Unity IPO analysis, Part 2: The bear and bull cases for Unity

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… Continue reading Unity IPO analysis, Part 2: The bear and bull cases for Unity

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… Continue reading Moneyball in gaming

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 >>