#  @JoshLu Josh Lu Josh Lu posts on X about ai, in the, up to, the most the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::23023483/interactions)  - [--] Week [-----] +118% - [--] Month [------] +370% - [--] Months [-------] +247% - [--] Year [-------] +31% ### Mentions: [--] [#](/creator/twitter::23023483/posts_active)  - [--] Week [--] -17% - [--] Month [--] +157% - [--] Months [--] +66% - [--] Year [--] -11% ### Followers: [------] [#](/creator/twitter::23023483/followers)  - [--] Week [------] +0.22% - [--] Month [------] +0.84% - [--] Months [------] +16% - [--] Year [------] +35% ### CreatorRank: [---------] [#](/creator/twitter::23023483/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 20% [technology brands](/list/technology-brands) 9% [vc firms](/list/vc-firms) #133 [gaming](/list/gaming) 7% [social networks](/list/social-networks) 5% [travel destinations](/list/travel-destinations) 1% [stocks](/list/stocks) 1% [countries](/list/countries) 1% [products](/list/products) 1% **Social topic influence** [ai](/topic/ai) 12%, [in the](/topic/in-the) 8%, [up to](/topic/up-to) 7%, [the most](/topic/the-most) 6%, [investment](/topic/investment) 4%, [the world](/topic/the-world) 4%, [roblox](/topic/roblox) 4%, [we are](/topic/we-are) 4%, [core](/topic/core) 3%, [ugc](/topic/ugc) 3% **Top accounts mentioned or mentioned by** [@speedrun](/creator/undefined) [@a16z](/creator/undefined) [@a16zgames](/creator/undefined) [@tocelot](/creator/undefined) [@zynga](/creator/undefined) [@a16zs](/creator/undefined) [@scopely](/creator/undefined) [@konvoyventures](/creator/undefined) [@markpinc](/creator/undefined) [@zebird0](/creator/undefined) [@andrewchen](/creator/undefined) [@ndrewlee](/creator/undefined) [@samirabehrouzan](/creator/undefined) [@amittm](/creator/undefined) [@proofofplay](/creator/undefined) [@drfeifei](/creator/undefined) [@a16zcom](/creator/undefined) [@twitter](/creator/undefined) [@stripe](/creator/undefined) [@meta](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts Top posts by engagements in the last [--] hours "@Tocelot @a16z this is one of the few places in venture you get to be an investor working with great companies AND building a product aiming to change venture for the better" [X Link](https://x.com/JoshLu/status/2021994492438716702) 2026-02-12T17:07Z 12.2K followers, [---] engagements "It's been a total pleasure working with fellow Zynga alum @amittm and the team at @ProofOfPlay. This is a games-first team building a fun game that happens to enable complete composability/modular creativity + interop. Massive congrats to the team Excited to get to work. ๐ฆพ Excited to announce that were leading a seed investment in @ProofOfPlay an on-chain game studio and tech company thats committed to building a future with composability interoperability and permanence at the core of gameplay. ๐ฎ๐ https://t.co/pAkRnob2um Excited to announce that were leading a seed investment in" [X Link](https://x.com/JoshLu/status/1704889876796289384) 2023-09-21T16:06Z 12.2K followers, [----] engagements ""do business in a first class way" has been an enduring way to elevate a firm/brand for [---] years (in this example) and a lot longer" [X Link](https://x.com/JoshLu/status/2021732243467907395) 2026-02-11T23:45Z 12.2K followers, [---] engagements "Such a privilege hearing @drfeifei speak at @speedrun today about how she thinks about building a great early team. Can't see how anyone who spends even [--] min with Dr. Li wouldn't come out willing to run through brick walls to work with her" [X Link](https://x.com/JoshLu/status/2021671566241935723) 2026-02-11T19:43Z 12.2K followers, [---] engagements "We're hiring on the @speedrun team I'm looking for a demand gen marketing expert to help us build and serve the community of investors that support Speedrun teams. It's a huge job and rare opportunity to build a new/important muscle for the program from the ground up" [X Link](https://x.com/anyuser/status/2018728635184918995) 2026-02-03T16:49Z 12.2K followers, [----] engagements "We're hiring a partner/investor for the @speedrun team. These openings are extremely rare. If you are deeply technical and excited about partnering with some of the most exciting new companies in the world email speedruninvesting@a16z.com. We're excited to meet you come work with me @a16z we're hiring a partner on our Speedrun investment team - this is a small fast-growing team inside a16z focused on first-money-in investing in brand new AI start-ups building at the frontier if youre technical and love working hands-on with founders at come work with me @a16z we're hiring a partner on our" [X Link](https://x.com/JoshLu/status/2021994986783506846) 2026-02-12T17:09Z 12.2K followers, [----] engagements "Showing the basics up front means having key standardized metrics featured. 90% of games companies should be showing: Growth: installs (organic vs. paid) DAU Engagement + Retention: D1/7/30+ DAU/MAU Monetization: ARPDAU ARPPU %Payers Other metrics: time spent/DAU ๐" [X Link](https://x.com/JoshLu/status/1586014904414195712) 2022-10-28T15:19Z 12.2K followers, [---] engagements "tl;dr numbers don't lie so just be transparent from the start in pitches. If your numbers were stellar you likely wouldn't need funding Plus that transparency is noticed by investors as a signal for how we might work together" [X Link](https://x.com/JoshLu/status/1586014910042947584) 2022-10-28T15:19Z 12.2K followers, [--] engagements "Heartbreaking to see layoffs at @twitter @stripe etc and soon @meta. I survived [--] rounds of layoffs at @zynga/@blizzard as a manager. What I learned: [--]. You have [--] control but all accountability [--]. Managing through distractions is hard [--]. Empathy is a 1-way street ๐" [X Link](https://x.com/JoshLu/status/1590059896737005569) 2022-11-08T19:13Z 12.2K followers, [---] engagements "Metaverse skeptic Here's why gen alpha (kids 10) will be the first Metaverse Natives and bring it to life: - XR hardware adoption will hit critical mass - Digital identity is taking over IRL identity - Gen alpha will be the most comfortable yet with digital immersion๐ 1/" [X Link](https://x.com/JoshLu/status/1597279959797862401) 2022-11-28T17:23Z 12.2K followers, [---] engagements "I've found so far that web3 game teams have heavily skewed optimist But every game designer/PM who's had to manage real in-game economies comes out the other side a paranoid cynic bc of lived experience in all the ways it can go horribly awry These two groups should talk more" [X Link](https://x.com/JoshLu/status/1598346148065857536) 2022-12-01T15:59Z 12.2K followers, [--] engagements "My wish for [----] is to see a reset in what a "games studio" series A looks like Raising a small seed and then a big A without a playable that's tested at scale doesn't feel correct. You're effectively asking someone to pay 3x the price with only 20% more information" [X Link](https://x.com/JoshLu/status/1603879977765572608) 2022-12-16T22:29Z 12.2K followers, 36.2K engagements "A big reason @zynga produced so many strong games founders & execs is bc game teams were trained to act like startups [--]. New teams had to raise money VC style [--]. Monthly board meetings for accountability [--]. Outsized rewards for success Here's what each tactic taught our teams๐" [X Link](https://x.com/JoshLu/status/1610671714702348288) 2023-01-04T16:17Z 12.2K followers, 480K engagements "1/ New game teams were asked to match their dev milestones to VC-style funding rounds and pitch to senior leaders Concept -- Pre-Production -- Production -- Soft Launch -- Launch -- Live Ops Bootstrap -- Angel/Pre-seed -- Seed -- Series A -- Series B -- Growth" [X