VR/AR Games AI Web3 at @BITKRAFTVC and @VoxPopInsights

Joined March 2010
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I had a great time working with @fareastwitcher on this piece. Check it out!
When @Apple’s Vision Pro first launched, it sparked chatter around whether it would fuel a platform shift, or the "iPhone moment for XR." Resident #XR enthusiasts @XRSteph and @fareastwitcher dug deep and concluded that it’s really more of a Macintosh moment. Here's why🧵
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So proud to have contributed to this report!
🇮🇳 INDIA'S $8 BILLION INTERACTIVE FUTURE 🇮🇳 India is set to be one of the fastest growing digital entertainment markets in the world. Our new report, in partnership with @Redseer, forecasts an explosion in India's digital gaming & interactive media market, tripling from approximately $2.5 Billion (FY2025) to $7.7 billion by FY2030. -> Digital Gaming: Projected to nearly double to $4.5 Billion. -> Vertical Disruptors: Interactive media segments like Astro & Devotional Tech are expected to grow 8-fold to $1.3 Billion, while Micro Dramas hit $1.1 Billion India represents perhaps one of the most compelling greenfield opportunities globally. The confluence of a digitally native youth demographic, established mobile infrastructure, and massive scale is creating a hyper-growth environment. Ready to decode a fast-growing opportunity in global digital media? Get the full strategic deep-dive on digital games, interactive media, and monetization trends now. Download the full report: bitkraft.vc/insights/bitkraf… @Anuj_Tandon @ShagunShah @XRSteph
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Stephanie Llamas retweeted
"In the mela of India’s internet, content is the music, fandom is the dance, and trust is the ticket.” 🧵👇
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Excited to be part of this growth!
🌟 Big news from BITKRAFT Ventures! 🌟 We’re thrilled to share that we’ve secured a passive minority investment from a fund managed by @BlueOwlCapital's GP Strategic Capital platform. This partnership is a huge step forward, helping us get the resources to scale our platform and operations, as well as continuing to strive toward shaping the future of gaming, Web3, and immersive tech. Founding General Partner @JensHilgers: “Our firm’s vision is built around ‘Synthetic Reality’—the principle that sophisticated simulation software and concurrency infrastructure captures more of people’s time and manifests their digital selves. Our mission is to partner with visionary entrepreneurs building technology, platforms, services and content behind this thesis. The partnership with Blue Owl will allow us to continue building out our BITKRAFT platform as we seek to become the best possible partners to builders and makers to achieve that goal.” Co-Founding General Partner @1ScottRupp: “There are unprecedented economic possibilities as gaming technologies extend beyond video games, creating exciting potential investment opportunities into areas not well understood by traditional generalist venture investors. The investment validates our strategy to keep pushing boundaries with the companies and sectors we support.” Co-President and Head of Blue Owl’s GP Strategic Capital platform Michael Rees: “We are pleased to support BITKRAFT’s continued growth into a globally-recognized investment platform for gaming, Web3, and AI. These are complex markets, but BITKRAFT’s expansive portfolio demonstrates a thoughtful, diversified approach to investment that we want to support.” Thanks to Blue Owl for believing in our mission -- and to the founders and teams we partner with. You’re the reason we do what we do! Read more: bitkraft.vc/insights/bitkraf…
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I've recently become obsessed with the concept of fully onchain games. Thanks to my colleague @NicoVereecke I'm now well-versed in what they are, why they're important and how they might transform games. Check out his thesis below 👇 You won't regret it!
Fully Onchain Games, or FOCGs, use the blockchain as a decentralized computing platform, not just as a way to track assets. Here’s how they could usher in the next major platform shift in gaming according to our very own @NicoVereecke 🧵👇
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Check out this newsletter by yours truly 😊
📣 Presenting our May newsletter! 📣 🕹 This month we dive into our new fund, welcome a new addition to the team, share the latest on our portfolio and discuss topics like Fallout, XR and Pixels' success. bitkraft.vc/insights/bitkraf…
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So excited to be on this team!
Join us in welcoming our newest team member Stephanie Llamas (@XRSteph) as @BITKRAFTVC's Head of Content!
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Headed to #AWE2024? Me too! I'll be tracing the evolution of gaming in XR during my presentation "History from Pixels to Portals". Be sure to check out my talk and reach out if you want to grab some time for a chat :) events.awexr.com/usa-2024/se…
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If you haven't purchased your ticket yet, use SPKR24D for a 20% discount added on to Early Bird pricing.
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Is anyone else as excited about investing and #XR as me? Do those concepts even go together? Find out in my newest analysis for @BITKRAFTVC.
