The Strategic Dilemma of Studio Acquisitions

Hello. My name is Joseph Cox, co founder of foura four Media. I'd like to make the following statement This is my own personal opinion and doesn't represent that of foura four media as a whole It is outrageous calledord a marathon conversation without me I am currently cradle level sixty seven highest out of our playing group and the closest to the maximum of cradle level seventy I have completed five out of six of the AI subroutines, the end game activity regularly providing new information about the current matter to our friends wish you the best, but know our listeners are missing out By my absence Hello and welcome to the four four Media podcast, where we bring you unparalleled access to hidden worlds both online and IRL P for Media is Journalist foundounded and need your support. To subscribe, go to four fourmedia. CO well as bonus content every single week. Subscribers also get access to additional episodes where we respond to their best comments and they get early access to our interview ser reviews. gain access to that content at fourfmedia. C This week, we're joined by Robert Zachney Rob was my colleague at Vice where he worked at our Gaming Vvertical Waypoint. but he is a Rennaissance man, a polymath. He's now a co founder of remap, a website and podcast about video games, which also happens to be my favorite podcast He also hosts Shift F one, a podcast about Formula One and a more civilized age podcast that I believe started as a rewatch of the Clone Wars but has since expanded to every corner of Star Wars lore. Recommend you check all of these out. Rob is great. all of these podcasts are great. I wanted to have Rob on today because much like me and Joe, he's been obsessed with Bungie's extraction shooter Marathon One of Rob's greatest skills is dissecting how and why games get their hooks into us and what a game's popularity or Lack theirg in Marathon's case might reveal about the state of the industry and culture more broadly. Rob, thank you so much for coming on the podcast. Thanks for having me. thanks for the very kind words I think the key question for this conversation is If we think Marathon is so great, Why does it seem like there's a good chance it will end up as a catastrophic Bus decision for Bungie and PlayStation. acquired Bungeie for three point seven billion in twenty twenty two in order to work our way up to that first part of the question. I want to spend some time explaining what an extraction shooter is. I think everyone who is listening to this knows what a first person shooter is They have played callall of duty, they have played a battlefield They know what a battle Royale is because Fortnite is so huge But extraction shooters, I think, are still somewhat esoteric Rob, how would you explain what this SB genre is and where it came from? U Yeah, so an extraction shooter is I think a cousin to the Battle Royale in some ways, but it's also an offshoot of the RPG, the sort of loot chasing RPG. think of games like Diablo where some of the fun is you're running around the world and opening chests and grabbing gear and see what you get. The extraction shooter takes that concept and applies it to the first person shooter Where most shooters will do something fairly familiar where you will have a loadout that you start with as a character class, right? Like Ohh, I always like using this really nice heavy machine gun in this match or I'm a big fan of this shotgun. That's how I play the game And so usually those those games give you good good equipment right out of the right out of the gate and you go into the round and you go fight the extraction shooter to begin with often takes this position that Good weapons, good gear is a finite resource. is theseese things are rare. And so you have to go and find them out in the world, but what you are able to take into the world on average is pretty poor quality And so you're running around there in the world Kning other players are out there doing the same frantically looking for loot that you can then turn around to use and shoot them. So you are basically running around and opening chests to in the hopes of finding something like a M four carbine with tons of optics and gear that you can then it will give you a competitive advantage in the round The twist that the extraction shooter sort of offers and I think we're actually kind of working on a story about this over at Remap So I don't want to completely like you know take a bite of my writer style. But when we were talking about it during the pitch process, the place where I went was I cannot remember an extraction shooter before Ubisoft's the division The division was ay The very typical MMO, you know Tom Clancy Red Storm entertainment paranoid fantasy of What if the apocalypse happens and the only thing saving America is a bunch of black op sleeper agents seated throughout the United States who then activate and solve the apocalypse with athleisure gear that's sort of branded as partner deals and then like heavy assault weapons. Yeah, your neighbor in rural Maine who has a collection of two hundred guns will save the country. It turns out he's deelta force in this construction and he will save the day So most of that game was a familiar. it's just an MMO with assault rifles running around New York in the aftermath of this apocalypse. But they introduced something called dark zones, which were PDP areas you went in And now, because it' an RPG, you have a persistent equipment list. You have sort of a chest that you take your loot back to and you sort of decide what you're bringing with you on missions Dark Zones, your loot was at risk. If you were gunned down in the Dark Zones, you lost what you had brought into the Dark Zones with you, I think was the key thing there. But the really important thing was the Dark Zones had the best loot. In order to leave with that loot, you had to go to an area and summon an extraction vehicle, like a helicopter to come and repel you out of the out of the zone. And those areas were known And when you signaled it, other players you know, saw that you were doing that And they would know that someone is trying to leave with a lot of loot and if they wanted a lot of loot, Rather than go looking for it, they could come and shoot you and take the loot off your dead body. And so the extraction shooter was born. And these games prove very popular, but they are also I think considered Sickos games. and part of it is because they're deeply masochistic The learning curve for these is very punishing in part because again As a new player, you don't have good gear. or if the game gives you a little good gear at the start, you will swiftly lose it because you don't know the game. And so the learning curve is one you're experiencing a ton of failure, a ton of humiliation as you are fighting players who literally have better equipment and map knowledge and are just using those two things to slaughter you right and left as you stick with it, you start to become a hunter yourself in those worlds. And I think that is a big part of the appeal is that so many shooters They can feel very trivial. Oh, you didn't have a good game callall of duty. It doesn't matter, round is over. restart battlefield Death is meaningless. You run out. You go shoot someone, maybe you get shot, respawn, go see if you can take the zone The extraction shooter, because they're stakes and because the scale is smaller tends to be higher stress, but Mbe higher adrenaline experience. Th are not lean back games Everything that you get in those missions is at risk. You know you are being hunted by other players. They're not playing objectives. You are the objective That gives it a different That gives a different feel and a very addictive one to people who start to really enjoy that feeling of vulnerability and risk. I want it ry and add one more thread to this history you laid out very well and let me know if you agree with it I think As you say since the dawn of the multiplayer first person shooter or wherever you want to place it, but let's like randomly give it to doom or something peopleeople are looging in You're dropped into a match. Everybody is running around shooting each other. they're getting points or maybe the team is getting enough points and they're winning. And that evolves over the years. you get kind of like this big generational shift with callall of duty, which adds this RPG element you talk about you have something that is a bit more higher stakes and precise like counter strike, which is why that I think eventually turns into an esports, right? because it's like a very calculated professionalized game. Healo, Golden eye, all this stuff in the background is lurking this more you're Highly technical highly demanding really dense simulation in the form of arma that is maybe more popular in Europe, a lot of people are playing it. And I've always thought the idea of it was very Healing because it's such a dense simulation. So it's like if're playing collall of duty or you're playingn of strke, you wantanna go deeper, that is like a natural place to go But A, the game is extremely technical. It's very difficult to even properly move your character because you can move it in such fine detail. you can lean halfway, you can crouch, you can prone. it's just very comppllicated. and then it also lacks a clear hook. Arma is a simulation to the extent that You're not just jumping into a game. you kind of have to first decide what the game is and build a scenario. It's more like war gaming where it's like, okay, well in this match, we're going to put this battalion versus this battalion and then we're going to role play it. It's almost like a civil warar reenactments or something. and then something happens I think it's in the ots where Day Z comes along. And it takes the material of this very dense stimulation and gives it a very clear hook. which is You're dropped into this giant map that has this very detailed simulation in terms of like this is all the gear and you can pack it this way and you can equip it that way and bullet drops and just like all the physics of the shooting and stuff, but it's basically zombie survival, right? It's like you're a character, you start with nothing, you get into this map, you get better gear and you survive as long as you can And from there, you basically two branches. One of them is G which