Link](https://x.com/JoshLu/status/1610671715998367746) 2023-01-04T16:17Z 12.2K followers, 33K engagements "You probably saw @a16z's [----] predictions including from our very own games team Here are THREE bonus [----] games industry predictions/trends from yours truly covering: * Live Ops * M&A * Avatars Let's dig in๐ https://a16z.com/2022/12/15/big-ideas-in-tech-2023/ https://a16z.com/2022/12/15/big-ideas-in-tech-2023/" [X Link](https://x.com/JoshLu/status/1612486588612907008) 2023-01-09T16:28Z 12.2K followers, 44K engagements "I'm delighted to announce @a16z's seed investment in @seidrofficial my first investment at the firm Seidr is a new studio out of Stockholm helmed by two industry veterans focused on building a next generation social strategy game https://a16z.com/2023/01/10/investing-in-seidr/ https://a16z.com/2023/01/10/investing-in-seidr/" [X Link](https://x.com/JoshLu/status/1612812258526265352) 2023-01-10T14:03Z 12.2K followers, 285.7K engagements "Super Nintendo World will finally be coming to the US next week. The park is a literal game - complete with quests powerups and a boss battle Park-as-game is genius bc it: [--] Adds structure to visits [--] Increases repeatability [--] Has monetization depth Geek out with me ๐" [X Link](https://x.com/JoshLu/status/1622642271526227968) 2023-02-06T17:03Z 12.2K followers, 64.5K engagements "So excited for Supercell to learn cross platform. It's an incredibly difficult thing to learn but I tend to think going mobile out to other platforms is easier than the other way around. And it's never a good idea to bet against Supercell https://supercell.com/en/news/next-chapter/ https://supercell.com/en/news/next-chapter/" [X Link](https://x.com/JoshLu/status/1625866577529778177) 2023-02-15T14:36Z 12.2K followers, [----] engagements "Hypercasual games turned non-gamers into gamers. Now smart devs are making games to graduate those new gamers up to more core (and better monetizing) experiences" [X Link](https://x.com/JoshLu/status/1635717502750830593) 2023-03-14T19:00Z 12.2K followers, 12.4K engagements "All the games companies I've worked at have now officially sold (pending regulation): @Playdom to @Disney for $750M @scopely to Savvy for $4.9B @zynga to @taketwo for $12.7B @ATVI_AB to @Microsoft for $68.7B The only company left standing independent is @facebook. :)" [X Link](https://x.com/JoshLu/status/1643667455464853504) 2023-04-05T17:30Z 12.2K followers, 12.1K engagements "When we say we're LONG GAMES at @a16zGames we put our money where our mouth is - we're investors in [--] of the top [--] content deals announced last quarter and are excited to keep supporting the next generation of games industry leaders (table via our friends at @konvoyventures)" [X Link](https://x.com/JoshLu/status/1646254943786110977) 2023-04-12T20:52Z 12.2K followers, [----] engagements "Happy 1st birthday to @a16zGames It's been a heck of a ride so far We've hit the [--] year mark ๐ฅณ๐ฅณ๐ฅณ A year ago we raised GAMES FUND ONE our first $660M fund focused on games. [--] investments and [--] new hires later weve learned so much. To celebrate I'm going to share some slides we used to raise the fund. Yes even VCs have to pitch :) https://t.co/S8wZknPKZ9 We've hit the [--] year mark ๐ฅณ๐ฅณ๐ฅณ A year ago we raised GAMES FUND ONE our first $660M fund focused on games. [--] investments and [--] new hires later weve learned so much. To celebrate I'm going to share some slides we used to raise the fund." [X Link](https://x.com/JoshLu/status/1660707314016587776) 2023-05-22T18:00Z 12.2K followers, [----] engagements "Games founders: go build in Fortnite Creative/UEFN Why [--]. UEFN is paying out big ($XXXM) [--]. The race just started & you're not behind [--]. New founders could have a big advantage We believe UEFN startups are venture-backable and would like to see them apply to SPEEDRUN 1/7" [X Link](https://x.com/JoshLu/status/1691837761228333225) 2023-08-16T15:42Z 12.2K followers, 180.7K engagements "The waves I'm spending the most time studying for the games industry at the moment: * AI * UGC (Roblox UEFN emergent platforms) * AI + UGC = AIGC * Platform agnosticism + crossplay design * Genre hybridization and the emergence of golden interactions * Off-platform payments Farmville creator and Zynga founder Mark Pincus (@markpinc) thinks that being a great surfer is the key to being a great founder. Why Because even the best founders can't create waves ๐ They can only spot them earlier and ride them better than everyone else ๐โ https://t.co/dTCqcA4yji Farmville creator and Zynga founder" [X Link](https://x.com/JoshLu/status/1692241976702517552) 2023-08-17T18:28Z 12.2K followers, 17.8K engagements "Ben Feder is a board director of Epic (makers of Fortnite) and is now running his own venture fund. Here's his advice to games investors and founders: 1/ Taste matters 2/ Investors and founders should think big 3/ Raise more than you think you need ๐๐ผ1/8" [X Link](https://x.com/JoshLu/status/1696583408397480104) 2023-08-29T17:59Z 12.2K followers, 14.2K engagements "Monopoly Go is on a $1.3B annual gross revenue run rate (). For perspective here are some other companies/products that are on similar run rates as reported in the last year: * @OpenAI * @databricks * @Box" [X Link](https://x.com/JoshLu/status/1699129069407985690) 2023-09-05T18:35Z 12.2K followers, 18.6K engagements "Exactly [--] year ago I became a VC at @a16zgames. Here are some of the biggest lessons/learnings from this PM turned VC: 1/ Finding great deals is HARD: 0.1% of decks -- deals 2/ Feedback loops are SLOW: great VCs self-regulate + motivate 3/ VC is FUN (most of the time) ๐งต" [X Link](https://x.com/JoshLu/status/1699807277233107300) 2023-09-07T15:30Z 12.2K followers, 33.3K engagements "We are thrilled to announce that @a16z is leading the $7.9M seed investment in Series AI a new game studio wielding the power of generative models to push the boundaries of game development and ship category-leading games. 1/ https://a16z.com/investing-in-series-ai/ https://a16z.com/investing-in-series-ai/" [X Link](https://x.com/JoshLu/status/1702367265050730906) 2023-09-14T17:02Z 12.2K followers, 59.9K engagements "Before Monopoly Go hit $2B in revenue in [--] months or selling to Savvy for $4.9B or games with WWE Star Trek Scrabble. @scopely was a tiny non-games startup working on web apps that didn't work Lesson for founders: your company doesn't work until it does. You have to keep plugging away and building and learning and surviving Lesson for investors: things don't always work right away and if you overweight traction over things like resilience and iteration speed you might miss a Scopely" [X Link](https://x.com/JoshLu/status/1775904388374270019) 2024-04-04T15:12Z 12.2K followers, 12.6K engagements "๐ข๐ข I'm interested in meeting mobile founders for @speedrun who are: -Building for virality -Working on products that gamify hard IRL behavior -Turning casuals into core players -Putting roguelike loops in their games as the next "battlepass" More detail + tag founders๐ ๐งต" [X Link](https://x.com/JoshLu/status/1776263600417767633) 2024-04-05T15:00Z 12.2K followers, 12.7K engagements "When I see a pitch that handwaves away distribution/audience strategy" [X Link](https://x.com/JoshLu/status/1778084498384834805) 2024-04-10T15:35Z 12.2K followers, 11.3K engagements "Lord give me the confidence of a founder that makes a pitch deck littered with full-page self-quotes hyping up the team market and product" [X Link](https://x.com/JoshLu/status/1788968712634355781) 2024-05-10T16:25Z 12.2K followers, [----] engagements "sorry I need to hop off the call as I just got an emergency email from my boss" [X