AI Games Are Coming

https://nfx.com/post/ai-games
  • AI-native games window just cracked open — 36 months left.
    • Inference speed, cost, memory still maturing; key blockers.
    • Browser launched 1993; WoW didn’t ship until 2004 — same lag.
  • Gaming market beats film + music combined; incumbents won’t win this.
  • Window logic: digital social ran 11 months, mobile social ran 30.
    • Friendster → LinkedIn: March–May 2003, then window closed.
    • WhatsApp 2009 → Snap 2011 = mobile window.
  • Breakthrough requires reconceiving games, not adding AI to existing ones.
    • AI twins, companions, Roblox/Wattpad-style experiences all in scope.
  • Philip Rosedale built a video codec before building SecondLife — be that founder.
  • NFX wants founders who start with AI, then ask what engages people.

James Currier (NFX General Partner) · 2026-02-04 · Read on nfx.com

Type Link
Added Feb 4, 2026
Modified Apr 15, 2026
💭 Thinking 15 items