1 — Studios: Experienced founders with proven track records of success and deep subject matter expertise creating original IP and games focused on mobile and cross platform, multiplayer experiences

Gaming is a large part of culture, specially for the younger demographics. Nadeshot as an example of what it looks like.

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.