Carnival Tycoon’s Playbook: From Idle to Social Casino

They pretty much expanded this whole thing to go like a big wrapper over the whole CoinMaster kind of slot machine.

And it starts with that.

It doesn't go the other way around.

So this is their village, basically.

These are the nodes that we are upgrading.

Like this is the first upgrade.

This is the second upgrade.

As you see here, later, the island is pretty much...

Let me zoom out.

The island is expanding with these new locations that just suddenly arise from nothing.

The ether.

Yeah, and get added into it.

But that's basically it.

This is the direct equivalent of those five notes that keeps resetting in Monopolygor or CoinMaster.

Mateish, Felix, Shaku, bringing the insight.

We're rocking those vibes till the early daylight.

But J UA, master, eyes on the prize.

Tracking data through the cyberspace skies.

Felix stacks colors like a wizard in disguise.

Japanese craft are realms left us to the highs.

Two and a half gamers talking smack.

Slow hockey sick, got your back.

Ads are beautiful, they like the way.

Click it fast, don't delay.

Uh-huh.

Uh-huh.

Uh-huh.

Uh-huh.

Yeah.

Can you just get rid of that food merch?

We are not talking about food merch today.

Oh, hello.

Hello.

Didn't see you there.

Yeah, exactly.

I didn't see you there.

Hello again.

Welcome to this

episode of Two and a Half Gamers.

And today, Jakub is going to do the intro because I see half of his face

on the camera.

And now,

hello.

What is the half?

I don't know.

Now it's nice for

all right.

Anyway, so we're talking about carnival tycoon, and my name is Matte Lancharic.

I'm Felix Proberg, and I'm Jakobremiar.

And we

are yours!

I thought you were doing the a cappella stuff.

I

didn't get the memo.

We needed it.

We didn't actually schedule it before.

I thought you were reading my mind, but apparently, not are not.

Well, I guess this is the start of the end of the podcast.

Who made this game?

Because you did some snooping, and I thought that was super interesting.

No.

No.

You're not going to tell me?

No.

I'm going to tell you during the actual episode.

Or maybe I can do it now.

Okay, I can do it now.

So the game is developed and published by Wild Candle Spin LLC.

which is written on their both stores, Apple and Google.

However, one of Carnival Tycoon's developer names is also Zero Gravity.

Rings a bell?

Yeah, it rings a bell.

It rings a bell for one of Jakob's listeners.

Oh, yeah.

Because these games, dear listeners, these are those games, the company's name, shows up under App Lavian Studio Portfolio.

Excuse me,

Triple Dot Studios recently.

So it's interesting.

There is a little bit of paper trail for this, but we know maybe

it's true, maybe it's not.

Whoever has more information, please guys let us know because this is an interesting

turn of development.

Oh, hello.

This is also an interesting development.

Hello, camera looking going from left to right.

Yeah, the

long story short, we don't know if it went with the sale or no.

We just know it is there.

There is

most probably it did, but

we also knew, we also need more information from all of you guys, so please help us out with this.

And

so, what is this Carnival Tycoon all about?

You can play first on the numbers or numbers?

I think so.

Let's just play with the game.

Let's start with numbers.

Numbers.

I thought this was an idle game.

It was not.

I was like, let's start with the game.

Let's start with numbers.

Okay, so you choose Jakub.

You go numbers as usual.

More numbers.

Well, I would say, you know, our listeners should win, but that's fine.

Okay, whatever.

This is not the political party, man, it's a podcast.

Exactly.

Yet.

Everything everything for our listeners.

Campaigning for elections.

Yeah.

Yeah, so downloads around 50k a day.

Revenue scaling up something like

K a day.

I don't think so I've seen that many rewarded ads or industitials there's uh there's quite a few rewarded ads uh quite cleverly put

locations oh really yeah i guess i might have missed also don't worry i'm all anyway we don't miss anything

important part and long story short what we're dealing with this is a wonderful idle game and even if we go here into category you see that he's under idler so everything's perfect and everything is kind of look at the name carnival tycoon idle Games.

Exactly.

So, obviously, it's an idle game.

An idle game, exactly.

This is the Trojan horse, ladies and gentlemen.

Because in fact, it's not an idle game.

It's a forex.

Oh, no, it's not.

No, it's not.

It could have been correct.

Just for you to see,

let me walk you through what we have here as for the idle game.

So we have the typical kind of nodes here.

Nodes, meaning the generators for the currency.

So we have shooting gallery, which we upgrade in price and then upgrading capacity.

