My perspective: veteran Ingress player, no previous experience with Pokemon Go, a fair bit of mobile gaming work experience.

I’m not gonna do the whole “wow, look at the wild news story!” thing. Hot take: geo-located gaming generates interesting behavior patterns. I do have one item I can’t resist sharing, though. Pokemon GO chauffeur services are here. (But don’t buy egg hatching services, since you’re not allowed to let someone else use your account even if they’re carrying your phone.)

I am happy to see lots of Pokemon Go players. More money for Niantic increases the chances that Ingress will have a long lifespan. Some Pokemon Go players will try Ingress, most won’t like it, it’s all cool. A lot of Ingress players will quit to play Pokemon Go. I worry a bit about viable Ingress populations but time will tell.

Some things I do think are interesting:

Pokemon Go hit #1 grossing game in the US App Store on the first day. It was not featured by Apple in any way. As far as I can tell, Niantic and Nintendo did no user acquisition — no Facebook ads, no mobile adds, nothing driving players to the game. #1 without any of that is unprecedented. Flappy Bird had to build to #1 downloaded. Clash Royale was featured and had a robust in-house user acquisition network.

A good geo-located game has strong virality because human interactions are the core driver of any viral loop. It’s also sticky for the same reasons. The problem has always been getting critical mass. Apparently Nintendo’s IP is pretty good for that.

Second, it’s worth comparing Pokemon Go to Ingress. In Ingress, you can’t do anything meaningful till you hit level 5 or 6. If you’re playing by yourself that’s a long grind. In a busy area, you may be unable to capture portals, which is the core of the game. The new user experience sucks.

In Pokemon Go, the new user experience is still pretty bad — no good tutorial, easy to get lost. But it’s also easy to muddle your way up a few levels and you feel like you’re making meaningful progress immediately. You can always capture Pokemons.

The next interesting question for me is the elder game. Is it dense enough to sustain continued stickiness and monetization?