1 free read left. Create a free account for unlimited reading + AI research.
Create free accountvery very deep game. Uh very nice core. I really appreciate that they innovated at least a bit, but I'm guessing it's all because of the creative. So it looks like Kingshot and I'm guessing it will it will use a lot of Kingshot stuff.
But if you see drop merge here, maybe maybe there will be also that.
I don't know.
Um yeah,
so
it's a lot of everything, man. A lot of AI is just
Yeah. um 7-day ads and and what like some more of these like never ending features. Anyway, let's get to the numbers. It's 4 a.m. and we're rolling the dice drops of [music] golden coins. [music] We're the two and a half gamers the midnight crew talking UA ads and game design too. M feeling [music] shak bringing the insight. We're rocking those vibes till the early daylight kua master eyes on the prize. Tracking data through the cyerspace skies. Felix [music] stacks dollars like a wizard in
disguise. Challenge craft realms with lift us to the high. Two and a half gamers talking [music] smack. Slow hockey sick got your back. Ads are beautiful. They light the way. Click it fast. [music] Don't delay. Uh-huh. Uh-huh. Aha. [music] Uh-huh. Let's go. Let's go. Hello everybody. This is two gamers. Not two and a half. Our half is on the other side of the the world where I'm going as well. Oh well, actually when this is airing, I'm already there. [laughter] I'm definitely already there. Oh yeah yeah yeah yeah it's fine but since we are talking about game again no surprise there it's only two of us we don't need any anyone else and my name
is Mate
and I'm
and we are your hosts ah it's always funny because uh when we are from Slovakia but we're talking in English I just was on the podcast with Bjana Resab from GI and we were also speaking English I was like wait a You are from Czech Republic. Yes. And then suddenly like random Tomas appeared and he started talking in English like whoa whoa what's happening like why? Like you have to check names like no no I'm Portuguese. Like what? [laughter]
Portuguese Tomas. Okay.
Yeah. I was like Thomas Spiel whatever. Like yeah this is absolutely check [laughter] name 100%. Like nope. How about no? Okay. Anyway, nobody cares. Uh but what we care about is the duck survival game which is not a new game actually.
It's not
it's on the market for some time and I started playing it and it was very very interesting but that it was also very
very overwhelming as joined games.
Exactly. That's what I would say as as everybody everything from joined games. I mean, for me, Legend of Martian was way more overwhelming. Like, this is okay.
Yeah, it's it's better. Okay, let's start let's start with the loop.
So, always AI, by the way.
Yeah. Yeah. Like there's lots of AI stuff.
Um, yeah. So, what's happening here? We both thought that this would be a Forex game and it's not.
Yeah. No, no joke. No joke. I was expecting a Forex to jump into my face.
Yeah.
But didn't happen.
Exactly. So, what's happening here? Uh, and I just switched to machine gun. I didn't know I did that.
Uh, we have our typical um rog light style run of choosing out of three abilities. This actually quite similar to something like Bang Bang Survivor because we have like a
yes,
let's say tower defense without the road. monsters are disappearing. But actually, it's a little bit more like modeled after Kingshot because what's happening here
is you see like I'm I'm like I can build a tower here. I can build a tower there. I can like upgrade my base.
That's what's quite interesting on the like the
core.
Yeah. Yeah. Yeah.
Yeah. It's like literally modeled after Kingshot creative.
So the core is is there. Uh you can speed it up. You can even press auto play and it will play itself and you don't need to do anything.
That's your favorite. That's [laughter] a fair game.
It's my favorite feature.
So yeah, that's what's happening. Uh you see the waves on the top. Then you have your XP which again it's even choosing skills by the way this time to auto play.
Yes.
So it's quite quite good.
Uh I didn't want that one. Maybe let me let me just do some things myself. Uh we
have then a lot of other vectors added on top such as like these two guys which are like pretty much another power progression vector of like power. We can build a gate. We can build an infantry unit. We don't even need to walk there. We just got to press to battle. And you see the skills on the right. And literally this is very very similar to something like wizard versus slime and um bang bang survival.
So it again it's it's there to defense kind of baseline for the core. So the new thing that's been added here is that you are actually moving your character is not stationary on the bottom of the screen like HP of your base. Your base actually has an HP but it's hidden here. and you are actually building some towers and a little bit of let's say building miniame because honestly like it's always the same like you just can just scale it up with more HP and more more damage later as soon as you get
there but you can call these invasions you call the waves and you see where this is going this is literally again going to be modeled after king shot so
yeah lots of uh ads on a refresh side so you can refresh the tree of the it's called the choices or you
I wouldn't say lots of ads man lots of rewarded ad placements let me just say that
yeah uh you have one active ability that comes with your main gun that you equip there
and then you just pretty much destroys loads of aries and that's it like hopefully you will manage to survive because again it's the usual HP damage scaling of monsters getting stronger and having strong abilities and you having to kind of adjust based on that. Uh and yeah, uh this takes I guess something like 5 to 10 minutes per level.
