So last 30 days of the shoot them up category. There's actually two doing around 10 million IPS. So this is much more ads added on top of it. Then we have Mech Assemble Zombie Swarm which is nearly 4 million again add revenue on top of it. Then we have Zombie Waste which is like a stable game here. Then we have survivor.io [Music] with the two and a half gamers the midnight crew talking UA adverts and game design too. Mate feeling the rocking vibes till the early day master eyes on the prize tracking data through the cyerspace skies. Felix stacks dollars like a wizard in disguise. Jav the highest two and a half gamers talking smack. Slow hockey sick got your back. Ads are beautiful. They light the way. Click it fast. Don't
delay. Uh-huh. Uh-huh. Uhhuh. symbol. Yes, it is make a symbol. But there's also the zombie swarm kind of tagline as well. Hello. I didn't see you there. Didn't see you there.
I see you there. Welcome to another amazing episode. It's not special episode, Felix, because everything is special these days. So, we need to kind of find out if it's special or extra special or amazing or just regular. Fantastic. Fantastic. I always say
Okay, it is fantastic episode.
Fantastic 4.
Fantastic 4. What's up with the Avengers and all the Marvel sty fun was in cinema finally after 3 months today.
Oh yeah. No. And you know what? Nobody cares because everybody what everybody cares about is another episode of Two
and a half gamers so everybody can stay two and a half steps ahead of the gaming industry. My name is Mel Ancharic.
I'm Felix Braberg. And I'm
and
we are
your host.
That's called like Berlin lag.
That's a Berlin lag right there.
Yeah, it's a Berlin lag.
Nah, it's fine. You're talking about mech assemble zombie swarm is survivor IO but with mess.
Shoot them up. shoot them up as a category name
and a lot better designed. It looks so good.
Yeah, we can we can say a lot better when it's actually earning way more money than Survivor IO.
Yeah. Okay. Game play first.
I mean, with that octopus right there, of course.
I don't think we have a choice.
Yeah. Yeah. So, this game actually it was in
my crosshairs for quite some time. Uh because I
Yeah, me too.
Yeah, I'm actually working on one client's game that's uh shoot them up kind of this market is pretty brutal to be honest. Uh because the hobby is kind of steamrolling every
you speak way less entertained and happy and you're like very close to dead or is it
I'm having a colline today and he's lost hope and living.
Yeah. I mean what happened to you?
You okay? You need a little hug bug.
That's what happens when you see Fantastic 4. Oh, come on. You lose all hope in Marvel. Uh, it was it was okay. Like, it could be better. Anyway, so this is the game uh that's been puzzling me in a way that
why and how the [ __ ] up these guys made it here because I think it's a very brutal category. I've seen games and even hobby games are not. Yeah, I've seen what you two wouldn't believe, but hobby games themselves aren't scaling up. Like all the hobby games are basically going from their global launch month just downhill from there. So
because they're abandoned ads, these guys have a great ad placements. Abby doesn't.
Let's see.
Completely harms you on UA. I hope Monty will talk about that. Yeah.
Yeah. Sure, sure, sure, sure. My guess is this is another Chinese company, isn't it?
It is.
Yeah, of course it is. So, there we go.
Anyway, downloads are not
going that much up these days.
Oh, it's just they're squeezing money so much from from the users. Keep in mind it's like heavily what was it? 35% US revenue the last time I saw. I will check when we'll get there. Anyway, let's play the game. So, it's the typical shoot them up,
which by the way, the thing is,
one more time, shoot them up. I will shoot them up in your [ __ ] face.
It's very unoptimized. I don't know why it keeps crashing on my emulator, but yeah, keeps crashing all the time. You don't know. It's actually how it's called. I'll show you later. I didn't invent this.
Only if I knew this is going to be so much fun.
Anyway, so we have this giant mech. Actually, in the first chapter, you get this giant me and then you get this sheet. You should get a giant.
It's a great onboarding because you see what it works like later on in the game play, right? So, it's like
on boarding like you have everything and then you lose everything. That's the typical Asian onboarding. So you have your mech. It's basically works like
survivor IO. So you slowly go kill enemies, collect these crystals, you upgrade your abilities, and then eventually, as with every hobby game, you end up as a mixer, which means everything is coming to you, and you're killing everything in these giant waves of enemies, which again, as I said, looks like a blender style scenario.
