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What We Took Away from GDC 2026

GDC is always one of the most important weeks in gaming. But this year, what stood out to us was not the biggest...

The Collectible Super-Cycle: Why Pop Mart, Pokémon, and One Piece are 2026’s Big Bets

In our past analysis of Pokémon TCG Pocket, we explored how a digital-first approach can revitalize a legacy brand. But...

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...

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.

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,...

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...

Case Study: Why Pokémon TCG Pocket’s Model Is a Global Hit

Why should game designers care about Pokémon TCG Pocket?

In the Age of AI: Rethinking Human-Centered Media

In a world where scrolling never stops and AI-generated content floods our feeds, it’s getting harder to tell what’s...