JP @JPMinetos

Investing in VR, human augmentation, games, gen AI, immersive, longevity @hartmanncap 🇺🇸 Joined January 2018

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JP @JPMinetos

2 days ago

Premium games can still sell well on Quest* *given they're social, easy to film, fun, and work well in VR

Tactical Assault VR @officialtavr

2 days ago

Premium games can still sell well on Quest* *given they're social, easy to film, fun, and work well in VR

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The biggest stadiums in the world seat ~100,000 people Imagine you're able to convince 100k interested people to listen to you for 30 seconds (relatively easy to achieve with practice) and you're able to hear feedback (comments) Its truly overpowered if you use it right

Julia Pintar @juliapintar

2 days ago

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JP @JPMinetos

2 days ago

The most interesting persistent virtual world is 2B2T in @Minecraft > Over 1mm lifetime players > 14 years old > millions of blocks in size > Has its own de-facto governing bodies > legitimate resource economy > history documenters Limitation is a 250 concurrent player cap.

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JP @JPMinetos

4 days ago

“Consumer AI Apps are just wrappers” - serial X users who watch for every SOTA model update There are millions of people who do not care, and just want solutions to their problems. The app that promises that and makes it easy = PMF eg exchange with my mom this morning:

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JP @JPMinetos

a week ago

Core VR players would rather have 1,000,000 views than $1,000 dollars. Social capital is their currency. Most VR studios know how important it is to make videos for socials - but few recognize how important it is for users to be able to make content. But how do you…

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JP @JPMinetos

a week ago

IP enforcement is a low-ROI sector, Lawsuits won’t scale against AI ads like this. What we learned from media piracy: -the only durable “enforcement” is making legal access easier than piracy (Steam > torrents; Spotify/Apple Music > LimeWire). - Who is making one click…

Paul Katsen @pavtalk

a week ago

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JP @JPMinetos

2 weeks ago

Early stage investing is pattern recognition while also having conviction on the most absurd ideas (until they aren't)

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JP @JPMinetos

2 weeks ago

This has been tried 100 times and it always ends the same way: - No retention - Gamers /=/ UGC builders - No incentive for builders to ship in app - One-click hypercasuals are dominated by 3P apps, or users just go to better mobile UGC platforms (Roblox) - Games are slop

Jacob | Viral Growth @jacobrodri_

2 weeks ago

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JP @JPMinetos

3 weeks ago

FOV isn't going to onboard the next million VR users. Content will. Meta brought their Boba 3 to SIGGRAPH (FOV ~180 vs Quest 3 ~109). Its just a prototype, and it matters less than people think. VR never had an immersion problem - people fell in love back in the DK1 era.…

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Hubert Thieblot @hthieblot

3 weeks ago

Pre-seed and seed are the craziest I’ve ever seen. Most founders can’t raise, it’s nothing like 2021 when just announcing a startup got you a check. Meanwhile, a few teams are getting investors to pile on. Rounds are tripling from the original ask. Valuations jump 5x in 2…

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JP @JPMinetos

4 weeks ago

Roblox has more account registrations (9.1B) than humans on earth (8.2B)

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JP @JPMinetos

a month ago

Clearest PMF AI software tool. GG @nicochristie

nico @nicochristie

a month ago

Clearest PMF AI software tool. GG @nicochristie

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JP @JPMinetos

2 months ago

Non exhaustive list growing/dying meaningfully by 2030 Dying: IP rights 9-5s University degrees Physical cash Privacy Televised programming Obesity Growing: Social capital Micro software companies Religiosity AI first education Gyms Hardware + Bio R&D UGC IRL events