Do you know what mech means in French?
What?
Like Bro, it's like bro,
but yeah, sure. It can mean web shop.
We did anyone say web shop. I mean guys, this episode brought to you by our dear sponsors. Who else than Fastpring? Because if you need web shop that's you know you should definitely call Fastpring because they has deliver they have delivered the D2C at scale for over 20 years and power top mobile publishers around the world. So no drama D2C partner with real world experience
at scale. Fastring is a partner you can trust with your players. So quickly launch a new web store replace an existing D2C vendor at fastpring.gg. Thank you, Jakob, for bringing this up.
Only way to get rid of ambush heads is to ambush them.
It's really good. Thank you very much. So, fast to anyway. Yeah. So, we're continuing here. You see that we have our typical kind of a scenario where there's more monsters, more crystals, more upgrades, yada yada yada. Uh the important part is that the skill randomizer is actually taken from games like Bang Bang Survivor or the Doodle Magic Lizard Slime thing. I always forgot the name because you see,
you know, Wait, wait, wait. Before Before you get into that, can you also can we also say that this game looks so good
because it's 3D.
It looks great. Yeah.
I don't know about that much. I I mean it's
I know Felix by your standards like maybe
everything is look looks great.
Yeah.
I mean it's it's okay
like yeah it's okay. It's okay. It's it needs to be 3D because it's mech themed. You couldn't properly communicate the size of the mechs without 3D and without being able to kind of showcase them. So probably that that's the idea. Every time you say Mac, I imagine MacBook on your desk because of your broken PC.
For sure. By the way, my PC is fixed today. Came from this.
Congratulations.
Need to reinstall.
You just get some parts from
so much drama.
Yeah, just new new motherboard. Anyway, so you see the skills on the right here. And you remember where we saw this? We saw this with again bang bang survivor and doodle magic where the skills are limited by eight upgrades and they have
kind of varying functionalities. So you slowly upgrade pretty much qualitative upgrades instead of just increasing stats and quantity of of damage. Like for instance here you see bounce after hitting an enemy which is a quality not just like plus 100% damage and stuff like that. So they're using uh the skill randomizer setup from Bangbang Survivor. Then the other very important thing here is that this is a consistent one big wave like you have this progress here on percentages and stuff like that. Some of the games used to cut these down to have a little bit of breeder between the waves. Not here. This is just one big consistent wave and that's it. They also have this mechanic that Archerro does lately where the skills that are rolled sometimes lows like the legendary one or like the rare one like you see the veranda I was just clicking there. So that's there and then yeah there's
that's pretty much it. Like you kill hordes of enemies and
zombies
hordes of zombies. Yeah like like here for instance and you hope that you can kill them. the skills and everything are I think like pretty interesting. As I said, it's much more closer to something like Bangbang Survivor Doodle Magic than Survivor IO regarding the combat style. But other than that, yeah, it's just just it. They also have these interesting ad placements where you can actually buy boosters on the fly with ads. So, if I would click here,
click get the powerful magnet. I hope it does. Zombie waves.
Oh, most probably. I don't
Hulk waves.
Hulk waves. What was this? This is interesting because I I think I haven't seen this one yet where the powerups are always just power lying on the ground or in the boxes randomly given to the player. Here you can actually specifically request them by
watching an ad, which is a nice kind of a touch here.
Yeah, let's see. Felix will added to his decimals there. So, what was this one?
Collect weapons.
Last hero shord.
Never heard of it.
How many more?
It's Finnish company.
No, it's not.
Oi. Oi.
Oi is Finnish company, not O.
Yeah. Yeah, that that's some Finnish company, man.
Ah, yes. O.
Yeah.
Yeah. Okay.
Anyway. Yeah,
we get rid of this one. Okay, so we get our magnet.
Hello.
There we go.
Then you get all the little boosters or gems or whatever it is they drop.
Yeah. So stuff like that and so on so forth. And yeah, you win the stuff like we can skip this. Don't really need to continue this.
Double rewards.
Double the rewards of course at the end.
Five times a day.
Five times a day. especially uh level up rewards like these typical things like this is pretty much very similar to something like survivor IO. But the interesting part is there there's this like giant boss kind of a saga point here where it actually wants to give you a doomsday tank which is great.
