Analyzing the single sustained period when gaming was a great fit for venture capital, and what founders and investors can learn for the next paradigm shift.
Good piece, tho I’ll add that a lot of venture was explicitly following Mitch Lasky’s successful bet on Riot, a studio notorious for missing mobile. The quest for “the next Riot Games” involved a lot of capital burned on F2P PC titles. May they all rest in peace.
Great article and def appreciate the mobile distribution insights. Question: While it’s been a slow start, what are your thoughts re. long term viability of Smart TVs for game distribution? Particularly ad-supported cloud gaming.
Good piece, tho I’ll add that a lot of venture was explicitly following Mitch Lasky’s successful bet on Riot, a studio notorious for missing mobile. The quest for “the next Riot Games” involved a lot of capital burned on F2P PC titles. May they all rest in peace.
Great article and def appreciate the mobile distribution insights. Question: While it’s been a slow start, what are your thoughts re. long term viability of Smart TVs for game distribution? Particularly ad-supported cloud gaming.