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Investing in the frontier of gaming.
Konvoy Ventures is a thesis driven venture capital firm. We invest in the platforms and technologies at the frontier of gaming.
Our writing and thoughts on the gaming industry.
May 20, 2022
We believe that Southeast Asia has the opportunity to be one of the most innovative markets globally
Emerging Markets
Gaming
Investments
Venture Capital
May 13, 2022
Balancing community-forward strategy with ensuring successful execution of a game’s economy
Consumer
Blockchain
May 6, 2022
Why we expect Twitch’s position in the gaming industry to shrink dramatically over the next 2-3 years
Content
Twitch
April 29, 2022
Gaming will remain resilient in this VC slowdown
April 22, 2022
Two primary ways for brands to enter games that we believe have a higher rate of success
Marketing
Epic Games
April 15, 2022
Epic’s history is important to understanding its current position and future ambitions
History
April 8, 2022
Game clipping is potentially walking into a perfect storm of consumer trends and accessible technologies
Social
April 1, 2022
How web3 is impacting the role of social interaction in gaming
March 25, 2022
Social experiences across gaming
Discord
March 23, 2022
Content creation for the metaverse
March 18, 2022
VR needs intentional social experiences
VR
Metaverse
March 16, 2022
Our map of the gaming industry
March 11, 2022
The music industry's structural issues will not be fixed by gaming
Music
March 4, 2022
Gaming as a platform for learning
Education
February 25, 2022
NFTs, economies, and innovation
Play to Earn
Monetization
February 18, 2022
5 key issues: ownership, identity, visuals, utility, protocols
Decentralization
Infrastructure
February 11, 2022
433m gamers, only 35% mobile adoption, 60% of gamers under 25 years old
India
Market Research
February 4, 2022
Meta's grand ambitions for the metaverse
Facebook
Meta
January 28, 2022
Accretive or dilutive to the play-and-earn ecosystem?
Guilds
January 21, 2022
Microsoft acquires Activision, Take-Two Acquires Zynga
M&A
Microsoft
Zynga
Take-Two
January 14, 2022
Play-to-earn or play-and-earn?
January 10, 2022
ML Data Labeling with Games
AI/ML
Mobile
Data Science
January 7, 2022
Oculus sold more headsets than Xbox, PS, or Nintendo in 2021
Sony
Xbox
Hardware
December 31, 2021
A summary of the key trends we observed
UGC
Cloud Gaming
@EdC @avalancheavax It’d be great to chat!
A thread on our thoughts on blockchain gaming today. https://t.co/vlY5BgdM71
Can’t wait. 🚀 https://t.co/96Juxay4Jb
This is an excellent thread. Completely agree. https://t.co/7kEODnhT38
@sarthakgh DAOs.
RT @genopets: “With #NFTs, we can build the community before we even launch the game. This fosters creativity and feedback, as well as help…
@MikeXHuang I'd find it interesting to read a regular cadence (newsletter?) of insights and opinions that already assume we're up to speed. Advanced level of content/research/thoughts.
There sure are a lot of "strategists" out there for metaverse and digital assets. tbh, I have zero clue what they actually do. Maybe they should all collaborate on a white paper? equity research report? It'd probably be better than pitching their "strategies" to buy side. ha
This is a brilliant acquisition by Unity. Wow. https://t.co/CT1EnGdWpf
@semil They’re not interconnected. Each are addressing siloed needs at this moment in their respective businesses.
In virtual worlds, I think people want to explore something new. I don't think people want a mirror of the "real world". If I wanted to see the real world, I'd just walk outside (haha). I might explore parts of the world in VR, but that's a one-off use case.
The best platforms in gaming will continue to build something new, exciting, and novel. Mimicking reality in virtual worlds is kind of futile, because it's actually just redundant.
Half of my inbox of newsletters has the word Metaverse. Not just in the email but also in the title.
NFTs with actual utility (playability, earning, upgradable, etc) will be the ones that last and win. Very few NFTs will become true stores of value, and those will likely be the first ones out of the gate (ie Cryptopunks).
@BillyMcFarlend If that’s true, that’s quite a bearish signal.