Link](https://x.com/JoshLu/status/1790050016557515050) 2024-05-13T16:02Z 12.2K followers, [----] engagements "@Carnage4Life 1/ A whole bunch of unserious and not particularly technical people entered the industry since then 2/ Random/dumb takes go farther/are more visible today" [X Link](https://x.com/anyuser/status/1791910287693718012) 2024-05-18T19:14Z 12.2K followers, 22.5K engagements "Farmville launched June [----] when Facebook had just over 200M MAU Discord reported 150M MAU *over a year ago* and is likely closer to 200M now If you're not building on Discord Activities why not" [X Link](https://x.com/JoshLu/status/1792573591843700844) 2024-05-20T15:10Z 12.2K followers, 15.5K engagements "I see and respect you" [X Link](https://x.com/JoshLu/status/1796535786676130205) 2024-05-31T13:34Z 12.2K followers, [----] engagements "Its @speedrun kickoff day at our brand new LA office and I'm so damn excited. Sneak peek at the stage" [X Link](https://x.com/JoshLu/status/1817957882907984240) 2024-07-29T16:18Z 12.2K followers, [----] engagements "Just in: @Roblox DAU hit a record 79.5M. It's easy to miss with the shape of this chart but that's up 21% YoY. really impressive" [X Link](https://x.com/JoshLu/status/1819072022892499425) 2024-08-01T18:05Z 12.2K followers, [----] engagements "Lessons from spending $1B in mktg from @gabrielleydon's great talk at @speedrun 1/ No one will ever give you traffic. You have to take it 2/ Most marketers are being lied to and are lying to themselves 3/ Smart people like to do smart things but miss stupid easy things" [X Link](https://x.com/JoshLu/status/1829191716391551032) 2024-08-29T16:17Z 12.2K followers, [----] engagements "Dont believe anyone that says the games industry is stagnating. Theres so much opportunity to build We built @speedrun to help founders catch the big waves that will create the next huge important companies at the intersection of tech and games Applications are open now" [X Link](https://x.com/JoshLu/status/1830662695311507718) 2024-09-02T17:42Z 12.2K followers, [----] engagements "New post: Why Discord Activities can do what TikTok Snap FB and others couldn't - bring social gaming back ๐น Here's how: [--]. Huge (200M+ MAU) group of engaged gamers [--]. Accessible via legit social/growth channels [--]. With cross platform + web/tech advantages 1/X๐" [X Link](https://x.com/JoshLu/status/1831350722345963544) 2024-09-04T15:16Z 12.2K followers, 16.7K engagements "This might not look sexy but this is huge. Roblox has so much potential energy as a social network and this is a big step into turning that into kinetic social energy. It's never been easier to connect and play with friends on Roblox. With Party you'll be able to be together and have fun like never before. #RDC24 https://t.co/1WWOwR4ram It's never been easier to connect and play with friends on Roblox. With Party you'll be able to be together and have fun like never before. #RDC24 https://t.co/1WWOwR4ram" [X Link](https://x.com/JoshLu/status/1832115446226809075) 2024-09-06T17:55Z 12.2K followers, [----] engagements "Wow. GameGen-O is @TencentGames' new diffusion model for generating open world games (scenes environments characters controls) & the early look is ๐ฅ Great research team โ - they have like 6+ AI teams & internal competition forges diamonds Massive proprietary data set โ " [X Link](https://x.com/JoshLu/status/1834612570617213207) 2024-09-13T15:18Z 12.2K followers, 16.8K engagements "๐ข @speedrun applications are open and one category of companies we're excited about are playable apps or apps that use game mechanics at the heart of their experience ex: ever peeked at a friend's house on Zillow That's because it operates as a leaderboard More ideas below:" [X Link](https://x.com/JoshLu/status/1836057598652821544) 2024-09-17T15:00Z 12.2K followers, 11.8K engagements "Asian digital culture is always a decade ahead of the west. Great read from my partners @zebird0 and @Tocelot on the rise of anime (content culture) and its implications on the games industry Animeis eating the world. I've always been ananimefan. The gateway was Naruto of course but then Code Geass and Steins;Gate and FMA and many more surrounded me with intricateworldscomplex characters and dramaticromances. It was a niche nerdy hobby then but no longer https://t.co/q0r3cLfhq9 Animeis eating the world. I've always been ananimefan. The gateway was Naruto of course but then Code Geass and" [X Link](https://x.com/JoshLu/status/1838219047122489654) 2024-09-23T14:09Z 12.2K followers, [----] engagements "One more week to apply @speedrun is looking for more founders working to redefine reality especially: * Social VR experiences (games x hangouts) that are highly physical or take inspiration from working mechanics * VR sims * XR companies that can move at speed and efficiently" [X Link](https://x.com/JoshLu/status/1838602213947785295) 2024-09-24T15:31Z 12.2K followers, [----] engagements "Massive congratulations to @panysaurusrex and the Series team on their $28M Series A We led the seed round and have loved working with the team so much we doubled down this round We're glad to be partnering with @netflix @DellTechCapital and others on supporting the team" [X Link](https://x.com/JoshLu/status/1840799183143571810) 2024-09-30T17:01Z 12.2K followers, [----] engagements "I write a lot more than I publish mostly shower thoughts I jot down between calls. This year I'd like to share some of these thoughts. They won't be very clean they won't always be thematic. I'll try to do it weekly but no promises" [X Link](https://x.com/JoshLu/status/1878870141582315739) 2025-01-13T18:22Z 12.2K followers, [----] engagements "Especially true in consumer: building an MVP often leaves founders in a terrible trap. You haven't built something that gives you enough signal to double down or pivot The worst place you can be is "we tested it and the metrics are. fine". Fine isn't good enough today "Burn the idea of MVP. Minimal Viable Product that is the death zone." - @markpinc the Founder and Executive Chairman of Zynga offered this advice to founders while visiting the Speedrun stage last week. https://t.co/xf96MpH4He "Burn the idea of MVP. Minimal Viable Product that is the death zone." - @markpinc the Founder and" [X Link](https://x.com/JoshLu/status/1884279336603439450) 2025-01-28T16:36Z 12.2K followers, 22.9K engagements "Vibe coding is the best thing to happen to non-technical PMs maybe ever. There has never been a more accessible to learn the texture of code/development by just prompting + studying proposed changes. You can even copy paste proposed changes into GPT to get an explainer live" [X Link](https://x.com/JoshLu/status/1891952823207854520) 2025-02-18T20:47Z 12.2K followers, 124.8K engagements "This is a *must listen* for every entrepreneur: The most important skill as a CEO is getting to the truth. It's really hard because it's really scary. normal humans find every excuse not to deal with harsh truths. Thank you @bhorowitz for speaking at @speedrun last week" [X Link](https://x.com/JoshLu/status/1897329697769603097) 2025-03-05T16:53Z 12.2K followers, 29.9K engagements "So great to see the @speedrun family supporting each other at our alumni demo day yesterday 3" [X Link](https://x.com/JoshLu/status/1900215364791001316) 2025-03-13T16:00Z 12.2K followers, [----] engagements "๐ข๐ข@speedrun applications are officially open for our 5th () cohort ๐ Who should apply: builders at the intersection of tech entertainment and AI ๐ July [--] - Oct [--] at our office in sunny Santa Monica ๐ฐ We invest up to $1M in every company selected โ Apply by: May 11" [X Link](https://x.com/JoshLu/status/1906721605688176960) 