We focus on three broad “verticals” to help guide our investment decision making process. Our thesis for game investing is as follows:

Rebundling of social is a theme that I see emerging as digital becomes the default; as more and more physical (and bundled) experiences or offerings go digital, we will start seeing socialization or daycare elements being added back consciously to the digital element as a discrete and separately configurable component. We watched movies w friends i... See more

Among digital natives, everything is social. We see a steady march toward more social products. Examples from the Daybreak portfolio, across a range of sectors:

• Investing: AfterHour, which offers a social hub for trading and financial learning


• Dating: Amori, which takes single-player dating and makes it collaborative and social with LLM-powered ma

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