Yeah, it's not it's not too long.
It's not too long.
It was not also not too hard. Um, yeah, but that's the usual kind of honeymoon phase, I guess, for the first week here with with these games because they just give you overwhelming number of uh Oh, I can build another tower. Machine gun tower, second city wall. That's nice. Uh, they give you overwhelming number of resources. So, it's the usual AFKina honeymoon period of first week when you're swimming in energy, swimming in resources until you hit some gate and then you need to grind or pay. It's is the usual Chinese playbook of monetization. So nothing nothing really to it. Um and yeah um we are just seeing here as I'm destroying hordes of enemies and my guys are destroying it with me and slowly leveling up and upgrading stuff. There's evolutions of course uh if you get these requisites for like yeah here we go. Yeah we have like super arm cannon or what whatever something like that. And
yep, that's pretty much for the core. I don't think so we really even do we want to finish this one like we can finish this one. You see how like um I can just choose these randomly basically because as I said the first levels are so easy. So nothing really I think this is the last wave should be
should be the last way hopefully. Yes, there's a boss
that these guys are being uh bonded or like synerggetic to abilities that you choose. So, they upgrade them actually.
So, there you see the boss. Some kind of Joker guy.
Joker guy.
Yeah. Yeah. With a chainsaw or something.
Yeah.
I'm really looking forward to see how the creatives will look because it's literally modeled after. It's like a kingshot creative the whole core. And yeah, I mean,
yeah,
it's a lot of different stuff. That's what I can tell.
We'll see.
Okay, everything from everything.
We got ton of resources, ton of blueprints as per usual. We can share to server chat. That's what we need.
Or we can double the rewards, which we won't do this time. And it's still giving us ton of new systems in there [snorts] set because they have like lots of them. Why not? Uh, capture mine. Ah, capture mine. Ha, this is the, you know, capture mechanic from Legend of Mushroom. Yes.
For those who didn't catch this, this is from Joined Games, the guys behind Legend of Mushroom. That's why we're covering it.
Yes. Okay.
So, we have the typical hobby template here. Monetization of the left, engagement on the right. There's ton of events happening, ton of features. It's quite a lot.
Can you Can you go and and click on the the merge melon stuff? Merge big watermelon on the right hand side.
Merge big watermelon.
Yeah, it is. Like what's what's this?
Merge big watermelon. Oh, I love these Chinese descriptions. Always full of text.
Yeah,
exactly.
There we go.
There we go. There's our favorite.
Look at what Look what I have. I have match three RPG there.
Really? You have different?
Yes. That's why that's why I I wanted you to to actually
Okay.
Oh, it looks like a like a Tetris type of stuff. Whatever.
Okay. So, some kind of event that's adding another color, but this is this is okay. Um, level up nutrition. What are we doing by the way here? Just I guess
it's fruit much.
Yeah, it's fruit much merch. I'm not doing it 167 times. Okay, goodbye. [laughter]
Uh, yeah. So some common event I'm guessing uh I will get some rewards like and it will be in the creative there's monster hunt and you need to be also in a in a guild that's it.
Yeah. Yeah. [snorts]
Okay. So main progression vectors is the equipment of the duck. Um you get the
usual kind of upgrade of like just you know you need to swap all these things because they're high rarities. high rarities you can merge like enh yeah yeah full body enhancement perfect I guess refining will come later that you can even merge these but for now it's kind of quite easy
and then we have uh the gun which is again the main thing again to give you damage it's quite specific then we have the heroes the guys that are helping you there are two that you can bring into battle and there's co-op mode which actually can bring you four which you see here. Uh lots of heroes right there. Uh and then after these two vectors again, what's there? Uh some another progression vector that's hidden here. I guess uh we'll unlock later.
So much stuff, man.
Yeah, so much stuff.
I'm looking at looking at it right now is also like looking at what you are doing. It's like ah
skills on shard gacha bases again they as they increase in rarity they unlock more and more qualitative uh properties such as like meteors like plus two meteors explosion radius you can start them up merge them up so so like again main thing very interesting is how they can you know the more skills you have the more you can then choose from the skill randomizer but they still have amount of just than skills. So, let's see.
