Pokemon Go is a watershed moment in gaming. I’ve never seen a game have this much traction this fast. My neighborhood is filled with wandering players of all demographics, strolling around with phone in hand looking for Pokemon. Since the game’s launch, everyday has looked like Halloween without the costumes.
In general, the job of a venture capitalist is really easy. For most, you simply wait around for another firm to invest in something and then add to that round. Or, you can wait for something to be really successful and cultivate clones of it. I can guarantee there are now a few VCs with deals in motion to build a “fast follow” mimic of Pokemon Go.
There is absolutely no way another developer can duplicate the success of this game. In fact, it remains to be seen if this game will be a success beyond its initial pop. No game has ever had an opening weekend of this scale–but still, remember Draw Something or maybe even Fallout Shelter? I’m enjoying Pokemon Go myself, but many of my colleagues are questioning whether it has legs. Regardless of that, any location-based game you may be thinking of making is probably missing a few key ingredients to Pokemon Go’s success.
Niantic has the Best Location Data in the Business
I’ve spent time building location-based service apps in the past. The biggest problem with making games that play over the real world is populating the map with interesting stuff to do. Firstly, there’s access to map data–on Pokemon Go’s scale, this is not cheap (although there are open source solutions). Simply having a map is one piece of the puzzle–you need to have information about how the locations are used. Which places are busiest? Where do players like to group up at?
Niantic has this data from years of running Ingress–pretty much the largest location-based game ever made. Over the years Ingress was running as a project fully funded and supported by Google, Niantic built an incredibly valuable data layer on top of the real world that has been repurposed for Pokemon Go.
You could possibly license similar information from other companies (Foursquare comes to mind), but Niantic’s data is probably more geared towards the activity patterns of mobile gamers than those who want to Instagram their lunch. (Granted, there’s a lot of overlap there)
Pokemon Is One of the Biggest IPs in the World
Previous to Pokemon Go, even prior to Ingress, there have been plenty of location-based games. Anyone remember Shadow Cities? Or Booyah? They may have just been too early–back then there weren’t enough smartphones to solve the density problem you have with location-based games. Now that smartphones are ubiquitous, how do you get enough players to fill up the world map? One way is to use one of the biggest video game IPs on the planet.
The demand for Nintendo IPs on other platforms is unprecedented. The fervor for Pokemon in particular is huge–with lots of false Pokemon apps taken off Google Play and the App Store over the years. Investors have responded to this craze, with Nintendo’s stock jumping 25% since the release of Pokemon Go.
There really isn’t another IP as big as Pokemon that can be applied to a game of this scale. Sprinkle a little Pokemon on to a little Ingress and the results are explosive.
There’s nobody else on the planet that can do this.