Of course
because I definitely want to get rid of my shitty spider mech and and like get like a new one because there by the way there's mech waifuss.
Of course.
Of course
we need to get those.
I saw I saw them in creative.
Yeah the Oh, of course. So there's like Apocalypse Witch, Scoders of Victory, Iron Hard. What do we have here? Like some typical Gundam stuff, and then some machines,
fire dragon, fire, whatever. Scorpion. This looks like from Power Rangers.
Yeah, I mean, sure. This is Wallet, by the way.
Yeah, of course. This one.
Yeah,
it's basically blue blue megazord. Anyway, the interesting part
finally 12 minutes in the interesting part.
Yeah. So, their inventory, even though I haven't unlocked it fully, I'm guessing it it would be just like because they have drones, they have enhancement supports, like all these layers probably. But the most important part is these two the parts. And do eat yourself.
Do it yourself. I don't know what this means.
Yeah.
So, if I click here, I have four weapon slots and 10 accessory slots. But the interesting part, and this is just like a visual twist here, you can actually drag these things along the Mac and put them wherever you want. So, this caught me a little bit by surprise because I've never seen
something like this, especially for these weapons. And it it doesn't even look like it's just like visual. It seems like it's functional because you can even change their size. And actually, you can change their angle, which I'm guessing that if I do it like this, it will be actually firing backwards. So, this is quite an interesting twist. And you can do it with all of the weapons actually. So, yeah, this is like surprisingly customizable. Like I
It's called do it yourself. Yeah. Yeah. So, and same goes for accessories like these. Whatever. It just like Yeah. Just additional point all the guns to the ground and then test it.
Yeah. Let's run one to the ground. Yeah.
All to the ground. I don't think so. You can put them into the ground.
I mean,
Oh, yeah. We can.
Yeah, you can.
My guessing it will be just firing this way. Maybe. Let's put all of them backward.
Where's the fun? Where's the fun with
backwards? Just put it onto the ground. Just find
Okay, I'll put him onto the ground. So, angle 25. It's the other way. 75 because is on the other side of the map.
This is quite interesting kind of a gimmick. I'm I'm hoping this will actually work. Okay, we need to move this one different area.
Yeah, put it on your face.
Not this one. Drill
in the face.
In the face.
Yeah. Yeah, we put that in. No, this one. This one. This one. Which See this? The auto gun that I can move that one. It's not the auxiliary one. Let's go. Come on. Launch it.
We look like Christmas tree.
That's better. I think it's better.
Yeah. Wait. be way more fun.
Let's see. My guess is it will shoot
sideways.
No, it can't.
You said it changes functionality.
Imagine how how fun it has to be when you actually have the Mac waifu and you're putting stuff.
Oh, look. It It aims down, but it still shoots.
No, it goes sideways. As I said, it goes sideways. I'm a bit disappointed if I'm going to be honest.
Actually, actually as I thought because the rotation of the mech is auto auto control so you don't control that but the relative position see like the laser.
It's it's exactly like you designed it. So just shoot sideways can't shoot on the ground.
Why?
Doesn't make sense.
Where's the needs to be idiot proof? But then then don't design it in a way when I can angle it like just point it into the ground.
But that's the problem with customization. If you want to give
people a lot of possibilities, they will do shitty stuff. So you their
ass idiot proof design. Anyway, some other stable features such as patrol rewards, which is the idle mechanic you can get for extra energy, which seems to not even have a limit, which is very interesting because I can just keep clicking here and level up.
Yeah.
And and like we just keep clicking and keep leveling up.
There's like three a limit of three times quick search.
It's always a three times limit, not here. So that that's quite quite interesting. Then we have our typical gacha which is the usual stuff where there's actually pretty big PT. Usually the PT is like 50 rolls. Here it's 200 rolls to get S meteor cannon. Yeah, it's like pretty expensive. So we'll see. That's why maybe the game is making so much money and it's very stingy by the way.
Yeah. So that's there one placement for soft currency. And it's scaling up. That's the most important part. It's scaling up. Everybody else covered. Take notice. This is how you do currency ad placement.
