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The Bird's Nest

Robin Guo

Investing @a16z in games and tech, building our accelerator SPEEDRUN. Follow for musings on gaming, VC, web3, anime, UGC, consumer, and more.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues6SubscribersRead robin-guo.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Anime is Eating the World

Anime – what started as a niche genre of manga and animation has become a multi-billion dollar industry in its own right, with chart-topping games like Pokémon Go and Genshin Impact grossing billions and movies like Demon Slayer: Kimetsu no...

2 months ago
7
2

Why everything looks like a game

You hop into the experience. You’re greeted by a little bird that beckons you forward in the adventure. You start gaining experience points and questing for achievements. You level up and get a robust daily streak going. You feel weirdly at...

6 months ago
26
3

The State of Game Studio Financing

VCs disrupted publisher-based studio financing. Now VCs and publishers must adapt to a changing macro-political landscape and disrupt themselves.

7 months ago
22
4

The Billion-dollar Roguelike Game

Hades. Spelunky. FTL. Slay the Spire. Dead Cells. Vampire Survivors. These are some of the most beloved games of all time, often found in the top 50 charts on Steam. However, for the vast majority of casual players these titles remain relat...

7 months ago
12
3

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Authors

The writers behind this newsletter.

  • Robin Guo

    Investing at a16z Games, building SPEEDRUN an accelerator for games x tech. Writing about games, VC, web3, consumer, UGC, anime, and technology.

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