As we navigate through the complexities of #XR adoption, it's crucial to recognize the strategic investments needed to fuel growth. 🕶 📈 The rapid evolution of technology is ushering us into a new era where synthetic reality blurs the boundaries between physical and digital worlds. And with the entry of the #AppleVisionPro (AVP) the XR landscape is likely to make great strides. Despite challenges like form-factor issues and adoption barriers, AVP and its competitors are redefining user experiences with an exceptional sense of presence and control, and that's paving the way for industry-wide rejuvenation and opportunity. That's why investors should be keeping an eye on XR. Here's what else they need to consider 👇 bitkraft.vc/insights/apple-v…
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Such exciting news! I'm really proud to be on a team like @BITKRAFTVC that is forwarding the state of the #games industry -- this fund will help do exactly that. Great work 🙌
🚨 We are excited to announce BITKRAFT Ventures Fund III! 🚨 We are incredibly proud of this accomplishment and cannot wait to invest in forward-thinking, innovative start-ups bringing synthetic reality to life. From our CEO @JensHilgers: What we’re particularly proud of with BITKRAFT is that we’ve built a fantastic culture that resonates well with founders because we are straightforward, honest people that have been in the trenches. Culture is very easy to destroy. But it takes a very long time to build. And in our business, trust, integrity and being good people, besides being good investors, and making the right decision fundamentally, is incredibly important. We are as committed to — and optimistic about — the future of the games industry as we were from the inception of BITKRAFT in 2016. We’ve seen continued growth across all major game platforms, in metrics including user engagement, activity levels, and monetization. Newly formed game studios have seen substantial break out successes over the last years, and the advent of AI in game production further benefits new upstarts in the space. Additionally, we have witnessed increased interest in game content beyond incumbents from media and tech giants, as well as private equity firms entering the landscape of potential buyers further expanding the exit landscape. Click below 👇 for more! venturebeat.com/gaming-busin…
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Stephanie Llamas retweeted
@SebPark (@infcanvas), @BrainEngineer (Liminal.gg), and Tim Morten (@Frost_Giant) join @Pilonenomics (@BITKRAFTVC) to discuss how #UGC is empowering both players and developers to create new experiences. Here’s a peak at their discussion during #BITKRAFTSummit23: 📖History repeats itself UGC has been a strong force for creativity in gaming, a prime example being the creation of the MOBA genre. Today, communities deal with different constraints but far better tooling and a much larger audience leading to faster iteration and unique game types. 🚫Rules aren’t always meant to be broken Accepted conventions are hard to break in gaming for good reason. Players have certain expectations, and aligning development conventions with player expectations is key to a smooth first-time user experience. The most successful UGC will be those that follow convention. 📱“Tutorials” have changed Gone are the days of the 30-minute tutorial. Gaming and social media have been trending towards fast, bite-sized content. Games have to reach content creators to increase discoverability, showcase how they standout, and assist in the new player experience. 🌌Explore the unknown The beauty of UGC is that we don’t know the outcome - whether it be the genre, art, or design mechanics that get created. It’s about enablement, and each phase of this enablement brings with it new constraints, new ideas, and new participants. Check out the full discussion here: youtu.be/Ka5MpNbQcHY
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Stephanie Llamas retweeted
Arseny Lebedev (Original Games), @PFringuelli (@CMS_law), @brianmeidell (@FRVRGames), and @realwitz (@RedemptionPlay) joined us to discuss the challenges and opportunities shaping the mobile games landscape at the #BITKRAFTSummit23. Here’s a glimpse into their discussion:
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Why is #datastorytelling important and how do you extract narratives in graphs effectively? My recent post for VoxPop Insights explains: voxpopinsights.com/blog/data…
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Stephanie Llamas retweeted
25 May 2022
Building the metaverse requires work across industry to inform best practices and governance principles, and ensure these technologies are built responsibly. @wef's new multistakeholder initiative, announced today, will play a leadership role in that work. weforum.org/press/2022/05/ne…
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I'm SO excited to finally announce our work on the @wef's new initiative on the #metaverse. Fresh off the presses at #WEF22! weforum.org/press/2022/05/ne…
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I'm ecstatic to announce I'm starting today as the new Project Lead for #XR Ecosystem Governance at the @wef! Can't wait to work with this amazing team to help build a better #metaverse.
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#DidYouKnow Less than a quarter of Americans claim to know what the #metaverse is, and even then they can't agree on its essential aspects (55% believe it includes XR but only 19% claim games are essential). Source: @VoxPopInsights
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OMG I JUST DIED AND WENT TO HEAVEN MY LIFE IS COMPLETE
15 Feb 2022
No Gods or Kings, only Netflix making a BioShock movie polygon.com/entertainment/22…
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I actually started playing #BioshockInfinite again for the 4th time... All my #Bioshock tattoos raised when I saw this news 😳
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