The weapons themselves are then upgraded through typical shard. Gotcha. Yeah, nothing really to it. So, let's say this one, we can upgrade it for some other whatever shards this is and then add them to the mech. Quite interesting stuff here actually. What's this electromagnetic coil? I can't imagine these weapons work on this thing. Yeah. Then there's this tent mechanic which I don't know what does like too too far away to get. And this is definitely an alliance or guild mechanic. I'm I'm sure of that. Uh lot of offers. You can pretty much see that the UI is the typical engagement on the right, monetization on the left. So
that's there all of the typical offers, battle passes and whatn not the monthly pass and this is I think taken 101 from like hab pipeline template. Yeah for up. Yeah this is the this is a typical Chinese thing that all these game have challenge. Yeah
7 day on boarding kind of quest where you get like a legendary party if you work your ass off. Yeah, but it's like super grinding.
Devil child, lucky pack, whatever this is. Of course, limited
whoever that is.
Well, yeah.
Waifu thing. Yeah. I really like how they like we're going to be mech, but they're going to have waifuss anyway
because why not?
Why not? Exactly.
So,
who is like who is the the police for having not not having
waifu future police?
Exactly.
So, that's good. And then uh Yeah. Like
as I said, engagement stuff, nothing really to it. So that's good. But yeah, the gameplay itself is very enticing because as I said, you can fully customize it. The weapons behave very differently between each other. So it changes the whole kind of principle how let's say how you control the range of I don't know like lasers go very far, flamethrower you need to get very close so on so forth. So, yep. Like very very solid combat system. Like I think they they did
so Solid. Almost destroyed the Felix Mike.
Mike.
Yeah. Uh then we have some more placements for stamina. So that's there.
But you never really run out of stamina. Like it's quite hard to run out of stamina.
You don't. But you don't even want the player to run out of stamina to be honest because stamina doesn't give them anything. Stamina just gives them gives you more of their engagement basically. So
sure. But then then shouldn't you or don't you want to just split the session into more shorter ones?
you want to, but eventually you hit the cap on like a you know power progression level like the scenario on I don't know here for instance the monsters get just too too strong and what you need to do is wait for the next day because the next day you get the influx of resources from your next economy day budget. So you get you know the daily rewards the idle rewards or whatever rewards which kind of bumps you up in power and you just move on. So that's that's the way to do it. So this is a little bit of an old kind of paradigm of like just limit the sessioning by energy. This is not really the standard in these days kind of sessioning systems. Okay. Uh
sure. Thank you very much for my game designer for explanation.
Let's see the numbers cuz it's really big numbers
going there. So active users something like 110k.
So big I almost almost fainted.
Yeah. So
not very big.
Not very big at all. Actually is even US in the top. Yeah it is.
Yeah it is. It is
second place. First or second place doesn't matter.
Yeah almost not that big because it's what uh like 10 12k a day. But the interesting part and this is definitely very interesting is the revenue. Revenue is jumping to something like 100K just last week.
Yeah, look at the Taiwan there.
Yeah, it's it's like this very interesting mix of US taking 38%. And then we have some very heavy monetizing countries such as Japan, South Korea, Taiwan. like these guys are basically crazy LTVs and then you have still tier one countries added into the mix such as Germany, UK, Canada, France. Like it's pretty much like this works in
the west plus in Asia which is very interesting
kind of sales. It's too early to say
20% Japan. That's very rare.
That's rare and I guess that's because of the mech.
The mech. Yeah. Keep in mind Gundam and all that thing like it's very popular in Japan. Yeah, that's what I want to say that that this might help with the Asian kind of players. I don't think that helps with us that much.
No, like
I'm kind also
Yeah, I have mixed feelings about this.
Oh, really?
Yeah. I'm like I'm not sure if it helps or it doesn't or it's just like somewhere in the middle.
If mech team
Yes. Because how many mechs games did we have? Not that many.
Doesn't even need to be.
That's pretty much it.
World War I. But then there was another
one from what? Like plateau or not?
But to be honest, like
this is much more close if I look at this to something like Transformers or Power Rangers, which is very popular IP in the US.
Yeah, man. I'm still not convinced that much. It's not called Power Rangers assemble.
Then Optimus Prime Assemble.
Yeah. Or Transformers Assemble or Mega Wife assemble.
Exactly. Yeah. Just go to the
You think the revenue is going to tank or what?
I don't think it's going to tank, but and I I think this is very expensive in terms of the CPI.
You mean if it's profitable? I'm not saying if it's just I I'm kind of trying to figure out if this theme as it is helps with like the UA.