We have stuff like Ferris Wheel, again, upgrading price, upgrading capacity.

We have what have you like roller coaster poster.

I think I have even the what's that?

We haven't built it yet.

Changara.

You see those hammers somewhere?

They look kind of familiar.

Very familiar.

Where have you seen those?

So

the plot thickens.

And as we can see, like all of these things, suddenly there are some kind of very, very familiar things around here, such as network.

Hmm, where have you seen network with an unlockable features based on your player level?

Where did where did I see where did I see if I see the auto spin?

Yeah.

That you had there.

Because there's this anything else, network, I don't care.

I I wouldn't connect that, but if as soon as I see this big red button spin, I mean, that suggests a lot.

But for me, it wasn't that.

It was the fact that there was no rewarded video in the core loop.

I was like, this is not an idol game.

Oh, yeah, exactly.

That's right.

Oh, I don't say rewarded video in the core loop.

Yeah, yeah.

Yeah, so for those that get this by this point, this is pretty much a play on Social Casino and specifically on CoinMaster slash MonopolyGo.

So what happens here, and let me show you just in a

real comparison terms.

Fortunately, I have these on the same emulator, so I won't be able to do screen by screen.

But what happens here is that coin looters, specifically Monopolygo or CoinMaster, they work on a very similar premise that you spin the machine, which could be either rolling dice on Monopolygo board or the CoinMaster slot machine, or however the visual it is, is pretty much the same.

It's like nothing really to it

and we first need to get this

off first fam so again big red button in the middle of the screen you push it and money falls from the sky that's that's the gist of it so

those are the main kind of

core mechanics of coin looters or they're social casino category of games under coin looters

occasionally you go and break other people's ground through this kind of mini game of you choosing a target as you've seen before or you playing some kind of open box safe or whatever something again money rains from the sky eventually

but on top of this where do you spend all the money that's the important questions like you need to keep winning money so where do we spend them we spend them on some random visual progression that uh yeah somebody destroyed in meantime so we need to fix this so you get nemesis

yeah so we get nemesises so we are building random things, same as the villages in CoinMasters, exactly the same as things in Monopoly Go.

And I think we crashed.

Maybe if you actually showed the carnival tycoon instead of Monopoly Go, it would be better.

Yeah, the

I'll show it, but I want to show you what was iterated here.

Because the important part, that the whole idle carnival tycoon, something, something that we have here is basically this.

that you're looking at.

It's the visual progression that's very shallow and very timid here.

Like it's pretty much just the screen that resets and you buy five times five nodes every single time and just like sinks money into it.

And occasionally your very dear friends go and break your toys.

In Carnival Tycoon,

they pretty much expanded this whole thing to go like a big wrapper over the whole CoinMaster kind of slot machine.

And it starts with that.

It doesn't go the other way around.

So this is their village, basically.

These are the nodes that we're upgrading.

Like this is the first upgrade.

This is the second upgrade.

As you see here, later, the island is pretty much...

Let me zoom out.

The island is expanding with these new locations that just suddenly arise from nothing.

The ether.

Yeah, and get added into it.

But that's basically it.

This is the direct equivalent of those five nodes that keeps resetting in Monopolygor or Coinmaster Village that you're just upgrading, but they just make the whole game out of it in a way that is now an idler.

You have a little bit more functionality to it.

it has very nice visual it has all of these kind of things but in the end again it's all on rails and it's essentially the same thing just much more sophisticated visually appealing but in the end it's the same thing because what really matters is just this which is basically one-on-one coin master on top of it we have the collectible card album again as usual as one of po you go nothing really to it even the token is in the same kind of a

classy thing that they have there They have like very, very similar UI at some point.

Like if you are looking through the offering,

whatever UI, some of those UIs are literally taken one-to-one.

So they don't really kind of care also this thing.

This is, again, exactly.

Chain or step offer, exactly the same as Monopolygo runs.

I think it's even, yeah, it's even called endless offer as same as they have there.

Then again, they also have this kind of a layout.

Again, same thing that they took from it.

Wait, wait, wait.

Did you see anything about a web shop anywhere?

I think, I mean, it was

using a web shop, right?

Because web shops can save developers a lot of money, correct?

I know, I know.

And also, MonopolyGo has their own kind of way how to do stuff.

And I think these guys should have definitely also a way.

I wonder.

I think they should call Fast Spring.

Do they make web shops?

Yeah, they do.

Interesting.

FastSpring, by the way,

thank you very much for the support.

They delivered over 20 years of D2C at scale.