kind of simplifies the formula even more and that becomes Fortnite and like the Battle Royale, which becomes like a huge revolution for the business of video games, I guess And then I would say that another offshoot of that is the extraction shooter, right? They're like they're taking similar structures and kind of pushing them in different directions and then one of them becomes like this legacy of, uh, Cuse Hunt. Ubisoft, the division I just I'm wondering if you agree that a Daisy likeike this Euro, Eurojink military nerd simulation is also kind of like part of the legacy here. of extraction shooters I think it one hundred percent is. I think Part of it is player in those battlegrounds, Pub J does set a lot of the direction for this and that is it is taking its cues from Dais y, which begins with that highly simulational, highly technical Arma And arma and that type of military sim, these are not games where the player is the hero point the whole war game model is that, you know, when you when you play it, you are one soldier among many a multiplayer match And you know, if you are grazed by an assault rifle round, that's probably it for you. That' probably That's probably game over. This is not a thing where crack the player's shield and then gun them down. So the stakes are very high Wh shoots first tends to win the encounter, right? This is sort of a hallmark of the military, Sam where an unaware enemy is a dead enemy. And so it makes these things very much about you know, controlling when and how you engage the opponent. I do think this is why in some ways Uh Karkov, but especially Hunt showdown. I would argue marathon as well become games about trying to pull together A good image of what is happening in around from very partial information sources. You become very attuned to the normal sounds of the map you know what is normal. You start to gauge like how If you hear gunshots, you start to develop a sense for Those are across the map or those are right next door somewhere in between. you become very you become hyper aware of your surroundings in these games does that does sort of come to us from that hardcore Milim history where This is not this is not halo. This is not call of duty where you are a a bag of hit points that can tank ton of gunshots from assault rifles or machine guns. you are a very vulnerable human. If you get tagged, you are out And so that has even in a game like Marathon where you do have shields. you can absorb quite a bit more damage. you still have this game that is constructed around like hypervigilance So I gather from listening to a remap that you're like me in a sense that you have dabbled in Tarkov, you have dabbled in Hunt. U there's been a few other games along the way that are extraction shooters and they seem interesting to me, but I didn't even I didn't even give them a spin And then something about Marathon reallyally, really got me. like I am now more than two hundred hours in I play it Daily if I can, it's difficult. I'm busy, but I try to put in time every day heavily invested emotionally. I really love it. For you, what is the difference? L why is this the one that got you So I think One of the big differences out of the gate is that this is a game from Bungie. And it has in some ways, bungy feel Maning that it has it is clearly a game that is connected through development lineage and sort of the sort of craftsmanship that goes into games from the studio. It is connected to these other games in a way that feels really, really good in the context of an extraction shooter And so this is an extraction shooter that in some ways does feel a little bit like Halo, does feel a little bit like destiny But It also feels a little more they're all sci fi settings. so realistic is a very relative term here. But you know when we were talking about the mil Sim side of things and the sense of vulnerability and hardcoreness, That is often lacking in, especially like Destiny, right? Destiny was more of the MMO style. you and your buddies wander around and you shoot monsters and then you get loot it's very very low impact, low stress. It was perfect like it is the ultimate like sort of lean back crack of beer and just casually mow down some sci fi monsters with friends Here that all those good mechanics, the things that feel good in these games, movement, the way in dynamics and traits All those things are put in the service of a game that is much more lean forward, takeake this seriously, become completely absorbed in it And as a side note, I think that is part of maybe why it is so why it is so arresting is that particularly for players of a certain age In some ways, Marathon builds a psychological wall around you when you are playing it that a lot of other games and genres do not. and that can become more important as you are juggling more responsibilities. And you have things like you know, families to worry about taking care of the house, finances, job stuff, career. That stuff can always be lurking there in the background. What's kind of neat about an extraction shooter, and I think this is partly what drives it is that Your head just empties when you were playing one of these in part because you can't you're so hyper attuned to the game. you can't be holding space for what's my what's my calendar look like tomorrow? So that stuff tends to drop away, but I think the big one is just that This is a game that feels good in A lot of the ways that Halo felt good, a lot of the ways that Destiny felt really, really good But in a more dramatic tension filled wrapper where ics and teamwork and paying attention to your surroundings matter a hell of a lot more than they ever mattered in in those other games I mentioned Yeah, I think that There are many things that I like about the game. There's all the stuff that you just mentioned about moveoment and the way guns feel in like the cadence of gun battles the bungie is very Good at But It also feels like this is the most unleashed of seeing Bunchie creatively as a studio. and you see that in every aspect of the game. like Visually, it is very daring. Like it doesn't really like it wears its influence on its sleeves, I suppose, but it doesn't really look other games, it's bold, right? It's like it has a very bold visual style. It has a very bold audio landscape. somethingomething we should interject here because people may not be aware of this Marathon, the game that just came out that we are talking about. is a long absent is a sequel basically to marathon games that Bungie made back when they were developing shooters for Macintosh shoters. that Doom didn't go to Macintosh computers. Doom was shareware PC And so people who play games on Mac have historically always been sort of a beleaguered Sh who don't have a lot of the games that are most popular, but Bungie was one of their developers and Marathon was a huge hit. It was one of the few games that people who were you know, people were very partisan back then it came to Mac versus PC far more than they are now And it was one of the few games where you wouldd have even PC gamers sayings that looks awesome. But I think where that shows up here is, you know in the two thousands and such, like a lot of shooters become, they start favoring more realistic or hyper realistic graphics, right? Th They're taking their aesthetic cues from the Global War on terror, live leak videos of soldiers in combat saving private Ryan with sort of desaturated color grading and all these things impmact aesthetics is of a term used for it. And so marathon to an extent Qite is quite pointedly hearkening to the aesthetics of a mid nineteen nineties Macintosh game where colors chunky design in the way that things were always chunky and you only had like low resolutions to work with. And so you go into this and it is this kind of brilliant exercise in how do you make something in a world of like four K and advanced lighting and all sort of the things that modern computers and graphics can do How do you make a game that to those specs that feels authentic to a Macintosh game from the mid nineteen nineties. And the answer is I agree with your point here. One of the most like visually arresting and unexpected games I've played in years Y, it's almost as if it's picking up on a lost thread aesthetically, right? Like it's rediscovering you know, some lost school of painting or something, right? It feels both old and grounded and then also entirely new and a fresh. at the same time. And I think that's really from the studio who just spent a decade making destiny and before that made Halo, which might as well be what you see in a dictionary when you look up a video game. It feels like very unleashed. It feels like them like And know, the reality is that they're not as independent as they used to be, but at least it feels creatively more free and daring. And one of the ways it does that, which you've alluded to is that It's ding in the sense that it's asking the player for a lot. like To me, it's shocking and other extraction shooters are like this. But I think it's pretty shocking to see The studio that made Halo, arguably like the most successible first person shooter that was ever made. Make a game that asks so much of you as the player and as a team of players And I think the pinnacle of that in Marathon, like the best example of it is this map that is only open a couple of days on the weekend. called triryo archive And to me Cry Archive is like as somebody who've just spent like their whole lives playing first person shooters and like I feel like I have a physical memory of all these maps. like Dust two and like Hanger seventeen and on a real tournament and just like You know, these spaces are spaces where I've spent hours and hours of my life of running around And I've just never seen something like this in a video game. Do you want to talk about like what it is and why it's so different Yeah, there's a meme that you see around ref refuge as people rediscoverred. I think it popped up on Reddit. It might have been an imager meme, but it's Basically first person shooter levels in the nineteen nineties and it's this like spaghetti diagram of all these branching hallways and cross cross roads and it's this complete like labyrinthine structure that somehow in the nineties, the Uber elite like gamers that we all back this is sort of the millennial gamer, like we used to drink from the hose This