Panel: The investment trends power panel
summary
Panelists trace investment waves: aggressive Chinese and Korean M&A slows after CFIUS stops deals, cross-border purchases get restructured (App11 becomes minority equity plus debt). VCs emphasize founders but back platform pivots (a discovery tool became an influencer-marketing platform). Atomic raises $765M and targets 80% Europe focus. Buyers include media-capable investors (ESL, ZoominTV, large YouTube networks). Trends: mobile convenience wins, AR wins in location-based titles (Pokémon Go), and game-derived 3D/ML tech spins out into industrial use.
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chapters (8)
- 0:00Introduction
- 3:50Geopolitical gaming investments
- 9:51Tech convergence in gaming
- 13:02eSports growth
- 15:39Non-gaming competitors
- 21:38Emerging gaming tech
- 25:54Player behavior trends
- 32:12Gaming infrastructure
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