54.63°F
64.94°F
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.
November 17, 2023
Gaming can play a role in early childhood development
Kids
Education
EdTech
November 10, 2023
The gaming industry is leaving $10-30 billion in annual revenue on the table
November 3, 2023
Cloud gaming tech could be best used in playable game advertising
Cloud Gaming
Advertising
October 27, 2023
The repercussions of anonymity in virtual worlds
Jackson Vaughan chats with the co-founder of Kabam
Podcast
October 20, 2023
Q3 2023
October 13, 2023
Dissecting the Indian 28% GST Tax on Real Money Gaming
India
Emerging Markets
October 6, 2023
An evolving landscape, charging for the value they provide
Game Design
Engines
Unity
Unreal Engine
Godot
September 29, 2023
Spatial computing needs compelling haptics
VR
Spatial
Haptics
Jason Chapman chats with the founder of Crunchyroll
Jason Chapman chats with the creator of Halo
Josh Chapman chats with the creator of Guitar Hero
September 26, 2023
Interacting with the digital world
Investments
Technology
Hardware
September 22, 2023
VTubing is a sizable and rapidly growing sub sector within live streaming.
Consumer
Content
Game Changers launches with a trailer
September 15, 2023
Cosplay is a growing industry with a user base that has a high propensity to spend.
September 8, 2023
We are beginning to see a new chapter in console wars with renewed development of the handheld gaming access ecosystem
September 1, 2023
We believe that the Smart TV is still an underutilized channel for gaming
Distribution
August 25, 2023
What does copyright law and generative AI content mean for the gaming industry?
AI/ML
August 18, 2023
NPCs can elevate experiences through AI
Gaming
August 11, 2023
Influencer-driven marketing for games: future of UA or cost sink?
Influencers
August 4, 2023
Gaming platforms have similar profiles to Forever Apps
July 28, 2023
Snapchat has struggled to become a significant player in AR (outside of Lenses) and missed a serious opportunity within gaming.
Snapchat
AR
July 21, 2023
Looking at gaming, venture capital and factors for growth in the region
LatAm
July 10, 2023
Q2 2023
@realEstateTrent This is how I view you at the meeting https://t.co/nNwEWKYOLO
@GRDecter US Debt per Capita: 2013: $52k (adj for inflation = $69.7k today) 2023: $95k (up 36% in a decade, infl adj) US GDP: 2013: $16.8T (adj for inflation = $22.1T today) 2023: ~$24T (up 8.5% in a decade, infl adj) Debt/Capita has increased 4.2x faster (36%/8.5%) than GDP growth.
@micsolana defense prep for wars inflation goblin WFH lifestyle subsidies
@andruyeung Yup
@mattturck Lol, too true. And the irony is that AaaS has existed for 15+ years already.
RT @BillAckman: Jamie Dimon is one of the world's most respected business leaders. Politically he is a centrist. He is pro-business and pro…
@GRDecter Absolutely
@Psycheout86 We need to get some more Knick Knacks for your desk.
RT @konvoyventures: We're thrilled to announce our investment in Canopus Networks (@CanopusNet), a terabit-scale, encryption-proof customer…
@paulg Yup. It’s a bit extra.
@PashaPodolyanko @petergyang Underrated sound track
@LazarIdjoski @petergyang Excellent choices
@petergyang https://t.co/mRQWYU5HLu
It doesn’t get a lot better than playing Swat in Halo 2. Happy weekend everyone. #Halo
@realEstateTrent I think more people under the age of 30 need to embrace long term commitments, real estate could be a good mechanism to flex that muscle.
Yikes… +$1.2k per month (about 86% higher) since 2020. That’s dramatic. https://t.co/pFqNfKqrGx
@asanwal I would hand them a bill for what it cost to raise them
@FlyinBuddha @unusual_whales Sadly so true
@justingordon212 Absolutley.
RT @konvoyventures: Cloud gaming continues to attract attention as it provides unparalleled access to video game content. Our most recent n…
@WOLF_Financial Inability to defer pleasure
RT @konvoyventures: #hiring: @readyplayerme is looking for a passionate and skilled Research Engineer to facilitate the development of cutt…
This is why I tell everyone to play more video games and watch less TV #CalvinandHobbes https://t.co/1NfnzqAJkG
@DorkToast It is going to get complex very quickly, especially when you start thinking about mods of real locations
We have been pretty open that the Activision Blizzard acquisition by Microsoft should be approved, glad the EU agrees. The current pushback doesn't bode well for M&A of companies in entertainment. The fear of what could be vs. what is. Ty @joosterizer for the graph https://t.co/CM0mYLSROt
July 7, 2023
June 30, 2023
The origins and history of game shows and matching consumer demands for the future
June 23, 2023
Gen Z is starting to shape the future of consumer applications
June 16, 2023
Our view is that successful UGC platforms will not win with tool differentiation alone, IP will be core
June 9, 2023
The Vision Pro is exactly what we expected from Apple; a premium device that showcases their vision of an XR future
June 2, 2023
We believe the social fabric of the gaming industry offers a healthier (and safer) alternative to social media today.
