At the core of VR's appeal is its ability to create a sense of presence – the feeling of truly being inside a virtual world. Physical activity plays a pivotal role in enhancing this presence. When players use their bodies to interact with the virtual environment, whether it's swinging a sword, ducking behind cover, or reaching out to grab objects, the immersion delineation between reality and the virtual world is depreciated more than any other gaming experience.
For the last 9 generations of game consoles, improvements have been dictated by moore’s law - more general computing capacity for a similar price/form factor for each successive generation, usually launched about every 5 years.
Improvements include rendering speed, graphics capacity, online connectivity and more detailed environments.
The initial launch of consumer viable VR headsets in the mid-late 2010s saw the first divergence of this principle - where a new medium was more computational expensive than flat screen equivalents, making VR games sacrifice the evergreen principles of graphical improvement.
This trend has become more exacerbated at the transition from PC powered VR to standalone - meaning all of the devices computing power is built into the headset, rather than delegated to a dedicated computer.
The standalone Quest 3’s computing power is roughly equivalent to Nvidia GTX 960, a mid level GPU from 2015.
Whilst not winning a compute war, VR benefits from a bespoke and exceptional feature - 6 degrees of freedom, and the immersion of player embodiment.
The hallmark tenant for building a VR game is to make it best & only possible in VR.
If the core loop and design doesn’t utilize the unique features, then it must fight and compete with attention on high compute, lower friction devices (PC & console)
The best of these games really utilize mechanics that make it where it would be near impossible to replicate without a VR setup.
Games that achieve embodiment and physical activity
Note, while these titles brought about unique-to-vr movement components, the success of these titles are multifaceted.
Beat Saber
Beat Saber was one of the first viral successful games for VR - a rhythm game where players hit moving music notes propelling towards them.
Rhythm isn’t a new category - games like Rockband and Guitar Hero dominated the 2000s with a similar concept of scoring notes with timing precision.
Beat saber brought this concept to VR. Not only does the game take place in 3D space, but utilize physical player movement to play. Users have to strike blocks moving their physical hands, and have to physically move sideways or downwards to avoid obstacles going towards them.
This has made the title incredibly popular, and a surprisingly good workout. Most notably, it validated the idea that top experiences in VR are unique to VR.
Superhot
Superhot VR exemplifies the "best & only possible in VR" principle, while still being derived from an original flat screen release.
The game's core mechanic - time progresses only with player movement - is brilliantly adapted for VR. This creates a unique mix of strategy and action intrinsically linked to the player's physical movements. Every slight gesture advances time, generating an intuitive connection between player action and game progression that traditional controllers can't replicate.
Superhot VR leverages VR's capacity for 360-degree awareness, requiring players to constantly survey their surroundings. This spatial interaction, combined with natural, gesture-based controls for actions like punching, throwing, and shooting, enhances immersion in ways button inputs literally can't match.
The game's core loop, paired with its physical interactions, generates a powerful sense of presence. Players find themselves fully immersed in a surreal, time-bending world, manipulating time and space through their own movement - making the 2D version pale in comparison.
Gorilla Tag
The most popular VR game to date (with an article coming out soon digesting the reasons for it’s success) Gorilla Tag stands out as the prime example of a game that fully embodies the "best & only possible in VR" principle.
While Gorilla tag’s core driver is its social playground, its brilliance lies in how it leverages VR movement to create a unique locomotion system that would be impossible to replicate on traditional gaming platforms.
Players move by using their arms to propel themselves, mimicking the movement of gorillas. This innovative approach to locomotion creates a physically engaging experience that's intrinsically tied to VR's motion controls. The game transforms the player's entire body into a controller, requiring them to swing their arms to move and climb, creating a sense of embodiment that's uniquely possible in VR.
The game's multiplayer aspect further capitalizes on VR's strengths. Players must be constantly aware of their surroundings, looking around to spot other players and using the full range of motion afforded by VR to dodge and chase. This spatial awareness and physical engagement create a social experience that's both intuitive and deeply immersive.
As aforementioned, the success of these titles are greater than just their unique-to-vr movement mechanics, but it is a defining pillar to their success.
In essence, the future of VR gaming lies not in competing with traditional platforms on graphical prowess, but in pioneering experiences that are uniquely suited to the medium. By embracing VR's strengths - immersion, physical interaction, and spatial awareness - developers are creating games that justify the technology and offer players something genuinely novel.
As the industry continues to evolve, the most successful VR titles will likely be those that fully embody the "best & only possible in VR" principle, pushing the boundaries of what gaming can be and redefining consumer expectations of interactive entertainment.
Disclaimers:
This is not an offering. This is not financial advice. Always do your own research. This is not a recommendation to invest in any asset or security.
Past performance is not a guarantee of future performance. Investing in digital assets is risky and you have the potential to lose all of your investment.
Our discussion may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not to place undue reliance on these forward-looking statements, which reflect our opinions only as of the date of this presentation. Please keep in mind that we are not obligating ourselves to revise or publicly release the results of any revision to these forward-looking statements in light of new information or future events.
August 2, 2024
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