Mapping The Gaming and ESports VC Landscape

Gaming is expanding its reach into every part of our lives (education, medicine, music) and is becoming the foremost battleground for the future of big tech. This strikes me as analogous to the Facebook story from above. The market clearly believes video games represent a valuable opportunity, but may be underrating the scale by orders of magnitude... See more

Gaming as a talent and audience opportunity: Collaborations with gaming influencers and streamers, Investments in esports leagues and brands, Label imprints and management arms focused on gaming and esports,

Investors are obviously on the rise in this sector. So are the acquisitions! GAFAM and BATX are extremely active on the following sub-markets: cloud gaming, live streaming, game-editors, 5G for gaming, AI & content generation,...This business diversification is so notable as it is currently helping Tencent resisting to the COVID-19. Wait, really??

Despite skepticism, gaming is big & rapidly growing: $152bn and ~10% CAGR. Netflix said “We compete with (and lose to) Fortnite more than HBO”. Very few business models work in gaming other than simply building successful games: most of the money in the industry stays with the game developers/publishers and the major gaming/streaming platforms.