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Nieuwe data-activaklasse die zich voor onze ogen ontwikkelt. Denk niet dat er iemand beter gepositioneerd is dan Shaga om te profiteren van gaming frames data.
Stuur cloud gaming naar de massa's.

12 aug, 17:01
Frames+controls is the scarce feedstock for Genie3‑class world models. Not scrapable. Must be mined live.
Shaga to date: 236,936 hours since March.
Current run rate:
- 520.6 hours/day.
- 165 straight days. 6,067 users.
- Registrations up 510% (10.1/day -> 61.7/day).
- Node:client 6.7:1 so capacity headroom is real.
Avg session 5.1h ≈ 1.10M frames at 60 fps.
Value ladder for the network:
$1/hour -> $236,936 implied
$5/hour -> $1,184,680
Early broker quotes $50–100/hour -> $11.85–23.69M
Unit economics:
- 500 W rig at $0.20/kWh ≈ $0.10/hour power
- $1/hour GAP -> ~$0.90/hour gross per active rig
- $5/hour -> ~$4.90/hour
Why human > synthetic for this modality:
Synthetic is not instant. You still simulate and render every frame. That is compute/render bounded.
Humans already render at home for fun. Frames are identical whether the policy is human or bot; only the actions can be synthetic.
You still pay the rendering bill either way. (!!!)
Scale math:
- 1 player at 60 fps = 216,000 frames/hour
- 1M players x 1 hour/day = 216B frames/day
- 720p60 storage on the order of a few PB/day
Freshness compounds daily as patches and metas shift. That is the moat.
Bottom line:
Frames+controls is a real data asset with pricing power.
Imagine getting paid to play Cloud Gaming...
Neural Game Codecs
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