2025-03-31T14:53Z 12.2K followers, [----] engagements "to those considering applying for @speedrun: apps targeting businesses w/ GTMs of socially dense high WoM high trust communities with a strong sense of identity. think churches support groups disabled communities crossfit etc. are always v interesting what else" [X Link](https://x.com/JoshLu/status/1907900678514843880) 2025-04-03T20:59Z 12.2K followers, [----] engagements "Please @speedrun applicants. For the love of everything make sure you check your application's deck access settings" [X Link](https://x.com/JoshLu/status/1920302823331217511) 2025-05-08T02:20Z 12.2K followers, [----] engagements "Making a [--] cup pot of coffee every morning this weekend knowing all of you maniacs are waiting until the last second to submit your @speedrun applications If I start getting heart palpitations its your fault" [X Link](https://x.com/JoshLu/status/1920827649691160620) 2025-05-09T13:06Z 12.2K followers, [----] engagements "If a @speedrun founder gives me swag I will wear that swag and generate impressions. This is the social contract" [X Link](https://x.com/JoshLu/status/1952425282260062383) 2025-08-04T17:43Z 12.2K followers, [----] engagements "Thanks for reaching out. I'm a long admirer of your alma mater especially insert anecdote about named building or fun public space at school here" [X Link](https://x.com/JoshLu/status/1960489924664422693) 2025-08-26T23:49Z 12.2K followers, 16K engagements "Two things I wanted to share: [--]. Today is my [--] year anniversary at @a16z. I'm very grateful the team here took a chance on me @andrewchen @Tocelot and I feel very lucky to support an amazing group of founders via @a16zGames and @speedrun. [--]. @speedrun applications are open for our new cohort starting end of Jan in our SF office. We are investing up to $1M in every company that's accepted. Beyond that you will have the support of the awesome speedrun team. They are all world-class at what they do and we collectively work our butts off to continually earn our seats on your company's journey." [X Link](https://x.com/JoshLu/status/1963619148195561759) 2025-09-04T15:04Z 12.2K followers, [----] engagements "One cool trend from @speedrun applications over the last few years - the average team is applying with much more built. AI tools have made it such that there's basically no excuse for "two people and a deck" type applications anymore. Way more showing and less telling" [X Link](https://x.com/JoshLu/status/1963962762280796281) 2025-09-05T13:49Z 12.2K followers, [----] engagements "Speak. Shout. Scream Argue. Persuade. Appeal. Protest. Anything but shoot" [X Link](https://x.com/JoshLu/status/1965887494572142804) 2025-09-10T21:17Z 12.2K followers, [----] engagements "I sometimes get asked "why insist on human reviews for @speedrun applications why not just use AI" One of my favorite reasons is getting a gauge on what problems founders are most excited about solving. When reviewing thousands of applications you get to see trends emerge" [X Link](https://x.com/anyuser/status/1966320268428849276) 2025-09-12T01:57Z 12.2K followers, [----] engagements "Request for storytellers: I want to see @speedrun applicants with exceptional storytelling skills. Storytelling is one of the most underrated founder superpowers and one that only grows more important as AI tools make the earliest phases of building easier. This isnt about hype or snake oil. Great companies are still built on great products. But the best storytellers give their companies a far greater chance at greatness: 1) They attract better talent. On paper its irrational for a FAANG engineer to leave their comp package stability and perks to join a tiny startup. Founders must tell a" [X Link](https://x.com/JoshLu/status/1967619500704174305) 2025-09-15T16:00Z 12.2K followers, 60.1K engagements "Importantly this does NOT mean that every founder needs to be telling their story publicly. Being a great storyteller does not require you to be loud Being loud -- more people will hear your story. But it might also put you on a content treadmill you're not prepared for if you don't have enough to say or enough time to continuously engage with the community you've begun to build. Request for storytellers: I want to see @speedrun applicants with exceptional storytelling skills. Storytelling is one of the most underrated founder superpowers and one that only grows more important as AI tools" [X Link](https://x.com/JoshLu/status/1968054629092266034) 2025-09-16T20:49Z 12.2K followers, 13K engagements "Cool observation from reviewing @speedrun applications: new takes on what in the past were considered "tar pit" ideas that are only now possible with AI. and founded by entrepreneurs who are going in eyes wide open" [X Link](https://x.com/JoshLu/status/1970606278977429991) 2025-09-23T21:48Z 12.2K followers, 13.5K engagements "There is alpha in submitting your @speedrun application slightly early. Every cohort we get literal thousands of founders who submit their applications at the last minute. Reminder that we are only human and that last barrage creates a big backlog of things to review" [X Link](https://x.com/anyuser/status/1971279041744568374) 2025-09-25T18:22Z 12.2K followers, 13.7K engagements "Winning the war of attention is for the market Winning the war of attrition is for your team and your customers Great founders can fight effectively on both fronts" [X Link](https://x.com/JoshLu/status/1971689909326078402) 2025-09-26T21:34Z 12.2K followers, [----] engagements "Wow: Met a 72yo woman in Bailey CO. She told me she "met" ChatGPT [--] mo ago and "talks to him" every day. Text and voice. She showed me her chat history everything from recipes to medical advice to "how can I tell my daughter to visit more". She likes that "he doesn't judge me"" [X Link](https://x.com/JoshLu/status/1972032783553122522) 2025-09-27T20:17Z 12.2K followers, 11.2K engagements "Today is the day. @speedrun applications are due tonight. Excited to see what you all are building" [X Link](https://x.com/anyuser/status/1972295893660713371) 2025-09-28T13:42Z 12.2K followers, 11.4K engagements "Hilarious and extremely unsurprising anecdote from the team overnight: "We saw @speedrun submissions spike to 50x our normal volume in the [--] min before midnight PT" Y'all do this every cohort ๐" [X Link](https://x.com/JoshLu/status/1972679911526850963) 2025-09-29T15:08Z 12.2K followers, 11.7K engagements "Talking to a SR005 team tonight. They just launched and didn't have time to put together a clean dashboard so they shared a snapshot of how their marketplace is going. 80% D1 retention GMV from $0--$3K/day in [--] weeks Cash flow positive Insane user love This. is PMF" [X Link](https://x.com/anyuser/status/1977568402396135643) 2025-10-13T02:53Z 12.2K followers, 21.2K engagements "@ndrewlee no but you are a sociopath" [X Link](https://x.com/JoshLu/status/1978133284698624279) 2025-10-14T16:18Z 12.2K followers, [----] engagements "Caught up with the team this morning. Up to 25K MAU (and 17K DAU) Me: what the hell guys that's crazy The team: Talking to a SR005 team tonight. They just launched and didn't have time to put together a clean dashboard so they shared a snapshot of how their marketplace is going. 80% D1 retention GMV from $0--$3K/day in [--] weeks Cash flow positive Insane user love This. is PMF Talking to a SR005 team tonight. They just launched and didn't have time to put together a clean dashboard so they shared a snapshot of how their marketplace is going. 