@jarroddicker Google sheets.
@tmphey_eth @rustlang makes sense, yea we're seeing quite a few gaming groups build with Rust.
@tmphey_eth @rustlang how many Rust devs do you think there are today? on the flip side, how many solidity devs?
@jakebrowatzke Check out @genopets and @SIPHERxyz
@cdixon And transferability.
People are building some truly incredible companies in gaming right now. It's so cool. What a time to be alive.
RT @jasondchap: We couldn't be more excited to co-lead Sipher's seed round and support @AskTinNguyen and the rest of the @SIPHERxyz team. G…
We're hiring a Platform Associate! 🎮 If you know anyone may be a great fit, below are all of the details and a link to apply. We're very excited to keep growing the firm with an incredible group of people! https://t.co/eVYIANGaYv
RT @semil: From recent @theallinpod, fascinating statistical POV by @friedberg on recent huge VC liquidity measured against forthcoming dis…
Just spent a few days in Las Vegas for the Esports Business Summit. It was great to travel again and see everyone. Excited for more in person events. 👌
December 24, 2021
Opportunities and roadblocks for virtual land
December 17, 2021
Steam, GOG, Epic Games Store
December 10, 2021
Solutions for AAA game developers
December 3, 2021
Ability to Earn → Ease of Crypto Adoption → Games-First Mentality → Genre Alignment → Creator Economies
November 19, 2021
Virtual influencers are a scalable way for brands to reach their fans
November 12, 2021
Steam's controversial decision to block NFT games stirs controversy
November 5, 2021
Netflix Games is going to market
October 29, 2021
Digital identities are the new frontier for self-exploration and expression
October 22, 2021
Can cloud gaming fix game subscriptions' adoption problem?
October 15, 2021
A brief history of branding in games and where it's going next
February 16, 2019
Apex Legends' impressive launch, Overwatch League returns
May 3, 2019
Influencer monetization, Call of Duty franchise
May 10, 2019
Our views regarding a federal ban on microtransactions
May 17, 2019
The struggle for esports organizations
May 24, 2019
Fortnite x Air Jordans, Riot Games governing body for collegiate esports
May 31, 2019
Gaming and culture, interesting updates from this week
June 14, 2019
Notes from the E3 conference
June 21, 2019
Investing in gaming, M&A activity, OWL talent flight
July 5, 2019
Gaming vs. Hollywood, Slack's IPO, media deals, "The Official Beer of Esports"
July 12, 2019
Professional gamers and the difference between streamers and esports athletes
July 19, 2019
Why Konvoy invested in EQU8
July 26, 2019
Esports prize pools, points of interest
August 2, 2019
Exclusive deals for streamers
August 9, 2019
Why Konvoy invested in Muxy
August 16, 2019
Gaming and Starbucks, Ninja's Twitch channel, Mixer vs. Twitch, DOTA 2 world championship
August 23, 2019
Newzoo consumer research, Ninja and Fortnite, esports jobs
August 30, 2019
City-based franchising coming to Call of Duty
September 6, 2019
Call of Duty League media rights overview
September 15, 2019
Highlights from the Esports Business Summit
October 4, 2019
Esports highlights, edge computing gains traction, game bundling, CDL vs. OWL
October 11, 2019
Activision vs. Hong Kong, data points on streaming
October 18, 2019
Notes from The Information Summit in San Francisco, Riot Games' new projects
October 25, 2019
COD: Mobile's successful launch, Mixer signs Shroud, Call of Duty franchising, the future of gaming
November 1, 2019
Call of Duty launch, gaming winning battle for consumer attention, esports media rights, questionable IPO
November 8, 2019
Live streaming growth, gamer spending habits, esports org broadcasting deals
November 15, 2019
Console hardware sales, League of Legends viewership
November 22, 2019
Konvoy's Washington Post feature, Google Stadia's tough start, game subscriptions
December 6, 2019
Cloud gaming's competitive landscape, media rights in China
December 20, 2019
The opportunity for game engines, Facebook's opportunity in gaming
December 27, 2019
A look back at 2019 in gaming
January 3, 2020
