This week, Lightspeed Partner Mike Mignano sits down with Moritz Baier-Lentz, Partner and Head of Gaming and Interactive Media at Lightspeed. From the world’s #1 ranked Diablo II player to Goldman Sachs banker to VC, Moritz has lived multiple lives—all shaped by a deep passion for games. In this episode, Moritz joins Michael Mignano to talk about the AI revolution in gaming: how generative tech is transforming studios, gameplay, and player experiences. They dive into what makes games work in 2025 and why the next billion-dollar games may not look like games at all.
Episode Chapters:
00:00 Introduction and Guest Overview
01:16 Moritz Bayer's Gaming Journey
02:53 The Economics of Gaming
06:28 Competitive Gaming and Personal Growth
09:32 Marathon Adventures and Life Philosophy
13:16 Venture Capital in Gaming
24:38 AI's Impact on Gaming
29:50 Future of Gaming and AI
39:40 Game Theory Podcast and Final Thoughts
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