is that the equivalent of that meanme form. And then you see the first person shooters and the twenty ten s. and it is effectively like a hallway with maybe a couple spokes going off of it that loop around or reconnect to the hallway. And know the point is that Now choice is an illusion in these things. They w they create the sense of there' being in an extensive world, or there' being other paths you could take, but you're actually walled off from them. or if you aren't, they loop back quickly to what is in designed terms like the critical path. Like this is the path the player is expected to walk to get to their next objective and It's a little unfair but it's not entirely misplaced. The callall of duty campaign is a very cinematic campaign. It takes exuse from from half life in a lot of ways. And those are both games that in order to have those big cinematic moments land you couldn't get lost. You can be wandering around an entire maze and like miss the big cinematic moments. So you you would sort of be guided at points to come and turn this particular corner and see this particular site. and it was all very exciting, very new. But by the twenty ten s, people were getting kind of exhausted of that and they're like, do you remember when you used to be able to get like literally lost in these levels and you sort of learn what the levels were? Cryo Archive is like the video game equivalent of that me. where if you hit the map key in the middle of the match You will be presented with something like a map It is not going to help you navigate because it is a complicated three dimensional space. Cryo arrchive doesn't. It's not something you can easily lay out in two dimensions. So you always You look at that map and you get an idea of where you are relative to other things, but it doesn't quite match up with your experience of the space, which is It is this honeycomb warren of complicated spaces, cut lines of sight, thingsings are above you, thingsings are below you. Access points between these these segments of the honeycomb are unclear. You know there are players out there. In fact, sometimes it feels like they're in the next room How you get to the next room is a mystery. Where's the gap in the wall? You can hear them fighting just down the side of this wall You don't know how to get to them at first. It takes a long time to develop them that familiarity. to understand how the pieces fit together And again, you' trying to learn it while engaging a mix of the game's hardest robotic enemies. Marathon is a game where in addition to the threat presented by the players, tons of the conceit for the game is all you're all scavenging this like lost colony from this generation shhip that set out hundreds of years ago. And all the colonists are dead and you're trying to both like loot the resources left and unravel the mystery of what happened to them. But the government that oversaw this effort has deployed tons of automated robots to keep the looters away In Cryo Archive, these robots are beefier than they are in the other parts of the game. They have more shields, they have more hit points. And so every time you go to a new room, or you hang out there too long, you will find yourself in a huge gun battle with just robot enemies that absorb a lot of punishment and will also carry some resources you need. And while you're fighting them, you also know that other teams are hearing that fighting and now you're sort of giving away information by being stuck in there. So you're always, as you're trying to learn this like really complicated about You're always in the middle of a gun battle You can't linger too long and parse out what's happening. And then just as you start to get an idea of like, here's what we want to do with this run, this round Odds are very good another team storms into the room and kills your entire team in seconds. And so it's also maximally punishing. The key them of Cryo archive is Just to get in there, you have to bring Really elite gear, stuff that is tough to find in the other parts of Marathon There's a price of admission Yeah which is a risk now once you're once you're in there. And so that is that that is the other wrinkle is that, you know, the stakes are literally higher with the gear you have to bring in. Uh, and then There's no way out unless you unlock it. It has an escape room dynamic. Now Marathon is actually cool in that it has a lot of like little M MMO raid or dungeon type structures seated throughout it. but Tryo archive is the one that they lean into this where not only is the map complicated notot only is the risk really high and the other teams you're going to be running into are carrying gear that is two or three times as good as what you'll find on other maps of Marathon But while you're doing this, You're also trying to figure out how does this map actually work? Like how do we unlock this next vault? How do we get How do we get to the next stage? How do we unlock a place to extract from All these things are things you were just sort of tossed into the deep end with Cryo archive to figure out with your friends. in these like really stressful highly intense chunks and as a little bit of extra context This is partly why I think this is partly something Bungie was trying to do with Marathon, which is how do you make it so that a little bit of content goes a long way Destiny ran into a problem of You would release an expansion And players would just go, no, no, no. Delicious content. loveove it Where's the rest of it And they would start asking, whereere's the rest of it? Where's more withithin two weeks of the expansion coming out, right? Like there's people who just like inhale that content. anyyone who plays MO is familiar with this problem, that you can never produce new stuff to keep up with the rate that players can consume it Oh. Destiny was always battling this problem. and so one answer they had to that was they would create these huge like againg borrowing some parlance from MMOs, they're create like raid dungeons much longer experiences that you and your team went into, and you have to work collaboratively to get through and find the loot and beat the boss of the dungeon And that stuff would extend the life of these things. but Raids were undertaken by raid players. immediately became a thing where a lot of players didn't do it because they didn't find raid groups, which anyone who plays an MMO is familiar with this problem of There are people who are around and there's people who are not and the people who are not are not going to get to go on the raids But The other thing is there wasn't a lot of pressure to to like once people knew what the raid was, And there was nothing to stop them from doing this. They could just go in and like bash their heads against it until they figured it out and then reduce it down to guides. and then they just like sort of seamlessly navigate through the raid. And so you would do all this work for like, you know, in some cases, like literally over a year building this really elaborate, you know set of puzzles and encounters for the really stymy players And it would for about five minutes and then it becomes a walkthrough that you're just consulting and plowing your way through Cryovault because it is in the context of an extraction shooter, and there's always the pressure of other teams there It's like a raid where you're only going to get to really do it in like little bite sized chunks before you get massacred again. And then you have to start to figure out like what do we do here? Are we on the right track And so it is a way to create like what would normally be a raid map that you and your friends would spend like twelve hours on a weekend parsing and figuring out And then you're kind of done with it. Now it becomes this like destination where Oh wow. Disney World Disney World is open. EpCOot is open B You better hustle because you're going to be shot there any at any moment. And so you can never really get a complete picture of the hole And so it makes that all that architectural work they've done, all that all that design they've done goes much further because you were not just allowed to inhabit the space and pick apart all its mysteries only get little bits and pieces of that around the main thing you're concerned with, which is not getting mowed down by robots and enemies, enemy players The fact that you mentioned the origin of marathon being unmacked actually made me think that The in addition to all this ar architecture that you talked about There's a real mystery to this space. Like there are secrets to unlock there that feel almost like Miss. I played missed the first time, famously missed I think primarily a Mac game or at least one that was popular with Mac players. I'd ever played it because I was a PC person and also did not have the patience for it. But I played the remake that came out a couple years ago And Paying Cryo feels like you're playing this extremely brutal punishing Free competitive shooter and at the same time trying to solve a missed puzzle. It's like trying to do complicated math while you're in a knife fight. It's like both of those things together which really I think making it special. It's like chess boxing. Yeah, exactly. And I guess Now to get to look to the confessional part of it. I've thought about this a lot. and If I really try to tear everything away and down to The feeling that makes me come back to the game. likeike what am I getting out of this? Like when I log in every night It makes me feel a certain way. And like, what is that feeling and what What am I getting out of it And it' re prettytty ugly. like You play a callall of Duty or you play a battlefield. you get in there, you do some cool stuff, you get some points. It's pretty lightweight. U mayaybe you're playing with friends, you're having a good time. I love that stuff. It's all good with marathon The game is set up, like there's this very carefully constructed and economy that they're constantly We team But the joy of it is just as much about taking stuff from people as it is about getting the stuff Right? It's like It's not like you're doing a world of Warcraft raid and something drops from an NPC And then, you know, maybe you have to decide who gets it It's like we went into Cryo We came in there with blue shields. And we ran into a team with gold shields And they had extremely expensive gear that took