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The State of Esports, UGC, and Venture Capital

Naavik Gaming Podcast

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Alpha Exposure in the Gaming Industry

Sebastian: I think a lot of the alpha is going to be thesis driven. As an investor or if you're an LP, looking across these funds, how should you be thinking about where alpha comes from in the industry? Sebastian: There's an entire generation of GPs and VCs who I look up to while retiring next few years. It's going to be interesting to see who replaces them and where the value can be captured.

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