Skills are also quite interesting because
then if you put I was thinking about like if you put more skills there and you can put you can pretty much pull from more of these during the match more important ones.
It's harder to get the one that you want.
Yes.
I'm guessing they have some like rigging chances or something because for instance
now I have a guy that like uses metarite as some kind of synerggetic ability. I'm guessing I'm getting more of this because because anyway, uh red cards in the chat like popular mechanic in Asian
games. Uh oh, where is it?
What is this?
It's just like you share something in the chat and give gives you hard.
Oh, okay.
That's like every Forex game has this.
Yeah, yeah, yeah. Also, where is
And I was because in the beginning there's this quest system here that's literally the same as in Forex when you click on this kind of never ending quest line on the bottom. And yeah, Forex never came. Hero collection, ton of events, daily quests, of course, newbie 7-day event. You know this drill. This is Chinese.
Working working on it.
Yeah. 101 leaderboards, which are server based. So you get stuff as people progress in your server because this is all just like like Legend of Mushroom. like this. This whole game is pretty much on infrastructure and of a template
metag game template of legend of mushroom. Then we have some friend stuff. We have surveys. We have backpacks with ton of currencies
already. Shards of heroes. Yeah. Feature preview. So see this is the interesting part.
See how many features I will still need to unlock as I'm continuing.
Yes. So I got these like I will then unlock survival road and again because it's server based like every every kind of a realm is based on server you see how they are unlocked they unlock on character creation day four or after killing story on chapter 10. So if people go too fast they cannot unlock it because the account is too young or again if they go too slow they still need to again level up. So you see like world bosses, engineering department, power station outfits, mounts again, arena, guilds, ton of ton of mechanics. Then we have again starship event. That's currently like the 777 pool top up. Yeah, that's again typical Chinese mechanic pre-registration bonuses.
Starship maintenance. Again, some kind of serverwide event that you get to like do the starship. Then we have our favorite gachas. So, we have skill gacha.
Then we have hero gacha, of course.
Wait a second. I have more.
What do we have?
Oh, I have three fade range button in the hero supply.
Fade. draw 2,000 times from the heroes pool and have been registered for at least 36 days since I'm Yeah. some old guy. I'm playing for a long time. So
I guess a new feature.
Yeah. Or no, if I do
Yeah. something. Oh,
then we have some
the duck guy. So here on the right hand side something
there's then then we have the base. By the way, two ad placements in the like one in the main screen for this gold finger that still it's on cool down for me and
then this zombie guy on the balloon.
Did you see that?
This is sometimes
sometimes it's an ad. Sometimes you can buy it with normal currency but check this button buy it or cruy. [laughter]
So there we go. See you in 30 minutes. power station which is what just more hoarding of energy.
I I clicked on something and I had TV cinema where I was able to watch ads but I I'm not I I don't know where it is anymore.
I don't anymore.
Uh it's it's I'll show you. Uh this is the part where in the engineering department you can actually upgrade the stats of those buildings that you upgrade during
and you tell me like this doesn't look like forex. Uh it has the feature set of forex like the depth of it
minefield again you are capturing conquer him or her where's my where's my strength here do we capture some random
yes I have it here look so I just did goldfinger and then there's another try
of course for an ad
yeah yeah for
yeah so you can go and capture people and again exact same mechanic as Oh wow this is nice exact same mechanic as uh legend of mushroom when you can go and capture somebody and I don't know if we're winning or losing but I'm guessing it will take so much time because uh and he will then work something for us I'm guessing but yeah let's not go there defeat maybe he captured us then anyway u so there's the capture mechanic then the guild boost mechanic uh guild is quite robust there's guild bosses and all like pretty much like the whole feature set of Forex except that there's no Forex map.
Yeah. Yeah. Yeah.
Yeah. Yeah. So, it's it's very deep. You see all these novice packs. You can by the way try this during core gameplay. It like they literally give you like,
"Oh, do you want to try this epic bow, whatever, and they give it to you for free in like I think second play through." And then then it like goes into the offer. And by the way, all of these new weapons offers, they have these very very nice like try out animations of how it looks and they literally put a lot of lot of uh emphasis on presentation of all these things or this guy. Yeah, I think he also joined the battle with this like flamethrower dragon or whatever is this guy privilege card again. Exact same thing as legend of mushroom. All these chapter funds, signing funds, level funds, like ton of funds of funds. Yes, exactly. I was looking at like what is this? But it's it's just another like one legend of mushroom.