them a long time to get It's like they wore their best outfit. out for the for their night out And I came in from behind and kniced them in the back and I took it from them. I ruined their day. And that is like the joy of the game. And it seems built in, like that's part of Tark Pv as well. It's like this ragst to riches dynamic. I came in with nothing I saw bigger fish I ruined their lives. now I'm the winner. And then most of the time somebody else is doing that to you, right? But it's like it isn't inherently like a very cruel Dynamic more than any other game type of game that I that I can I can think of, I don't know, it seems to be feeling like in a pretty dark human human emotion is and I think that's sort of inherent to the genre, but I also do think Marathon is one of the softer ones of these playlay Tarkov ov is basically like what if we made a game out of Hob's state of nature? There is no there is no pro social element in Tarkov. It is entirely like you you you are you're you are being lowered into this most dangerous game scenario and the only thing to do with other players is mow them down. That that's kind of it. I've played a fair bit of Hunt showdowns. And that has a little more going on. You can definitely like get out with a lot of loot and you don't necessarily have to go fight other players, but reallyally you do There's there's not a ton of other stuff to do. You're You're kind of a shuck we've been fighting like the zombies on those maps. L really the source of treasure on the map is the other players and you're kind of using map dynamics to like lure them in the scenarios where you can where you can get them Marathon and this is a bit more where where I play it. And I think this is partly because You are usually with a full team of three. I am often playing alone or with one other person and sometimes with three And the game becomes a very different game based on those experiences. and actually I think in some ways like you are kind of talking almost about like, two or three different constructions of marathon, which I think is another reason why it's so compelling. When you were playing it sol low, It is closer to a game I got into a while ago was the Hunter. It was a deer hunting simim made I think in the the crisis engine, the cry engine But when it first came out, it was just this like hauntingly gorgeous the simulation of outdoor space and then really realistic like hunting dynamics, like you spend most of your time wandering around following deer trails, looking for you know, their scat, things like that And then A forty minute play session might build to a single rifle shot across a, you know, across a meadow to see if your hunt went well or not Marathon as a solo experience can be almost that where it is I know I'm on a map with other players alone. We're all lone wolves Some people are out there actively like trying to hunt other players. Some are just trying to get out with loot. Some are more opportunistic, but you're out there always listening and thinking about What are other people trying and do? Is it kind of weird that I haven't heard anyone on this side of the map all match? That probably means there's a stalker out there. The map couldn't have started if someone wasn't here So if it's been quiet, that means someone's being quiet for a reason. That means bad things And so There's parts of this that it feels really good when you mow someone down, you take all their stuff, but there's also versions of the game where it is you have everything but the gun battle. You sort of like You know, read the situation. you're staring at the team for your gunsights and you're you're thinking about it or you're discussing with your friends, like, do we want to take this fighter see what they do And you let them go because you just didn't want to pull the lever and see the see what the slot machine spits out on that en counter And so I think in some ways, what is like Marathon gives you a lot of ways to have what feels like a really good triumphant run. without ruining anyone's day But there's always the risk that someone's going to try to ruin yours And there's always the incentive to maybe try and ruin someone else's And I think that is part of what makes it so arresting is that Um so many games and I think this is sort of put the more positive spin on sort of what you're saying So many games are designed to just give you reward stimuli That's it. Like you log in And you can feel the degree to which you're being treated like, you know a rat in a skinner box, right? whereere anything you do, the game gives you feedb, Hey, great job. lookook at all this loot, lookook at all this treasure you've got. Are you having a good time? Like let's move on to the next thing And it can feel almost gling because these things are tuned to constantly give you those rewards and that positive feedback and that affirmation. And you're sort of sitting there being like, I haven't done very much. Like this has actually been incredibly untaxing and increasingly like uninteresting. I haven't I haven't done anything makes any of this feel special. I'm getting you can sort of I open a treasure chest There's a loot table with odds that is populated behind them. that's all that's happening But I am not doing anything that requires like attention, skill, judgment, perception None of that is really being engaged. The extraction shooter She get the most out of it demands all of that from you And so the stakes feel more real, so do the victories, whether or not the victories at the expense of another player or not J just surviving on these matches and extracting with all your loot requires a degree of deliberation and knowledge and focus that so few other games expect or demand. And I think that way more than You're out there wrecking someone's day or taking their stuff. That feeling of fully engaged with this task. If I want anything out of this, I have to be I have to be like standing on my head for the next twenty five minutes That That is the addiction. So we spent I think thirty minutes now exxplaining why we think this game is so good. And so special. I'm going to look over at my second monitor now I'm looking at Steam Charts, which is a website that tracks player numbers I have to give the obvious caveat that it's like The tracking here is imprecise peopleeople are playing on other platforms. the tracking on steam itself is not precise really When you're looking at steam charts, you're comparing it to other numbers on steam charts. It doesn't tell the whole story. All that being said, A according to Steam Charts There's three thousand six hundred Pe playing the game right now Uh the peak In the past twenty four hours, many the most number of people who have been on at any given point in the last twenty four hours is almost eight thousand. and the all time peak in the past four months is eighty eight thousand as Marathon a dead game. when you see those numbers Given the size of Bungie has a studio. It's pedigree The investment that PlayStation has made in the studio How do you gauge the success as an outsider of this game as a business. That is hard because so much of this is opaque, but these are not the numbers you want to see from a new game from a studio. bungy stature, especially in the context of Again, the three point six, three point seven billion do that Sony paid for it However, it is an odd thing because I think the people who are playing it are having a very, very good time. It is not hit There are moments where games are so dead that it becomes like kind of non viable as a game. And I think we'll get to some of the reasons why that is. But basically As casual players fall away, you have a game increasingly dominated by very serious hardcore players which becomes sort of its own death spiral. that now the game is dending way too much even of people who are who are like focused on it And it ceases to be fun for even moderate sychos. and then it's sort of the hardest of hardcore sort of consume consume what is left. But you need a healthy ecosystem of new players trying it out casual people coming in that can be matched into games with each other and sort of have it feel appropriately balanced to to where they're at in the game And Marathon is sort of at the lower bound of what is viable for game to maintain those dynamics. And I think what's cononcerning at this stage is There's nothing indicating there's a positive trend that It still has a shallow downward curve and a shallow downward curve is good, right? Like there are games that They just they fall off the cliff and they are truly dead that they haven't been able to arrest that A shallow downward curve is just sort of a typical pattern suggests that people are not falling away very quickly or easily. and if you do something different, you could possibly like create enoughward trajectory that curve, but you are starting from a place that is well, well short of where you want it to be. And that is that's going to make it tricky because that determines future resources is Marathon a game that Bungie will be allowed to continue investing in given where it's at or will the directive from, you know, their owners of Sony be This is a miss. You guys need to figure out something else to do because this is not This is not a game that has any Even a successful version of this where, you know, we get the curve sloping up and we grow this audience where we are starting from The reasonable expectations of success from here are just not in line with what we need and demand. And so that could leave game in a very, very dire place ever These are all tricky things to assess because Launching games, especially live service games like this has gotten so much harder in the last like ten or fifteen years. It is hard now to build a strong brand and identity that resonates with people and they're aware of And so you know, It is very easy to imagine a scenario where You sort of look at a game like this and it's not doing anywhere near what we hoped. But if you look at like the top hell, even past the top twenty five of like games on Steam You're looking at games that have been around for a long time. Like you are up against so many games that are basically lifestyles in and of themselves. You were never going to crack into that teier because they already have this huge audience. Like in some ways, this is a game of musical chairs that was