

Moritz Baier-Lentz: How AI Is Rewriting the Rules of Gaming
Jun 19, 2025
In this conversation, Moritz Baier-Lentz, a partner at Lightspeed and former pro gamer, reveals how AI is revolutionizing the gaming landscape. He explores the evolving economics of gaming, highlighting how players adapt strategies and hire others for rare items. Moritz also dives into the transformative role of AI in creating immersive experiences and the shift in venture capital towards indie projects. He predicts that future games may not even resemble traditional gaming formats, hinting at a bold new era for players and developers alike.
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Gaming Monetization Pre-Web3
- Moritz Baier-Lentz made money playing Diablo II by trading rare in-game items for real cash, financing his education.
- This early experience highlighted a pre-Web3 digital economy thriving on player skill and item rarity.
Games as Evolving Platforms
- The shift to games as cloud-managed platforms with live updates changed gaming economics.
- This lifecycle approach enables sustained revenue and player engagement beyond initial launch.
Leverage AI for New Experiences
- Studios should adopt AI to improve productivity and reduce costs in production workflows.
- More importantly, they should focus on AI-driven experiences that are truly new, such as intelligent NPCs with agentic behavior.