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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...

Inside the Mind of a Gaming VC: A Conversation with Teppei Tsutsui of GFR Fund

If you’re a game founder trying to raise your first institutional round, you’ve probably been told to “build...

From Growth Hacking to Lasting Impact: Lessons from Founders on Building at Scale

Growth is no longer about quick wins or “hacks.” Today, it’s about stacking smart channels, experimenting with intent,...