spots opposite of Wirfs. No matter if they move Wirfs to LT or keep him at RT, Mayfield would be a great get opposite of him. Mayfield’s a dependable run blocker who has good feet, and although he's not finished just yet, if Tampa can utilize his athletic gifts to the fullest, he’d be a great compliment to their current franchise OT. 32 - Kansas City Chiefs - Joe Tryon, EDGE, Washington - Joe Tryon’s another player who is apparently well regarded according to DJ. He’s shown flashes of being a great pass rusher, but he’s really still a WIP in most areas, especially as a run defender. However, he does fit the mold of what the Chiefs want in their pass rushers, standing at 6’5 262. Kansas City does need the help on the EDGE, and they can afford to take a gamble here, considering the Mahomes led offense should be able to easily cover up any defensive deficiencies for the next few years.
"I think I've lived long enough to see competitive Counter-Strike as we know it, kill itself." Summary of Richard Lewis' stream (Long)
I want to preface that the contents of this post is for informational purposes. I do not condone or approve of any harassments or witch-hunting or the attacking of anybody.
Richard Lewis recently did a stream talking about the terrible state of CS esports and I thought it was an important stream anyone who cares about the CS community should listen to. Vod Link here: https://www.twitch.tv/videos/830415547 I realize it is 3 hours long so I took it upon myself to create a list of interesting points from the stream so you don't have to listen to the whole thing, although I still encourage you to do so if you can. I know this post is still long but probably easier to digest, especially in parts. Here is a link to my raw notes if you for some reason want to read through this which includes some omitted stuff. It's in chronological order of things said in the stream and has some time stamps. https://pastebin.com/6QWTLr8T
Intro
"The last month has convinced me, that we are going to be heading into a dark place for Counter-Strike esports in 2021."
"I think I've seen the scene essentially kill itself."
"For the past 5 to 6 years, we've basically been in a holding pattern of people coming into our game wanting to run it, wanting to run all of the esports and wanting to profiteer and its been sort of a concerted effort to drive them off and push them away."
"We're spread way too thin."
"If Riot don't get involved and stop the scumbags that have moved over to Valorant from getting their feet under the table, Valorant is going to have real problems."
RL thinks too much has happened all at once for us to do anything except watch it play out, like:
Recent CSPPA strike against BLAST
ESIC failures and them not being supported enough
Teams cheating i.e. coaches/bugs
Widespread match fixing
The Pandemic
"People who try to hold bubble events are so incompetent and fuck up and people get the 'rona and its their fault."
"People who say Flashpoint is a bubble is full of shit and is a lie and people are now suffering for that lie."
"To save money they let people go home and break the bubble for a week."
"Not just Flashpoint peoples decision, they have a partner that handles the production." (hinting FACEIT)
"People are trapped in hotels essentially under house arrest because of COVID restrictions and has fucked peoples lives up."
"It's all too much, all of this incompetence, all of this greed, maybe we ride it out."
RL says he has talked to the Riot devs (the ones working on Valorant) and says, "They are so cognizant of all the fuck ups and all the problems we have in Counter-Strike."
He continues to say that this is factored into their business plan and that we never had a competitor, but just so happens to have one coincide, when we are at our worst.
CSPPA - Counter-Strike Professional Players' Association
"Who does this union really fucking serve?"
RL believes that the CSPPA is a mockery.
He points out the hypocrisy that they wouldn't strike for the pros who were kicked out of ESL Pro League, or for Jamppi or dream3r.
He also says ESL paid CSPPA and are racketeering and many other TOs have to pay them to get their "seal of approval"
He says they would strong-arm TOs saying "well if you don't give us the money, these guys are so we'll just have to commit to playing their event."
Also points out that they will strike against a competitor they are not in agreement with (Flashpoint)
RL: "It's what it says about every other time you haven't done it and it's about every time you don't do it now moving forward." "The issues they've chosen to ignore this year alone are embarrassing."
Then he points out that there was no strike for Valve qualifiers even if we have no major but Jamppi and dream3r can't play in them.
