Unbundling the Game Engine: The Rise of Next Generation 3D Creation Engines
Andreessen Horowitz
DECEMBER 13, 2023
The emergence of generative AI, cloud computing, and new spatial platforms is poised to disrupt 3D creation end-to-end. Roblox can safely demand a 30% revenue share whereas UE takes less than 5% (and only 12% in total including the Epic Gaming Store contribution). This would be as if Epic licensed its entire tech platform (i.e.
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