Why Video Games are the Next Big Social Network

3 — Product and technology solutions that are integrated by IP owners delivering value to both gamers (in the form of enhanced game play, social interactions, or viewing) and publishers (distribution, engagement, or monetization) will create lasting products in the gaming / esports ecosystem.

2 — Social / Community: Social media platforms that address the gamers and viewers who want to play, view, attend and discuss gameplay, events, and tournaments related to gaming present a unique opportunity to gather large, highly monetizable audiences

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

We focus on three broad “verticals” to help guide our investment decision making process. Our thesis for game investing is as follows:

From what we have seen thus far during the recent weeks and months, gaming is not only enormous, but it is currently exploding in the COVID-19 era of social distancing.

The previous misconception of a male gamer playing alone in his mancave for hours on end is now dead