played and won over the last decade. Now now you're a late comomer to it And so nowre you're looking at U Well, what is the trajectory a game like this can can go on from here U and you're you're sort of clawing your your way towards, you know, a lot of other games in a similar zone, right? You're you're you're clawing your way towards newewer games they're also struggling to find an audience However, it doesn't help that with Marathon Sony has points of comparisons like hell divers. They they they did work on a game that blew up huge, unexpectedly huge for them. but that is a game that still has a lot of a lot of people playing it. Marathon could view this competitor to Arc Raiders. Arc Raiders has, you know, five, six, maybe more times as as many players who are who are engaged with it. It is the more successful product Is there a world where The Sony can see Marathon clawents way into that tier where it is at least more successful relative to peer products That is a question that is hard for me to answer. For me, I look at it as This is a really, really good game Don't. is a lot to walk away from TheQion then becomes, how can you make a version of Marathon that will speak to a wider wider audience. Have you haveave you left space here for you do something else that can pull people in who are a little more casual and maybe a little less interested in the extraction shooter experience that we're talking about. There's a meme going around right now or story that I have no idea if it's Urban Legend or not, but Marathon Steve, this character that hit Blue Sky the other day And I have no idea no idea the degrees to which this is sort of made up or embellished, but it's this idea of I've got a buddy who played Marathon on Mac back in the day. He was excited. There's a new marathon He plays it and treats it as a first person shooter, the single player and he goes in there and shoots the robots and that's all he does He has not paid attention to any of the stuff that Bungie has designed there for the extraction shooter I think people are sort of riveted by that because it's like Marathon is such an obscure game where it's full of all the nonsense the extraction shooters are chock full of Worrying about loadouts, what you know, the specifics of what equipment you attach to other equipment, loot tables, all these things The notion that somebody could just bypass all of that and still have a good time is kind of marvelous. But I also think that story's got some legs because people are thinking about There is like Marathon Steve stands in for a type of player that's very different from your typical extstraction shooter where They kind of just want to have a good time in a cool world and they're happy to play bungeie game likeike it's halo. Like it's the original marathon And Whether or not the story is true, you can sort of imagine people at Bungie and Sony trying to figure out We would be well served. Once you find something to offer the Marathon Steves of the world. they can then maybe open a gateway into other parts of Marathon for them But There's an unsatisfied appetite for things that are not the extraction shooter But are things to do in a bunge world, in this world even u they're not sort of what we conceived as the very hardcore serious gameplay loose Yeah, and you get the sense that they are experimenting with pushing the game in that direction. They announced some moes that separate if players wish U themselves from the psychos like me who are just looking to get in there and like cause pain. We play one of them We had low key one of my favorite days of Destiny because It was one of the few times where It was you me and Matthew Galt We don't talk about stuff during most marathon games because you're so on mission And we're having a rough morning And we were reading quest that kept like feeding us into the path of other players and getting us killed And so we went and we played the's called the PVE player versus enemies mode And twoo things happened there. One was that We were able to shoot the shit in a way we almost never get to in Marathon because every bit of communication is shhots shots at two, to five shots two twenty to two five, what are we doing? It's all very like clipped focused communication It's all very stressful. Here we are just, you know, So where do you guys buy your DVDs? Those sorts of conversations? The other part of it was Before we finished that map, we ended up in a huge gunbatle with one of the boss type enemies that sort of se into the game, a sort of a gold shield giant robot that pulls in in MOp once, like ads, continues adding additional robots, keep fighting you And that was a huge knockdown dragout shootout. This thing had so many hit points and there were so many ads that we were sort of burning through all our weapon stocks. I was running around the map picking up like, you know half loaded rifles to shoot a few more rounds and then trying to find where I could find more more stuff to shoot these guys with That was a blast and it did remind me that like, oh Underneath all the stuff. Marathon is a bungee game. And this was like a playing halo on heroic scale encounter in a fire team where it was like, wow, that was That was pretty intense embracing Other players weren't involved at all But Bunge you can still create these really compelling like interactions between enemy types behavior and really thoughtfully designed encounter spaces on a map Tell me what you think about this comparison in terms of how I think about marathon financially or as a business I am Thinking about the movie Money ball. And In that movie, Brad Pitt The hero is sitting in a room with a bunch of old timey Baseball scouts and They're trying to convince them that this player or that player have it, right? It' just like I just like how he looks. I like how he throws the ball. There's something about his swing You can't explain it. You gott to feel it. I know it in my bones. And Brad Pitt, again, the hero of the movie is like you're full of shit The numbers don't line up. Here's a spreadsheet We have to listen to the data and just be very calculated and clinical about how we run this team And like in this comparison When I think about marathon, I find myself to be more like the old scouts where it just like I look at this game and I'm like I know the numbers don't look good. know I know the spreadsheet looks bad But There's something here You know, have faith that just like close your eyes and like, let's bet on this kid. let's bet on this kid marathon and keep pouring money into it And something good will happen. I can't explain it, but I feel it and I think there are He can look into the past. I guess it's like, mayaybe so far in the past now that it's no longer relevant because the industry has changed But I think about Ubisoft was I think, especially good at this where they launched a game called Rainbow Siege sixix, which is also, by the way, very dense and complicated demanding game And it kind of launched and it was like, okay, they launched a Rainbow six, whatever. they made another one of those. It wasn't a big hit But they kept at it And then it's like you look up one day and it's just like this huge massive cash cow. with a huge dedicated following. and I think notot as big of a business, but even like more shockingly a success as a game they made called for honor, which is like this weird melee multiplayer game when you're playing as nights than other like old timey warriors And it looks like a complete throwaway How is this possibly going to make it? But they keep added. They keep adding stuff to the game They develop a community And suddenly it's making money. And I think both of those games are maybe fading now, but it was definitely worth the investment and in the long haul and I guess It's impossible to say, right? It's like, This is all backseat You know stududio management, I have no idea. I don't know. L done some consulting for video games years ago, but it's like I have no idea how to run a huge business like PlayStation. But it seems like If you build it, they will come kind of situation. They just like if they just put there's there's good bones here They keep pouring money into it. They go all in on marathon Do you think it's something that with time they can make it happen. I think we could I think it's difficult to justify doing that given where it is at. The immediate counterargument with things like Rainbow Six Siege is this came out in a completely different environment the and this is maybe where we're getting into now the the issues further afield from from marathon. us are pivoting toward that But One of the real issues in games right now is that There are so many games that have effectively become lifestyle games. It's as if the number of players in the world that are potential audience for your game for your new game It's as if that audience is actually shrunk. It's as if there are fewer people playing video games right now than there were fifteen years ago because people have their game or their two or three games that they're playing constantly It's the games that you find littering the top twenty five or even the top fifty games on steam charts Uh so When Rainbow sixix Siege came out, this problem wasn't quite so acute. And so there was more there's more optimism for working your way into people's habits to sort of become an alternative counter strike in a way that would resonate with people I think now it is so much harder to build an audience that you would find a lot of concern about saying Well, if we just keep plugging away at this, we could be the next Rinbow six siege It's just too different environment to have a lot of confidence in that. I think you'd also argue that Rainbow Six Siege in some ways lent itself to Fowly winning winning over its audience because it is so similar to a thing like Counterrike was Cnter Strike with like a lot of cool character classes. It was a game that didn't necessarily lend itself to this feeling of you can put a bunch of time into it and come away with nothing a lot of like the negative experiences that sometimes people associate with extraction shooters But the the big thing is like the the the where the numbers are at right now It is the game might be barely viable. And it wouldn't take much to tip Marathon into sort of a fatal death spiral and it will take it a lot build it toward that upward