[lishali88]

There's no confusion at all about whether we are trying to a UGC platform to make games (i.e AI Roblox). We are definitely not an asset store. Even though you can create assets in Rosebud, it's a feature of the entire workflow, which is focused on converting user descriptions to games.

I think some confusion may be arising from just going to rosebud.ai and seeing the demo video. Instead go to https://play.rosebud.ai/home to make games and play the games other people already made to test it out! Love to hear your comments about the development experience there!

You are right that there is a developer tool angle here, but I think what's interesting to experiment with respect to the business model is whether developers want to be charged first by using the tool (like unity) versus only when they are successful (like unreal). Roblox is able to collect rent because they help the developers build an audience. What we have to show is that our platform can also help developers build an audience to justify collecting rent.

[jncfhnb]

Yeah I’m hearing that but it seems very much like you are selling art, an LLM character service, and some dev/packaging. I don’t think you’re going to reap much benefits from aggregating all these together. Feels like a shovelware machine. One of your homepage trending projects also used Star Trek IP.

Like your value prop is description to game. Ok. But doesn’t that mean that if the description to game is too complicated that you’re going to be failing your value prop? Which is very likely to happen because you’re trying to instantiate something of great complexity? It really really feels to me like you’re selling some tooling.

The art looks much better than the games. Selling devs art tooling might be more sensible even if the total imaginable market is much smaller.

[lishali88]

We are happy our custom image models are liked by our users and I think helping game devs make good game assets/art is a valuable problem to solve, but not one we are focused on. The first 3-4 years of Rosebud we focused on image generation based app, so I have thought a lot about the opportunity of focusing on a image/asset gen as the main feature of the product. I would argue that it generally has a thinner moat with more capped upside and can more easily be toppled by foundational model companies like OpenAI (with the exception of Midjourney, which is amazing because they have the moat of a community that guides their stronger aesthetics). Furthermore there are a number of other services that focus just on asset gen, and we allow uploads (from assets generated elsewhere) in addition to our own custom models for asset generation for that reason.

The opportunity I am excited most about, and what Rosebud is focused on, is to increase the number of creators of games by many orders of magnitude. That is why we are leaning into an llm native approach for game dev. I also know that the current best models for code gen will be improved dramatically in the next few years and that will have have an even greater impact on the consumer behaviour of who gets to make games and who gets to build software in general. Building a platform around game creation, not just asset gen, will be able to absorb this impending tidal wave of change that I don’t think even incumbent developer tools like Unity or Unreal can address as fast as a startup such as ourselves. The entire game creation work flow is going to get much more intuitive, faster and ultimately be able to generate the quality of games to compete with AAA. Now it is not there, but soon it will be. The game genres we support may look more opinionated and constrained now (ai characters, RPGs, some 3D) but that’s the first step in being able to let our agent based code gen platform perform well in prod. We are making choices that allow us to absorb llm advances later and that generalize well once those improvements happen.

Also, on the IP point, once we let people monetize on the platform, we will be much more strict about what gets to be monetized (i.e only things where it’s ok from an IP point of view).