So I think they're a pretty good partner to

actually, you know, launch a new web store or if you wanna replace an existing D2C vendor or just add redundant D2C vendor.

Just go to fastspring.gg, s tell them the two and a half gamers sent you, because FastSpring is no drama D2C partner, can scale and help you with your web shop.

So it's fastspring.gg,

then you can grow your out-of-the-store revenue.

So definitely go there, fastspring.

Yep.

So continuing after the embougette.

So we have pretty much every single feature that Monopoly

Go has.

I don't know how strong the LIBOPS is, like that one I can really assess regarding the trigger events that they are pretty much running.

If you go to the like the revenue comparison, it's 200k versus absolutely different scale and millions.

Yeah, I know, but like features-wise, you can still build it.

The question is, how how you know how it works perfectly and how you can scale it and all these other different things.

This is like a different discussion.

But features that can be copied, that's like not that hard.

The balancing and all the like nitty-gritty things can't be copied.

That's that's the problem.

Can you maybe explain for the listeners and maybe Manti, you can chime in as well.

Like, why is my beautiful idol genre getting bastardized by so many hardcore games?

You have Forex games using idler onboarding, now this, where it's kind of hiding the fact that it's a social casino game.

What's going on here?

Very approachable onboarding.

That's just the thing: the power of rising numbers.

People really like those.

Idlers have chronically

very good early game and very bad end game.

There you go.

So

you slap slots, slot machine slot 40, and then yeah, there you go.

Yeah, yeah.

But

look at the visual art style.

Yeah, visual art style is.

See, slow poly.

It's just, come on, it's as best as it can get.

Seriously.

Exactly.

One kind of dynamic I want to show you: if you look here, yeah, like this thing is still under idler, and I guess Sensor Tower didn't still kind of catch it.

That this is a coin looter, but I guess it will take some time until they rearrange it.

Because if you look at the coin looters category based on revenue and mostly you can see it by downloads but also by revenue doesn't make sense.

If you look at top 10, Monopolygo, there's Animals, Coins Adventure, Play Tika, CoinMastered, like staples, no discussion here.

But then we have Coin Car Game Simulator,

My Home, My World, Fish of Fortune.

I know Fish of Fortune.

What are these things doing?

Coin Car Simulator.

Oh, what's that?

Some kind of a simulator?

looks like Chrome Valley Customs.

I like cars.

Yes.

Cars have low CPU.

And that's exactly.

That's the exact same thing.

So, again, I played this game a little bit.

And again, you start with renovation of cars similarly to Chrome Valley Customs because that's again that spin on the visual progression expansion.

And then it ended up in a slot machine and unlocks a CoinMaster style slot machine.

That's it.

Then we have

my home.

I want

these are the Chinese guys.

I know this game for years because their creatives are just renovating or just cleaning the house and cleaning all these

kind of objects.

You have it on the second screenshot.

Yeah, you have a hose, and then you just kind of clean the house, and then suddenly you are in slot.

Yeah,

and

yeah, why it won't load

or here, or here,

or here, there you go.

Yes, yeah, so yes

so again another different spin on visual progression oh pun intended

and uh i didn't even know it i made that one yeah i saw it on your face you didn't even get that it's fine and then we have catch the fish something which again

fish uses some kind of fish fish whatever fishing something fish fish whatever you see it is yeah yeah

israeli guys

so whale What's happening here or what

Carnival Tycoon is pretty much just another example of is this dynamic of social casinos doing much more sophisticated visual progressions that they've wrap around the main coin slot core which is delayed until I don't know when until the illusion kind of clicks in and only afterward they actually show it because if you compare it with CoinMaster or Monopoly Go or like these like let's say

the new guys on the block that were kicking the old slot machine games, they are not new guys anymore, it seems.

And the new guys on the blog are kind of taking a note from Forex rulebook where you kind of delay with a different game and then

you show your true colors later.

Where would we slot in here with Carnival on this list if you were to put it because it's not in the right place?

I mean, revenue-wise.

Yeah.

Slotted in seriously?

Like, what guys?

I mean, like, in this top ten chart,

yeah, so the last 30 days, 26 million.

So around 5 million left.

So 5 million would give them what?

Yeah, third or fourth.

I would say 45 million.

Yeah, fourth or fifty.

Yeah, four or fifty.

I would say fourth because you have add revenue there as well.

Yeah.

So maybe, maybe here somewhere, play Tika.

It's still still pretty high.

Yeah.

Yeah.

Come on.

It's basically fifth biggest social casino game, it seems.

