Thesis

(1) Gaming x AI

AI is revolutionizing gaming by enabling new types of content and delivering significant cost savings. AI-powered NPCs and adaptive worlds create immersive, dynamic experiences that boost player engagement and lifetime value. Meanwhile, AI drastically reduces the time and cost of generating video, illustration, and audio assets, streamlining production. By investing in companies at the intersection of Gaming and AI, our fund aims to capture the growth potential driven by these innovations in content creation and operational efficiency.

(2) Gaming x Asia

Asia, having pioneered free-to-play models and gachas, Asia transformed gaming monetization, and the same is expected in the new types of content. Our fund seeks to capitalize on this trend, as Asia continues to lead in evolving gaming business models.

(3) Emerging Gaming Genres

The gaming landscape is constantly evolving, with new genres emerging and capturing massive audiences. Our fund is keen to support innovation in this space, focusing on the rise of socially-driven and community-centric games, hybrid genres blending elements of strategy, simulation, and role-playing, as well as the growing popularity of metaverse platforms and virtual spaces where players can engage in new forms of entertainment and social interaction.