True cloud-native games—those exclusive to and solely playable within the cloud—are poised to revolutionize gameplay and unlock new avenues of hyper-personalized storytelling and socializing. In this episode, Jade Raymond, VP of Stadia Games and Entertainment, and a16z partner Jonathan Lai, formerly of Riot Games and Tencent, talk about the challenges in building cloud-native games, their potential to upend prevailing business models and pricing, and most importantly, the spontaneous, social, super-shareable experiences that true cloud streaming will reveal. Through the rise of user-generated content, AI, and the cloud, they believe we're inching ever closer to the Metaverse.