80% D1 retention GMV from $0--$3K/day in [--] weeks Cash" [X Link](https://x.com/JoshLu/status/1981062993007063356) 2025-10-22T18:19Z 12.2K followers, 15.3K engagements "Being talent greedy is a key trait of great organizations. The founders I most admire and enjoyed working with have all exhibited this" [X Link](https://x.com/JoshLu/status/1987187336917229911) 2025-11-08T15:55Z 12.2K followers, 36.7K engagements "Since joining @a16z I've seen a lot of otherwise ๐ decks with ๐ metrics practices including: - vanity metrics - non-standard metrics definitions - data visualization tricks - etc. Here are the biggest mistakes I see alongside helpful entertainment-themed companion graphs๐" [X Link](https://x.com/JoshLu/status/1586014886819045376) 2022-10-28T15:19Z 12.2K followers, [----] engagements "Like it or not some of the best games innovation comes from Asia. Some eastern gaming trends we can expect to see take hold in the west in the next few years: - Cross-play MMOs (KR CN) - Instant msging as distribution (CN KR JP) What and why below ๐" [X Link](https://x.com/JoshLu/status/1600892901528981505) 2022-12-08T16:39Z 12.2K followers, [---] engagements "Community is an unfair advantage and building great communities is likely the single most important skill game companies need to learn to survive/thrive A quick how-to on building communities with some case studies from: - @LeagueOfLegends - @PlayOmega - @PlayOverwatch ๐" [X Link](https://x.com/JoshLu/status/1603442626727792641) 2022-12-15T17:31Z 12.2K followers, 21.5K engagements "Took a break from Twitter over the holidays came back and am now even more excited about AI x Games. Not a fad or a meme" [X Link](https://x.com/JoshLu/status/1610360192096669696) 2023-01-03T19:39Z 12.2K followers, 14.4K engagements "Startup rule #1: Don't die Startup rule #2: Don't die Startup rule #3: Don't die An amazing story of resilience. ๐ฆพ Imagine believing in an idea but everyone says it will fail. Nobody will fund you. And the industry is experiencing a nuclear winter. ๐ Imagine believing in an idea but everyone says it will fail. Nobody will fund you. And the industry is experiencing a nuclear winter. ๐" [X Link](https://x.com/JoshLu/status/1628494642173067265) 2023-02-22T20:39Z 12.2K followers, 50.5K engagements "The single most important metric in games (and in most consumer apps) is retention. I always tell game teams to just obsess over retention over everything else including revenue. Why [--]. It drives long-term growth [--]. It drives revenue [--]. It drives virality Let's dive in ๐" [X Link](https://x.com/JoshLu/status/1630965363776307200) 2023-03-01T16:16Z 12.2K followers, 139.4K engagements "Screenshots of Roblox Frontlines went viral a few weeks ago and it's beautiful. Geting a UGC platform to this level of functionality and fidelity is HARD (believe me I tried at Meta) But just how hard is only really appreciated by seeing the steps that led to Frontlines ๐" [X Link](https://x.com/JoshLu/status/1633506752082894848) 2023-03-08T16:35Z 12.2K followers, 178.1K engagements "The coming AI-powered UGC (AIGC) revolution will democratize game dev & empower hundreds of millions of people to become game-makers. Here's how it will happen: Phase 1: AI as UGC tools co-pilot Phase 2: AI engines reimagine creation workflows ๐ https://a16z.com/2023/03/17/the-generative-ai-revolution/ https://a16z.com/2023/03/17/the-generative-ai-revolution/" [X Link](https://x.com/JoshLu/status/1636751574155526145) 2023-03-17T15:29Z 12.2K followers, 69.5K engagements "Honkai: Star Rail is Mihoyo's newest crossplay PC/Mobile launch. It's a beautiful mix of live action exploration and turn-based combat. Oh and it's the biggest revenue launch I can remember on mobile. It's even beating out Genshin Impact's massive launch ($48.8M vs. $41.4M)" [X Link](https://x.com/JoshLu/status/1653488159265800192) 2023-05-02T19:54Z 12.2K followers, 11.4K engagements "Facepalm. This is classic reverse causation. So much literature available that shows society was getting lonelier proper nutrition was on the wrong path etc. etc well before video games took off as the primary form of entertainment No worse habit in the world. I think there is a direct correlation with being overweight lonely single broke and depressed. My kids will not own video game systems while in my home. https://t.co/RKFQfYdZBp No worse habit in the world. I think there is a direct correlation with being overweight lonely single broke and depressed. My kids will not own video game" [X Link](https://x.com/JoshLu/status/1684594927614001152) 2023-07-27T16:01Z 12.2K followers, 10.2K engagements "1/ After an amazing 1st cohort we knew @a16zgames SPEEDRUN had to expand. I'm excited to announce I'll be leading the charge in growing the program In [----] we'll be investing up to $75M into some of the best pre-seed co's that apply https://a16z.com/2023/08/01/announcing-speedrun-2024-accelerating-games-x-tech/ https://a16z.com/2023/08/01/announcing-speedrun-2024-accelerating-games-x-tech/" [X Link](https://x.com/JoshLu/status/1686482433372454915) 2023-08-01T21:02Z 12.2K followers, 31.7K engagements "GAMES FUND TWO is officially announced today Our journey is just getting started and @speedrun will be an important part of how we invest in the broader industry. Let's get to work ๐ซ after many months of cross-country flights zoom calls and late night deck revisions. whew. I'm glad to finally be able to share what I've been up to for the past bit: yes that's right-- A16Z GAMES FUND TWO ๐ I'm super proud of the team for putting this all together. after many months of cross-country flights zoom calls and late night deck revisions. whew. I'm glad to finally be able to share what I've been up" [X Link](https://x.com/JoshLu/status/1780288336651002326) 2024-04-16T17:33Z 12.2K followers, [----] engagements "There's a real vibe shift as I talk to friends across the games investing landscape. Things were quiet for a while but I expect things to start picking back up in the new few quarters data via our friends at @konvoyventures" [X Link](https://x.com/JoshLu/status/1815421553087258919) 2024-07-22T16:20Z 12.2K followers, [----] engagements "Bullish signal on cozy games: Heartopia () is a cozy survival sim/builder. The game launched in China a few weeks ago and is a top [--] downloaded app on iPhone globally despite ONLY being available in China" [X Link](https://x.com/JoshLu/status/1821936030431506497) 2024-08-09T15:46Z 12.2K followers, [----] engagements "We put on a little sneak peek @speedrun demo day for our friends and family yesterday in LA. Seeing the founders present live is so inspiring not just bc it's a visceral reminder of how much progress all the companies have made in such a short amount of time" [X Link](https://x.com/JoshLu/status/1841898646004232255) 2024-10-03T17:50Z 12.2K followers, [----] engagements "Reintroducing @speedrun to the world: we're expanding to support entrepreneurs creating the future at the frontiers of tech and entertainment My partner in crime @SamiraBehrouzan and I wrote a blog post talking about speedrun's origins and where we're taking it" [X Link](https://x.com/JoshLu/status/1899851226831089930) 2025-03-12T15:53Z 12.2K followers, 35.8K engagements "๐ข New a16z request for startups: a new generation of rule-breaking gamemakers ๐ข One of my biggest takeaways from [--] years of building games: the cardinal rule of game develop is that there are no permanent rules of game development Platforms change. Player preferences shift. Technology and tools evolve. The only constant is that great games require creativity craft and passion. Consider some rules that have already been broken: - "Game experiences should be unified across the player base." This was overturned when Zynga and other social gaming pioneers began