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Bertelsmann: Europe No.1 Media Group, $20bn+ media/content rev, ~$2bn profit
RTL: 50+ TV stations, largest MCN on YouTube
Penguin Random House: No.1 book publisher, over 1/3 market share
BMG: ~3 million music rights management
Education: Udacity, etc
Fremantle: No.1 reality show innovator
Multiple listed companies/BU
FoF of multiple crypto funds: Pantera, Greenfield One
BAI Capital: 40 Unicorns invested in China/Asia
Started as Bertelsmann CVC, 14 years in China/Asia
~300+ investments, in which 40 unicorns
20+ crypto/web3/metaverse investments so far
Recent investments: Layer 1, Defi, Socialfi, NFT, CEX, Data Infra
Web3/Metaverse/Next Generation Network…
= Program/Protocol is eating the world/humanity!
5 Questions before all in web3
Q1: 10 years thesis since 2012, 30m MAU, 2-3 $trillion
Q2: 99% “bad guys” to 80% “bad guys”
Q3: Invent for the future, not past, 不要逼娼为良
Q4: non-consensus, non-linear, non-continuity
Q5: token utility direct to value
3 Narratives of Metaverse
AIGC（生产力）+ open world games
VRAR（生产资料）+ virtual world
Crypto（生产关系）+ asset network
what else: robotics, space
What we are investing in? standpoints from a “web2” VC
driving MAU from 20m to 200m, 10x utility growth
token utility and innovation, direct to value
china based international company
How?
concentration: huge network effects
coverage: non-consensus
community: e.g. Web3 Global Demo Day in May
Bertelsmann: Europe No.1 Media Group, $20bn+ media/content rev, ~$2bn profit
RTL: 50+ TV stations, largest MCN on YouTube
Penguin Random House: No.1 book publisher, over 1/3 market share
BMG: ~3 million music rights management
Education: Udacity, etc
Fremantle: No.1 reality show innovator
Multiple listed companies/BU
FoF of multiple crypto funds: Pantera, Greenfield One
BAI Capital: 40 Unicorns invested in China/Asia
Started as Bertelsmann CVC, 14 years in China/Asia
~300+ investments, in which 40 unicorns
20+ crypto/web3/metaverse investments so far
Recent investments: Layer 1, Defi, Socialfi, NFT, CEX, Data Infra
Web3/Metaverse/Next Generation Network…
= Program/Protocol is eating the world/humanity!
5 Questions before all in web3
Q1: 10 years thesis since 2012, 30m MAU, 2-3 $trillion
Q2: 99% “bad guys” to 80% “bad guys”
Q3: Invent for the future, not past, 不要逼娼为良
Q4: non-consensus, non-linear, non-continuity
Q5: token utility direct to value
3 Narratives of Metaverse
AIGC（生产力）+ open world games
VRAR（生产资料）+ virtual world
Crypto（生产关系）+ asset network
what else: robotics, space
What we are investing in? standpoints from a “web2” VC
driving MAU from 20m to 200m, 10x utility growth
token utility and innovation, direct to value
china based international company
How?
concentration: huge network effects
coverage: non-consensus
community: e.g. Web3 Global Demo Day in May
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