The biggest barrier to consumer AI is cost. Not capability. Consumer voice sessions run longer, carry more emotional range, and demand different economics than enterprise support calls. The incumbents were built for business. Their pricing reflects it. @inworld_ai , a BITKRAFT portfolio company, just changed the math. #1 realtime TTS on Artificial Analysis. 3 of the top 5 models are Inworld. Down to $10/1M chars. Sub-130ms latency. Wishroll: 5 people, 500K DAU, 90 min/day in-app. Switched to Inworld. Cut AI costs by 95%. When cost is no longer the wall, consumer voice AI scales differently. 🎤 🔗inworld.ai/blog/consumer-ai-…

Our portfolio company @NewTales_Games just launched SAKUJO DATA — a gaming intelligence platform built for studios. Social media strategy for any Steam game ever released. Wishlist-to-sales ratios. Genre audience analytics. Free tier available. Worth checking out if you're building or publishing games. 🔗 sakujodata.com

Gaming's core design language — streaks, progression, adaptive difficulty — is migrating into every consumer category. This is not a trend. It is a platform shift. Our Partner @Anuj_Tandon sat down with @AIMResearchCo to break down what we call AI Apps 2.0: software that learns and personalizes with every interaction, building compounding engagement loops that become the moat. The white space is real. Nearly 20% of global tech unicorns are consumer companies. Less than 10% of VC flows there. The founders merging game mechanics with AI-native infrastructure are building in the least crowded, highest-conviction corner of consumer tech. Full conversation: youtube.com/watch?v=yjVowt1G… 🎮

The devs behind Genshin Impact, Arknights, and Wuthering Waves just went independent. Their new studio, Jin Universe, is building Aether Dawn — an ARPG that fuses hack-and-slash with roguelike mechanics. This is the talent cycle in motion. Proud to back the team. 🎮

SEED just won @TechRadar Gaming's Best of Summer Game Fest 2026. Congratulations @MundiKlang and @KlangGames — years of conviction, well earned. 🏆

Portfolio Spotlight: Inworld AI The most natural human interface is not a keyboard. It is voice. As AI agents become the primary layer between humans and information, voice infrastructure becomes foundational. That is why we backed @inworld_ai. Realtime TTS-2 — now the top-ranked realtime TTS model on Artificial Analysis, ahead of ElevenLabs and OpenAI. Talkpal: 5M language learners. Bible Chat: 800K DAUs, 90% TTS cost reduction. Little Umbrella: 3M hours of gameplay across 20M users. When the voice feels right, everything built on top of it grows. 🎙️

Jensen Huang just framed this as the end of forty years of PC interaction at GTC Taipei this morning. His argument was not subtle. The keyboard-and-screen paradigm that has defined how humans interact with computers since the 1980s is being replaced — not incrementally improved, but replaced — by AI agents that reason, plan, and execute on behalf of the people using them. The era of asking a question and getting an answer is giving way to something structurally different: AI systems that have access to a full suite of tools and use them autonomously to deliver results. This is not a hardware story. It is a human-computer interface story. And it has implications that extend far beyond what runs inside a data center. If the interface layer between humans and technology is being rebuilt from the ground up, the experiences and environments where people spend their time — how they play, how they learn, how they connect, how they take care of themselves — are being rebuilt with it. The agent is not just a more powerful search bar. It is the beginning of a fundamentally different relationship between humans and the digital world. We have been investing in that thesis for a long time. What happened on a stage in Taipei this morning is the clearest mainstream signal yet that the shift is no longer theoretical. It is infrastructure.

Our Partner @Anuj_Tandon Tandon was at the Mobile Executive Summit in Ho Chi Minh City this week, joining the conversation about what the next chapter of the Vietnam gaming market looks like and why it matters for the industry globally. Vietnam's gaming market is one to watch. 🌏 Young population. Mobile-first. Deep engineering talent. Fast-maturing gaming culture. The next wave of great studios won't all come from the same cities as the last one. Markets like Vietnam are exactly where we want to be present — in the room, building relationships, and staying close to the founders who are shaping what comes next

🚨 NEW ETF FILING Roundhill has filed to launch the: Roundhill Compute ETF $GPUX The Fund would provide direct exposure to Computational Power as an asset class by investing in standardized futures contracts on Compute.

did Higgsfield just kill every AI Video startup? what's going on here

The best early signal for a game isn't the trailer. It's whether players come back the next day. Loftia, a cozy, solarpunk MMO by @QloudGames, just wrapped its latest beta. The retention numbers are compelling. 📷 Farming, crafting, floating island neighborhoods, community projects that actually shape the world. Equal parts Animal Crossing and something genuinely new. If that's your thing, wishlist it. 📷 → store.steampowered.com/app/2…

Introducing Realtime TTS-2, a new generation of voice model built for realtime conversation. It is the first voice model that hears the conversation, takes natural-language voice direction, holds one voice identity across over 100 languages, and speaks like a person who is paying attention. The result is voice AI that feels as good as it sounds. Try it out: tinyurl.com/RealtimeAI Learn More: tinyurl.com/TTS-2Blog

Voice AI that doesn't just hear words — it hears the moment. 🎙️ Our portfolio company @inworld_ai just launched Realtime TTS-2: a voice model that picks up the user's tone, emotion, and pacing in real time and adapts how it speaks accordingly. Not text-to-speech. Conversation-to-speech. → linkedin.com/posts/kylangibb… #BITKRAFT #inworld_ai #VoiceAI

The mobile content revolution isn't just about games—it's about how we consume digital drama. 📱🍿 Our portfolio company @KukuFMOfficial was just featured by the @BBCIndia as a pioneer in the micro-drama boom across India. A massive testament to their vision. Check out the BBC's coverage of Kuku's growth 👇 🔗 bbc.com/news/articles/c3v2k3… #BITKRAFT #KukuFM #MediaInnovation #VentureCapital @anuj_tandon