Yeah,
it's legend of mushroom. Then you have this hero rush gem rush just like summon more stuff and they give you more stuff. That's the usual
daily must buy of like again ton of offers 3,000% discount. It's just they have very very deep economy. It's it's like always always these guy do. Uh,
this is some kind of comic based event that they did here. Again, all run with AI. And then you have some again more rewards and stuff like that. Challenge mode. Again, the usual like core battle again, same as survivor bang bang. So, yeah, it's pretty deep. It's idle mechanic. This is the last one I forgot where you can claim it and you can do fast patrol and finally spend a ton of that energy.
Yes. All the energy you need to do.
Yeah. because again you can get the energy. This is again very very similar Legend of Mushroom. So yeah, very very deep game. Uh very nice core. I really appreciate that they innovated at least a bit, but I'm guessing it's all because of the creative. So it looks like Kingshot and I'm guessing it will it will use a lot of Kingshot stuff.
But if you see drop merge here, maybe maybe there will be also that.
I don't know.
Um It's Yeah. So,
it's a lot of everything, man. A lot of AI is just
Yeah. Um, 7-day ads and and what like some more of these like never ending features. Anyway, let's get to the numbers. So, currently, let me just normal filter. The game is out or let's say launched from somewhere like start of June like end of May where it did like 270k downloads a day [snorts] and uh if you go country filter you can see it clearly that it was the like western launch and you see how revenue didn't really go up
did anyone say revenue? Oh yeah. This episode is brought to you by Fastpring, the no drama D2C partner that's been scaling with mobile publishers for over 20 years. They're fast growing, profitable, and seriously reliable, which is more than you can say about
most vendors in this space. Anyway, whether you're launching a new web store, replacing your current D system, or adding a backup plan, Fast Spring is here for you. Visit fastpring.gg to set up your web store today. Fastpring.gg. Hello, Fast Spring. Thank you very much, guys, for sponsoring this episode. 200 SKUs in in the shop.
Oh, really?
So many purchases. Yeah. Yeah. Yeah. Yeah.
That's nice. [laughter] But you see only after when Taiwan kicks in
then South Korea kicks in and this latest kick from October is Japan.
Yeah.
Launch. So you see like Taiwan unlocked on end of August,
South Korea end of September and now end of October.
Also iOS versus Android. If the Taiwan is Android only or iOS,
do you want the
Yeah, just go Yeah. and click on the left hand side just
which left hand side just apps
yeah and then just click on an iOS and then if if the iOS is the revenue driver yes there exactly that's the left hand side and now the country filter because [clears throat] then yeah so it's iOS nice
Japan
Japan and downloads and then
no Japan.
No Japan. So it's all it's all iOS pretty much.
Yeah.
Yep.
South Korea is on Android,
dude. So So I can tell you so South Korea is second market on one major army on Android. Japan is second on iOS.
Mhm. Because they have iOS.
Yeah.
Okay. Okay. But
sense
but US is 20% of overall revenue. But I
guess this won't last long until
this will last long Taiwan like killing it and also Japan and Korea man. Yes,
they scale to something like 200k a day which we can add what like comfortable 10 to 50 10 to 20% on ads. So like 50k a day. Let me just say that. Let's let's play Felix from Wish.
Felix wish. Let me put on my Felix hat. Yeah, maybe let's look at the AU
daily active users for some times. Maybe they implemented Kinoa into the live system. Woohoo. Because Kinoa is also sponsor of our podcast. Thank you very much, Kinoa. Kinoa means you know AI operating system for mobile game operations, live segments, flows, live ops, game ops, all you can imagine. No dev tickets. So go to kinoa.ai
integrating hours and turn your players into the money making machine. No, just into more revenues. kinoa.ai. There you go. There you go.
So I'm not completely n this is not going to be the game and you know that.
No, it's is the game because it's all like payers.
Yeah.
Yeah.
I think like the ad revenue is pretty much 70% coming from Russia.
Yeah. So maybe even less. So was it 10%.
Oh yeah,
220. Anyway, [snorts] um yeah, so this game is making ton of money currently. If you look at uh Joiner Games portfolio, it's actually now their biggest game on portfolio.
Yeah.
Compared to Legend of Mushroom because if you remember, Legend of Mushroom kind of went up and went down.
Yeah. I mean that it went up quite significantly and
Yeah. Because it was doing two and a half million a day at some point.
Yeah. But that's the thing like at some point like everybody was talking about it.
Yeah, of course. Because they were doing 60 million a month in March 2020.
But it was Japan mostly my friend. Yes. Yes. Yes. You have it there.
South Korea and Japan. I know
these guys. You see by the game.
