280. The Harsh Truths Behind Venture Capital No One Tells Founders with Lightspeed's Mortiz Baier-Lentz

Deconstructor of Fun

Deconstructor of Fun에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Deconstructor of Fun 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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Lightspeed’s Moritz Baier-Lentz joins us for a no-holds-barred conversation on venture capital, gaming, and the inner workings of multi-billion-dollar venture funds. No fluff—just real talk about fund math, spotting exceptional founders, the future of AI in gaming, and why most investments won’t work out (and why that’s okay).

00:00 from pro-gamer in Diablo II to Goldman Sachs to Lightspeed VC

10:00 The Lightspeed model

18:00 How Moritz spots truly exceptional founders (hint: not a checklist)

24:00 Fund math 101

30:00 Studio investing vs. tech investing in games

36:00 How consolidation is reshaping gaming M&A (and why it’s a big deal)

43:00 Speedrun, a16z’s gaming accelerator: innovation or red flag?

51:00 Debunking big VC myths

58:00 The future of gaming: AI, generative content, and creating the next Roblox

1:05:00 How Lightspeed wins competitive deals—and what founders should ask VCs

1:12:00 Is raising VC money harder now? Yes. But here’s why it’s still a golden era.

1:20:00 Final thoughts: investing at the edge of what’s possible

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