A/B testing different versions" [X Link](https://x.com/JoshLu/status/1914711933581930520) 2025-04-22T16:04Z 12.2K followers, 30.7K engagements "๐ข Were hiring at @speedrun Were looking for someone toown and expand our global investor ecosystem. This is a role that blends network-building program design and data-driven strategy all in one. You'll be working with me @ndrewlee @andrewchen @DigitalPAB @DougMcCracken @zebird0 @SamiraBehrouzan and the rest of the SR team. This isnt just another platform role. You will: ๐ค Represent Speedrun to top investors across stages and sectors ๐ Design capital programs that actuallydrive funding outcomesfor founders (think small-group summits private dinners sector showcases) ๐ค Partner with" [X Link](https://x.com/JoshLu/status/1958901443257385176) 2025-08-22T14:37Z 12.2K followers, 20.4K engagements "I have told multiple @speedrun teams that they should not be hiring any developers that aren't already set up ramped up and comfortable with Cursor Copilot Claude Code etc. There is barely any excuse for bigcos and none at all for startups" [X Link](https://x.com/JoshLu/status/1959093687138628086) 2025-08-23T03:21Z 12.2K followers, 118.9K engagements "Happy @speedrun Application Opening Day to those who celebrate We are taking applications starting NOW through September for our next cohort that starts Jan [--] out of our SF office * Speedrun invests up to $1M in your company * And yes we review every single application A16Z SPEEDRUN [----] UPDATE: I think most people secretly know if theyre founders or not. Some of you can never be happy working inside a giant company writing docs in endless meetings. Deep down you know youre supposed to build. we're opening up a16z speedrun today We are https://t.co/Sz82FB528r A16Z SPEEDRUN [----] UPDATE: I" [X Link](https://x.com/JoshLu/status/1962924856267440227) 2025-09-02T17:05Z 12.2K followers, [----] engagements "At the same time I am seeing fewer decks attached to @speedrun applications this cycle. Even though theres no substitute for traction or a live demo/product I think not submitting a deck is a mistake for most applicants - even a short one helps communicate why us why now" [X Link](https://x.com/JoshLu/status/1964462882709709161) 2025-09-06T22:57Z 12.2K followers, 21.9K engagements "This is the first year in the last 6-7 where I am in ZERO fantasy football leagues and wow it feels fantastic. I'm more productive more present with my family less stressed. Fantasy football is the new smoking and I don't think I'm going to go back" [X Link](https://x.com/JoshLu/status/1964795009716326649) 2025-09-07T20:56Z 12.2K followers, [----] engagements "Friends and family demo day today. Our community is what makes @speedrun magical. If nothing else founders should apply just to be in the founder network. Today is for old friends rooting on and supporting new founders for serendipity in so many ways for new intra-cohort partnerships and deals" [X Link](https://x.com/JoshLu/status/1973376625741033822) 2025-10-01T13:17Z 12.2K followers, [----] engagements "Good morning Continuing my pre @speedrun demo day tradition of getting shots up before the pitches. See you all at DD" [X Link](https://x.com/JoshLu/status/1975548653818540173) 2025-10-07T13:07Z 12.2K followers, [----] engagements ". @speedrun Demo Day was a movie. Founders crushed it the team crushed it the vibes were immaculate. Feeling proud and tired and happy but more importantly grateful to get to work alongside the best team in the biz" [X Link](https://x.com/JoshLu/status/1975795220601344489) 2025-10-08T05:27Z 12.2K followers, 19.9K engagements "We tell founders to put in the work and try to find warm intros to investors they'd like to work with: I got a LI message this AM from someone who *interviewed* at the co I was at in *2011* (I didn't personally interview). They were recommending their *neighbor* for @speedrun" [X Link](https://x.com/JoshLu/status/1977726928694968826) 2025-10-13T13:23Z 12.2K followers, 12.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@JoshLu Josh LuJosh Lu posts on X about ai, in the, up to, the most the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 20% technology brands 9% vc firms #133 gaming 7% social networks 5% travel destinations 1% stocks 1% countries 1% products 1%
Social topic influence ai 12%, in the 8%, up to 7%, the most 6%, investment 4%, the world 4%, roblox 4%, we are 4%, core 3%, ugc 3%
Top accounts mentioned or mentioned by @speedrun @a16z @a16zgames @tocelot @zynga @a16zs @scopely @konvoyventures @markpinc @zebird0 @andrewchen @ndrewlee @samirabehrouzan @amittm @proofofplay @drfeifei @a16zcom @twitter @stripe @meta
Top assets mentioned Microsoft Corp. (MSFT)
Top posts by engagements in the last [--] hours
"@Tocelot @a16z this is one of the few places in venture you get to be an investor working with great companies AND building a product aiming to change venture for the better"
X Link 2026-02-12T17:07Z 12.2K followers, [---] engagements
"It's been a total pleasure working with fellow Zynga alum @amittm and the team at @ProofOfPlay. This is a games-first team building a fun game that happens to enable complete composability/modular creativity + interop. Massive congrats to the team Excited to get to work. ๐ฆพ Excited to announce that were leading a seed investment in @ProofOfPlay an on-chain game studio and tech company thats committed to building a future with composability interoperability and permanence at the core of gameplay. ๐ฎ๐ https://t.co/pAkRnob2um Excited to announce that were leading a seed investment in"
X Link 2023-09-21T16:06Z 12.2K followers, [----] engagements
""do business in a first class way" has been an enduring way to elevate a firm/brand for [---] years (in this example) and a lot longer"
X Link 2026-02-11T23:45Z 12.2K followers, [---] engagements
"Such a privilege hearing @drfeifei speak at @speedrun today about how she thinks about building a great early team. Can't see how anyone who spends even [--] min with Dr. Li wouldn't come out willing to run through brick walls to work with her"
X Link 2026-02-11T19:43Z 12.2K followers, [---] engagements
"We're hiring on the @speedrun team I'm looking for a demand gen marketing expert to help us build and serve the community of investors that support Speedrun teams. It's a huge job and rare opportunity to build a new/important muscle for the program from the ground up"
X Link 2026-02-03T16:49Z 12.2K followers, [----] engagements
"We're hiring a partner/investor for the @speedrun team. These openings are extremely rare. If you are deeply technical and excited about partnering with some of the most exciting new companies in the world email speedruninvesting@a16z.com. We're excited to meet you come work with me @a16z we're hiring a partner on our Speedrun investment team - this is a small fast-growing team inside a16z focused on first-money-in investing in brand new AI start-ups building at the frontier if youre technical and love working hands-on with founders at come work with me @a16z we're hiring a partner on our"
X Link 2026-02-12T17:09Z 12.2K followers, [----] engagements
"Showing the basics up front means having key standardized metrics featured. 90% of games companies should be showing: Growth: installs (organic vs. paid) DAU Engagement + Retention: D1/7/30+ DAU/MAU Monetization: ARPDAU ARPPU %Payers Other metrics: time spent/DAU ๐"
X Link 2022-10-28T15:19Z 12.2K followers, [---] engagements
"tl;dr numbers don't lie so just be transparent from the start in pitches. If your numbers were stellar you likely wouldn't need funding Plus that transparency is noticed by investors as a signal for how we might work together"