trajectory ever to argue against myself there a little bit It is a different environment than it was when Siege came out Everyone is having this problem. Sony has had this problem. They already had a game Concord come out like last year two years ago. I forureget what it is, but like that game was basically canceled within weeks of launch. Can I I just I want you to get into this I want to set it up a little bit. You said something on the remap podcast a few weeks ago that sent a chill down my spine. I don't remember If it's your original quoter, you were quoting someone else but you sort of posited that video games as we know them, at the end of the day might end up being a millennial phenomenon Is this kind of what you're speaking of? I think that might be Rob Zacy original. I love it. this has been this has been a suspicion. Now this is this not an entirely original thought But my the way I put it together is There's a lot of evidence that Our generation. is the only one that has this exact relationship to games. We grew up When we were little kids, The Nintendo the Nintendo Famicom came out and brought a certain type of video game into the home And then across our lives moreore consoles come out and make hardware games and they keep bringing these sorts of games to us And both on PC and on consoles, they increasedly sort of target us now using the shared understanding of what these games are, the shared language, the games get more involved And so you have all these games that are sort of built on this sort of foundation of Games we have grown up on have been playing for the last like thirty, forty years after us. The next generation Their playing habits are completely different Now, my my comment has always been a bit joking, but Kind of not really My parents bought me video games and they bought a console that I would I really wanted to console and you know, that was that was kind of like for me. Among my friends with kids. The thing I observed was Mom and dad didn't put the controller down that They continued to play their video games after the kids went to bed The kids 're given hand me down phones or cheap laptops to go and like you can also play video games, not these video games. I'm going to be on the gaming rig or I'm going to be on the three hundred sixty or the or the PlayStation four U you can go play with this I don't know. it's it's an old pixel. just there. Here's an iPhone that I haven't used in five years. still ye it turns on. Go have a ball, kid And those kids were They sort of became mobile gamers first, but they were also left at the mercy of things like Roblox Um, you know, not just rooblox, but that's that's one of the big ones. They really got into Fortnite, thingsings that could run on any kind of hardware U And so their playing patterns became profoundly different. They sort of embraced these like big platform games And that's just kind of all they play with their friends And They don't have they're not sitting around looking for can't waitntil we get the next Zelda didn't a lot of people in like the among the Zoomers or Gen Alpha didn't quite develop that same relationship. And they're not going to have the same onboarding process because they're not going to have their gaming habit developing lockstep with gaming technology and online infrastructure, like we did And so yes, there is a type of gamer that we are that might be a historically contingent phenomenon based on accidents of like when we were born technology available at the time and how new technology was rolled out to us across our lives in a way that is not going to be replicated with other gamers other generations, and we've already seen indications that their habits are profoundly different than ours ever were And that seems unlikely to change as they get older, it seems unlikely that as you have these people entering into their twenties and thirties They're going to wake up and say I really need to play last of us. I'm really excited about the new narrative experience from Sony Yeah, I think a defining feature of that experience is that You are on a trajectory You get a Nintendo, it's eight bit, then it's sixteen bit, then it's three D, then the three D gets better. It's like it feels like we're on this journey and this like very fast path Forward And part of the disconnect, I think for me is that in many ways marathon feels like yes, like this is the logical next step This feels like the new thing It is complicating and tweaking and iterating and all this stuff that came before It is really taking advantage of the fact that I have all this built up knowledge over many years about what a game like this can be. and it actually requires it, as we've discussed, right? Like it requires a great deal of expertise and I'm sort of like looking behind me like, hey guys, like let's all come to this next What is the logical next good experience in this art form And then you look back and you realize that the generations behind you are like not on this journey Right? It's like, They have a completely different Foundation which I mean, I think lends a lot of credence to this theory that This is this art form is not going to take the path that we have that millennials have been on. It's taking a different path and I don't think it's a bad path. but it's very different. And a lot of The the pain that we see in the industry right now in the form of layoffs and reductions and consolidation. is is it's not entirely a result of this. There's a lot of There's a lot of factors economic factors that make this happen. But I do think that this is a readjustment for audience, right? It's like the millennial type of player is not replenishing there's a new type of player that's coming up behind it. And this huge multib billion dollar industry is struggling to adjust to that reality. and that's how you get one of the most respected game studios, and one of the biggest game companies. they get their heads together and they're like, what are we going to do? that's going to get people really excited And then As we've said, it's not an airball, right? It's like it's not a complete miss, but it's just like it's not cutting it. It's just like it's not cutting it. And then I was looking I was actually there's an excellent newsletter from Simon Carlos. and he was talking about Mechca chameleon or something like that. It's like a A game that a team of two people made You go into this match, you kind of try to it's like a hide and seek game, essentially And it sold like ten million copies they made fifty million dollars in a day. And that's not as much money as Marathon made. But like the ROI is incredible. You know what I mean? And you look at this and you look at that and you're like, okay, it's like The times are changing. It's like it's happening. And again, not against it. I'm not going to sit here and like shake my fist at the cloud, but it is kind of haunting to see you know, this hobby, this this thing that is kind of life defining if you change So clearly, not so quickly because it's been happening for a while, but you're like, wow, It's like it's happening. We're like aging out, which is a very very strange experience I guess one last thing is If you look at the marathon, subreddit If you just are in any type of space where people talk about competitive shooters. Something that's come up in the past few years is the idea concept of sweats Yes, which means You've alluded to this. These are players that are essentially better than you. They're trying more than you h They're trying so hard they're sweating U and you don't have the time or the skill compete with them Obviously there's always been people who are better than you in online gam But I feel like the complaints And as like as like an existential issue is pretty new? Do you agree with that? And if so, like why do you think that is? Why is this like the idea of sweats a new thing H Is it new? I guess it's new ish. So I think the problem is a lot of times when backling games are predominantly single player And then you start having people play multiplayer maybe it's mostly local multiplayer, like people playing Golden Eye or Halo on a shared screen. People come away from that being like, I'm pretty good video games. I'm pretty good at this. This is I'm solid at playing shooters And then the second you connected people to the internet And you had ranked matchmaking become available, peopleeople rapidly learn is they're not, right? They're deeply average, maybe below average. And their experience of playing these things multiplayer goes from Yeah, I win like, you, I win half the time or more than half the time. It's great. And it becomes experience of I lose constantly. And I mean I feel like there's studies on this that like a fifty fifty win rate feeles like you're losing all the time So if you're appropriately maths, you should you should be like winning and losing about equally, that doesn't feel good. People don't want to do that. They want to win more than they lose people perceive it as if they're they they perceive five thousand fifty as being like a seventy thirty split games lost versus games one So a lot of people, you know have this unpleasant awakening of, yeah, I'm just not that good at these games. But then you also have the phenomenon of In any sort of competitive game or multiplayer game, you have people who do take it very, very seriously and devote themselves to it And it becomes a real problem especially in team games where you have people gettingetting frustrated if you play subopptimally Well, how are you going to learn? how to play the game if people are yelling at you from the minute you show up and you're trying to learn it. In some ways, your hardcore audience becomes like literally discouraging two new players. But then also you have the problem of the way sweats engage with games, the way they play them, They are trying to play them super efficiently. They are trying to get the most positive results, the most consistent results And so they will also then play it in a really boring fashion u they will Optimal is rarely fun. This is true across sports. This is true across everything Inefficiency is where a lot of the fun wases.s That's the nature of play. You don't play efficiently People who were like, I really want to win a lot of matches or I want to get the most loot for my time in these games. They will not be playing it to have fun. The