"and Valve have said 'Oh yeah we know actually their stories are accurate, Jamppi didn't cheat, now in a legally binding document. Yep dream3r did have his account hacked in a LAN café', but they still can't play. Where is the fucking solidarity? Gone. Doesn't exist. It's not important [because] it doesn't affect you." "That's what the union does right now, it looks after all the tier 1 people."
He says the CSPPA doesn't represent all players all the time and has driven a divide where you have the haves and have-nots
"We have a tier of players that operate with impunity and do not help their tier 2 or tier 3 players out at all." "If you are not a tier 1 player you do not matter, they don't event ask your opinion."
He tells chrisJ to admit and own the fact that the reason he didn't speak up during the ESL Pro League debacle is because it didn't affect him
"They are looking after some players at the expense of other players. How the fuck is that a union?"
He says the BLAST situation is a reasonable dispute and supports the players but is not the right time for a strike and have not even identified the correct enemy
He thinks players are lashing out now due to previous incidents and are upset that BLAST are working with ESIC
He stated that CSPPA shouldn't beefing with ESIC and they should be working in harmony
He says what they need to do is talk with the teams/organizations that have sold that right to BLAST
RL: "Your employers, the people who pay you that massive exorbitant salaries, when you don't stream and you don't do interviews and you offer no value beyond your ability to click heads and you get 25k dollars a month." "Why don't you talk to them about it? Oh right. You're happy to take away BLAST's paper, but you don't want to risk your own."
"I am seeing such unbelievable cowardice from the players here with the battles you choose."
"Where was the strike action when in the qualifiers for the world championship, there were teams and players engaged in huge conflicts of interest?" "Where was the strike action when your image rights were taken and sold to every league you've ever been in every union type organization you've ever been associated with like, WESA, to your org every time you sign a contract, to the leagues you play in."
"Your image rights are essentially worthless now, there's about 10 fucking separate parties that have them, and how many of them are giving you anything for it? Not much pretty much your org by the way."
"That's a big issue. Your image is you, your image is your brand. What are you doing about that? Nothing."
He is also angry at SirScoots who is "popping off" at people on Twitter who all want the same thing, which is 'A unified Counter-Strike scene for everybody, that works for everybody, that has a sustained ecosystem that nourishes everybody.' "We don't have that now."
He also says their rankings are a joke
"Just so happened, oh look TACO, that very important prominent member of the board, we pushed his team artificially up when they weren't even in the fucking top 20, not by a long shot."
He also says the ineptitude of the CSPPA cost Flashpoint a monitor sponsor
"Is it really a player association or is it like a fucking agency at this point"
ESIC - Esports Integrity Commission
"They have been put in an impossible position."
RL says that Ian Smith, the founder of ESIC and who was done work in mainstream sports, is a good and honorable man who has dedicated his life to integrity and sports. He takes on both sides, ensuring match fixers are punished, but also doing appeals and ensuring those punishments were fair.
"ESIC is a tiny organization" and are in need of money, "They didn't run a grift like the CSPPA did."
"Saying 'you want our support and you want the players to turn up you better pay us.' They don't do that."
"Had startup seed money from MTG and since then they've been pecking shit with the hens."
Ian Smith made sure that the money given by MTG (Modern Times Group, parent company of ESL, ESEA, DreamHack) was nothing more than startup money and wouldn't be in debt to them
Ian Smith sat down with other TO's not part of MTG and wanted to partner with them. They declined and called ESIC "ESL spies and we will never align ourselves with you"
"They only were just able to afford, hiring a PR guy on a full time salary to deal with the press and send out those releases you've seen, this year."
"They have a tiny group of staff investigating these things and they have taken on the biggest problems in our scene: the cheating, the match fixing."
ESIC have had "unprecedented levels of cheating to deal with, because there's something wrong with our scene ever since we went online. There's something wrong with it, everyone's lost their fucking pride and self-respect and they got no passion for it anymore, so they think fuck it, what's in it for me?"
He calls out coaches who are talking about players rights when they would rob and steal from them.
Also says more coaches being banned are coming
He also points out flaws in community's reaction to the punishments to coaches bans: "Half of the cunts still have jobs and some of the cunts got new jobs. We didn't even shun the cheating coaches."