I'm amazed that this work because this category is like a giant red ocean.
What category? You mean shoot them up?
Yes. Pew.
So, let's category.
So, last 30 days of the shoot them up category. There's actually doing around 10 million IPS. So this is much more ads added on top of it.
Then we have Mech Assemble Zombie Storm which is nearly 4 million again at revenue on top of it. Then we have Zombie Waves which is like a stable game here.
Then we have Survivor IO which again it's on decline as every other hobby game is on decline. Then we have there were something
this one if I understand correctly this is Billy
my old friends from Azour Lane
really.
Yeah it's called Billy Billy or something just
this is just the Chinese version. This is
sure. Okay.
So this is Azour Lane right there which
is doing what? I think it's doing a lot. So this is basically the world war uh battleships wifuss doing consistently like what 5 million depending on the gacha day.
You see the decline there Mr. Constantine is decline but it's like 80 year old game 650 it's mainly driven by Japan if I understand correctly because last time I was in Akihabara the whole thing was plastered with billboards of this game. Yeah, of course. 52% there.
Of course, it's not 95% of Japan, right?
US, right? They're in top three.
Yeah. Yeah. China.
They didn't rent the battleship IA for their first year anniversary for nothing.
Well, let's get back.
Let's get back to please.
Then we have Rangodas, which for [ __ ] sake hasn't still been tagged as which is Aon game.
I mean, come on. It's like the tower
defense all over the all over.
Tower defense between the gates.
Then we have what? I don't even know what this is. Uh against some Asian game.
It's basically Hab's category.
Yeah, this is this Oh, no. No. This is also on category. as well. If you go to downloads, most of the shoot them up games as you categorize them are these like galaxy invaders whatever
the onesoft games
like first three games are basically all onesoft and we talk about that.
Well, we very briefly
Yeah. Yeah. I'm wondering where's where's our friends from Germany
today. It's hard for her. It was there. Here's 13. Okay. How they're doing.
What the What? Like nice icon.
Oh, wow. This is their icon.
Nice.
Air bender. Really?
Why not?
What are you going to do? Call the App Police.
Uh, I guess they have some IP collaboration. They must have
hopefully.
Why hopefully?
Yeah, they're they're in decline. But this was like what heavy at at base not 50/50. No,
not at all.
It wasn't like 20 20 30% odds for that.
Okay. So, yeah,
but basically me simple is kind of the same, right? Like uh I estimate about 7 because it's capped on five, right, after the runs, right? Which means that
since it's very small DAU in the last 30 days is 116K on average, right? That only means that this game is only earning about 14K per day in ads, which is around 13 to 15% of the total revenue
because so much revenue in 70k a day.
Yeah, round about that.
That's quite close. If it continues this way, they're going
to catch up to Archer then. I mean, if they continue,
if they continue, that's a big if.
The problem is that scale like this kind of bothers me a little bit. Like, I would expect for their downloads to be kind of more explosive, but this is what like it downloads a day. Like, I don't know.
Can you hover around like the the middle finger there? The middle spike. Yeah.
Very good description.
Countries change. Yeah, I know there was a there was a
I can change
iOS featuring for sure.
Okay.
When they added they added new countries.
That's what does not US traffic South Korea.
Yeah.
Helps them a lot, but it's 10% of their revenue.
Doesn't matter.
Yeah, it doesn't matter.
How is the
Maybe just the mech team is kind of keeping them alive honestly. Like there's like 20 different clones of Survivor IO being released every single month and none of them makes it into the chart. This one makes
it what? Like in one year. Amazing.
Yeah, but I don't think it's the the mech uh but
mech team.
Yeah, mech team is just what you mentioned with the with the combat and the offers and all of the fun around it.
Rather than just
it's definitely iteration. It's not just straight on copy.
Yeah, that's for sure. But still, I'm kind of puzzled a little bit that why hobby didn't do this. Or like maybe they did. They have archer too, but it's not Survivor.
They did it with Survivor IO. I mean, the first who did it.
No, I know. I know. I know.
10 times better. 10 times better.
But but why this is the this is the puzzling part. Like just just to show you like literally none of the hobby games scale. They just go downward like all of them. It's it's like
half life of the games are just a bit shorter.
See like every single game just launches like spikes to the top and then just goes down. That's it.
