Stephanie Llamas
4.4K posts
@XRSteph
VR/AR + Games + AI + Web3 at @BITKRAFTVC and @VoxPopInsights
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🧵
🇮🇳 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/bitkr… @Anuj_Tandon @ShagunShah @XRSteph
🌟 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/bitkr…
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 🧵👇
📣 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/bitkr…
📣 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/bitkr…
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…
🚨 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-busines…
in a world of greater legibility, romantic partners would have the conversation about "I'd trade up if I found somebody 10%/25%/125% better than you" in advance, and make sure they have common knowledge of the numbers