ESIC have "found I think another 2 or 3 exploits like that one and they are investigating them all right now, it's going on right now."
"I know that there are going to be more names getting banned, again."
"So they're doing that on a skeleton crew while, investigating 3 continents worth of match fixing in MDL and semi-pro level CS." "They're doing this with half a dozen people." "They don't have any money or any help. People barely even fucking cooperate with them, they are treated like pariahs. It's ridiculous."
"Why are the CSPPA popping off at ESIC on my Twitter timeline, when you should be working together." "because its all about what's in it in for me." "2020, the online era of CS: 'What is in it for me?' How can I cheat, how can I get my paper, how can I bleed this scene one last time before I fuck off and play shooty shooty bang bang Riot Games babys first fps."
RL says that in the CIS region, teams have gone to tournaments and have been eliminated multiple times by the same team. We found out they were cheating and those players who lost, have been cut from their roster, careers ended because of cheaters.
Stream Sniping
"They're all at it in the online era, they're all at it, they're all cheating, they're all using exploits, probably that see through smoke bug got used a bunch of times"
RL talks about how there is no integrity from dead (the player), always denying when caught doing something
On the topic of 'BLAST never said we couldn't stream snipe': "Lies, BLAST never said you could do that, they had to sort of retcon it." "because what happened after that they fucking started snitching and squealing"
"Suddenly you had like, 10 of the top 15 teams in the world, staring into the abyss of being banned for 6-12 months in line with ESIC recommendations."
He says that ESIC was put in a tough situation and couldn't enforce the bans because it would have resulted in killing CS. What resulted was, BLAST, ESIC, and teams came together and gave them a warning and told them, in RL's words "don't do this again or you're gonna get got."
He then says the top teams brushed this off and didn't give a fuck
The new MiBR team playing Flashpoint, that wasn't involved in the previous incidents are doing it again (stream sniping). He gave credit to Flashpoint for the quick resolution and punishment and respect for cogu's response to the situation.
"ESIC came out and said, once more, 'Guys, zero tolerance from now on.'" RL then got upset at community's reaction calling ESIC "pussies" for their non enforcement and said if we want competitive CS we cant ban the top 10 teams.
He points out how players have no integrity and will do anything for an edge as long as they won't get detected or banned or it's within a grey area.
"All of this shit was mad avoidable, even in the pandemic era."
He talks about why aren't we filming them. Why aren't there representatives for leagues and tournaments making sure players aren't cheating?
Match Fixing
"How many years have we let our scene be fucking pillaged by these greedy cunts?" "We just let it happen."
RL says that gambling and skins betting which existed in moderation was "accelerated and blown up by the Call of Duty greedy fucks."
"Never forget TmarTn was on the board of EnVyUs." "His website, CSGOLotto, they had a bunch of off-the-books sponsorships." "NBK promoted them. People forget."
"Those people who had access to the skins, go to the players" "Even people like s1mple, best player in the world, even he scammed knives and skins off fucking fans."
Owners of skin casino sites would approach pros and lend them skins to use in tournaments and possibly keep them after reaching a deal
Players would tip off inside info about matches and teams in exchange for skins. Info such as: roster changes, how they played in scrims
They would use this info to bet and subvert the odds on their sites. "That happened religiously, I can't even tell you how many times it happened."
"I had access to the biggest database of information, from an inside betting circle in NA, and it would take information and screenshots from other pro players, who were feeding them info in exchange for money or skins."
"Some of these players are still playing." "Incredibly, there are players still in the CSPPA today, complaining about the BLAST recordings, that were embroiled in this murky shit back then."
RL also says that there were tournaments where teams contrived with each other, who should throw, who should win.
"There's a handful of people that are trying to fucking clean it up, and you think you get something over the line and you see something like the CSPPA and it's run by corrupt fucking chuckle heads, and now you've got another corrupt body you have to fight on a fucking daily basis, it's demoralizing."
"It's too far gone. Our entire semi-professional scene is compromised."
