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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.
Newsletter
May 17, 2024
Game assets are exploding in volume and version control systems need improvement
Development
3D
May 10, 2024
TikTok for Games as a product concept will not work, here's why
Content
Distribution
Consumer
Mobile
May 3, 2024
An analysis of potential buyers of TikTok in gaming, big tech, telecoms, e-commerce, and advertising
China
Amazon
Microsoft
Sony
April 26, 2024
Prediction: 1-2 IPOs in 2024, large M&A in 2025 due to regulatory overhang
IPO
M&A
April 19, 2024
The next wave of consoles in 2028 is likely a tipping point for cloud gaming adoption
Cloud Gaming
Report
April 12, 2024
Q1 2024
Podcast
April 5, 2024
Jason Chapman sits down with Brian Ward, the CEO of Savvy Games Group
Charting the evolution of gaming accessibility, from its origins to a future of enhanced play
Accessibility
March 29, 2024
AI agents add another layer to the complexity of AI in games
AI/ML
March 22, 2024
Digital fashion is failing to deliver innovative products and experiences
Digital Fashion
March 15, 2024
Gaming is global but not homogenous
Emerging Markets
March 8, 2024
Enhanced developer tools are elevating indie game quality (rated almost the same as AAA games now)
Indie Games
Blog
March 6, 2024
Our investment in k-ID
March 1, 2024
Gaming can play a pivotal role in adaptive learning
Education
EdTech
February 23, 2024
Josh Chapman sits down with Kevin Segalla, founder & CEO of Tilting Point
Anime IP is underutilized and underdelivered in video games
Intellectual Property (IP)
February 16, 2024
The UGC ecosystem is accelerating with new entrants and IP integrations
User Generated Content (UGC)
February 9, 2024
Player feedback needs physiological data
Technology
February 2, 2024
Looking beyond the Lens, how will the developer ecosystem evolve around the Vision Pro platform
XR (Extended Reality)
January 26, 2024
Jason Chapman engages in a discussion with Ralf Reichert, a founding leader of esports
Lack of opportunities to monetize skill in esports are structural
Esports
Gaming
January 19, 2024
The CCP has a strong belief that gaming is a negative influence on the Chinese population
January 12, 2024
Q4 2023
January 5, 2024
Games that hope to have a long life in esports should lean towards an open ecosystem
December 29, 2023
Key events and trends in gaming from 2023
UGC
FTP
December 15, 2023
November 30, 2023
October 27, 2023
September 29, 2023
September 22, 2023
December 22, 2023
LEGO and Epic Games has the potential to be one of the most transformational partnerships of the decade
gaming has become core to the continued training and development of the defense industry
December 8, 2023
Player tools will unlock TTRPG mass appeal, easing entry, and enhancing the player experience
December 1, 2023
Free-to-play model creates problems for developers and players
November 17, 2023
Gaming can play a role in early childhood development
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
The repercussions of anonymity in virtual worlds
October 13, 2023
Dissecting the Indian 28% GST Tax on Real Money Gaming
October 6, 2023
An evolving landscape, charging for the value they provide
Spatial computing needs compelling haptics
VTubing is a sizable and rapidly growing sub sector within live streaming.
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
August 25, 2023
What does copyright law and generative AI content mean for the gaming industry?
August 18, 2023
NPCs can elevate experiences through AI
August 11, 2023
Influencer-driven marketing for games: future of UA or cost sink?
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.
July 21, 2023
Looking at gaming, venture capital and factors for growth in the region
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
September 26, 2023
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
March 4, 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
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