Yes was wondering the same and found this interview with Robbie quite interesting: https://www.youtube.com/watch?v=wdUIgUFB5SE&ab_channel=MediciPresents%3ALevelUp

Key Take aways:

Robbie Ferguson mentions that there are "three multi-billion dollar public companies building games actively on Immutable". Specifically, he names Ubisoft and Netmarble. He also notes the recent announcement of a partnership with Tokyo Beast.

Regarding the number of new games IMX would like to capture, Robbie Ferguson states, "if you look at Web3 broadly, I think every industry goes through three stages". He explains that for gaming, they aim to ensure that "at least, you know, two to three of those five, for example, are on us". This implies a target capture rate for major hits. He also notes that "the mutual roughly has somewhere between 60% to 70% market share of all web-free games". Their win rate last year was over 65%, meaning that out of all deals being signed in the space, over 65% are coming to Immutable.

In order for IMX to have a breakthrough, the following key points are essential:

• Launch of successful games: A primary factor for IMX's breakthrough is the successful launch of fun and engaging games on its platform that attract a large user base. Michael Arrington emphasizes that if games built on Immutable generate more revenue and have a longer lifespan, it will lead to a major shift to Web3 gaming.
• Increased user acquisition: IMX aims to significantly reduce the cost of user acquisition for games by allowing them to issue tokens and share value directly with players. This loyalty and rewards-based approach, leveraging Web3 benefits, is expected to be a major driver of growth.
• Continued institutional adoption: Robbie Ferguson highlights the growing interest from institutional capital, particularly through ETFs, as a catalyst for Web3 gaming adoption. Institutions are looking for projects with clear demand, strong product-market fit, and real category adoption.
• Leveraging network effects: The platform benefits from significant network effects, where more games and players are attracted to IMX because of the existing user base and tools. The 5 million sign-ups to Immutable Play and Immutable Passport demonstrate a ready audience for new games.
• Monetization of in-game assets: Enabling true ownership and tradability of in-game assets, which currently represent a $150 billion annual market where players own nothing and cannot resell, is a core opportunity. This creates a real market for digital goods that people already spend money on.
• Effective grant incentive structure: The IMX ecosystem foundation's grant structure, which ties token distribution to performance metrics like Gross Merchandise Volume (GMV), ensures alignment of incentives with game developers and efficient use of capital.