Yeah. Yeah. Yeah. Oh my god. But man, I mean,
it's download [laughter]
US downloads with 700K downloads against $4 million revenue.
It's insane.
Japan like nearly like a little bit lower and like
it's insane.
Like seven times more. Okay. So, I need to add way more stuff into one major army
because it's a heavy heavy grindy
it is. Yes, exactly.
Progression game like this is like an Asian RPG.
Yeah.
Anyway, um yeah, so it's their biggest game now in the west. Again, we are not seeing the revenue on which store. So,
take this with grain of salt because again, if you remember, they have for instance these guys, the go Samcock game which is the
What is that? Oh, that's the Forex game. Yeah, that's the Forex game that nobody talks about and and it's quite popular in China. We just again don't see the revenue here. So, I'm guessing they're still printing ton of money there.
Uh but still in the west, it seems is their biggest game now. We also covered Legend of Element.
That was terrible, man.
It [laughter] was terrible.
But that's or Zombie IO, same thing. Like that's what they do. They don't adjust their games for the West. They just release them in the west. I guess it's some kind of soft launch state and then roll it into Japan. Tai and South Korea
during the during the dinner
when we were talking in the like guys like you need to make this and simplify like
what do you mean what do you mean like see what's simple people in the west like they don't understand no no simple simple more features
exactly
more layers [laughter]
it was great to us these guys even tried merge and guess what didn't really fly it seems
and [sighs] just Wait. Oh, no. No. I actually these are these are not super heavy Forex guys. So, this might
These are not Forex guys. Maybe that
RPG
that one that I think they could uh the Samco game is a Forex like
Yeah. Yeah, I know. But it's Forex on WeChat. I It's not Forex anywhere else. So, there must be a problem.
And Legend of Mushroom is not a Forex, right? So, they mushroom zombie potato whatever zombie wasn't also Forex. They're not going that direction, which is
What's this adventure? I think I heard about this game.
Whoa. Uventure classes. Oh, really? What's the curve here? It's not that bad. I'm guessing it's like the usual RPG shot.
It's Yes. Don't worry.
No country filter, please. Oh, yeah.
South Korea. South Korea. And then
then nothing. [laughter] It's very Asian focused as I said like if if it doesn't fly in like Yeah. D nobody cares about DOS.
Oh yeah. No, no, no.
Um but but and this is a big butt. Uh if you look at
Wait, wait, wait, wait, wait. Today's episode is brought to you by PVX Partners. Developers now have a new way to fund their marketing. It's called PVX Card. If you're scaling your gaming business and need more capital for UA, here's the deal. Your credit limit grows with your marketing performance. The higher your ROS is, the more credit you will have available. It's dynamic, flexible, and scales as fast as you do. Just check out pvxpartners.com/cards and scale your UA with PVXCard. again pvxpartners.com/cards and get your PVX cards to scale your
game. Thanks PVX for sponsoring this episode.
The top tower defense games on the market currently. This is already on spot number five.
Oo, nice. By the way, [snorts] after lucky defense, which by the way still seems lucky not die, Bangbang Survivor is still killing it,
which which that's the most like interesting part. Like I thought like it's going to die.
What? Bang Survivor.
Yeah.
Why?
It's very complex and very hard to kind of, you know, play.
It's like one of the best games on the market regardless.
It is.
But it's more like everything is going to be from China, man. Like that's
everything. No, not not really from China. But
yeah,
13 mil.
You remember that guys told us that the revenue that they see here like it was like 250 and they said there over 1 billion already. So I know we just see
14 country go countries and even this is from all from China.
Yeah. Yeah. Of course from China but only China iOS or what whatever.
Yeah. Yeah. That's why I thought this is already kind of dead.
The leader of the category here now is actually Clash of Critters, which I don't know why the the guys are sitting here because this is a social casino RPG basically.
And also there's this super magic guys on the on the spot 7 which I downloaded already and looking into this for some time. Yeah, I haven't played it yet,
but it's very much like a defense typeation.
Yes. Okay,
I have it in my millions of tabs already.
DD together.
Yes,
that sounds like lucky defense.
Yes, 100%.
Art looks like lucky defense. And I'm guessing the curve will also look like lucky defense. Uh, where's country filter? Of course, 57% South Korea than Taiwan.
I know. I know. It's fine. It's fine, but still it's kind of, you know, it's going. It's not a bad game. Yeah, of
course. Uh, let me just finally check Lucky Defense like where
guys are standing there because this game really deserves its own category what they did there if you remember back in the day when we were talking about it.
Absolutely.
2024.
Um,
it's still going but no US man like it's just super expensive for them to
Yeah. But it's still going extremely strong. You see?