Nobody's talking about.

Yeah.

But you mean

it's still

compared to CoinMaster and Monopoly Go.

Exactly.

By the way, I don't know if you were

Did we talk about how CoinMaster didn't budge for last 11 years to yes.

We didn't.

Yes, we talked about it, yes.

On one of the different episodes that are not live yet.

Yeah, I'd rather invest into CoinMaster than the S P 500.

Yeah, like this nowhere.

This is just amazing that, you know, there's CoinMaster here, and for like 11 years straight, these guys are doing 70 mil a month, pretty much on average, all the time.

11 years straight, what are you talking about?

Five years.

Sorry.

Five years.

What was the 11 number?

I think I counted something different there.

Yeah.

70 mil for five years straight.

Yes.

Year has 12 months, not 11.

But it's a game maker's year, so it's less or more, depending on the world that you create.

Create.

Yes,

Yeah, five years.

Five years straight 70 mil still.

Maybe you just pushed the spin button for 11 times.

Let's talk about.

We will never know.

Yeah, let's talk about that.

So, can you open up the slot machine?

So, I'm playing on iOS.

So, I have actually have one more button here where you can get 10 more spins by watching a rewarded ad three times that's capped.

And also, when I ran out of spins the first time, I got a pop-up that, hey, do you want 15 more spins for one rewarded ad?

And also, when I attack people with the plane, if you can actually get that attack sequence up, when I leave the attack sequence,

I can watch a rewarded ad to double the bull-eye bullseye rewards.

So now we're gonna go attack.

Let's go shut this kitten.

Yeah, let's go

revenge.

Yeah, kill him.

You just drop a giant poo on him.

Yeah, you drop a drop and poo.

Hello.

Yeah, bullseye.

So right here, I have a button that goes double the reward.

That's why I didn't see indeed, because it's iOS only.

Maybe iOS, but they must segment it, right?

Somehow, because

why wouldn't you want to show what?

You go segmented, yeah, because you're cheap.

Fuck.

That's why.

Anyway.

So let's say that with segmentation,

let's say 45% of the users

watch for rewarded ads because I think those players...

Let's say why 45%.

Let's just unpack this a little bit because it's just like, you know what?

Maybe 30%

or 60%.

The rewarded ads button is not on the main screen.

So it's going to be quite lower because of that, right?

So it's on.

a screen where it's not the main one, but you do get a lot of footfall, right?

Or a lot of users going there because it's the slots, right?

And slots is a gaming, gambling mechanic.

So when you run out of it, then you can actually get more spins with it.

So it's right there.

But you can't watch that many.

So it's actually quite limited with how many rewarded ad impressions you're actually able to get per session.

So I don't think it's going to be higher than four.

But I don't think that it's going to be more than half people actually watching it,

especially since it's not segmented, or since it is segmented.

Jakob, can you go back to the actual Carnegie numbers and then just put

platforms

no just yeah and then yeah put by platform yeah by apps

so it's yeah it's 70 percent net revenue is coming from ios

yeah so if they have ads on android do we think they have ads on android or you think it's just because you know what no no you know

i think they have ads on android it's just high-end devices only and potentially payers yeah so that means i think it's the the overall number should be lower than that.

Like if you think about it, if you think about it.

I have the high-end as high as it can get.

You have a high-end emulator.

It's simulating the high-end device.

The kind of the delta I'm thinking here is anywhere currently.

So the user base is 932,000 in the last 30 days.

So that's anywhere between 51 to 68K per day, meaning that is either 24 to 29% of this game's overall revenue.

Okay, it's not bad.

It makes things easier for a UA, right?

Yeah, definitely.

And I think what all of these games have in common

is

that actually they, all of these guys on social casino and even slots, they actually run a lot of CTV.

And I'm not joking.

I mean, this is.

Where do they usually run that much?

I'm pretty sure that they are using Vibe.co, which is our sponsors of this episode.

I mean, I'm jokes aside, like all of these games are definitely running a lot of social casino ads.

When I was talking to Arthur last year at MAU, we were actually showing like different ads in our episode.

So you go and watch that, and there's like

three of the four ads, it's just social casinos.

Oh, well, okay, three are slots, and then one is social casinos.

You know, you should definitely, it's not only for

slots or social casino, but you can actually join 5,000 brands that are actually that are using CTV.

It's very actually easy to start the campaign.

Even Felix Oriaku could start a campaign with just a few clicks because it's self-served and it's available on Vibe.co.

So it's vibe.co,

vibe.co.

