| I think we are at the PS3/Xbox 360 phase of AI. By that I mean, those were the last consoles where performance improvements delivered truly new experiences, where the hardware mattered. Today, any game you make for a modern system is a game you could have made for the PS3/Xbox 360 or perhaps something slightly more powerful. Certainly there have been experiences that use new capabilities that you can’t literally put on those consoles, but they aren’t really “more” in the same way that a PS2 offered “more” than the PlayStation. I think in that sense, there will be some kind of bubble. All the companies that thought that AI would eventually get good enough to suit their use case will eventually be disappointed and quit their investment. The use cases where AI makes sense will stick around. It’s kind of like how we used to have pipe dreams of certain kinds of gameplay experiences that never materialized. With our new hardware power we thought that maybe we could someday play games with endless universes of rich content. But now that we are there, we see games like Starfield prove that dream to be something of a farce. |
The PS3 is the last console to have actual specialized hardware. After the PS3, everything is just regular ol' CPU and regular ol' GPU running in a custom form factor (and a stripped-down OS on top of it); before then, with the exception of the Xbox, everything had customized coprocessors that are different from regular consumer GPUs.