"It's rife guys, I'm not going to lie any more. It's not just China, it's not just Russia, it's here, it's NA, it's Europe, it's Australia, so much more than you think, so much more than we can prove."
"I get sent chat logs all the time […] and they're morons, these players, short-sighted, amateur, morons and they're doing it on WhatsApp." People would get cut from the bets because they want to make more money, then they leak the logs. He says, from the chat logs, they spread "little" bets across every site they can (400 to 1k dollars) to prevent shifting odds
He says the scumbags who've fucked off to Valorant will do the same there if Riot doesn't do something and says Valorant "is an esports scene heading for a very early fall based on the sheer volume of scumbags that are already there."
"That's tier 2 CS in a nutshell these days. They know they're never going to play in a major, so what's the punishment?"
"All of these tier 2 fucks that are fixing games now they are like the fucking mafia compared to iBuyPower" "These guys are working with organized criminals to fix entire seasons worth of games. That's what's going on in your tier 2 CS."
"I'm literally being told that there are players fixing games at all levels of Chinese esports and motherfuckers with guns are turning up to team houses and stuff."
North America
"Everyone in NA has left we've lost a continents worth of support during this pandemic and Valve haven't said a fucking word."
RL says the Call of Duty "goblins" that destroyed CS for years are the same people who are now trying to leave CS. "The nerve to treat a game where the fans, and the community, and the TO's were nothing but good to you." "To just kick the players out now and go and leave and say 'It just doesn't make financial sense.' Oh you'll slither back when we have a major though for them stickers won't you."
There's a cascading effect in NA where people don't bother with CS anymore and people like Chaos suffer.
He says NA team owners are incompetent for always wanting it easy and always wanting a guarantee on their investment without skill or nuance.
RL says he would be able to market a team correctly and would have a good ROI and also points out how TSM wouldn't even be bothered to tweet that their team, which was one of the best in the world, was playing at the Major.
He also says not all NA owners are like that, compliments and respects Jason Lake who nearly lost everything to keep Complexity going.
He then calls out the incompetence in Infinite Esports when they acquired OpTic Gaming and bought an Indian CS team.
He says HECZ is not to blame here and that they couldn't tell forsaken was cheating when it was so obvious.
They measured his reaction time to the likes of dev1ce and s1mple
When an enemy showed up on his screen he won that duel something like 44% of the time
"was like the number 1 player in the world statistically"
He brought a laptop to their bootcamp and refused to use the high end PCs that hey provided
He respects Andy Miller (NRG CEO) and HECZ but says that the attitude of not being able to easily monetize their teams is "piss weak" and there needs to be a risk.
He says Chaos EC shouldn't be cutting their roster and should be competent enough to be able to figure out how to make money off their team.
He says there are still opportunities in NA and people are panicking and pulling out, and says Valorant will be the same if not worse.
He also says "bums" who couldn't even get out of groups in NA competitions, are making crazy money in Valorant and says it will continue to inflate.
He also said that he heard rumors that EG (Evil Geniuses) are done.
He also thinks that the rumors of a Valve franchised league from before was sparked up from "these lazy fabled weak NA fucking team owners basically trying to see if Valve would bite at the hook if it was dangled and they didn't"
Slasher says NA team owners are really in favor of franchised leagues because they want to make more money. "Most of the powerful team owners right now are on board with ditching this third party organization structure, or they are trying to play this power politics with all the TOs, and that is contributing to a lot of the problems there"
RL says that Riot has proved they can run a franchised league (LCS) and will be profitable in 2021 which is what a lot of team owners care about and says the competition will only serve to snatch people away from CS.
RL continues to say, "I am so sick and tired of what we have done to this scene, I am just exhausted with it." "I think we have legitimately fucked it, I really think we have. I think we're staring into almost like a CGS (Championship Gaming Series) wasteland in NA." "Counter-Strike esports is a fucking joke."
Talent
"TO's have treated CS talent like absolute human garbage for years now."
RL says that people like Sean Gares and ddk switching over to Valorant isn't for financial reasons because they are making less over there.
He points out that TO's can't even give talent a 3 month in advance calendar.
