VTubing is a sizable and rapidly growing sub sector within live streaming.

Cosplay is a growing industry with a user base that has a high propensity to spend.

We are beginning to see a new chapter in console wars with renewed development of the handheld gaming access ecosystem

We believe that the Smart TV is still an underutilized channel for gaming

What does copyright law and generative AI content mean for the gaming industry?

NPCs can elevate experiences through AI

Influencer-driven marketing for games: future of UA or cost sink?

Gaming platforms have similar profiles to Forever Apps

Snapchat has struggled to become a significant player in AR (outside of Lenses) and missed a serious opportunity within gaming.

Looking at gaming, venture capital and factors for growth in the region

The origins and history of game shows and matching consumer demands for the future

Gen Z is starting to shape the future of consumer applications

Our view is that successful UGC platforms will not win with tool differentiation alone, IP will be core

The Vision Pro is exactly what we expected from Apple; a premium device that showcases their vision of an XR future

We believe the social fabric of the gaming industry offers a healthier (and safer) alternative to social media today.

Exploring Progressive Web Apps (PWAs)

The past, present, and future of cloud gaming

AR and its technology suite creates new challenges for the governance by tech platforms as well as the government (local and federal).

As the global population continues to age, gaming can be applied to and even tailored to make everyday tasks easier

Epic vs Apple || Microsoft + ATVI

Potential for game distribution though OTT

Can realistic NPCs and digital companions make people feel less lonely?

Can milestone-based financing be the next phase of gaming content VC?

Headwinds across advertising and in-app purchases

Augmented Reality is missing a core piece of infrastructure when it comes to positioning and orienting user devices in the real world

The future of personalization needs more innovation

The convergence of active + passive content consumption

AR is still waiting on its moment; large tech companies will take us there

Strict copyright infringement will hinder fan growth and engagement

Broader infrastructure improvements are being conflated with the success of individual assets that stand to benefit in the near term

F2P, while being one of the greatest business model innovations in gaming, has caused problems that it's going to need to fix

Playing out the bear case for generative AI’s impact on UGC platforms

Savvy Gaming Group will struggle to fulfill its goal of establishing Saudi Arabia as a hub for innovation and gaming

Key events and trends in gaming from 2022

Microsoft's acquisition of Activision Blizzard faces steep regulatory hurdles

Browsers offer a future for game developers that would give mobile and PC developers the ability to circumvent any and all walled gardens

The belief that gaming can increase user retention and engagement is not limited to “traditional” subjects taught in schools

Blockchain gaming infrastructure must be built to solve relevant problems for players and developers

We believe that Apple’s efforts on the privacy side are positioning them for the launch of their own internal ads business

Games as a way to manage and build healthy lifestyles

We do not believe that location-based virtual reality will be a sustainable distribution channel for digital experiences

We believe there will be a shift back to hardware-driven strategies

By introducing game mechanics to increase engagement and monetization, dating applications are the perfect candidate for disruption

Gaming investment has not been immune to the global economic downturn

Although subscription services are growing meaningfully in adoption, consumers have high expectations

As a public company, Roblox has pressure from the public markets to optimize for earnings calls and top/bottom line growth

The future of analytics within gaming will be driven by tools that help developers understand their audiences in a deeper way

With XR continuing to gain popularity, Android has found a new and likely quite lucrative opportunity

We believe acquiring content will round out Amazon's development, marketing, and distribution capabilities to become a key tenant in gaming

We believe the winners in the space of digital identity adoption will enable a federated identity

We believe AppLovin will double down on its software business and will be aggressive in pursuing value-add acquisitions

Hypercasual is facing significant headwinds due to the business model’s misalignment with current advertising policies and user trends

The FTC’s scrutiny of Meta’s Within acquisition is inconsistent with the FTC’s track record we have seen within gaming

Ownership and re-selling creating a $1b gray market

There has been a notable increase in studios in the early stages of development self-branding their upcoming games as AAA

We focused on what two key antitrust bills could mean (if passed) for innovation in gaming

Halfway through 2022, we wanted to dive into how the gaming industry has fared so far this year

There may be an open door for a super-app to emerge from the gaming ecosystem that works for the West

One of game distribution’s key problems over the last 20 years: distribution is not built for the consumer

Despite its current market leadership position, we believe that Discord’s existing product leaves it vulnerable

In the future, we expect that the majority of gamers will have a consistent companion that accompanies them across virtual worlds

We believe there is a strong case for gaming to be viewed as “recession-resilient”

What if Nintendo had released a mobile phone and how it might have worked

We believe that Southeast Asia has the opportunity to be one of the most innovative markets globally

Balancing community-forward strategy with ensuring successful execution of a game’s economy

Why we expect Twitch’s position in the gaming industry to shrink dramatically over the next 2-3 years

Gaming will remain resilient in this VC slowdown

Two primary ways for brands to enter games that we believe have a higher rate of success

Epic’s history is important to understanding its current position and future ambitions

Game clipping is potentially walking into a perfect storm of consumer trends and accessible technologies

How web3 is impacting the role of social interaction in gaming

Social experiences across gaming

VR needs intentional social experiences

The music industry's structural issues will not be fixed by gaming

Gaming as a platform for learning

NFTs, economies, and innovation

5 key issues: ownership, identity, visuals, utility, protocols

433m gamers, only 35% mobile adoption, 60% of gamers under 25 years old

Meta's grand ambitions for the metaverse

Accretive or dilutive to the play-and-earn ecosystem?

Microsoft acquires Activision, Take-Two Acquires Zynga

Play-to-earn or play-and-earn?

Oculus sold more headsets than Xbox, PS, or Nintendo in 2021

A summary of the key trends we observed

Opportunities and roadblocks for virtual land

Steam, GOG, Epic Games Store

Solutions for AAA game developers

Ability to Earn → Ease of Crypto Adoption → Games-First Mentality → Genre Alignment → Creator Economies

Virtual influencers are a scalable way for brands to reach their fans

Steam's controversial decision to block NFT games stirs controversy

Netflix Games is going to market

Digital identities are the new frontier for self-exploration and expression

Can cloud gaming fix game subscriptions' adoption problem?

A brief history of branding in games and where it's going next

Apex Legends' impressive launch, Overwatch League returns

Influencer monetization, Call of Duty franchise

Our views regarding a federal ban on microtransactions

The struggle for esports organizations