Every But yeah, every
lately.
No, not lately. Every every single game, man. Like none of their games was able to to break through their launch month. That's it. Oh, yeah. I I know what you mean. So like see if you if I draw a line here the company revenue is actually growing up.
It's growing. Yeah. Yeah. It's growing. Yeah. Yeah. The company they need to going to keep throwing the games on the market before they die.
That that that's the only thing like they had their best.
Let's go back to Mecha Assemble. I have a feeling that Mache is going to poo poo a lot on their UA.
Why?
Really? I think I just have a feeling. I don't know. $12,000 a day. I don't know.
You know how how how expensive they are.
I don't know. But maybe they should be using a UA funding partner to make it cheaper.
That's what I wanted to do.
That's where I wanted to go. But not the the UA funding, but I wanted to go into the the PVX lambda thing because the you know if you need the ROAS benchmarks or any types of benchmarks, the PVX lambda is a game changer because as we just discussed the UA data can feel like a a light box. You plug it plug it into your MMP the PX lambda and then within an hour you can get clean ROS benchmarks retention insights and forecast of whether you are ready for funding because these guys I think these guys have a lot of money for this type of game and they should have if you don't call PVX partners because they can help you with the with the marketing money without any dilution. Anyway, uh for the PVX Lambda, go to PV uh PVXPartners.com/lambda and get your growth insights ROSBenchmarks and it's 100% free.
They run quite a lot of uh a lot of networks, but the biggest network for them since they are from China and you are my best UA man, second best and third best managers on the podcast. If gaming company is big or is coming from China, which network they're using the most?
Tik Tok.
Oh,
no. You don't listen.
No,
no, it was probably it was the obvious kind of wrong choice.
Well, just think about it. I will I will show you afterwards. I mean, I can't tell anything else besides
Facebook.
No,
Facebook because of the kickback.
No,
you can't just
It's Yeah, you can't. You can
Secret kickback. Yeah,
secret kickback. You can't. Yeah. Yeah. Kickback that nobody knows but about, but everybody knows about it's actually Google every time. It's Google and then
Facebook for some reason. I'm not sure why. Anyway, uh so I just went to Facebook actually just to watch all of the different creatives. And
wait a second. What's the connection if Google's not even allowed in China? Like why is that?
I mean, every time
there's a pattern. Yeah.
Yeah, there's a pattern. Every time we talk about the gaming company coming from China and uh we also talked about one recently also biggest network, Google.
So, they're starved because they cannot spend on Google in their home country. So, they do it in the west.
That's that's your assumption.
That's not really how it works, but okay.
Yeah, I don't think so, but that's fine. Yeah, whatever. See, we have I mean
Yeah, this is Hotline Miami
kind of. Well,
this is Hotline Miami. Not not kind of. This basically it like Hotline Miami turned uh Survivor IO.
This is fine. I I wanted to say that they are not using that much of their own kind of style but few different
things. You know what? What is this?
What the [ __ ] was that? What was that? You don't know this is Kibidi toilet.
Yeah. Okay.
So this is Kibidi toilet which is turned into
screaming toilet into barracks.
We are too old for this trend my friends. We are too old for Italian brain rod. At least I know that.
Yeah. See
I know just why why the combination of Italian brain rod like what?
Again a trend. I've seen it in the creatives all over the place. still see.
Sure, sure, sure, sure. So, that was kind of surprising. And And you see like it's it's basically Survivor IO. All of it just with mechs.
Yeah,
that's a pirate mech.
Yeah.
Okay, now it makes sense.
Yeah, but you see do it yourself. Horrors of zombies, all of it. It's just again like even Survivor io,
man. the do it yourself like feature. It's like amazing. I'm guessing just because of that like this feels three times better when you equip stuff.
Sure. I mean, why?
What is this a combination of?
Did the guy just shred the bomb?
Yes, shred the bomb. Look, so as you know, Yakob knows and I know the Survivor IO creatives, it's it's not as cheap as everybody thinks. It's actually quite expensive already.
It's very expensive.
If you have the the same game, obviously, if if you use it as a as a fake game play and just misleading ads, that's a different story.
Pray and pray.
Yeah, that's a different story. But here, it's just it's not very effective anymore. So that's why I said like it's all of these different creatives and this is completely like
that's my question. They don't have that many downloads.