Streaming hours watched, mobile battle royale, dedicated esports VISA in Germany, Twitch sued
January 10, 2020
Esports experiences in IMAX, Pokemon Go success, ESL broadcast rights
January 17, 2020
Twitter and gaming, fintech in gaming and esports, gaming as a leader in interactive media
January 24, 2020
Epic Games store brings in $680M in first year, game developer survey
January 31, 2020
Consumer spending on mobile, time and spending by genre, ad dollars geared towards gaming
February 7, 2020
A new era for game engines, Steam exhibits impressive growth
February 14, 2020
Game content consolidation, Roblox's focus on safety
February 21, 2020
Benefits of gaming, Facebook Gaming growth, youth and their smartphones
February 28, 2020
COVID-19 closures, leisure time in America, esports jobs growth
March 6, 2020
Live streaming report, Riot launches Valorant, HBO making a show out of game IP, Envy buys into Flashpoint
March 13, 2020
Konvoy's macro view of the market in light of COVID-19
March 20, 2020
Gaming engagement grows as the world turns to digital experiences
March 28, 2020
eRacing takes off, CPI drops for mobile game studios, esports betting legal in Nevada
April 3, 2020
Gaming's resilience, pre-launch game tools, Amazon AAA titles + cloud gaming, ESPN broadcasts 2k League
April 17, 2020
Konvoy's investment in Lootcakes, consumer spending growth, record mobile app revenue, Discord expands user base
April 24, 2020
Video game sales growth, Roblox's favorable position for the future, influencer philanthropy
May 1, 2020
United States GDP falls, mobile engagement rises, Microsoft Gaming revenue drops
May 8, 2020
Gaming market update, plummeting Overwatch viewership
May 15, 2020
Overview of recent M&A transactions in gaming
May 22, 2020
Amazon's first AAA title, TikTok's new CEO
May 29, 2020
Early days of in-game advertising, crossover between traditional sports and gaming
June 12, 2020
Unity's report on how COVID-19 is impacting gaming, OWL spots go to non-endemics, VALORANT launch
June 19, 2020
AT&T selling Warner Interactive for $4B, Epic Games valued at $17B, FDA approves first game
June 26, 2020
Microsoft shuts down Mixer, Apple's mobile advertising changes, Riot Games philanthropic efforts
July 4, 2020
Cloud gaming promises negative latency, India bans 59 Chinese apps, growth of streaming platforms
July 10, 2020
Discord unable to effectively monetize, Caffeine raises a Series D, Sony invests in Epic Games
July 17, 2020
Consumer spending on gaming, console games unable to raise prices
November 6, 2020
Stillfront Group contributing to M&A activity, EA's underperformance
July 24, 2020
Localization of game content, Microsoft console bundling, esports broadcasting rights
July 31, 2020
Learning in a virtual world, gaming as a tool for career development and self-discovery, Netflix using gaming IP for a show
August 7, 2020
Generative content in gaming, acceleration of hypercasual games on mobile
August 14, 2020
Fortnite banned by Apple and Google app stores, tension between Tencent and the US government
August 21, 2020
Growing tension between Apple and Unreal, mobile gaming optimization, flight simulator
August 28, 2020
Unity's IPO filing and reflections
September 4, 2020
New Konvoy investments and Skillz going public through a SPAC
September 18, 2020
The future of Microsoft's cloud gaming strategy
September 25, 2020
Amazon launches Luna, acceleration of M&A for exclusive content
October 2, 2020
The future of Roblox as a public company, Epic Games acquires SuperAwesome
October 9, 2020
AppLovin IPO, challenges for emerging markets
December 28, 2021
July 1, 2021
March 24, 2021
May 31, 2021
December 6, 2021
November 9, 2021
November 2, 2021
October 26, 2021
November 13, 2019
January 28, 2019
September 4, 2019
February 6, 2019
February 4, 2020
April 9, 2020
August 26, 2020
September 10, 2020
September 28, 2018
November 27, 2018
February 11, 2019
July 11, 2019
October 23, 2018
June 7, 2019
June 28, 2019
December 13, 2019
September 20, 2021
May 4, 2021
Fintech
October 6, 2021
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