Sam Barberie@samusb · 2026/04/27赛道影响@introductioncom Heyooo thanks! Didn’t work at Ubi though :-) but Sequence (acquired by Polygon) and certainly with Ubi throughout my career.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Barberie@samusb · 2026/03/23观点输出When the app stores are opening up (not by choice, per se), Roblox is getting more walled garden and eating into more creator profits.
Not sure this will last long...
https://t.co/HNzG3E61I1
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Sam Barberie@samusb · 2026/03/06政策影响Combine:
1. Lower app store fees (10-20% from 30%)
2. Alternative payment options
3. Low-fee and instant-settlement stablecoin payments
Developers win win win. And drive more revenue back to UA (which benefits the app stores). Sounds good to me. https://t.co/I9tm5zlJsC
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Sam Barberie@samusb · 2026/03/03赛道影响1. AI finds/creates native ad real estate — without heavy dev lift
2. Ads auto-adapt to a game’s art style while preserving brand rules and safety—making it easier to integrate ads in more gaming content
3. Creative becomes dynamic: same placement, different brand, different player
4. Playable in-game ads can be generated quickly without the hefty development of a Roblox world
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Barberie@samusb · 2026/03/03赛道影响Flip side: immersive brand worlds let brands have more gaming-native, immersive experiences but they live in walled gardens with little commercial ROI.
AI mitigates the issues of IIGAs and merges some of the benefits of branded worlds:
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Barberie@samusb · 2026/03/03赛道影响AI lets more ads show up more natively in more games. Brands get the kind of immersive exposure of branded worlds, and games get less intrusive ads, but without the manual work and limiting factors of existing solutions.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Barberie@samusb · 2026/03/03赛道影响1. AI finds/creates native ad real estate — without heavy dev lift
2. Ads auto-adapt to a game’s art style while preserving brand rules and safety—making it easier to integrate ads in more gaming content
3. Creative becomes dynamic: same placement, different brand, different player
4. Playable in-game ads can be generated quickly without the hefty development of a Roblox world
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Barberie@samusb · 2026/03/03赛道影响How AI and the cloud are disrupting in-game ads for good:
More surface areas
Style-consistent ad content
Jump-in branded game world ads
Lots of things are happening. Read the full piece 👇 https://t.co/xviJxcy3Kk
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Barberie@samusb · 2026/02/20赛道影响Just a reminder...
Mistaken extra fingers have been a thing in artwork forever
Whether 10th century BCE early iron age
1990s Simpsons
or 2008 GTA IV
GenAI has its fair share of issues and legitimate legal and ethical concerns, but it's not the only creator of mistakes in art or gaming.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Sam Barberie@samusb · 2026/02/12赛道影响x402 x gaming: agentic commerce in interactive media
Your AI agent can now buy you the limited Scooby Doo Fortnite skin while you sleep, sell your old CS:GO items you never use, and auto-buy health potions before your raid tomorrow.
This could make the future of gaming very interesting
https://t.co/AQdyr28gqk
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
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