fun for them is outcome. And so then they will be trying to bend everything around outcome rather than process and process is supposed to be where the fun lives But your sweats and the influence they have on the game begins to drain the fun out of the process and becomes an outcome focused thing And if you're a new player showing up to the spaces, it feels incredibly hostile. These people are much, much better than you h But then if you deal with them like as teammates, Most of them will not be fun to play with Even if they are nice and they're trying to teach you the game, what they're teaching you is not a particularly fun version of the game because healthdvers ran into this too where hell divers, when you started playing it Woo hoo. We're playing Starship Troopers teeam shooter thing. usese these abilities. Look at all this goofy shit you can do to these aliens At this point, some of the things I've heard from like higher level helldivers right now is if you show up and you don't have like the optimal build. of call down powers and weaponry, people will be angry because you're wasting their time And That is a problem because This is supposed to be fun. People are supposed to be like, I think I want to do this today. I want to use this. If you have people saying You are screwing me over by treating this like a toy And I'm telling you that we need to take this seriously and play it this way The people who are in it for fun are going to walk away. They're not going to want to play against these people and they're not going to play with them And then that sort of hardcore audience will begin to consume itself. And I think a lot of developers where they especially lose sight of the issue is They will start listening to their community but the community is increasingly dominated by loud voices coming from the hardest core players who want. very different things than what the sorts of more casual, more fun and exploration focused players will want from their game And so you end up in a trap of your dedicated audience, the people that are keeping this game afloat or maybe also the people who are going to keep it from ever growing And your dedicated audience are making all these demands and pushing you development this direction But you might be locally optimizing Tour The sickos who this is their their one thing they want to play And to get the tens of thousands of other players you need for this to become viable business You're going have to make it a different game, youre have to make with people very angry. But in the process, they will try to burn down the community around you. U So I think there's there's kind of two issues there. There there's the sweats and the hardcore players as they exist in the match And then there's kind of the influence they exert as a community management problem and business development problem I mean, I think that nails it from a purely selfish perspective. I hope it does well because I really enjoy the game Do we want to talk about where the stands of bungie right now Like in terms of the of what is happening at Bungie? Yeah. Yeah. I mean, sure. let's let's get into it. I mean, it's not it's not nice. It's not good news. We've just had a terrible ak of layoffs if you want to get into that Well, it's interesting. I think so what has also happened? I this has also increased the sort of stench of failure around marathon is that Marathon comes out and then Bungie starts firing tons of people Um, and You could say that's the verdict on Marathon, right? If Marathon was success Bungie needed, they wouldn't be hemorrhaging jobs right and left. And this trip to a point, but The story's more complicated than that U in some ways, we're talking about like the different environments things exist in I think Bungie might be a studio that typifies how hard things have gotten out there. What has happened in the last week is Sony made the decision to effectively lay off the entire Destiny two team U after after Bungie released the final shape. which was the final big expansion to Destiny. They were very clear that like main story of Destiny too, that' been the story of Destiny since the game launched in like twenty fourteen. That was over Destiny wasn't going away. It just wasn't making a lot of new destiny stuff like the final shape or the Taken King or any of those things And The game began to die off And Bungie looked at Bungie and Sony looked at the situation and was short of recent conclusion that was no longer worth continuing to support Destiny. u as as a major ongoing concern. and then they fired two hundred I want to say two hundred and twenty might be almost three hundred people as as they let them go, But effectively, a lot of a lot of bungie veterans and Basically the entire Destiny two team were let go However, For me, I think this is I think Marathon, even the decision to make it is driven by the fact that Bunchie were already staring down the barrel of a really challenging environment. made perhaps more challenging by the fact that Sony had spent all this money to acquire Bungie as part of its former CEO's push toward live service games. But Think about this Bungie Back in the mid marathon, between between Marathon, I think is like ninety three, ninety four They become independent from Microsoft in two thousand seven Iember is there's this big They had a big town hall And Microsoft Studios games, if you remember from that time era of Xbox, if it was like a first party game, you'd have the Microsoft Game Studios logo that comes up And I want to say this town hall they had that familiar like bungie logo comes up A Microsoft Games studio comes up And then that like dissolves and it's like an independent studio. And the bungie town hall goes wild and all this Jason Schreer writes a little bit about this moment in Bood swweat and Pixels on his chapter about buning Microsoft Eecs being like, Damn, were we that bad? Like why are you guys so happy The important thing to remember is nineteen lets say nineteen ninety four twenty two thousand seven Bunie makes marathon, marathon two, myth, myth two soul blighter The entire Halo trilogy They have inked a deal to make Halo Reach and ODST All of that is done between like the mid nineties and two thousand seven two thousand seven, they're newly independent What are we going to do? What are we do with all this independence? And we don't have Microsoft forcing us to just make halos anymore more. What's our what's our next big thing? And their answer to that Ultimately turns out to be Destiny. Destiny starts taking shape across two thousand seven, two thousand eight. Serious development starts work around like twenty ten or somewhere in there. Bungies effectively had the chance to make one big bet after it became independent. and they bet on destiny. There's an argument made that certainly like The studio shouldn't have been run in a way where They don't have any sort of parallel development meaningfully happening to make it so they're not just the Destiny studio, but however it panned out, like every studio gets to make fewer bets now because games take longer to make and you're hitting a higher quality bar And so Bungie, you know, you have all these great games mean like ten, thirteen year span from the nineties and into the two thousands. Since two thousand seven. They close up their halo their halo involvement. And then they made destiny Destiny two, a whole bunch of expansions, but we're talking almost twenty years of that studio being consumed by destiny You do not get many chances. to get things right in the industry anymore You are steering battleships Uh and so bet you make It can take eight, ten years to see if you were even close to the right answer And that's really that makes long term planning scary. We usually like our little action consequence to be a little closer so we can see the impact of what we're doing You can say that like Bungie made some key decisions about what we're going to be as a studio back in two thousand seven, and they never got to really make a lot of important decisions again Like They said we're going to do Destiny, and it's been twenty years of working on Destiny I think you don't mean it to sound this way, but I think the way you said it makes it sound like if it's a fact of life that they made these decisions, I think it was possible to make different decisions The thing is that These decisions are so rooted in the moment that they're made. So it's like it's really hard to get back there mentally But if they are making decisions about what they want to do next in two thousand seven They're making that in the shadow of worldorld of Warcraft. And like, the way that the world looked, like the way this industry looks in two thousand seven is like, Wld of Warcraft is going to eat the entire business. And it's like if we don't make a world of warcraft now, if we don't start making it now, it's over because the way it looked like It was just going to be World of Warcraft and maybe one other game and then everything else would go away. And they made decisions They were like, hey, how about we make a Hala World of Warcraft? And it's like, that's what they made And like And that's how it turned out. And I think unfortunately, it's like I understand Sorry, just also by the way, in terms of like thinking about decisions being rooted in time that they were made. likeike there's thirty point seven billion dollars acquisition Sounds so Foolish now You have to go back to when they made that acquisition Money was free It's like three point six. three point six. It's like money was free back then. L money wasn't money. It's like people were acquiring things as if like money didn't exist And then the economy changed And now you're like, oh, no, we spend billions of dollars and we have to make it back Um, but I guess back to Simon Carlos's newsletter It's like, if I'm looking at the industry now And I'm running a studio and like here we go again, being like a backseed like businessman I don't think that I would take my three hundred person studio and make one big multibillion dollar ten year swing I'd be like, go make thirty games and one of them will catch on and then we can re iterate. Like I think to what we were saying earlier, the idea that we just have to take these gigantic you know, decade long projects on is is is like just now how it works, it just like now how people are playing games, but