So you go, launch a campaign on CTV ads, Hulu, Roku2B, you name it in minutes.

You don't really need only millions of dollars budgets.

It's actually quite easy and cheap.

Great.

That's what we do CTV.

Yeah, that's very interesting.

I wanted to ask you, Akub,

for the ads, why don't you think they put placements in the

reward or the offers?

Because there's quite a lot of offers, there's the step offers, but there's no step offers with rewarded ads.

Do you think that just gets in the way with it?

Or do you think it's just they didn't try it?

It's the only rewarded ad placement that sticks out to me that would also work with the current setup.

If they have an idler, keep that in mind.

So, like, a lot of other different placements would work perfectly here.

Yeah, I mean, but that gets away of the core loop, which is the slots, right?

So, you don't want to have ads that take away from that, right?

Depends really

how well it is balanced.

That's like one way to do it.

Like, in this game, there are multiple options, but because it's a social casino, you really don't want to have ads cutting out of your revenue profile.

But they do, yeah, they do, but they do

what you just have.

what, like energy and more energy?

Yeah, that's basically

more spins and more soft currency.

Yeah, so it's just kind of very small.

Like, I don't think so.

It's something that's that 25% is not very small, man.

25%, like, yeah, the ECM for this audience is going to be

20%.

25% is less.

Well, if someone wants to settle this argument that knows, please reach out because I love being right.

Sure.

Me too.

Of course.

Yeah.

I still wouldn't say it's a little bit less because if they would be actively pushing for it, there's many, many places around the game that you can even dynamically put a rewarded at play stones.

Like when?

What?

Into the idler.

Into the idler, basically.

Yeah, that makes sense.

But how does that make sense?

The idler is not kind of the like the main thing to do.

Yeah.

The main thing is just kind of this screen.

This screen is the main thing.

But the idler is feeding your progress, basically.

Like you like the the thing that you have here, where is it?

Like, remember this?

Looks like from the Forex.

Yeah.

All of these things are basically around the idler.

It's like do this, do that, do this in idler, and then it gives you the cards.

Sure.

But I think, okay.

I mean, I get the point, but I think this is just, we're still talking about the kind of onboarding and it's kind of important.

But more important is the actual slot machine.

Of course, the slot machine is super important.

Like, again, as I told you, like, slot machine is the core and this is just expanded on clicking those five node buttons.

That they don't even do resets, they do like additions, basically.

Because if we go here into the map, it just keeps increasing.

It's not.

And for instance, here, see, they have passive

income, basically.

Yeah, but that idle game kind of

supports the engagement and kind of better retention, right?

Yeah, it's additional engagement because instead of you clicking on those buttons, you click on much more buttons.

Yeah.

But you wouldn't want to slow that down with ads, right?

Yeah, well, I would say like if you put ads on top of this, you would just speed it up, no?

And speed up the progression.

Yeah, you can speed it up.

Yeah.

Yeah.

You can speed up the

for monetization.

But that's the question.

Why would you do that in the idle then?

Because then you can monetize in slots.

The problem with these things is that eventually you want people to run out of stuff.

Like Monopolygo, for instance, you start playing Monopoly.

It's super stingy.

Like 20 minutes, you can't do shit.

Yeah.

But that's why they're making millions and these guys are not.

I mean, that's very simple.

Like being super generous in social casino isn't the way to go.

Sure, but it's like Felix, you said it's capped, right?

Yeah, it's capped.

So basically, I watched seven in a day, but I was looking for them.

But you can watch the 10 free spins three times.

And then when I ran out of spins, the first time I got it, I rewarded out for 15 more spins, but it only appeared once.

Can you compare the session length with Monopoly Go and Carnival Daikon?

Ooh, that's a good point.

Great point.

Now we're getting into

Coinmaster or both?

I mean, put both.

Yeah.

Monopoly going and CoinMaster.

It's just

my

keen to see this.

Yeah, actually, it can show us interesting.

Yeah, let's see.

Interesting.

Yeah, the worst as expected.

Yeah.

Because they don't have that strong ops and like all these other mechanics yet yeah hopefully hopefully yet because i mean it's still quite early for i mean not quite early for them but still like way earlier than

for the two of you that's i mean it's a great start like it's a good start yeah 100 of course that's the difference between like these kind of passive events of you just you know spinning or clicking on stuff or doing yeah

and then the super star wars racers or whatever monopoly go is currently running where you need to click that, play a second mini-game, play actually active events.

They have active events that you need to click and do some puzzle or whatever, something.

