Episode 66 of Season 5 of The Scoop was recorded with The Block’s Frank Chaparro, Lightspeed Partner and Head of Gaming Moritz Baier-Lentz, and Faction Managing Partner Samuel Harrison
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Moritz Baier-Lentz is a partner and head of gaming at Lightspeed, and Sam Harrison is the managing partner of Faction.
In this episode, Baier-Lentz and Harrison unpack their thesis behind investing in the Web3 gaming industry.
While Web3 gaming has yet to reach mainstream appeal, Baier-Lentz and Harrison state that a combination of technological advancements and veteran game developers embracing blockchain rails will help facilitate breakout Web3 games in the near future.
Outline:
1:13 Web3 VC Update
4:41 Lightspeed + Faction
8:46 Market Cycles
14:04 Web3 vs. Web2 Gaming
20:40 Gaming Metrics for VC
23:38 Tokenomics & Gaming
33:50 AI & Gaming
38:41 Closing Thoughts
Source: The Block
