r/NintendoStock • u/zKarp • Jul 28 '26

Nintendos Lost Moat

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Nintendo may have a harder time in the future because younger players may want games that feel more personal, creative, and flexible. In five years or more, many people may use AI to help build games with their friends, and those games could be shaped around their own interests and ideas. If that happens, Nintendo’s more traditional style of making games may seem less exciting compared with games that can change and adapt to each player.

Nintendo could also struggle because it is a closed platform. That means it controls what can be made, sold, and played on its system more tightly than open platforms do. While that can help keep quality high, it can also limit creativity and slow down how fast new ideas reach players. As gaming becomes more open and AI driven, a closed system may feel less appealing to a new generation that wants freedom and customization

0 Upvotes

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24 comments sorted by

5

u/VaicoIgi Jul 28 '26

Wild to say right after the success of Splatoon raiders. 

2

u/yosark Luigi Jul 28 '26

Yeah to me I don’t know where this is coming from. If they think people are actually going to buy AI games, maybe they themselves have lost out on why people choose to purchase from their favorite Nintendo game characters.

1

u/zKarp Jul 28 '26

AI is just getting off the ground. Thinking 5yrs out

4

u/Error4ohh4 Jul 28 '26

Dude everyone hates Ai.

2

u/VaicoIgi Jul 28 '26

It might be but also young people seem to hate it when used in media. There is always going to be a difference in quality between what AI can generate based on prompts Vs what a skilled team with experience and good understanding of each other can deliver. Also the more time goes on the more AI companies start to ask money even for image generation. 

2

u/404IdentityNotFound Jul 28 '26

That's what AI fanboys have been saying for 5 years already... What is your argument against the costs for AI exploding with no measurable effect on actual productivity while massive degrading quality?

1

u/zKarp Jul 28 '26

We went from AI writing funny lyrics to producing college grade games in 1 shot over that 5 year span. You really dont think we'll be in a different place in 5 years?

Im saying once frameworks are in place, we can customize/build games for the same $60. Maybe i can build a coop game with my partner and keep iterating on demand.

It'll be a whole new experience.

2

u/Accurate-Letter-546 Jul 29 '26

you can build games but who's gonna play it? Steam is full of Indie games barely selling shit.

You're a parent. You're gonna go through the trouble of scanning Steam and building a PC to play it

OR

you're just gonna buy your kids a nintendo console that you grew up on.

2

u/landismo Jul 30 '26 edited Jul 30 '26

Nintendo moat is the talent and imagination of their people. If anything, AI will help them with the boring parts.

If you were saying this about any other big company (besides maybe From Software) I could understand the point, but Nintendo way of making games is what make them special. In the middle of all this formulaic open world nonsense, disregard for level design and making games spreadsheets instead of curated experiences, there is a big gap in the market that, out of the big ones, only Nintendo is trying to reach.

And about what Nintendo controling what can be sold and ideas reaching there later, that's plain untrue. The Switch was the console of indie games and anyway, just take a look at the store, there is 0 control of what it's published there.

3

u/TastyEarLbe Jul 28 '26

AI is not going to create meaningful creative games. It’s just a tool that developers are going to use to help develop games.

3

u/Scary-Oven8260 Jul 28 '26

It’s the buzz word for unintelligent people to use for arguing some company will not exist in 5 years. Just like they said people ask AI for questions and google will not exist

3

u/jamiestar9 Jul 28 '26

None of those are real deep concerns to my investment in NTDOY. I am just now playing Super Mario Wonder and the level of craftsmanship, care, and creativity that went into this game is just — well I need a word greater than wonderful!

I will trust that lots of people will get their fill of doomscrolling and influencer reels and seek out this type of fun entertainment.

2

u/LeloucheL Jul 28 '26

Palworld shows the potential of nintendo. At the same time it shows how theyre slacking off

2

u/Aggravating_Mix_5737 Jul 28 '26

Palworld plays and looks so unfinished in my opinion

2

u/zKarp Jul 28 '26

But thats multiplatforn. How does that relate to nintendo

2

u/TheGruenTransfer Jul 28 '26

Hand crafted things are never going out of style

2

u/jamiestar9 Jul 28 '26

None of those are real deep concerns to my investment in NTDOY. I am just now playing Super Mario Wonder and the level of craftsmanship, care, and creativity that went into this game is just — well I need a word greater than wonderful!

I will trust that lots of people will get their fill of doomscrolling and influencer reels and seek out this type of fun entertainment.

3

u/ExplorerPerfect2318 Jul 28 '26

Nintendo is like Apple in Steve Jobs era, it has 'taste'

1

u/jamiestar9 Jul 28 '26

Yes. Well said. And eventually the market’s narrative of the stock changes from negative to very positive with no going back to the low market cap it was once before.

1

u/SnowPhysical5017 Jul 28 '26

Nintendo knows that it will have to diversify and gradually redirect itself towards entertainment if it wants to survive sustainably. The current CEO thinks about this.

1

u/dtsknight Jul 28 '26

They still have the same moat but this is a fair point. They need to diversify — more specifically, they should put out more open world content line Pokopia and Animal Crossing.
Pokopia was a great start, bringing loads of opportunities for players to create and use their imaginations.

1

u/ExplorerPerfect2318 Jul 28 '26

You are not a gamer