Spry Fox releases game on Kindle!

Dave Edery's finally able to talk about one of his hush-hush projects: Games for the Kindle.

Their studio, Spry Fox, has released their first game for the Kindle, Triple Town, as part of what appears to be a very quiet soft launch of their game catalog for the device.

Dave's got a post up on the subject and how it fits his blue-ocean strategy that he's been talking about for a while.

Amazon certainly has a lot of catch up to do in getting an app store up, and they are heading into crowded territory as many devices are also getting app stores into play. Additionally, the Kindle seems somewhat hobbled as an interactive application platform (e-ink, UI, etc)

On the other hand, as David points out, Amazon has a large installed base of users with a propensity to spend money, and a trusted commercial relationship with those users. Those things alone certainly make those blue ocean waters look inviting.

If you are a Kindle owner, check out Triple Town.

A couple VC Gems

I have a few of the better (I think they are, anyway) VC blogs on my feed reader, and just recently did some catching up.

A few snippets caught my eye:

1. Ben Horowitz, on "How we picked our first cloud investment" makes this point:

...the first attempts to build applications in the cloud from companies such as Corio simply fork-lifted the leading on premise software and moved it into the hosted environment. While this sounded like a good idea to many VCs at the time, it turned out to miss important details and advantages of the cloud...

Reading this should spin your gears if you are thinking lately about OnLive, Gaikai et al. (And thinking about it further, you might see why I was saying early on that MMOs are a really good customer for these services - Already architected for the cloud, just the network stack sits at a different point in the pipeline). Regardless, key point is that content that is ported is always second-rate compared to content authored from the outset for a platform.

2. Lightspeed Venture Partners has this post (2 months old now) estimating Zynga revenue at ~240M for 2010, down slightly from 2009.

a) It's a fairly thorough model, and they have the spreadsheet shared on google docs if you want to tinker with it.

b) The graph of Zynga's revenue over time sure made me think of Dave Edery's inevitable misery pitch.

Anyhow, something to noodle on.

Steve Jobs shows his REAL thoughts on iPhone development

I'm long overdue to write up a post on the iPhone, appstore and closed-vs-open platforms. This isn' t it.

In the meantime though, Dave wrote up some thoughts on the announcements from Apple recently, and *brilliantly* caught something Jobs said that most folks seem to have missed:

Jobs, in speaking of the addition to an advertising revenue model to the platform, said

“This is us helping our developers make money so they can survive and keep the prices of their apps reasonable,”

To which Dave asks:

Btw, was anyone else struck by Jobs’ use of the word “survive?” I think that’s the closest he’ll ever come to admitting that life for developers is rough in the world o’Apple.

Bravo! What a catch. Quelle choix de verbe! "Survive" indeed!

The Five Year Post

2010 has started with a ****load of work, and so the usual set of predictions I'd write at the beginning of the year has had to wait. At the same time though, I noticed that the fifth anniversary of my blog has come up. I thought it was worth taking a few minutes to ponder what's happened in that time.

Personally, a lot has happened. The twins went from cute little one year olds to thriving, brilliant little kindergartners (and gamers!). We had a smaller auxiliary backup child. I moved from Intel to Microsoft and back to Intel again (which brought a move from PDX to SEA and back to PDX). I went from running an engineering team to doing business development to doing long-term business planning. Hard-core games to casual games and back again. I edited GPG5, and of course, wrote a 1301 of blog posts. 1302 if you count this one.

To quote JK Simmons in Burn After Reading, "So... what have we learned?"

I'm certainly posting a lot less, from almost 400 posts in my first year, down a bit in 2006, sharply dropping off 2007,2008, and levelling off in 2009 with almost 150 posts. Part of this is attributable to things like Facebook, where more trivial short subjects and links might get posted as a FB status update rather than a blog post. Mostly though, it's concentration of my effort on the blog toward matters that I think will provide interesting food for thought and spur conversation in the blogosphere. In contrast, I do less linking to other people's stuff (I really should get my del.icio.us links working in an automated fashion, as it would make doing that far easier)

I did a couple experiments in generating revenue. I never thought these would amount to much, but want to experiment a bit just to understand the mechanics of it:

• I tried advertising with Google, later switching to TextLinkAds. the latter pays WAY more, generating a steady $30/40 month (google was much less). Hey, its beer money.
• Amazon associates, for my level of traffic, is hardly worth the effort, generating maybe $10/year for me. The new relationship with Google should make the link building/posting easier, but otherwise its not worth the bother.
• There was a period a couple years back when bloggers/social media frequented the news. A bunch of people sent me copies of products in hopes that getting blogs to write about them was the new path to success. That seems to have tapered off, which I believe indicates less indiscriminate shot-gunning of product.

It's no secret that traffic can spike depending who links to you and why. The most popular posts (as judged by linkage, comments, etc) fall into a couple categories:

• Post-mortems of conference sessions that people couldn't attend, like this one trashing Google's Casual Connect session on AdSense for games, or this one on Stumptown Game Machine's iphone post-mortem.
• Opinion pieces on games business models/economics/marketing, like this one on used games, or this one on Indie games marketing.
• Anything controversial, like my post in defense of Chris after his Wii rant.

In thinking about it though, the popularity of the blog (what little it has) is of little import. The entire effort has been highly positive, and the value has come mainly from two things:

First, the blog provides a place for me to post my thoughts, and this in turn requires me to organize them. When I post something on a technology or business models or whatever, I'm forced to structure my thoughts into an argument, look to the other side, etc. This leads to a better understanding on the topic.

Bigger than this though, is what the blog has done to start new friendships or reinforce existing ones. It's through the blog that I've become (or become better) friends like Mark, Robin, Alice, Darius, Raph, David, and many many others.

For these two reasons alone I would highly recommend blogging as an activity for building relations, structuring ideas, and getting feedback. From this respect its been a huge return for the time invested.

Lets hope it continues to be for the next five years!

Edery hangs out his shingle

Following close on the heels of Jason Della Rocca's starting a consulting biz, David Edery has done the same. It's called Fuzbi.

In addition to subject areas covered in his book, David of course was the portfolio manager for XBLA for a few years (where we worked together). Anyone wanting some sound advice on cracking the console downloadable market would do well to hire him.

Shippin' stuff

Man, People are *shippin* stuff!

Dave's book is done. Congrats Dave. I remember finishing GPG5 and handing off the huge printed stack. Fun.

Robin (and a cast of others) shipped Boom Blox, and it's rockin' 85 on metacritic. I guess I'll finally have to buy that Wii.

Justin & Merci (who's game has been in beta for a while), shipped PMOG, the Passively Multiplayer Online Game.

Mary Jo shipped Iron Man. Congrats to her to, even though she's since left to do consulting. (BTW, the story's cuter coming from her S.O.)

Meanwhile, work on Industry's worst-kept secret will have me not shipping stuff for.... a while :-)