Recent Articles
GDC is always one of the most important weeks in gaming. But this year, what stood out to us was not the biggest...
In our past analysis of Pokémon TCG Pocket, we explored how a digital-first approach can revitalize a legacy brand. But...
AI is already one of the largest capital allocation themes in global technology markets. Infrastructure spending is...
AI was the defining investment theme of 2025, and that momentum is carrying into 2026.
This blog was a collaboration between Teppei Tsutsui, Yasushi Komori, Patrick Montague, and Yuhan Ma of GFR Fund.
Venture capital funding maintained its strong trajectory in Q3 2025, crossing the $80 billion mark with impressive...
Venture capital funding held strong in Q2 2025, crossing the $90B mark for the third straight quarter. While the number...
Venture capital came out swinging in Q1 2025, with global funding hitting $120.9B—the highest quarterly total since...
Gen Z is the first generation to grow up alongside the internet — they see all the ebb and flow of new and emerging...