in partnership with
Previous
Next
Episode Trailer
Game Theory: How Play Is Changing Everything
Episode 1
Roblox: Play & the AI Revolution
David Baszucki
Episode 2
Xbox: Play & the Power of Anywhere
Sarah Bond
Episode 3
Scopely: Play & the Learning Machine
Walter Driver
Episode 4
Unity: Play & the Innovation Engine
Matt Bromberg
Episode 5
Niantic: Play & the Real World
John Hanke
Episode 6
Take-Two: Play & the Quest for Lasting Value
Strauss Zelnick
Listen and follow

SPEAKERS

  • Episode
  • 1
Play episode
We're still in the stone age: the 1D or 2D phase of auto generation—not the 3D or 4D phase. I don't think we can even imagine what types of games we're going to see in 5 to 10 years.
Play episode
David Baszucki Co-Founder & CEO of Roblox
  • Episode
  • 2
Play episode
Games are fundamental to how the human brain learns and develops, and understands the bounds of what is and isn't possible. It's permitted as a child, yet somewhat discouraged as an adult. But when you take no risk, you make no progress.
Play episode
Sarah Bond President of Xbox at Microsoft
  • Episode
  • 3
Play episode
I think making games is kind of a game. One of the things that we've tried to make Scopely from the beginning was not just a company, but to try and design it as a learning machine.
Play episode
Walter Driver Co-Founder & Co-CEO of Scopely
  • Episode
  • 4
Play episode
The technical demands are so high, the competitive demands are so intense. If you can get something done in that environment, it's going to have benefits outside of gaming.
Play episode
Matt Bromberg President & CEO of Unity
  • Episode
  • 5
Play episode
Robots are computers that need to, in many cases, know about the physical world. Humanoid robots—as wild as that seems—are coming. We're going to be working with them, maybe playing with them.
Play episode
John Hanke Founder & CEO of Niantic
  • Episode
  • 6
Play episode
It's the intersection of the graphics and the story and the technology and the gameplay—this ineffable thing called gameplay. All wrapped up in quality. And it's so hard to do.
Play episode
Strauss Zelnick Chairman & CEO of Take-Two Interactive

This content was recorded in March 2025 and should not be viewed as investment advice, nor does it constitute an offer to sell, or a solicitation of an offer to buy, any securities.

The views expressed are those of the individual Lightspeed Management Company, L.L.C. (“Lightspeed”) personnel, co-hosts, and guests quoted and are not the views of Lightspeed or its affiliates.

Fraction Fraction

Faction Ventures, LLC (“Faction”) and Lightspeed Management Company, L.L.C. (“Lightspeed”) are separate businesses that operate independently of each other. Faction is a registered investment adviser under the United States Investment Advisers Act of 1940, as amended. Faction advises its own fund(s) and does not advise any Lightspeed clients, and Lightspeed does not advise Faction or any of its clients. Lightspeed and Faction are parties to an agreement pursuant to which Lightspeed holds certain interests in Faction and the fund(s) Faction manages.

continue to the Faction Site