My 3 predictions for gaming in 2025 🎮
1. Gaming VCs will evolve beyond their traditional focus:
– Expanding into broader consumer tech (fintech, healthcare, e-commerce)
– Gaming expertise proves valuable across consumer sectors
– Pure gaming funds will face pressure to adapt or struggle
– Real example: 15 of 19 recent F4 Fund investments were non-gaming
2. The AI Gaming Tools Reality Check
Warning signs ahead for AI gaming startups:
– Many will hit funding walls
– Key challenges:
• Market oversaturation
• In-house tool development becoming norm
• Big AI players democratizing core tech
• Limited market size
Survival path:
– Expand beyond gaming
– Prove significant revenue growth
– Find sustainable niche markets
3. The Mobile Gaming Renaissance. Why mobile is back in focus:
– Strongest investor interest since 2021
– VC dry powder needs deployment by 2025
– Maturing UA landscape post-IDFA
– New channels emerging (incentivized ads)
– Fresh wave of well-developed games ready to scale
Thoughts? Have you noticed these shifts in your corner of the industry?
#Gaming #VentureCapital #StartupStrategy #MobileGaming #AIGaming