OnLive創始人:有了云游戲,誰還要游戲機
????上個月,索尼公司(Sony)以3.8億美元收購了你們的競爭對手之一——云游戲服務公司Gaikai。此舉對云游戲行業意味著什么? ????我們早就料到了。眾所周知的是,在云游戲領域,傳統游戲機制造商一直拿不出像樣的產品。而我們一直試圖證明,可以用一種全新的方式來開發游戲。就在這種情況下,這次收購發生了。 ????顯然,我們有一套真正的體系,我們有上百萬用戶,我們的游戲賣得很好,玩家可以連著玩上數小時,還有多玩家同時觀看模式,等等。所以,我們有一套完全投入實用的游戲體系。我們還加入了任何競爭對手都沒有的東西,比如在移動設備上運行,大規模同時觀看,社交元素,等等。所以說,我們有真正很酷的產品。唯一沒有的就是——而這次收購剛剛讓我們擁有了這一點——有個游戲終端制造商站出來承認:“好吧,你們所做的就代表著游戲業的未來?!?/p> ????在與貴公司同期誕生的企業中,貴司算是大獲成功的一家。但對流媒體游戲來說,您認為轉折點何時才會到來? ????你會看到大量播放電視和媒體內容的流媒體播放器,比如Roku box這種播放網飛公司(Netflix)內容或谷歌電視(Google TV)的產品。今年秋季,內置Onlive游戲的藍光播放器(Blu-Ray)也將面世。到了那一天,人們就會說,流媒體游戲的時代來臨了。 ????這就是說,貴司不僅要推出微型游戲終端,還會內置到其他廠商的設備中? ????Vizio公司(Vizio)和LG公司(LG)都已宣布將進行這種內置。此外,每臺谷歌電視機都會內置我們的技術。諷刺的是,索尼(Sony)也在此列,但他們不太可能公布這一點。他們的計劃稍有不同。他們打算慢慢進入這一領域,而且顯然他們必須注意保護自己的終端。在索尼看來,如果能在電視上玩流媒體游戲,而且這種體驗還能和在游戲終端上玩相媲美。這樣,問題就來了。用戶何必再去買一臺游戲機?何必非得有某家消費電子展廠商作為獲得游戲的唯一途徑呢? ????去年,貴司推出了安卓(Android)平臺上的應用,還嘗試在iOS上推出應用,現在你們又很快將登陸電視。此外,你們還植入了美國電話電報公司(AT&T)的機頂盒U-verse。貴司這算是在短期內進軍大量領域嗎? ????我們確實涉足廣泛……安卓占了大部分。還有平板電腦和帶鍵盤的平板電腦。我們支持帶游戲手柄的手機,比如索尼的Xperia Play。谷歌電視已經推出了,大部分電視機廠商都支持。機頂盒也能用。U-serve只是其中一家,還有其他品牌的。然后流媒體播放器也加入了進來。Vizio的Co-Star是一臺小盒子,可以和任何電視機相連。它的售價是100美元,能讓你看到谷歌電視,夠實惠的。 ????Vizio是美國最大的電視機廠商,它的產品在沃爾瑪(WalMart)、好市多(Costco)、山姆俱樂部(Sam's Club、亞馬遜(Amazon)和其他地方都有銷售。所以與小型終端廠商合作來貼牌OnLive不同的是,跟Vizio合作能獲得大得多的覆蓋面。我們是預裝在Vizio的這臺產品中的,所以只要用戶打開它,就能看到我們的標志。 ????聽起來真是個強大的平臺。2009年微軟曾有一份外泄的備忘錄,其中貴司被列為一大威脅和收購對象。這算是對貴司極大的肯定了吧? ????(笑)有關收購和并購的各種謠言數不勝數,真是一言難盡……我很難對此做什么評論。我是想,如果這是有人編造的,那他們干得可真不錯。我們看到過這份文件的一些內容,讀起來很有趣。它算是一份不賴的市場分析。不過,我認為很多人一直就將我們視為當之無愧的技術領頭羊,而且認為我們很有戰略眼光。不管是從字面上來說還是打比方,我們都是改變游戲業規則的人。 ????但是很顯然,微軟公司(Microsoft)有自己的渠道,也能推出流媒體游戲,所以這份備忘錄讓人很好奇。 ????毫無疑問,OnLive能和各類公司的戰略相融合。但它融合的程度有多深,顛覆的程度就會有多大,所以這些公司必須在這兩者之間做出權衡。這取決于這家公司的規模有多大,運營的靈活性有多高。 ????我們現在擁有游戲業界唯一不受制于人的技術。以前,我們是唯一一家既賣游戲,又能讓用戶玩到完整游戲的公司。而現在,我們又算得上云游戲這個領域的獨此一家。這樣你就明白,為什么所有人都會看著我們并感嘆:“這不光是一個有意思的創意試驗;這就是真正的技術?!?/p> ????這次收購是個謠傳嗎,還有真的有人開價了? ????每種收購都是光明正大進行的,而通過各種名目繁多的程序,收購往往會變成投資,因為收購方吃不準該如何與我們共事。 ????那么,你會有意把OnLive賣給索尼、微軟或任天堂(Nintendo)嗎? ????總得考慮怎么做才對公司有利吧。我們有投資方,所以必須考慮怎么做才對他們、員工和其他利益相關方有利。在我看來,所有偉大的產品之所以能誕生,是因為背后有一個或一些動力十足的愿景在驅動。我認為,蘋果公司(Apple)堪稱這方面的典范。 |
????Last month, Sony purchased one of your competitors , Gaikai for $380 million. What does this say about cloud gaming? ????It's the thing we were really looking for. The console manufacturers, understandably, have not had great things to say about cloud gaming. For the most part, we have been up against trying to establish credibility for a new way of doing gaming. Then this comes along. ????Obviously we have a real system; we've got millions of users; we're selling games and you can play for hours on end, with multiplayer spectating and so on. So we have a fully implemented game system, and then we add new things that no one's had, like how these games work on mobile, massive spectating, the social features, et cetera. So, we have a really cool thing. The one thing we haven't had — that we just got with this announcement — was a game console maker saying, "Okay, this is the future of gaming." ????OnLive scored big with some same-day launched titles. When do you think the tipping point will come for streaming games? ????You'll be seeing a lot of TVs and media streamers, things like Roku boxes, that play Netflix or Google TV. And you'll be seeing Blu-Ray players coming out with OnLive built into them this fall. That's the point where people are going to say, okay. ????So, not only will you have the micro-console, but you'll also be available in other manufacturers' devices? ????Vizio and LG have both announced that. And Google TV — we're built into every Google TV. Ironically, that includes Sony but they're unlikely