Because of the pandemic TO's won't hire certain people and some people are working more hours for the same money.
He says we as a community don't respect journalists enough which is why we don't have good journalists.
He also says DeKay is leaving the scene soon and that Thorin is close to leaving also
He says he had to talk a caster down from quitting and was struggling to find reasons.
He says that DreamHack told Vince they would hire him but not if he wants to stick with dusT and says that this is the norm in esports. "Constant leveraging of people against each other." and says this is why we don't have a talent union.
New gen casters are getting put into shit situations and the community's reaction to them is adding fuel to the fire
He says the reason Moses left was because of the terrible conditions
He says that Anders had to constantly leave his family and kid because someone fucked up or broke promises and had to constantly tell his kid to their face that "daddy can't be home this weekend."
He says that esports has always been a lie to sell you this dream, "Meanwhile there's about 2% of the cunts getting all the checks."
Valve
"Anything that Riot does, is better than Valve's inaction"
Slasher says that the larger aspect of esports as a whole compared to other entertainment mediums and Valve's lack of inattention are the bigger problems. He continues saying that the fact that Valve let their game be ran as an esport, they need to take on the responsibilities of it.
Both Slasher and RL wants Valve to take control but not on the level of Riot Games, there needs to be a balance.
In case it was ever a question: Gabe Newell has been to 0 CSGO Majors.
RL calls Valve out saying they could have done something during the gambling era.
He says Valve used to come to the majors, but doesn't think they do anymore.
RL had met with Valve at the Cluj-Napoca Major and had tried to appeal iBP's indefinite punishment and had also gave Brax's life story:
A recent family member passed away, they had lost a lot of income, they had to live in trailer, iBuyPower did not pay any salaries, and was pressured by family to make money who didn't support his career.
RL said that Valve told him, "How dare you try and make us feel guilty." "We shouldn't feel bad about enforcing the only thing that matters that we need to make players afraid of: cheating and match fixing"
RL also tried to share other info about match fixing and nothing came of it
RL points out that Source 2 or a new engine is not something you will want based on the experience of transitioning from CS 1.6 to CS:S. "Valve's track record with brand new engines being launched, not fucking great from what I remember."
Slasher says "If there is anything the community should do, is pressure Valve to hire a community manager."
They say that we need a commissioner, a community manager (not the person who runs the Twitter who posts memes all day), then we need to have a circuit
RL reiterates that Valve doesn't care about CS esports and says they need to change the culture at Valve to make them care about CS esports
Slasher says a systemic problem is making it so working on CSGO would be a bad decision for you as an employee for Valve
He also hasn't talked to Valve in ages and have sent over bugs and cheats and doesn't get emails back anymore
Slasher says we should be directing attention at the developer leads, pointing out Ido Magal, if he even is still the project lead
RL thinks that Ido and Brian are the only people that "vaguely even give a fuck about CS" and were the only people that RL recalled that actually read Reddit and paid attention from time to time
"It is really fucking precarious. Somebody has got to step the fuck up and start giving a shit"
Slasher suggests org owners, with CSPPA, with ESIC, with TOs have a concerted effort against Valve
"Riot Games are doing better things than Valve in the esports space" which is something RL didn't think he'd say.
"People who used to be talent, working with unions, arguing with other talent, when the unions fucked them over, can't understand their perspective, TOs fucking over broadcast talent, broadcast talent wanting to leave and go and work for orgs, orgs having no money, Valve might take coaches away because all the coaches are cheating, ESIC has about 4 people in a fucking call doing the investigations, everyone thinks they're spies for ESL, ESL are just the evil fucking overlords wanting to rule the scene and will just somehow, like cockroaches outliving a nuclear bomb, and Valve are in a fucking holiday in Hawaii thinking about the next Dota character because they don't give a fuck about us."
Closing Statements
"We've peaked. If we want to sustain and exist, now is the time to figure it out. No esports lasts as long as this, we've already done 8 years. We've already broke the records. We have got to figure out a way to coexist and drive the negative forces out and we need to do it as a collective and we're not doing that."