May 26, 2023
Exploring Progressive Web Apps (PWAs)
May 19, 2023
The past, present, and future of cloud gaming
May 12, 2023
AR and its technology suite creates new challenges for the governance by tech platforms as well as the government (local and federal).
May 5, 2023
As the global population continues to age, gaming can be applied to and even tailored to make everyday tasks easier
April 28, 2023
Epic vs Apple || Microsoft + ATVI
April 21, 2023
Potential for game distribution though OTT
April 7, 2023
Can realistic NPCs and digital companions make people feel less lonely?
March 31, 2023
March 24, 2023
Can milestone-based financing be the next phase of gaming content VC?
March 17, 2023
Headwinds across advertising and in-app purchases
March 10, 2023
Augmented Reality is missing a core piece of infrastructure when it comes to positioning and orienting user devices in the real world
March 3, 2023
The future of personalization needs more innovation
February 24, 2023
The convergence of active + passive content consumption
February 17, 2023
AR is still waiting on its moment; large tech companies will take us there
February 10, 2023
Strict copyright infringement will hinder fan growth and engagement
February 3, 2023
Broader infrastructure improvements are being conflated with the success of individual assets that stand to benefit in the near term
January 27, 2023
F2P, while being one of the greatest business model innovations in gaming, has caused problems that it's going to need to fix
January 20, 2023
Playing out the bear case for generative AI’s impact on UGC platforms
January 6, 2023
Savvy Gaming Group will struggle to fulfill its goal of establishing Saudi Arabia as a hub for innovation and gaming
December 30, 2022
Key events and trends in gaming from 2022
December 16, 2022
Microsoft's acquisition of Activision Blizzard faces steep regulatory hurdles
December 9, 2022
Browsers offer a future for game developers that would give mobile and PC developers the ability to circumvent any and all walled gardens
December 2, 2022
The belief that gaming can increase user retention and engagement is not limited to “traditional” subjects taught in schools
November 18, 2022
Blockchain gaming infrastructure must be built to solve relevant problems for players and developers
November 11, 2022
We believe that Apple’s efforts on the privacy side are positioning them for the launch of their own internal ads business
November 4, 2022
Games as a way to manage and build healthy lifestyles
October 28, 2022
We do not believe that location-based virtual reality will be a sustainable distribution channel for digital experiences
October 21, 2022
We believe there will be a shift back to hardware-driven strategies
October 14, 2022
By introducing game mechanics to increase engagement and monetization, dating applications are the perfect candidate for disruption
October 7, 2022
Gaming investment has not been immune to the global economic downturn
September 30, 2022
Although subscription services are growing meaningfully in adoption, consumers have high expectations
September 23, 2022
As a public company, Roblox has pressure from the public markets to optimize for earnings calls and top/bottom line growth
September 16, 2022
The future of analytics within gaming will be driven by tools that help developers understand their audiences in a deeper way
September 9, 2022
With XR continuing to gain popularity, Android has found a new and likely quite lucrative opportunity
September 2, 2022
We believe acquiring content will round out Amazon's development, marketing, and distribution capabilities to become a key tenant in gaming
August 26, 2022
We believe the winners in the space of digital identity adoption will enable a federated identity
August 19, 2022
We believe AppLovin will double down on its software business and will be aggressive in pursuing value-add acquisitions
August 12, 2022
Hypercasual is facing significant headwinds due to the business model’s misalignment with current advertising policies and user trends
August 5, 2022
The FTC’s scrutiny of Meta’s Within acquisition is inconsistent with the FTC’s track record we have seen within gaming
July 29, 2022
Ownership and re-selling creating a $1b gray market
July 22, 2022
There has been a notable increase in studios in the early stages of development self-branding their upcoming games as AAA
July 15, 2022
We focused on what two key antitrust bills could mean (if passed) for innovation in gaming
July 8, 2022
Halfway through 2022, we wanted to dive into how the gaming industry has fared so far this year
July 1, 2022