Exactly. Because it's expensive as [ __ ]
How expensive like $20 $30 ECPMs in the states
plus
even even more
plus one. Wow.
We had a very low when this is I mean we had lower scale for similar game and it was like $20 CPI with using the game. That was long ago, right?
That was last year.
Last year.
It was last year. November.
And then I started using the all the AI stuff and uh
that was before Archer 2.
That was before Archer 2 even. Yeah. And then I started using AI stuff and hooks and whatever else. Suddenly it was eight,
but it was on scale of like 10,000 people. So this is 30 plus for sure.
Hence the 12,000 downloads a day.
Yeah, that's what I Yeah, that's what I mean. Because this is I mean it's dark really. I mean there and this Oh my god. Look at this looks like tower. It's also quite niche. Very hardcore.
It's sci-fi. It's sci-fi which is the
worst setting.
Yeah. Here I mean it's like
and maybe zombies mitigated a little bit.
You can Can you really kind of see the zombies here?
Yeah. Okay. Fine. Okay. Fine. It's like hog zombies. I mean, this absolutely works in the east. I'm pretty sure like all these numbers flying here, there like everything. Oh my god. Like
Yeah,
this is basically Gundam.
Yeah. Okay, fine. This looks like an AI.
Yeah, this is definitely AI for sure.
Yeah. Yeah. Now, now you know.
There we go. Typical AI. Yeah.
Feels like never more all over again.
Yeah.
All of these.
So, I mean, they're trying or something.
Yeah. They're trying and they're doing a lot of different things obviously, but I'm not sure this is enough.
So, the expectations is what? Extinction through Stegosaur.
Yeah, I think so. I mean, it might that we're seeing right now.
I think so because we are all Yeah. Yeah. was talking about it. I don't see this going above like per day revenue.
Yeah, a chair was 220 and it's still on decline.
Yeah. So, most probably know maybe if they do creatives like this that could work way better. There you go. The AI
make a wifus. There you go.
Make a waifuss. Yeah. And with the AI hook, I can see that work also. Way more. Yeah, this is this is what you need. Like way more aord hordes of zombies and enemies. Yeah. And all the like crazy number game. But the thing is like they have 580 pages of creatives.
That's is insane. It's literally insane.
Mhm.
This could be a 4X game as well. Like based on the screen? Yeah, definitely.
That's why there's rank goddesses there.
Well, you mean in the shoot them up category?
Yes,
because I mean they are not afraid at all to use any of these.
Yeah, this looks which is which is okay. I I can I can kind of like this.
There we go. Like there's the barrels. Yeah, but it but that
Hello my dear friend.
Yeah, hello my dear friend. But that hook was too long. It's like 15 seconds. I mean 10 seconds longer than it should have been.
And also this it's they're trying and you can see they are trying but it's it's not experienced enough.
They are doing interesting things.
Favorite AI. Yeah, more AI,
man. Like, we're going to see so much AI next year. I can't imagine.
What do you mean next year
already? Like right now,
in the middle of 2025,
a third of the creatives I see are AI creatives.
Yeah. Yeah. Yeah. Exactly.
That that's for sure. But again, exponential growth in quality. That's the important fact.
Yeah, that's true. It's already already kind of happening. But the stuff you can do with V3 is insane.
Just today, I saw the new release of Van 2.2 like the new Alibaba thing. It's massive, massive upgrade.
Yeah, but then obviously Hello.
What is going on? I'm very intrigued.
And then
Oh, looks like chakras from Naruto.
That's literally those are like chakra signs.
Yeah. Okay. My dear chakra sign.
Jacob, you're my chakra sign.
You need to watch more anime, man.
Yeah, I'm No, I don't think so.
Creative with your creatives.
Yeah, I need to Yeah, I need to watch more Skippy toilet. Shooting zombies.
Skippid toilet.
Yeah, it's Skippy toilet. Amazing. Thank you very much. Okay, a few more. And I think it's we are Oh, it's actually
You think these guys are spending $30 ECPMs for this
for sure. It's US revenue.
And Japan is also
it's probably even Yeah. Even more because higher LTV per user.
Yeah. And this is very very hardcore creative, man. Like look.
Yeah. And it's very forex.
Exactly. It's very Forexy as well. That's why they're scaling the revenue because I think they're getting so many
veils. Also, I kind of looked at the the US only kind of.
