CONTENT

An all-in-one game and game development platform, designed to empower developers and 3D creators with limitless experiences & creativity

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

An easy-to-use digital art app that makes being creative feel as fun as a game

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

An all-in-one mobile analytics platform

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

Our map of the gaming industry

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

Objective and quantitative insights into 3D digital experiences

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

User Psychology

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