In this Metacast episode, David Amor, Yon Raz-Fridman and Aaron Bush, join your host Maria Gillies to discuss the $100K cost required to max out a character in Diablo Immortal, and the implications of such a high price tag for Free-to-play games. The team also discusses Axie Infinity’s very first batch of UGC-driven games, and how Apex Legends’ mobile launch has faired thus far.

Axie Infinity’s First UGC Games

  • Context
    • Sky Mavis has revealed the first 12 games of its Builders Programme.
    • The programme invites developers to build user generated content (UGC) on the Ronin blockchain that will be added to the Axie Infinity world.
  • Some are sceptical of its success.
    • Sky Mavis seems to be investing very little into the programme.
    • As the game’s earnings increase, the percentage paid back to the developer decreases and amount paid to the players increase.
      • While this incentivises developers to reward players, it is unfriendly to the developer.
      • It makes the programme less of a step away from pay to earn than it seems.
    • Competition in the form of similar programmes e.g. Riot Forge could make it difficult for Sky Mavis to attract talent.
    • The revealed games look very simple and low budget and hence may not have a great impact.
  • What are Sky Mavis’ possible goals here?
    • Perhaps only intended as a cautious initial step towards larger UGC programmes.
    • To encourage community engagement and create a decentralised community.
    • An attempt to go beyond the play-to-earn market and attract new audiences.
      • This is especially as most of Axie Infinity’s players are currently from emerging economies and their number of daily users is decreasing.
      • Aiming to become a platform, not just a game.

Diablo Immortal’s $100k+ to Max a Character

  • Context
  • It could possibly be part of a strategy to overprice initially and lower costs later.
  • Is it ethical?
    • It is unethical
      • The game has an important PVP component, meaning the game could be more difficult and less fun to play for those unwilling to invest.
      • Transparency is necessary to enable players to make informed financial decisions.
      • Minors could easily and perhaps unknowingly spend a lot of their parents money without their consent.
    • It is ethical
      • Any user could easily choose to play other games instead, so the creators shouldn’t be morally culpable.
      • Some may be unhappy, but some would be willing to pay. A game should not necessarily aim to be likeable for everyone.
  • Regulation

Apex Legends’ Mobile Launch Results

  • Context
    • Apex Legends, a battle-royale shooter game already available on a variety of platforms, was released as a free to play mobile game a few weeks ago.
    • The game saw a strong launch, with 5.5 million downloads in its first week. Now has 10 million downloads and has earned about $6-7 million.
  • The game has been modified from the original to suit the mobile medium.
    • E.g. it is easier to unlock champions in mobile than the original, shorter game modes have been introduced, the on-boarding difficulty curve is friendlier.
    • Apex Legends original business model relied on a select group of players generating a large proportion of revenue, a model incompatible with mobile.
  • Comparatively, PUBG Mobile and Call of Duty (COD) Mobile got 11 million and 48 million downloads respectively at launch, dwarfing Apex Legend’s debut.
    • However, Apex Legends should be more focused on competing in future downloads instead.
    • PUBG and COD mobile each have about 1.5 million downloads a month.
  • No cross-play across platforms is being introduced as the mobile version is aimed to bring a new audience demographic to Apex Legends.
  • The game’s quality and perhaps success seem assured as its developers, LightSpeed Studios and Respawn Entertainment, also created PUBG Mobile and the COD franchise respectively.
    • Electronics Arts (EA), the publisher of Apex Legends, however, has had a mixed record of launching and supporting mobile games.