In Part 1 of my outline on Unity ahead of its IPO, I explained the scope of its multidimensional business, its R&D efforts and competitive positioning, and its grand vision for powered interactive 3D content across every industry. Part 2 digs into Unity’s financials and how it is marketing its public listing, and frames both the […]
Category Archives: Investing
Moneyball in gaming
I enjoyed this 2017 talk by Nexon CEO Owen Mahoney to public market investors, arguing they look at gaming with the wrong mental models…that causes them to misprice gaming companies and causes gaming stocks to be overly volatile. (Thanks to Luke Constable at Lembas Capital for sharing it.) (FYI – This post first appeared in […]
Gaming VC survey: gaming infrastructure
I surveyed four VCs I know about where they see opportunity for startups at the infrastructure layer of the gaming industry: Sam Englebardt, Galaxy Interactive Gigi Levy Weiss, NFX Amit Kumar, Accel Anton Backman, Play Ventures Read it here on TechCrunch >> VCs see opportunities for gaming infrastructure startups and incumbents
Gaming VCs survey: esports
I compiled responses from several VC investors on where they see opportunities for esports startups right now: Peter Levin, Griffin Gaming Partners Beth Ferriera, Firstmark Ethan Kurzweil, Bessemer Venture Partners Jens Hilgers, BitKraft Ventures Doug Higgins, Sapphire Sport Rick Yang, NEA Kevin Baxpehler, Remagine Ventures Read it here on TechCrunch >> 7 VCs talk about today’s esports opportunities
Gaming VCs survey: opportunities in MMOs and social games
I surveyed several gaming-focused VCs about where there see opportunity for MMO and other social gaming studios. Kevin Zhang, Upfront Ventures Ryann Lai, Makers Fund Shanti Bergel, Transcend Fund Bertrand Vernizeau, Game Seer Venture Partners Siamac Kamalie, Skycatcher Read their responses here on TechCrunch >>
The Multiverse (Part 7): The companies that will shape the upcoming Multiverse era of social media
In the seventh and final part of my series on Multiverse virtual worlds as the next phase of mainstream social media, I outline the competitive landscape of companies poised to win big in the new era. Read it here on TechCrunch >>
VC survey on interactive voice startups
I asked several VCs who have focused on investments in interactive voice startups about how they view opportunities in this pioneering sector of media. Read their responses on TechCrunch >>
Interview with Lightspeed’s Jeremy Liew about always-on media startups
I spoke with Jeremy Liew, general partner at Lightspeed Venture Partners and the first investor in Snapchat, about his interest in media startups whose content runs in the background while we do other primary tasks. Read our transcript on TechCrunch >>
Interview with Remagine Ventures, the Israeli seed fund focused on AI in Media
Check out my interview with Remagine partners Eze Vidra and Kevin Baxpehler on TechCrunch >>
My survey of gaming-focused VCs
I asked a number of the top gaming-focused VCs to share their current investment theses with TechCrunch readers. Check out what they had to say >>