To ensure a smooth experience, we have
disabled 3D on your device.
Start investing now
An early stage venture fund series, aims to secure significant positions within the burgeoning spatial web, particularly within the realms of gaming and virtual worlds. Our investments span diverse industries, including Generative AI, Virtual Reality and Web3.
Discover more
Thesis 1
VR headset sales mimic the iPhone sales trajectory
Gorilla Tag, the leading VR social game, crosses 10 million players
Meta, Apple, and Google are spending tens of billions of dollars to own the next platform
Thesis 2
Roblox, Fortnite and Minecraft cumulatively command a daily active userbase of ~117m, similar in size to the population of Japan.
Gaming does more revenue than music, movies and sports combined
92% of Gen Alpha play games, and spends the majority of their leisure time on games – 21%, making games the number one source of entertainment for this generation.
Thesis 3
Games may be fully AI-Generated at run-time in 5-10 years
AI-driven NPCs will redefine RPGs and MMOs
A new creator-economy renaissance will be spawned as the cost and skill barrier of entry to game development is lowered
First
Native
Concentrated
Compliance
Fund Admin
Transaction Counsel
Audit
Fund Law