There may be an open door for a super-app to emerge from the gaming ecosystem that works for the West
June 24, 2022
One of game distribution’s key problems over the last 20 years: distribution is not built for the consumer
June 17, 2022
Despite its current market leadership position, we believe that Discord’s existing product leaves it vulnerable
June 10, 2022
In the future, we expect that the majority of gamers will have a consistent companion that accompanies them across virtual worlds
June 3, 2022
We believe there is a strong case for gaming to be viewed as “recession-resilient”
May 27, 2022
What if Nintendo had released a mobile phone and how it might have worked
May 20, 2022
We believe that Southeast Asia has the opportunity to be one of the most innovative markets globally
May 13, 2022
Balancing community-forward strategy with ensuring successful execution of a game’s economy
May 6, 2022
Why we expect Twitch’s position in the gaming industry to shrink dramatically over the next 2-3 years
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
April 15, 2022
Epic’s history is important to understanding its current position and future ambitions
April 8, 2022
Game clipping is potentially walking into a perfect storm of consumer trends and accessible technologies
April 1, 2022
How web3 is impacting the role of social interaction in gaming
March 25, 2022
Social experiences across gaming
March 18, 2022
VR needs intentional social experiences
March 11, 2022
The music industry's structural issues will not be fixed by gaming
March 4, 2022
Gaming as a platform for learning
February 25, 2022
NFTs, economies, and innovation
February 18, 2022
5 key issues: ownership, identity, visuals, utility, protocols
February 11, 2022
433m gamers, only 35% mobile adoption, 60% of gamers under 25 years old
February 4, 2022
Meta's grand ambitions for the metaverse
January 28, 2022
Accretive or dilutive to the play-and-earn ecosystem?
January 21, 2022
Microsoft acquires Activision, Take-Two Acquires Zynga
January 14, 2022
Play-to-earn or play-and-earn?
January 7, 2022
Oculus sold more headsets than Xbox, PS, or Nintendo in 2021
December 31, 2021
A summary of the key trends we observed
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
May 31, 2023
December 7, 2022
November 14, 2022
October 20, 2022
September 28, 2022
September 13, 2022
July 6, 2022
June 16, 2022
June 15, 2022
June 2, 2022
March 23, 2022
March 16, 2022
December 28, 2021
July 1, 2021
March 24, 2021
May 31, 2021
August 18, 2022
January 10, 2022
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 18, 2020
September 20, 2021
Marketing
May 4, 2021
Fintech
October 6, 2021
1664641313495498752
1664314138066141188
1664308563395723269
1664270128077479937
1664267350583959553
1664254581470003201
1664254757974814720
1664248004239564800
1663983983926075394
1663770740511096833
1662638024113680384
1662638092958990336
1662637936775659520
1662560562256187392
1662543539304296448
1662501732025511937
1662285879111741440
1662056345225539584
1661597246792806400
1661075141118263298
1659791181956661250
1659664635040088065
1659558914185379844
1659417543436800002
1659300381229211648
1658815838034743296
1658561534057144320
1658543847599661062
1658546125618438159
1658517506112225292
1658116591731572741
1657926408780537858
1657161762704089088
1657061148322062340
1657061849668386816
1656794672839180288
1656712441357647894
1655431371937009664
1655431456750194688
1654831795844575236
1654833314434351105
1654830651260952578
1654590146392600576
1654537671828553730
1654114765059538944
1653971627091316736
1653789551754907648
1653276122162036737
1653172856660844544
1653075558366953483
1653060776050008065
1652806436043325447
1652807976711860226
1652808447849578498
1652719027427610625
1652719455779315712
1652535621888638978
1652485410143244290
1652484315345993728
1652417970201821184
1652418628820819968
1652329538687467524
1652306950489800705
1652172523646382080
1652173474541228032
1651613766172258304
1651257119335759873
1651212625198600192
1651212735445880832
1651209045049757697
1650545183044370432
1650498380710256640
1650353889127043073
1650297386105991169
1649868658368446465
1649822933928542208
1649593286515126272
1649593735137865728
1649589878177538050
1649590753163870209
1649469586235080705
1649469741969588224
1649457261784494080
1649426144893050880
1649383982197530625
1649190108216664064
1649057818283241473
1649040410856275968
1649040968925192193
1649040315570085890
1649023684546551808
1648315330530533376
1648145551580602368
1648053570757853185
1648032476172808215
1647462454019108871
1647244385250332674
1647244515391033346
1647123366372048898
1647091243346952192