TechTakes

Developer productivity can definitely increase with codegen tools. The example of a stadium (or player animations) is also feasible assuming they move from developing a stadium rig + code to building something that builds a stadium rig + code. Most of this shit is gluing boilerplate together with minimal thought until you need to do things like optimize, solve new problems, or refactor the codegen spaghetti a few levels deep.

The more you rely on codegen, the more talented your engineers have to be because the easy shit goes away. That means it’s not necessarily cheaper because you shift your problem domain. You can definitely get a boost. 30% seems way too fucking high without serious in-house tool development, which doesn’t sound like their plan. Tabnine trained on EA’s shit code isn’t going to make them that much more efficient.

Also 50% more gamers? Yeah, bullshit. Sports games are going the way of streaming services. Everyone wants to do their own thing. Your audience there can’t go up much unless you improve access to consoles for your games or increase fans that like games of the sport they’re a fan of. We’re 30+ years into that; not really sure there’s much of a market with current tech. On the other end, shooters like CoD are also probably saturated. I just don’t see how the next Star Wars or Sim City flop could bring in 300mil net new users much less, say, a new Fortnite. I find it very hard to believe there are that many more users in the total addressable market that don’t touch EA games that would touch a new one.