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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.
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?
Blockchain
Gaming
Play to Earn
January 10, 2022
ML Data Labeling with Games
AI/ML
Monetization
Mobile
Data Science
Investments
January 7, 2022
Oculus sold more headsets than Xbox, PS, or Nintendo in 2021
VR
Sony
Xbox
Hardware
December 31, 2021
A summary of the key trends we observed
UGC
Cloud Gaming
Metaverse
December 28, 2021
An Identity for the Metaverse
Avatars
Digital Identity
Digital Fashion
December 24, 2021
Opportunities and roadblocks for virtual land
Virtual Land
December 17, 2021
Steam, GOG, Epic Games Store
Steam
Epic Games
December 10, 2021
Solutions for AAA game developers
December 6, 2021
User Psychology
Psychology
user experience (UX)
December 3, 2021
Ability to Earn → Ease of Crypto Adoption → Games-First Mentality → Genre Alignment → Creator Economies
Decentralization
November 19, 2021
Virtual influencers are a scalable way for brands to reach their fans
Influencers
Marketing
November 12, 2021
Steam's controversial decision to block NFT games stirs controversy
NFT
November 9, 2021
Our $65m fund to continue investing in the future of gaming
November 5, 2021
Netflix Games is going to market
Netflix
Content
November 2, 2021
The importance of digital self-expression, fashion, and gaming as a medium, and how to shape the future of fashion in the metaverse
October 29, 2021
Digital identities are the new frontier for self-exploration and expression
Infrastructure
Social
Consumer
October 26, 2021
Redefining What Players Expect From Games
Sipher
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
History
October 8, 2021
Our follow-on investment in Sky Mavis, initial investment in Echo3D, and an update on the latest market data
Axie Infinity
Market Research
Echo3D
October 6, 2021
Delivering the Future
AR
XR
October 1, 2021
Esports organizations continue to create well-rounded brands that go beyond competition
Esports
September 24, 2021
Facebook is well-positioned to be a leader in the future of virtual worlds
Facebook
September 20, 2021
@danprimack @SBF_FTX They’re listing some awesome projects right now, like @genopets
@divine_economy Haha, that wording might be the most clear I’ve read in a long time. Aka: we will definitely share it, enter with eyes wide open here.
@divine_economy Just a thought: if people are freely willing to give up their data, isn’t that ok? No one is forcing people to join.
In the genoverse you’ll have fun and be financially and socially incentivized to exercise. https://t.co/mAnSLdIT2n
We are thrilled to co-lead @genopets’ $8.3M round alongside @PanteraCapital . This is a fantastic team building at the intersection of Play-to-Earn and “Move-to-Earn”. Great things ahead! https://t.co/oyC3WbxdQY
@genopets @konvoyventures @PanteraCapital The honor is ours, thrilled to support such an incredible team and community. Excited for the coming Genoverse!
@RichLightShed Wonder if we will see it continue to go more the luxury (eg Alamo draft house). I would guess movies will have to come up with some sort of experience that is unique for people to go to the movie, like alpha access to the video game that will launch at the same time.
@BrantlyMillegan I love that you have a backup trampoline next to your main trampoline. So awesome.
@abcoathup @BrantlyMillegan Corn hole, a great traditional game in the US for people to play outside in the summer mainly.
@BoredElonMusk @Steam Couldn’t agree more. Huge misstep by the PC distribution kings.
@MarkBlacklock8 @IG_Galaxy Thanks for the info I’ll take a look!
@econosopher I believe Steam is a platform, mainly because of its distribution / marketing tools and its Steamworks product suite. They still own PC game discoverability. This move by Steam definitely points that blockchain games will continue to thrive on mobile in the near term.
Steam blocking games that have items with real world value (e.g. NFTs / Crypto) is fighting the inevitable outcome of the future of games. Open platforms will win in the end and this is a strategic misstep by them.
@TylerJewell’s 2021 developer led landscape is worth a read. Especially enjoyed the product led growth section and how it beats out traditional sales & marketing strategies for devs. Devs want self-serve, “do not suffer fools and will only pay for value.” https://t.co/gRCDVFwLDs
@j1mmyeth @ABigThingBadly Agreed. People primarily bought loot because they wanted to flip it. It was closer to art than a real in game asset.
@Casagrande_Jose @j1mmyeth @TheSandboxGame Just land isn’t a game though, you need to have something occurring on that land to get people engaged. Think of Simcity, Rollercoaster tycoon, etc. those were fun because of the games on top of the land. Many of these land projects are years away from real gameplay.
RT @Brett_FTXUS: more upcoming nft collection listings -- will be live soon! Genopet Eggs @genopets Epoch Labs @EpochLabs_ Jelly Beasts…
@YehongZhu If it's gaming related in any way (network infrastructure, AI/ML modeling with synthetic data from game engines, BCI, etc), us! @konvoyventures
@carry1st is bringing @TiltingPoint's SpongeBob: Krusty Cook-Off game to players across the entire African continent. There is growth opportunity for both strong existing IP (like SpongeBob) and new local games across African markets. https://t.co/lKC2wKkKQr
@cagyjan1 I like AoE better but Civilization is awesome. So much strategy. Chess to the nth degree
5/5 - There's a greater opportunity for gaming co's to leverage influencer mrkting. However, this needs to be a dedicated strategy and not an afterthought to a company’s marketing budget. They need to pick the right format, the right influencers, and the right KPI's to monitor.
Thrilled to be partnering with @AlonGrinshpoon @korengri and Ben at @_echo3D_ as they build the infrastructure for the 3D future of our web https://t.co/QGn1lN6gmP
@cagyjan1 Have you ever played civilization?
@brycent_ Just bought a few more today. 🤙
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
October 16, 2020
Summary of the most pressing topics in gaming and interesting industry updates
October 23, 2020
Playtika files for IPO, content creators face DMCA violations on Twitch
October 30, 2020
Children increasing digital spend, Scopely raises at a $3.3B valuation
November 13, 2020
Underwhelming growth of player improvement businesses, Fortnite potentially back on iOS
November 20, 2020
December 4, 2020
Potential concerns following Roblox's IPO announcement, Unity Q3 results
December 11, 2020
Fitness meets gaming, Turkey's thriving gaming market
December 18, 2020
The acceleration of mobile gaming, Snapchat x Unity integration
December 31, 2020
A look back at the gaming market in 2020
January 8, 2021
Roblox, Epic Games, Pokémon, and Casinos
January 15, 2021
Exclusive content and the incredible growth of the American gaming market
January 22, 2021
The debate on Discord's future
January 29, 2021
The risks of GameStop equity, Sony's financial services business
February 5, 2021
The future of VR and Google's gaming graveyard
February 26, 2021
NFTs are changing the way gamers view their assets
Unity gaming report and the realism of graphics
March 5, 2021
SPACs focus in on gaming, engagement in persistent worlds
July 1, 2021
March 24, 2021
May 31, 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
May 4, 2021
Fintech
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