Yes. This is actually like a U-turn.
It is going up. Yeah, it is going up.
6 million a month. That's pretty pretty good.
And South Korea. Yeah.
80%.
Because it's full of South Korean memes.
I mean, they are from South Korea. So, what would you expect someone like this? Yeah, exactly. They know exactly what they're doing.
Yeah. But again uh this category again is being a Asian Asianified basically
because the only thing that you see here is Watch Your Realms by Moonton and then of course Raid by our friends
from Pantheon on spot 10
and plants and zombies.
Plans versus zombies from Pop Kabok. Maybe this
Kingdom Guard Lol.
Yeah,
alien versus zombies by the way. It's not bad. It's just
okay.
It's a new thing. It's the the whole IO tower defense type of stuff.
Yeah, I I would say that um
it's too small for
Arc Knight's Arc Knight still is the king of this category.
And by the way, 60% increase. Was it doing some gacha? Of course. Yeah,
based defender usual.
Uh yeah, you see you see this is gacha based revenue. So yeah, guys are still killing it here. They're they're doing very well. Uh, but Clash of Critters again I wouldn't put in this category because we have the review on this game and even though it has to star defense elements, the main thing is the pachinko based slot machine that you need to play and well seems they kind of declined a bit.
If you look at Rogue Legends Rogue
Legend, they added pachinko event in there.
Oh, really? Yeah. Clash of Critters is not killing it. Lilit is turning into like a out out of Forex
Yeah.
company. Anyway, that was the feature set. Uh very very
good 30 minutes and I thought with the whole like tower defense category on top.
Yeah, I mean it's it's good. It's you know good review of what's what's happening in this category because this is my favorite category from you know last month from last month. [laughter]
Tower defense games are great but again as I said I wouldn't put Clash of Creatures here as a tower defense game. This has elements of tower defense, but it's not really tower defense.
Nah, you know.
Yeah,
it's true. It's okay.
Let's see.
Let's see. Well, that's that's the game [snorts] we are going to review next. Let's see this. Yes. I mean, it's it's lots of different And lots of different meaning 4,700 creatives,
which is actually pretty good. And you know exactly. Yes. You know exactly what you're going to see. All the power progressions and
And the memes. Yeah, of course. And the memes from whatever Tik Tok, which is fine. But at least it's 45 seconds of of uh of the video. Thing is this is only 15 second hook. So most probably it's for like cling or something. But then it's it's game play. And let's see. I can do I have only from all these 4,000 creatives they only have 70 playables.
So I told my boss I made a playable app with Playable Maker
and he said to me, "What language did you [music] code it in?" And I said, "I don't know. With Playable Maker, all you do is drag, drop, click, and it does it all for you." So again, [music] he said, "What language did you make in?" I went, "I don't know. English." At the end of the day, as long as a Playable Maker
does it all for you, why do you care? It's just [music] like magic. 70,
which I mean
it's pretty big like uh velocity, you know, like
Yeah.
5,000 creatives for this number of downloads.
No, like that's that's pretty good.
50k downloads a day. That's great.
Yes. Well, you know how it is. It's very expensive.
But the whole UA is basically Japan now. All of the UA is Japan.
Yeah. Yeah. Yeah. Exactly. Ah, come on. So, and this is a very good level actually. I mean I won't play it the whole but it's it's getting more and more impression share but you have a lot of different again static images but also this which is AI you know [laughter]
you the usual stuff. Yes.
I was just forex slap slept thing.
Yeah. A lot of forex stuff. Yes. Forex
stuff.
That's perfect. Uh, take the Coca-Cola guy. Go lower lower.
There. Yeah.
My coke jacket. Oh, hello.
What is the double barrel? Shotgun. Broke boy. Get lost. [laughter]
Yeah.
Who use laser tech?
That's exactly from Forex. Same thing. Forex.
Exactly the same thing. This is some fake fake gameplay.
Fake UI. Yeah, exactly. It's not even Yeah, exactly. It's not even a game play [laughter] weapon room and Oh my god. But it's growing. Yes. So, this is Yeah, they're they're jumping on that trend from Forex.
Yeah. So much of these.
Yes. Oh, man. I need to Okay, I guess as soon as I'm doing Korean stuff and creatives that this is what I need to do. Then it turns into dark war. Just wait a second.
It turns into dark war. It's is even better.
Yeah, that's perfect.
Perfect. 4x creative rocks.
Yeah, exactly, guys. It's just works everywhere, man. Everywhere. Oh, I don't know like what's happening with this guy.