Do we even have like a proper mech mobile game?
Yeah, that's what I asked. I don't think so. Look, they used
Transformers stuff or maybe transfer.
What?
I'm just curious like what's there what's out there? Like if I'm a mech
lover or whatever like I'm going for a mech game what I would download
I'm not sure but you would definitely see a lot lot of mega assemble static images AI images as well
there we are countries AI
yeah and this is this is US only unbelievable make zombies a battle game when you should you guys it's shoot them up category Yeah. So see they're using so like weird kind of color palettes and all these different
things but definitely trying and that's why I think the revenue is going up because 140 pages only for us it's good but then if you just think about it then why they're definitely from China because uploading is not the top channel and look the create like what's the playable for this game. I mean, come on.
By the way, that icon is is like uh Yeah, I think like Gundam from Wish basically.
It does. Yeah. Well, I don't I don't care that much to be honest.
Yeah. I'm just like comparing it to the actual Yeah. I mean,
it has those golden goldeny things. So, it's definitely playing on Gundam.
Yeah, there you go.
There you go. Yeah, your gun.
Thank you. I have
Thank you. Yeah, thank you very much.
See, because you have Applian here and only one second playable and it has absolutely nothing.
You can't even You see it's it's Kingshot.
Yeah, this is Kingshot. Yeah. So like why why the [ __ ] you do king shot when you have shoot them up or the survivor io gameplay? I mean because you don't know because you only just copy things and because things that work but it works for different different category and the different game. So it's like doesn't make sense.
You're saying that their team is basically throwing everything on the wall like spaghetti and
Yeah. and see what's
figuring out what sticks.
Yeah. Yeah. Exactly.
Okay.
Is that a new way of doing UA though? Uh yeah, but you still need to have at least some kind of logic behind it. Why don't
I mean new way of viewing copy everything.
Yeah, but why do you why do you do like the tower defense kingshot playable? I mean playable it doesn't make any sense.
You use all the different videos maybe okay get the attention but then why you do like playable like how is this going to help the conversion is going to be absolutely [ __ ] You go play now and then you see absolutely different game. I mean obviously it's a different game but still you have free so you have 150 pages on kind of all the all the channels you have free on uploading sign of that like they don't know how to do uploading that much and even with 30% of ad revenue they can do blended campaigns easily which definitely helps
okay well 17 kind of okay
what's the cut off usually to actually scale on ad row as campaigns in terms of percentage ad revenue I think uh guys like 20 30% hopefully. Okay. Maybe. Okay.
At least at least.
Okay. Looks like some old build.
Doesn't matter. But this is this is it.
I mean
great upgrade upgrade. Thank you. Hopefully we will see something that actually moves. This is four months old. So I mean it's kind of Oh, but see did you see the quality and then you kind of
really bad
you go and you see Kingshot or like any century games and we actually talked about this the tile survive there was also way better playable which was copy of the white out survival but still
and then we learned in China that this is done by team of 10. tops. I don't think Yeah, it's going to be something around that. Yeah. Yeah. Yeah. I mean, I didn't want to [ __ ] on this scaling. I'm
think they're doing whatever they can.
I 100%. Yeah. 100%. Definitely they can. They They do everything they uh they're they're trying to do everything they can. I was really looking forward for you explaining this strategy, but it seems the explanation is literally like we're throwing everything.
Spray and spray and pray.
Spray and pray.
Spray and pray.
It works for them. It seems
I mean in terms of revenue, but
like if what like you find two or three creative winners this way, so what? So it works.
That's fair. Yeah, that's fair
because again you have the manpower you 500 pages of creatives.
Yeah. So I guess it works.
Yeah, it's I mean usually we talk about Chinese developers and then their ability to create [ __ ] ton of stuff very easily and very quickly. So for them yes
sure sure but then you come to Europe and you can't you just can't do everything like this.
That's the thing.
It's just impossible.
We'll see. Definitely we'll keep this on ready radar. Can't wait for this one to look at in like few more months.
Awesome. Perfect. So, all in all, interesting case obviously as usual. Thank you very much for listening and watching this
fantastic video and
fantastic. Join the Slack channel. Share your comments and feelings obviously as we always want to hear more of them especially. Especially if they mean that's better. So see see you next time. So bye-bye. [Music] [Music]
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