So that's that extra engagement time, which is like what

30% more than Carnival Tycoon here, basically.

And that goes pretty much into session count also.

Interesting.

Did we say when the Carnival Tycoon was released?

We didn't.

We didn't.

But we can say that it was released.

when when

rather recently

rather recently in May

last year.

September 2022.

Wow.

Yeah.

But that's

started scaling July last year.

Exactly.

Because then I saw it on that previous graph, which didn't make any sense.

So if you had Monopoly Go on the timeline.

Yeah, I mean, come on.

Dude, you don't add Monopoly Go on it.

just the timeline, not the numbers.

Yeah, okay, yeah, just the timeline.

So, Monopoly Go was how much sooner, just a little bit sooner.

But it's obvious that these guys weren't following Monopolygo, they were following Coinmaster.

Yeah, of course.

Monopoly go was just uh oh, great, there's even better upgrade that we can use, and then there we go.

Yeah,

I want to see the greatest for this game,

which actually could be pretty good.

Yeah, I'm sure.

A lot of idling and carnivaling tycoon, I guess.

It's like, is there a lot of play on roller coaster tycoon from back in the day?

No souls machine ever.

Yeah, exactly.

Just expect it.

I mean, like, why would you, why would you do that?

I love this post-truth app development where it's just like you can put whatever, like, offline, no Wi-Fi games in the title.

Man,

you can put whatever.

You just need to put very specific things, but never the thing that you have.

Exactly.

Yeah, yeah, exactly, exactly.

But it's like, see, like, it's all the all the different networks.

I wonder if they started scaling because they started working with PVX partners.

Maybe, because PVX partners is the most effective and simplest credit line for marketing.

You know, if you're scaling your game, you need funding, you call PVX partners because there is no equity dilution and you can get paid as you well, you can repay as you get paid.

It's flexible, fast, and you can get the terms in just 24 hours.

Don't wait.

Take control of your UA budget and scale like Carnival Tycoon or any any other game.

pvxpartners.com and see how they can help you grow your game guys it's pvxpartners.com you see all these different networks that's a lot of money exactly exactly you can just go plug yourself in and use the money it's not called cpf it's not called cost for

it's pvx partners for a reason all right jokes aside guys uh let's see so look we have all all, I mean, basically everything.

One sec.

If I have,

yeah, actually, I will start with this one.

You're

yeah.

I'm still here.

Okay.

Am I?

Yeah.

Sorry with this one because it's June.

It's not only new creatives, but it's all the things.

So this is pretty.

Yeah.

Let's see if you know where is this coming from.

There we go.

Come from idle lumber.

Yes.

I mean, just I started looking into these creatives.

I was like, oh, wait a second.

I've seen this before.

And it's definitely going to be in some of my LinkedIn posts for the creative.

This is a great creative.

Yeah, but like, how is this?

How is this connected to the game?

Carnival Tycoon?

Like, even your fake is not fake.

It's just like,

I would say, like, the tycoon word.

And that's a very big stretch.

This is it, right?

It's just copied one-to-one like USB machine.

Or like whatever is this so i was like okay fine this is what a hook water hook yes water hook yes look and see here

that was it i was a nice transition huh but that was it

yeah

no that's real no no

man

just jelly out of those people

yeah it's it's three seconds

yeah it's like this is not real this is not real man like you need to watch more ai yeah this is is definitely

a pretty hard time next few years if you don't do it.

This is definitely not real.

I was like, wait a second, there's a very good hook.

And it's like, oh my god, like, what happened to these people?

And then I was like, oh, no, no, this is not real.

But it's a very good hook, though.

I mean, I'm pretty sure like 90% of people just also believed.

It's final destination hook, basically.

Yeah, oh, yeah, yeah, yeah.

Great reference.

They have also like very good, very, very good creatives.

It's all of this, obviously.

Nothing is real.

And they're using

such

a big variety of creatives and like different concepts.

Obviously, this is all all coming from.

You see the numbers are turned around?

Yes, that's what I want to see.

I was looking at the same thing.

No, they copied it and flipped it so you can't see, you know.

Yeah, exactly.

Do stuff on them.

And then there's the

money count, like it's there, like it's normal, but then the rest is just that's impainted that they added on top of it.

Yeah, that's an overlay.

So I was like, what the fuck is this?

So they stole this creative, you think?

Yeah, they stole the creative, flip it

so it doesn't get found.

Yeah, and then bye bye.

There you go, flip

numbers.

Everything like this, the whole creative is just flip.

