BITKRAFT Ventures

Steam generated $11.1 billion in the first half of 2026 — its best H1 on record. Peak concurrent users near all-time highs. Revenue up 14.5% year over year. The audience has never been bigger. In the same period, PitchBook's Q2 2026 Gaming VC First Look found that traditional game studios captured just 12% of gaming deal value — down from 47.3% in 2024. The AI tooling layer took 46.5%. PitchBook's own summary: “gaming venture capital is increasingly flowing to the companies building AI, not games.” Pre-seed and seed investment in gaming hit a multi-year low in Q2, down 56% year over year. Record consumption. Collapsing early-stage capital. The gap between what players are spending and what founders are raising has rarely been this wide. Sources: Alinea Analytics via GameDev Reports: 🔗 https://lnkd.in/ec2Kmhv9 PitchBook Q2 2026 Gaming VC First Look: 🔗 https://lnkd.in/eC3RrsED

The Indian creator economy has been long on reach and short on structure. That's the gap Kuku is closing. The Kuku Kalakaar Program and Kuku TV Creators' Program are worth paying attention to because they treat writers, actors, directors, and production houses as career professionals — not just content pipelines. Vernacular first. Multi-format. Built for sustainability, not just virality. We backed Kuku because India's next generation of consumer platforms won't win on downloads alone. They'll win by rebuilding the economics of who gets paid, how much, and for how long. Kuku is doing that at real scale — 10M paid subscribers, 50K+ creators, five languages, and counting. 🎧 Built by Bharat, for Bharat and the world. #BITKRAFT #Kuku #CreatorEconomy #IndiaGrowth

There has never been a better time to found an AI hardware company. There has also never been a harder time to sell one to a consumer. 🔧 Our Principal Danielle Tran on the gap between founding and adoption, why capital wasn't the missing ingredient for the graveyard of well-funded consumer hardware, and the five questions we ask when we look at an AI hardware company. #AIHardware #ConsumerTech #VentureCapital #Robotics 🔗 https://lnkd.in/egUxGPra

India-built. GCC-watched. Kuku featured in Omdia's Microdrama GCC report — 25% of their GCC audience is from the UAE. Daily engagement approaching globally established streaming platforms. Proud to back the team. 🇮🇳 https://lnkd.in/gjKN4Yng

Industrial policy is back. The CHIPS Act, the EU Chips Act, and coordinated commitments across Japan, Korea, and India have put more than $190B behind rebuilding domestic chip capacity — the largest coordinated intervention in advanced economies since the Cold War. 🔬 Our Principal Danielle Tran on where policy actually creates investable seams (and where it does not), why the scaling-capital gap is the more interesting problem than the subsidies themselves, and how a fund like ours thinks about the compute layer underneath the AI-native experiences we back. 🔗 https://lnkd.in/eB-ugFqt #DeepTech #Semiconductors #VentureCapital #IndustrialPolicy

Our Portfolio Company Appcharge hit another milestone 🚀

In 15 days, SEED opens its doors. Nine years of building. One persistent planet. Entirely player-run. Klang Games has spent nearly a decade constructing something that has rarely been attempted in gaming: a world where nothing is scripted and everything is consequential. Governments rise and fall by player vote. Cities expand through collective decisions. Economies, crime, law enforcement, justice — all emergent, all driven by real people. Players guide Seedlings — the inhabitants of planet Avesta — through lives that continue unfolding when you log off. The world does not pause. It does not wait. TechRadar named SEED one of the Best of Summer Game Fest 2026. 100 cities are already live. Founder's Packs are capped at 10,000 and still available. We have been proud to back Mundi Vondi and the Klang Games team on this journey. July 21 is almost here. Early Access: July 21 · $29.99 · PC via Klang Launcher 🔗 https://lnkd.in/emVqJVFx

The World Cup is on US soil for the first time in 32 years, and the answer to "who wins when sports wins?" doesn't look like it used to. ⚽ A new piece from BITKRAFT's Danielle Tran on the structural redistribution reshaping the sports economy — value flowing downward to athletes as investable brands, outward to fans as active participants, and outward geographically to leagues and clubs the global media machine hasn't pointed at yet. Why we think this matters, where the technology infrastructure gap sits, and how a fund like ours is thinking about it. 🔗 https://lnkd.in/d7Duqr6J #SportsBusiness #SportsTech #FutureOfSports #VentureCapital

We led Acti seed because we believe the keyboard is the last unclaimed surface in computing, the one horizontal layer that sits beneath every app on your phone Today, every other AI application is a place you go to. ACTI is the first that comes to you: long-press any key, and it invokes AI, without leaving the app you’re in We are excited to back the team on their bold ambition to make this category-defining bet 🔗 https://lnkd.in/dnvgQWq2

Thanks ETEntrepreneur for featuring our Partner Anuj Tandon. India is one of three emerging markets where we see the potential for the next wave of gaming and consumer AI to be built — and Anuj has been leading our work on the ground.   https://lnkd.in/dQy6m5yj