to announce that. They have a little different agenda. They're gently coming into this space, and they obviously have to be mindful of protecting their console. From Sony's point of view, if it really is the case that you can stream an experience through television that is comparable to that of a console, then, the question is why do you need a console? Why do you need a particular consumer electronics maker to be the only way that you can get games? ????In the past year, you've rolled out with Android, attempted to put an app on iOS, and now you're soon to be on televisions. OnLive also runs on set-top boxes like AT&T's U-verse. Has your company covered a lot of ground in a very short time? ????We spread the spectrum…. Android covers a lot of ground on this. We have the tablets and kind of tablets with keyboards. There are phones with gamepads, like the Sony Xperia Play, that we support. Google TVs are coming out, which is covering a large number of manufacturers. We also work on set-top boxes. The U-verse set-top box is an example, but there are others. Then these media streamers are coming out. The Vizio Co-Star is a little box that hooks up to any TV. It's $100 and it gives you Google TV; it's very inexpensive. ????Vizio is the largest TV maker in the United States and they sell in WalMart, Costco, Sam's Club, as well as through Amazon and other venues. So right there you're talking about vastly more reach than what you get from a little micro-console branded with OnLive. We're pre-loaded on that box, so once someone turns it on our icon is right there in front of them. ????Sounds like formidable platform. OnLive was also listed on a leaked Microsoft memo from 2009 as a threat and an acquisition target. That must have been pretty flattering, no? ????(Laughter) If I could tell you all the different rumors of purchases or acquisitions… It's hard to comment on that. I guess if someone forged that, they did a pretty good job. We saw some sketches and it was fun to read. It wasn't too bad of an analysis of the market. But, I think that a lot of people have seen us as a very bellwether technology, and see us as extremely strategic. We're game-changers, figuratively and literally. ????But surely Microsoft has the pipes to be able to stream games too, so it was a curious to see that memo. ????There's no question that OnLive could go and fit together with a number of different company's strategies. As much as it fits in with company's strategies it also disrupts company's strategies, and so companies always have to balance that. It depends how large and how nimble the company is. ????We're now the only non-captive technology at it. Before, we were the only one that had a product that people could buy games and play full games. Now, we're the only player out there. So, you know, everyone is looking and saying, "This isn't just an interesting thought experiment; this is a real technology." ????Was that an acquisition rumor, or have you had offers? ????Every kind of acquisition of every sort has been put on the table, and through all these different things, very often the acquisitions turn into investments, because they're not quite sure what to do with us. ????So, would OnLive be something that you'd be interested in selling off to Sony, Microsoft or Nintendo? ????You always have to see what makes sense for the company. We have investors and we have to worry about what makes sense for them, employees, et cetera. It's my view that all great products come because there's some driving individual vision or visions behind it. I mean, Apple is the poster child for that. |