The whole core gameplay is modeled after Kingshot. Why shouldn't
again fake game?
Yeah, exactly. Fake game AI. But like why would you do the the king shot at?
I don't think it Why would you do the king shot, man? I I don't think it's it would work here.
No, no, no, no, no. They have the core gameplay bas Okay. Oh, yeah.
Core gameplay is basically Kingshot.
Yes. So then like you use all the Forex creatives pretty much. That's Yeah.
Because it's very approachable. Yes,
it's very easy and it gives you this, you know, base building
feeling kind of building a base. It's like fake. It's like it doesn't
I'm not building a base. Yeah, I'm not building a base.
And this is really nice.
Yeah, it's all AI, man. Like that's
And it's very high production AI.
It's not some fake whatever we just prompted this thing in 5 seconds. It's
very high production. Yeah, because that's that's that's where you you draw the line between, oh, I I'm using AI, but it doesn't work. And they're like, oh, but I use AI and it works.
Works really well.
It works really
really nice.
Yes.
Really, really nice.
It's all, you know, long form videos. I
But this is this is again this kind of whole Asian playbook like we seen with Super like
we know what works. We know how it how it should be done. We just take the Forex, model it after our own game play, after our own art, after our own long creatives and just go with it. And it
charm and then have uh
and then have she revenue Terminator duck in in your course.
I mean, that's what you need to do. That's exactly what you
Thank you, IP holder.
That's fine. I mean, I tried I tried
spider what was Spider-Man. I'm just, you know, Yeah.
bitten by spider. Spider W.
Of course,
I exactly want to say I I tried Spider-Man, but like real Spider-Man and obviously I couldn't create any of these because I didn't try Clink though. I didn't try Clink. So, or any other any kind of local models. So,
this is really good. Again, this is actually more closer to something like Top Heroes because they also releas Yeah, because that's what they they're doing
for playbook. Yes, for because the CPI is really expensive,
but the depth of their economy is very close to Forex.
Exactly. That's why they can do this because if they're not doing it, then they would be pretty much literally nobody playing this. Just like the
some Japanese kind of hacker guy.
I don't know. I'm going to check like what what is this because it's on almost
Oh, wow.
all of the [laughter] so good.
Yeah. I mean like all of the creatives literally like this is amazing stuff. Amazing stuff because we have all the forex, we have all the AI, then you have this guy. Who the is this? I don't know. But this looks real.
This looks AI.
Yeah.
No, this looks AI. This is AI for sure.
I mean, these guys definitely Yes. But this this guy not really.
Maybe check a different creative if you will be the same. I don't know, man. Like, it could be AI. Whatever. Yeah, this
this is definitely AI.
This is definitely AI. Yeah, he's definitely
Maybe he's real and the other thing is AI.
It could be. Yeah, it could be
like combination.
Yeah,
a combination of
Oh, there he's talking to Duck.
Where?
Uh on the bottom
here. Yeah,
there. There. Check if he's real.
Okay. I think he's AI. He
he he they have Laura on him and yeah
yeah exactly.
So they just consistently use the same Japanese character because it's Japanese creatives and therefore
and also also there the same thing with the the guy from from Lord Rush or or King Show like the the fat guy who's like the same guy or or it's dark or something character consistency.
Yes. Yeah. Yeah.
Yeah. For sure. [laughter]
Perfect. like perfect like literally.
Yeah, literally. Yeah, very good. Very good use of like pretty much all the all the technology AI stuff and and even like the concepts like again this is what 10th video was really good. [laughter]
Yeah, I think this is like 10 10th video and now we have the dark war stuff. I'm just waiting for him to to dress in the pink pajama.
Pink dress.
Pink pink dress pajama. Yeah. Yeah, exactly. But [snorts] not this is not happening.
Nice.
But you see how great and easy it is to
copy from dark world with your own art, with your own mind. Same as XP Hero did. Same as uh
Last Asylum did. All like you have the play. You just take it and like do it.
Oh, this is AI.
This is of course AI.
It's terrible.
But again, it's localized for Japan.
Yeah. Yeah. Yeah. For sure. I mean,
it's very easy. I'm guessing that if you would rewind on like uh June or when the creatives would be completely different because they would be launching on US.
I was looking at it, man. It wasn't
wasn't that different.
They launch in June in US like in the west.
Yeah, it's 2,500 degrees. Still the same, man. It's just see the same. It's just not in Asian characters or Asian tropes.
Not yet. Yeah. Yeah. But still, see,
of course,
this is pretty much Lord Rush.
But this as well, that golden duck,
of course.
Sure.
