Game Stuff | David Kaye | Substack

Why we invested in Series AI

I’m excited to announce F4 Fund’s investment in the seed round of Series AI, alongside a16z, BITKRAFT and the Siqi Chen Access Fund.

Sep 14 •

New

Why generative AI NPCs are overhyped

And game developers may be the worst target customer.

Aug 29 •

The end of cheap money for games

Embrace minimum viable fidelity for fun and profit.

Aug 22 •

Why no one wants to fund your mobile game startup

And what to do about it.

Jul 25 •

Rise of the designer founder

Let's start a riot.

Jul 12 •

Challenges in AI + games investing

Like many investors, I have been trying to develop a thesis around what is investable at the intersection of gaming and AI.

Jun 27 •

Web3 has a platform problem

New platforms succeed because they create new customers: they convert normal people into gamers.

Jul 15, 2022 •

Game Stuff

Game Stuff

Thoughts about startups and the games industry from a longtime founder turned investor.

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