Internal Research
Investment thesis, market analysis, and research documents for the Transcend team.
AI Investment Thesis
Fund III thesis on AI value concentration in gaming private markets. Why AI-native teams will dominate and how Transcend captures this opportunity.
AI Deep Dive
Technical deep dive into AI applications and opportunities in gaming. Covers current capabilities, emerging technologies, and investment implications.
Geographic Mobile Research
Regional trends and lifecycle patterns in mobile game development. Analysis of key markets, emerging regions, and geographic allocation strategy.