X Link 2022-10-28T15:19Z 12.2K followers, [--] engagements
"Heartbreaking to see layoffs at @twitter @stripe etc and soon @meta. I survived [--] rounds of layoffs at @zynga/@blizzard as a manager. What I learned: [--]. You have [--] control but all accountability [--]. Managing through distractions is hard [--]. Empathy is a 1-way street ๐"
X Link 2022-11-08T19:13Z 12.2K followers, [---] engagements
"Metaverse skeptic Here's why gen alpha (kids 10) will be the first Metaverse Natives and bring it to life: - XR hardware adoption will hit critical mass - Digital identity is taking over IRL identity - Gen alpha will be the most comfortable yet with digital immersion๐ 1/"
X Link 2022-11-28T17:23Z 12.2K followers, [---] engagements
"I've found so far that web3 game teams have heavily skewed optimist But every game designer/PM who's had to manage real in-game economies comes out the other side a paranoid cynic bc of lived experience in all the ways it can go horribly awry These two groups should talk more"
X Link 2022-12-01T15:59Z 12.2K followers, [--] engagements
"My wish for [----] is to see a reset in what a "games studio" series A looks like Raising a small seed and then a big A without a playable that's tested at scale doesn't feel correct. You're effectively asking someone to pay 3x the price with only 20% more information"
X Link 2022-12-16T22:29Z 12.2K followers, 36.2K engagements
"A big reason @zynga produced so many strong games founders & execs is bc game teams were trained to act like startups [--]. New teams had to raise money VC style [--]. Monthly board meetings for accountability [--]. Outsized rewards for success Here's what each tactic taught our teams๐"
X Link 2023-01-04T16:17Z 12.2K followers, 480K engagements
"1/ New game teams were asked to match their dev milestones to VC-style funding rounds and pitch to senior leaders Concept -- Pre-Production -- Production -- Soft Launch -- Launch -- Live Ops Bootstrap -- Angel/Pre-seed -- Seed -- Series A -- Series B -- Growth"
X Link 2023-01-04T16:17Z 12.2K followers, 33K engagements
"You probably saw @a16z's [----] predictions including from our very own games team Here are THREE bonus [----] games industry predictions/trends from yours truly covering: * Live Ops * M&A * Avatars Let's dig in๐ https://a16z.com/2022/12/15/big-ideas-in-tech-2023/ https://a16z.com/2022/12/15/big-ideas-in-tech-2023/"
X Link 2023-01-09T16:28Z 12.2K followers, 44K engagements
"I'm delighted to announce @a16z's seed investment in @seidrofficial my first investment at the firm Seidr is a new studio out of Stockholm helmed by two industry veterans focused on building a next generation social strategy game https://a16z.com/2023/01/10/investing-in-seidr/ https://a16z.com/2023/01/10/investing-in-seidr/"
X Link 2023-01-10T14:03Z 12.2K followers, 285.7K engagements
"Super Nintendo World will finally be coming to the US next week. The park is a literal game - complete with quests powerups and a boss battle Park-as-game is genius bc it: [--] Adds structure to visits [--] Increases repeatability [--] Has monetization depth Geek out with me ๐"
X Link 2023-02-06T17:03Z 12.2K followers, 64.5K engagements
"So excited for Supercell to learn cross platform. It's an incredibly difficult thing to learn but I tend to think going mobile out to other platforms is easier than the other way around. And it's never a good idea to bet against Supercell https://supercell.com/en/news/next-chapter/ https://supercell.com/en/news/next-chapter/"
X Link 2023-02-15T14:36Z 12.2K followers, [----] engagements
"Hypercasual games turned non-gamers into gamers. Now smart devs are making games to graduate those new gamers up to more core (and better monetizing) experiences"
X Link 2023-03-14T19:00Z 12.2K followers, 12.4K engagements
"All the games companies I've worked at have now officially sold (pending regulation): @Playdom to @Disney for $750M @scopely to Savvy for $4.9B @zynga to @taketwo for $12.7B @ATVI_AB to @Microsoft for $68.7B The only company left standing independent is @facebook. :)"
X Link 2023-04-05T17:30Z 12.2K followers, 12.1K engagements
"When we say we're LONG GAMES at @a16zGames we put our money where our mouth is - we're investors in [--] of the top [--] content deals announced last quarter and are excited to keep supporting the next generation of games industry leaders (table via our friends at @konvoyventures)"
X Link 2023-04-12T20:52Z 12.2K followers, [----] engagements
"Happy 1st birthday to @a16zGames It's been a heck of a ride so far We've hit the [--] year mark ๐ฅณ๐ฅณ๐ฅณ A year ago we raised GAMES FUND ONE our first $660M fund focused on games. [--] investments and [--] new hires later weve learned so much. To celebrate I'm going to share some slides we used to raise the fund. Yes even VCs have to pitch :) https://t.co/S8wZknPKZ9 We've hit the [--] year mark ๐ฅณ๐ฅณ๐ฅณ A year ago we raised GAMES FUND ONE our first $660M fund focused on games. [--] investments and [--] new hires later weve learned so much. To celebrate I'm going to share some slides we used to raise the fund."
X Link 2023-05-22T18:00Z 12.2K followers, [----] engagements
"Games founders: go build in Fortnite Creative/UEFN Why [--]. UEFN is paying out big ($XXXM) [--]. The race just started & you're not behind [--]. New founders could have a big advantage We believe UEFN startups are venture-backable and would like to see them apply to SPEEDRUN 1/7"
X Link 2023-08-16T15:42Z 12.2K followers, 180.7K engagements
"The waves I'm spending the most time studying for the games industry at the moment: * AI * UGC (Roblox UEFN emergent platforms) * AI + UGC = AIGC * Platform agnosticism + crossplay design * Genre hybridization and the emergence of golden interactions * Off-platform payments Farmville creator and Zynga founder Mark Pincus (@markpinc) thinks that being a great surfer is the key to being a great founder. Why Because even the best founders can't create waves ๐ They can only spot them earlier and ride them better than everyone else ๐โ https://t.co/dTCqcA4yji Farmville creator and Zynga founder"
X Link 2023-08-17T18:28Z 12.2K followers, 17.8K engagements
"Ben Feder is a board director of Epic (makers of Fortnite) and is now running his own venture fund. Here's his advice to games investors and founders: 1/ Taste matters 2/ Investors and founders should think big 3/ Raise more than you think you need ๐๐ผ1/8"
X Link 2023-08-29T17:59Z 12.2K followers, 14.2K engagements
"Monopoly Go is on a $1.3B annual gross revenue run rate (). For perspective here are some other companies/products that are on similar run rates as reported in the last year: * @OpenAI * @databricks * @Box"
X Link 2023-09-05T18:35Z 12.2K followers, 18.6K engagements
"Exactly [--] year ago I became a VC at @a16zgames. Here are some of the biggest lessons/learnings from this PM turned VC: 1/ Finding great deals is HARD: 0.1% of decks -- deals 2/ Feedback loops are SLOW: great VCs self-regulate + motivate 3/ VC is FUN (most of the time) ๐งต"
X Link 2023-09-07T15:30Z 12.2K followers, 33.3K engagements
"We are thrilled to announce that @a16z is leading the $7.9M seed investment in Series AI a new game studio wielding the power of generative models to push the boundaries of game development and ship category-leading games. 1/ https://a16z.com/investing-in-series-ai/ https://a16z.com/investing-in-series-ai/"
X Link 2023-09-14T17:02Z 12.2K followers, 59.9K engagements