I was looking at it, like call the old police.

Hello,

please.

Yeah.

Hello?

Are you there?

Yeah, I guess we found another stolen creative.

Nobody cares?

Fine, thank you.

Okay.

So that was actually Player X Creator or whoever did that.

Could be, yeah.

This is always like, yeah.

It's not stolen, but heavily in.

I mean,

on the numbers,

yeah, yeah, of course, of course.

But we've seen this before in like different

islands,

yeah, in Tycon games.

Oh, yeah, there's so many.

This is just kind of a township 3.0 basically with different things, but it's like it's very much inspired by this.

I'm a little bit shocked.

Like, why do we even have the carnival mode of a Tycoon fake play if you don't use it in the creatives?

Wow.

Oh, yeah, these thinking creatives are catching up so fast.

Oh, wait, wait, wait.

What do you mean, stinking creative?

Like, she actually just

mobile is just Wild West and like the lowest of the low sometimes.

Nothing is too Wild West, man.

It's just lowest of the lowest, and we keep breaking the barrier on the way.

Yeah, we keep hitting lower and lower.

But you have you have the carnival here, kind of a little bit.

You mean the roller coaster?

Yeah, yeah, yeah.

The roller coaster.

I mean, yes.

We have also

playables, which is also kind of.

But this is this is only a one, like interactive.

Oh, I can actually.

I don't know, I have no idea.

No unity.

No unity.

Oh, you lost this game, my friend.

Come on again.

No, it's different.

Now she didn't take didn't take shit.

Fortunately.

But it's a lot of these, yeah, a lot of these and

a lot of these as well.

That was a hook.

What's wrong with people here?

Yeah, exactly.

What's wrong with people?

But look, like, shit works.

I mean, for some.

Yeah, I'm sure it does, but like,

yeah, no, no, she's airlock,

no shit airlock.

But it's like, yeah, you know, if either zombies are just uh, it's the usual shitting, yeah, people

and spectrum emotions.

Ah, that's quite cool.

Well,

will we make it?

Yeah,

no, we will not.

I'm not sure if it was that, uh if it was AI or not.

And what was it then?

It might be

it's pretty good.

I mean, this is one minute thirty-five seconds long video, so it's kind of

boring,

but yeah, it's it's kind of multiple things in one.

See,

that would be a hell of a ride.

Yeah,

definitely.

It's actually a few creative.

Well, they actually have some carnival things there.

Yeah, they have all of them, actually.

Yeah, a lot of them.

Actually, it reminds me of Aqua Park.io, if you remember that.

Yes, a little bit.

Yeah, a little bit.

And this is the one that we ordered.

Yeah.

Yeah.

Yeah, this is the AI stuff.

And

this is AI as well, most probably.

Yeah.

Ah,

yeah, it is.

Of course, it's an AI.

I would doubt if you.

You need to watch more AI, man.

It looks old.

Yeah, it kind of looks a little bit old.

It's not that as simple, but it's kind of

interesting.

Okay.

Oops.

Okay.

So now

this one.

So we have these static images as well, but also

gates.

What does this remind?

The latest Golden Goblins.

Exactly.

Yeah.

Exactly.

Golden Goblins, right there.

They're very sharp.

Yeah, yeah.

They know what's what's what's working and where where to go and where to go and this actually like look at this creator like it's just like so many different things

wave they have the the the original okay

look like yeah look like it's so many things happening it's very complex it's 40 seconds long and this is already like fourth scene with fourth concept

kind of C

third

so it's like stitching multiple things together, so which I really like and this

if it allows like

building this obviously and then just

I like the mustache

moustache

This is basically my

these guys these guys are great with their creative strategy.

I don't know definitely what they're doing I was playing I was they're the fifth biggest casino game it seems yeah, I was playing that playable for for five minutes literally so I could

really we're here again.

Yes

Yes, we are here

again.

You're not gonna say anything about the flamingos Mati I was just one I just was about to say like 10 out of 10 for flamingos.

10 out of 10 for flamingos.

They did it for you.

But it's 20 of the century creative, isn't it

no it's township where you have all these like grandmas next to each other and they're just harvesting tomatoes and then and they're flying out of them no not out of them but like they're not flying out sorting them or whatever they're doing okay yeah right so

they just can't sort it because they get overloaded okay yeah pretty much looks differently from the dangle

I mean, yeah, the dangle is quite interesting, right?

What do you think these guys are?

What What do you think these guys are spending?

Like, are they running out of loss right now?

Or what do you have also

interesting?