Just as usual. [laughter]
This looks like ducttails, by the way.
Yeah. Yeah.
This is very close. Very close.
This is very close. Yeah,
of course.
Yes, but it is, man.
Yeah, it's Forex one.
It's Forex. That was That was absolute Forex.
Scroll down if if we can find something more.
Let's see what else we have. This like
AI people. Yeah, exactly. It's the same thing. Babe, we found on your new game. Okay, sure.
A Jesus Christ.
Last remnants of paid actors.
Yeah. Yes. I don't think that was
actually that much real. Let's see. I think it's the same.
Yeah, the concept is is the same. It's just different kind of
different localization.
Yeah, different localization. Yeah, I actually so let Yeah, I will tell you how it works, but I just I I took my Gandalf video and I have like soldiers there. So, I kind of localize it to to Korean and and Japan Japanese and added Korean kind of soldiers with all their their armor and Japanese armor as well for the for the different localizations. So, let's see how that works.
So, riding down the hill in samurai armor. No, he's not riding in samurai armor, but the the other soldiers are in the samurai armor pretty much. Perfect shot. I mean, just amazing. It's like one prompt pretty much. So, it's easy. Now, you can do whatever the you want. Okay, so I think I mean,
oh, I will show you this one and then you can leave it there. There's this
friend. That's usual. What? Nice.
[clears throat]
That's really creative.
That is very
Assemble. Okay.
Oh. Oh, yeah.
And fake game play.
Fake game play. Yeah. Yeah. I think that's it. Very very impressive setup for the UA and the whole kind of spend depth. Oh my god. Like I can you can spend pretty much like the whole mortgage in this game. I I suppose. I suppose
that is definitely over 200 300k spender for sure.
Yeah. Yeah. Yeah. Yeah. Nice.
Nice.
We'll see how it goes because uh it still didn't reach the height of Legend of Mushroom at all. Uh
I don't think it's it will.
Of course it won't. But I'm I'm I'm just curious like if it stays or just like pushes the whole uh you know because if I look at these curves uh on
let's say let me just do a final final pass here. If I look at these curves separately so they are you know Taiwan gets get the golden cohort and like goes down.
M
US get the golden cohort goes down. M
South Korea get the golden cohort kind of stable
stable
but the downloads goes down which means eventually it will go there and then Japan uh it's just too soon for Japan to can do anything but I'm guessing it will will shark fin eventually because it's just I don't know if they can last this this like it needs forex engine for it to be scaling up that much and
fortunately Definitely, but it's still like they will make money with this a lot. So, no worries.
Easy.
Yep. Looking forward on the review radar.
Review radar. There we go. Thank you very much, guys, for coming. If you if
you know any game that we should cover, let us know in the comment section because we we want all of your input. Thank you very much. See you next time. Bye-bye.
The discussion centers on Duck Survival, a mobile game that the hosts describe as a 4X-style title lacking a traditional 4X map but built on a roguelite tower-defense core borrowed heavily from Kingshot. Its design layers the full Legend of Mushroom monetization framework, including capture mechanics, gacha, and account-age gating, over an early "honeymoon" phase of abundant resources and rewarded ads that gives way to grinding or spending once progression walls appear. The hosts characterize it as feature-dense and as a standard Chinese-style monetization playbook.
Early commercial performance is presented as strong. The game reportedly reached about 270,000 daily downloads at launch, with revenue growing as it expanded from Taiwan and South Korea into Japan, a market driven largely by iOS. The United States contributes roughly 20 percent of revenue, and ad income is estimated at around 50,000 per day, with a large share likely from Russia. The speakers conclude it is now the publisher's largest Western title, while acknowledging they cannot verify revenue by store.
The hosts situate the game within a broader category. Chinese-published tower defense and 4X-style titles perform well in Asia but tend to underperform in the West, though some earn significant sums, with Lucky Defense cited at around $6 million per month and Bang Bang Survivor at about $13 million. The speakers argue that Asian publishers succeed by adapting proven mechanics and art to local audiences, and that high-volume AI-generated ad creatives, sometimes depicting gameplay borrowed from competitors, are a major driver of acquisition, with one example reaching roughly 50,000 downloads a day, nearly all from Japan.
The final segment examines a title that reuses art and concepts from competitors such as Dark War and Lord Rush, using AI tools to localize characters for Japanese and Korean audiences. The speakers view such copying as easy and common, predict strong revenue from big spenders and user-acquisition-led growth, and expect it to fall short of Legend of Mushroom's scale, with Japan still early and possibly poised for a later surge.
Two & a Half Gamers · 2024
Comments