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GFR Fund
GFR Fund

GFR Fund

Announcing GDC 2026 Office Hour: Empowering Consumer AI Innovation

We're thrilled to announce our upcoming Office Hour session in San Francisco during GDC! As part of our ongoing mission...

Why Consumer AI Is Still a Pre-Hype Opportunity

AI is already one of the largest capital allocation themes in global technology markets. Infrastructure spending is...

Consumer AI: Where the Market Is Actually Taking Shape

AI was the defining investment theme of 2025, and that momentum is carrying into 2026.

2026 Outlook: Building with Discipline in a Changing Market

This blog was a collaboration between Teppei Tsutsui, Yasushi Komori, Patrick Montague, and Yuhan Ma of GFR Fund.

Where Brands Meet Virtual Worlds: The GEEIQ Journey

This blog is produced in collaboration with Charles Hambro of GEEIQ.

2025 Founder Lessons Wrapped: What Our Portfolio Taught Us This Year

As 2025 comes to a close, the GFR Fund team sat down to reflect on the most valuable lessons our founders taught us...

Three Consumer Apps That Broke Out With Zero Paid Ads—Here’s How

Early-stage consumer startups used to follow a predictable playbook: launch an MVP, run paid ads to test acquisition,...

Q3 2025 VC Market: The Megadeal Era and the Great Consolidation

Venture capital funding maintained its strong trajectory in Q3 2025, crossing the $80 billion mark with impressive...

Gamescom 2025: GFR’s Takeaways with Yasushi Komori and Jeremy Lim

Gamescom is where the future of the industry reveals itself. What happens in Cologne often foreshadows where gaming is...