it is It's terrifying math for everyone because You go take thirty swings with those resources, but That is not how Bungie is set up to operate. These big AAA studios, they're specialized in, again, like you know, you're in art history guys as well. you know, the analogy in some ways, there's two analogies that I come back to a lot with video games, especially the AAA ones Cathedrals and operas. Cathedrals are generational construction projects where every element is in some ways calling for master craftsmen to come work on it Opera comes into it because it's so multidisciplinary, right? There's acting, there's writing, there's an orchestra, there's painting, there's dance, all these things But video games are like they're full making these things requires, especially at these studios They're huge because they have huge numbers of specialized craftsmen that cannot easily turn how many guys just turn around go and turn around tiny game That's not how they are that's not how they're set up to operate The other thing is you know, to your point I am certain that Bungie probably did feel pressure in two thousand seven to speak to the trends they saw which was, you know, we we need to go and figure out how to make bunge equivalent of worldorld Warcraft. And I suspect when Jim Ryan Greenleit acquiring Bungeie, what he was looking at was Oh shit Gaming habits are changing. And players are just getting locked into things like Roblox, Fortnite, et cetera. And you never see them again And so you better cracking on making your own equivalent to that This is why we need to go all in on live service games because live service games are sort of devouring our audience So we need to go all in on making some bets and seeing how we can we can get some of the action that like Epic has with Fortnight, what EA has with EA sports games, et cetera U but where I think executives come in for some just criticism here is Unfortunately, if you are helming a battleship, you can't try to chase. You're not agile enough Oh, you identify the trend. T late you missed it. Like you can't Bungie can't hit the gas and go chasing worldor of Warcraft is two thousand seven. It's going to take too long. Oh, you missed out on the Fortnite moment. That moment is past. You can't buy tons of studios and pivot Sony video games to live service You kind of have to figure things out, but everyone is trying to And we've worked at companies and we've seen how this works You need stories to tell. people about like Why you have a vision for success? And we're going to do the same thing, but you know, we're going to do it well and do it better. is not a story that inspires confidence. We worked in media during days when media was like cratering right and left. There's a lot of things I can hold against vice and vice leadership and it is a very silly company in a lot of ways. But the thing I've always had sympathy with is You couldn't go to investors and be like, we're going to run good journalistic stories, and we're going to package them well and readers will show up. Yeah, everyone's trying that They they're getting their teeth kicked in because the business dynamics have completely changed, The revenue models have completely collapsed. So you need to come with some sort of different story to tell people to keep the investments coming in. And that's also true at companies like for a studio like Bungie, you have to have a story. you're telling to get people to invest in your game and sell them on the pitch For someone like Jim Ryan, who's overseeing Sony, you have to have a story you're telling to investors on public markets about like what the vision is for the growth of Sony moving forward because the thing you're up against is It sounds really good if you're saying, well, this game, you know, we released a game it doubble its money If you just sank a ton of money into an S and P five hundred index fund, you will double your money in eight years, which is about how long it takes to make these games now And so the notion that you have this pressure of Th these resources can be sent anywhere They can be sent to projects in the company, but also we' speaking to investors who have ooodles and ooodles of capital who can just literally throw that stuff in the equivalent of the stock market savings account and possibly outperform The greatest fruits of your craftsmanship and labor And so you come up with more ambitious pitches and more compelling stories to try to convince these people that they should their money ride with you and trust what you're heading towards And you end up in some ways taking swings that maybe in retrospect seem ill advised. You know, Maybe if you look back and you're saying well, like Destiny was a lot of fun. a lot of people really loved it. but you know, given how things have panned out, was that really the direction that you should have gone? And there were people at Bungie who didn't think it should have. They purged out a lot of the people who didn't want to go in the Destiny direction. But also It is entirely possible that it was kind of the destiny direction or no direction that there weren't going to be takers for a lot of other visions of what Bungie's next big project should be And so they kind of had to pitch something that was like We're going to mash together halo and World Warcraft and we're going to make infinite money forever And they may have known that was going to be hard. and they may have known that wasn't really realistic, But it was the song and dance you had to do to get people to trust that bungie notot just still had it But we're going to turn your investment. into sort of a genre defining performance I think If I was a bungee pitch that I would make the story I would tell is not all that different than the story we try to tell advice, which is We're making something really cool Trust me, bro, trust me It will work out. and just do that until you run run out of runway. That would be my that would be my advice Well, I think especially if I'm The thing I would say was if I was at a high level with these companies is that Trends may not be good at Marathon. Things may not be looking good with Bungie, but like What are you going to do? Mike, once you tear up these studios, what you've now done is you've destroyed the You know, you destroyed institutional knowledge, you destroyed capacity. You're not going to easily get those things back And so you can do that if you're running scared and you're saying the burn rate at the studio, how much it is costing to keep these people employed in Washington state, et cetera. You can panic and say like you can't afford to keep doing this when you start like shutdting all these people and that's kind of the direction they're moving in. And maybe they'll do that to the marathon team as well. But The argument really is that You spent a lot of money on to acquire an asset that could produce good games You missed out a bed U probablyably a bet that was shaped by the constraints of having to maintain destiny in the background and sort of create a project that was a little more like a like given a slightly smaller scope. It's a nice thing that the trraction shooters are for. They take a very small amount of content. they make it into a lot of games for people I look at it now. You can panic and just start lopping off limbs of the studio But now now that studio that you paid those billions of dollars for like literally can do significantly less than it did Now you can't even make bets with it And so now you're panicking and you're sort of It's not even like Goodfellas like burning down the restaurant because there you had insurance. That's not what's happening here. This isn't like the private equity stripping for parts. You paid a fortune for a thing that can make really highigh quality games of certain type And now You're kind of showing you don't have the stomach or the money to stay in on using those resources to go play other betats Uh And if you if you continue laying these people off you know, you turn around like, well, what's what's Bungie's next pitch It'll be even less compelling. And I think that is probably the argument for Marathon at this stage is Look, it exists It's good. We know how to make it U If you just cut if you kill this game What other new launch has really blown up huge for you What other games in the space are really showing this is how you launch one of these and be successful in twenty twenty six This is pretty short to nonxistent And so in a weird way, I think the the actual pitch is You're stuck in here with me, right? That's kind of a weird one to use in the corporate context, but like Those are your choices. Like you can't continue cutting bungee and killing these IPs that you've invested a lot of resources into And then think But we just need to free them up to come up with their next big idea Their next big idea isn't going to be big and they won't be able to execute on it nearly as well because you just like them in both feet and the kneecas And you're somehow expecting them to come back with, well, I'm sure the next one will be a had So I think in some ways that is that is the real pitch, Emmanuel whether or not it's the next rainbow six seiege or not It's what you got. You just publicly shot Destiny in the head U So now there's Marathon And after Marathon, there's nothing And if you do another round of layoffs at Bungee Bungie's going to be a shadow of its former self And so this is kind of the time where it's you probably need to start figuring out how to deploy the resources that you have, even if they are costing you money becausecause the alternative is basically saying, well, we just spent three point six billion dollars for nothing U And all the money we've invested in Marathon, Destiny to date, all of that is all of that is a smoking ruin Okay. I think we'll leave that there U please support rememap radio so you can listen to Rob and Patrick. and Chia talk about this and much more every week, several times a week, watch their streams, read their website As a reminder, CoreForm Media is journalists founded and supported by subscribers If you wish to subscribe to four four media and directly support our work, please go to four fourmedia. co Another way to support us is by leaving a five star rating in review for the podcast. That stuff really helps us out. This has been For four Media. We'll see you again next time