RL compared the Counter-Strike scene to the people on the Titanic who ran around with guns robbing people while the boat was sinking.
"We have given up on being a respectable esports scene." "We are now a conduit to make money for those who want to just milk it, just have one last ride, one last roll of the dice. It's done." "What a fucking mess. What have we done to our fucking scene?"
"There's just too much self-interest driving all of this." "I don't see a way we stop the dominoes." "When it's that bad, when there's that many dishonest people that ESIC have to come out and say that if we punish them all there's no one left. What does that tell you?"
"How many opportunities have we had to clean house? How many times have we said, 'this must never happen again', and another scandal." "The entire skins betting operations was the biggest criminal conspiracy in esports ever executed and no one has been punished for it." "The people who could be driving that don't want to."
"Right now people are fans of those organizations because the scene has value. It is worth being a fan of Astralis because they are excellent at Counter-Strike. It is worth being a fan of s1mple because he is the best player in Counter-Strike, maybe the exception of ZywOo. If the scene is devalued, if the scene loses its meaning, those things lose its meaning too, and people will leave, people will stop tuning into the games. I have seen it happen in multiple esports, this is not my first time at the rodeo. I am getting big Brood War vibes right now and I don't like it."
"The role you play in all of this as fans, as viewers, as listeners, as consumers of esports content, it's absolutely imperative that you know who the good guys are. It's absolutely imperative that you use your voice. It's absolutely imperative that when things are bad, you know who, at least, is trying to make them good, and you have to apply your criticism to the right targets."
He continues saying it's no good in continuing to attack ESIC and saying how they are bad, ESIC have it hard
He says CSPPA are on the right side of the argument on BLAST but have been on the wrong side of many arguments many times.
"If you are not willing to stand along side the weakest member of the union, with the least amount of influence, and the least amount of power, then it is not a union at all and you shouldn't pose as one." "You wanna serve a bunch of special interest do it, everyone else in esports fucking does, but do not pose as something you are not." "We love the players. I've been fighting for players rights for as long as I've been able to, but the CSPPA is not what we needed."
"They are not applying the pressure to the right people, they are not fighting the right battles, they are not helping their weaker members."
He says what orgs have done by keeping or hiring coaches is bad. "When you give up on holding an appreciable standard, you've lost the scene" "Competition matters, rules matter, punishments matter, achievements matter, excellence matters" "If you start stripping that away, you have nothing" "You guys need to take that knowledge and apply it sensibly."
"Valve has sold you all down the river, they sold everyone in the esports scene down the river, tournament organizers are selling their talent down the river. Don't hate on them for sounding tired after a 16 hour day. Don't hate on them because the hype for a matchup they've seen for the 20th time in the past 3 months, they can't be as excited or it sounds contrived. Support your guys, they're there for you, these are your people."
"This community has got to start acting like one for the first fucking time. Just put the petty shit away, let's try and fix this fucking scene while we still have one to save."
"You can't rely on Valve, you can't rely on ESL, you can't rely on the CSPPA, you can't rely on anyone." "Once again, it's gonna be the likes of us, the amateurs, the people who give a fuck, rolling up our sleeves and grafting." "I'm old and tired and I don't want to have to do it again. People need to pick up the torch and do it."
"Like Michal did, like Dudenhoeffer did. You see something wrong, fix it. You see somebody doing something wrong, call it out. If you think something could be better, let people know."
"Vote with your wallets if you're not happy with the direction Valve goes in. If when we do get to the Major, they serve up another subpar, same old bullshit stickers and signatures package again, do not buy it."
"You're a powerful block and if you use it correctly we can fucking avert this disaster."
"I'm not doing another year in this broken, bust-up fucking scene, where everyone is miserable, everyone is broke, everyone is tired, and everyone is trying to fucking rob everyone else, blind, while the fucking people who are meant to be protecting you, are just fucking enhancing it and lining their own pockets."
"I'm not doing it anymore and you shouldn't want to do it either."
"I stand by every fucking thing I said. I mean it, because this game fucking matters to me, this scene fucking matters to me. I put my life into this, my adult life, and to see it in this state is fucking sad."
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