Wow.

Yes,

we have also.

I mean, if this company is really based in the US, this is very brave.

The most brave thing is putting Coca-Cola and Pepsi in the same train.

And Sprite as well.

I mean, it's just

like a casual.

Yeah, okay, fair.

Yeah, that's true.

But

this quite

interesting.

Well, what are the

cowboy, huh?

Go back again?

Seems in-engine.

Don't know if this is a

it's it's too rusty.

Yeah, it's too rusty and too smooth as for the transition

because the object kind of keeps its consistency.

which object

the this this is a second point

yeah this

no no no the the tracks the broken tracks basically i think it's very clean and i know i know i know so the problem is that with each second of generated video it loses kind of consistency sure but that's why it's like it's it's made like it's it's just a hook it's two seconds i know it's too too short for ai

too short for yeah but if it's ai they would leave it for five seconds i guess so

you can do lower hooks, uh, lower hooks.

I think yeah, you can do we can do

yeah, and this is basically Idlebank icon.

All of this

is Idlebank icon.

I mean, super close.

But this again just proves our theory that like the only way forward within these completely conquered genres is just have more U-way tricks with these fake onboardings,

fake everything, pretty much masquerade yourselves completely different game, different category, different everything, and then in the end be what you are.

Yeah,

remember when we when we said this, I think two weeks two two years ago, all of these on new onboardings are just gonna penetrate other genres sooner or later.

The accessible onboarding will

serve as hyper casuals, and then it's like

the Trojan horses.

Yeah, I'm just waiting like when this thing kind of goes into match 3.

I guess we have the match 3 kind of

covered with the mini games and the in-between levels kind of scenes.

But still,

I would say there is still like a spin on this where you can have a different onboarding and then you kind of go into match 3.

I'm wondering if it's going to happen on the farming side or something.

Like really like old school where it hasn't been any change for quite a while.

Well like what do you mean farming side?

I do mean township

has this.

Yeah, township has to be.

Yeah, township does this.

Township does everything.

Oh, seriously.

Jesus fucking Christ.

I mean, I know

this

shit.

Yeah, you see.

Exactly.

You see a lot of shit.

Maybe it's not being your job.

What did you do today?

I made a creative.

Hey, you'll get PTSD eventually.

Yeah, yeah, for sure.

I mean, you just need to lift somewhere else, but still, I mean, come on.

This is just too much.

But still, I mean, apparently it does work.

All of this.

Maybe it works.

We don't still know.

We still don't know.

Yeah.

We still don't know.

But

yeah, I was saying, okay, I have one.

So very interesting.

I think they're

going to grow.

They're not going to be fifth largest for long.

It looks like they're going to be growing.

Yeah.

Yeah, yeah, for sure.

It's like they're on a good trajectory already.

I mean, we saw this already fine, but they have this also like almost endless.

Almost endless.

I was playing this for a while.

I could just

play it.

This is the type of game I like.

All you do is do this and then just upgrade.

And there's a nice music.

music,

and this is basically it.

Nice, and it's too, it's too, too

high.

Volume.

This is from,

yeah,

hello, township, township, yeah, whatever, yeah, yeah, yeah, yeah, yeah, yeah,

exactly.

So, like, all this, like, these guys are they definitely know what they're doing, which is amazing to see

a lot of playables on up lavin as well.

So, it's, I mean, I still think they're they don't mediate with uploading, though.

They do, they do, yeah, all the ads I saw were up levin, like most of the ads I'm sure because they're quite big on different channels than uploading.

If one of the co-producers was buying or like making the game,

100%,

yeah, that's true.

Fair, fair, fair, and if it's going to triple dots, yeah, it's going to be on Max.

Yeah, okay, because Unity is doing quite well as well.

So it's like kind of

interesting.

You'll see Unity up there and not uploading up there, and maybe like Facebook.

Unity lately has been increasing quite a lot.

Share revenue.

Yeah, the director.

People are trying to see if it's actually real.

I guess it is.

And I was talking to someone at Unity, like it's kind of working.

But again,

I need proof.

That's all I need.

I need more.

I need some numbers.

Anyway,

we can wrap this up because it's good.

Actually, I enjoy all the creative suits.

I think this is going to be in our creative trends as well.

Top four, top three, maybe in a year?

What do you guys think?

Top three, I would hold your horses, man.

I don't think

the entire stream is like 15 mil, man.

Like it's something.

Yes, it's 15 mil.

This still takes some time until maybe 15 mil.

Triple their size, basically.

Triple the size.

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