Moritz Baier-Lentz is a partner and head of gaming at Lightspeed, and Sam Harrison is the managing partner of Faction. In this episode, Baier-Lentz and Harrison unpack their thesis behind investing in the nascent Web3 gaming industry. While Web3 gaming has yet to reach mainstream appeal, Baier-Lentz and Harrison believe that a combination of technological advancements and veteran game developers embracing blockchain rails will help facilitate breakout Web3 games in the near future. Outline: 1:13 Web3 VC Update 4:41 Lightspeed + Faction 8:46 Market Cycles 14:04 Web3 vs. Web2 Gaming 20:40 Gaming Metrics for VC 23:38 Tokenomics & Gaming 33:50 AI & Gaming 38:41 Closing Thoughts
Analysis: done · source seed