"Before Monopoly Go hit $2B in revenue in [--] months or selling to Savvy for $4.9B or games with WWE Star Trek Scrabble. @scopely was a tiny non-games startup working on web apps that didn't work Lesson for founders: your company doesn't work until it does. You have to keep plugging away and building and learning and surviving Lesson for investors: things don't always work right away and if you overweight traction over things like resilience and iteration speed you might miss a Scopely"
X Link 2024-04-04T15:12Z 12.2K followers, 12.6K engagements
"๐ข๐ข I'm interested in meeting mobile founders for @speedrun who are: -Building for virality -Working on products that gamify hard IRL behavior -Turning casuals into core players -Putting roguelike loops in their games as the next "battlepass" More detail + tag founders๐ ๐งต"
X Link 2024-04-05T15:00Z 12.2K followers, 12.7K engagements
"When I see a pitch that handwaves away distribution/audience strategy"
X Link 2024-04-10T15:35Z 12.2K followers, 11.3K engagements
"Lord give me the confidence of a founder that makes a pitch deck littered with full-page self-quotes hyping up the team market and product"
X Link 2024-05-10T16:25Z 12.2K followers, [----] engagements
"sorry I need to hop off the call as I just got an emergency email from my boss"
X Link 2024-05-13T16:02Z 12.2K followers, [----] engagements
"@Carnage4Life 1/ A whole bunch of unserious and not particularly technical people entered the industry since then 2/ Random/dumb takes go farther/are more visible today"
X Link 2024-05-18T19:14Z 12.2K followers, 22.5K engagements
"Farmville launched June [----] when Facebook had just over 200M MAU Discord reported 150M MAU over a year ago and is likely closer to 200M now If you're not building on Discord Activities why not"
X Link 2024-05-20T15:10Z 12.2K followers, 15.5K engagements
"I see and respect you"
X Link 2024-05-31T13:34Z 12.2K followers, [----] engagements
"Its @speedrun kickoff day at our brand new LA office and I'm so damn excited. Sneak peek at the stage"
X Link 2024-07-29T16:18Z 12.2K followers, [----] engagements
"Just in: @Roblox DAU hit a record 79.5M. It's easy to miss with the shape of this chart but that's up 21% YoY. really impressive"
X Link 2024-08-01T18:05Z 12.2K followers, [----] engagements
"Lessons from spending $1B in mktg from @gabrielleydon's great talk at @speedrun 1/ No one will ever give you traffic. You have to take it 2/ Most marketers are being lied to and are lying to themselves 3/ Smart people like to do smart things but miss stupid easy things"
X Link 2024-08-29T16:17Z 12.2K followers, [----] engagements
"Dont believe anyone that says the games industry is stagnating. Theres so much opportunity to build We built @speedrun to help founders catch the big waves that will create the next huge important companies at the intersection of tech and games Applications are open now"
X Link 2024-09-02T17:42Z 12.2K followers, [----] engagements
"New post: Why Discord Activities can do what TikTok Snap FB and others couldn't - bring social gaming back ๐น Here's how: [--]. Huge (200M+ MAU) group of engaged gamers [--]. Accessible via legit social/growth channels [--]. With cross platform + web/tech advantages 1/X๐"
X Link 2024-09-04T15:16Z 12.2K followers, 16.7K engagements
"This might not look sexy but this is huge. Roblox has so much potential energy as a social network and this is a big step into turning that into kinetic social energy. It's never been easier to connect and play with friends on Roblox. With Party you'll be able to be together and have fun like never before. #RDC24 https://t.co/1WWOwR4ram It's never been easier to connect and play with friends on Roblox. With Party you'll be able to be together and have fun like never before. #RDC24 https://t.co/1WWOwR4ram"
X Link 2024-09-06T17:55Z 12.2K followers, [----] engagements
"Wow. GameGen-O is @TencentGames' new diffusion model for generating open world games (scenes environments characters controls) & the early look is ๐ฅ Great research team โ
- they have like 6+ AI teams & internal competition forges diamonds Massive proprietary data set โ
"
X Link 2024-09-13T15:18Z 12.2K followers, 16.8K engagements
"๐ข @speedrun applications are open and one category of companies we're excited about are playable apps or apps that use game mechanics at the heart of their experience ex: ever peeked at a friend's house on Zillow That's because it operates as a leaderboard More ideas below:"
X Link 2024-09-17T15:00Z 12.2K followers, 11.8K engagements
"Asian digital culture is always a decade ahead of the west. Great read from my partners @zebird0 and @Tocelot on the rise of anime (content culture) and its implications on the games industry Animeis eating the world. I've always been ananimefan. The gateway was Naruto of course but then Code Geass and Steins;Gate and FMA and many more surrounded me with intricateworldscomplex characters and dramaticromances. It was a niche nerdy hobby then but no longer https://t.co/q0r3cLfhq9 Animeis eating the world. I've always been ananimefan. The gateway was Naruto of course but then Code Geass and"
X Link 2024-09-23T14:09Z 12.2K followers, [----] engagements
"One more week to apply @speedrun is looking for more founders working to redefine reality especially: * Social VR experiences (games x hangouts) that are highly physical or take inspiration from working mechanics * VR sims * XR companies that can move at speed and efficiently"
X Link 2024-09-24T15:31Z 12.2K followers, [----] engagements
"Massive congratulations to @panysaurusrex and the Series team on their $28M Series A We led the seed round and have loved working with the team so much we doubled down this round We're glad to be partnering with @netflix @DellTechCapital and others on supporting the team"
X Link 2024-09-30T17:01Z 12.2K followers, [----] engagements
"I write a lot more than I publish mostly shower thoughts I jot down between calls. This year I'd like to share some of these thoughts. They won't be very clean they won't always be thematic. I'll try to do it weekly but no promises"
X Link 2025-01-13T18:22Z 12.2K followers, [----] engagements
"Especially true in consumer: building an MVP often leaves founders in a terrible trap. You haven't built something that gives you enough signal to double down or pivot The worst place you can be is "we tested it and the metrics are. fine". Fine isn't good enough today "Burn the idea of MVP. Minimal Viable Product that is the death zone." - @markpinc the Founder and Executive Chairman of Zynga offered this advice to founders while visiting the Speedrun stage last week. https://t.co/xf96MpH4He "Burn the idea of MVP. Minimal Viable Product that is the death zone." - @markpinc the Founder and"
X Link 2025-01-28T16:36Z 12.2K followers, 22.9K engagements
"Vibe coding is the best thing to happen to non-technical PMs maybe ever. There has never been a more accessible to learn the texture of code/development by just prompting + studying proposed changes. You can even copy paste proposed changes into GPT to get an explainer live"
X Link 2025-02-18T20:47Z 12.2K followers, 124.8K engagements
"This is a must listen for every entrepreneur: The most important skill as a CEO is getting to the truth. It's really hard because it's really scary. normal humans find every excuse not to deal with harsh truths. Thank you @bhorowitz for speaking at @speedrun last week"
X Link 2025-03-05T16:53Z 12.2K followers, 29.9K engagements
"So great to see the @speedrun family supporting each other at our alumni demo day yesterday 3"
X Link 2025-03-13T16:00Z 12.2K followers, [----] engagements
"๐ข๐ข@speedrun applications are officially open for our 5th () cohort ๐ Who should apply: builders at the intersection of tech entertainment and AI ๐ July [--] - Oct [--] at our office in sunny Santa Monica ๐ฐ We invest up to $1M in every company selected โ
Apply by: May 11"
X Link 2025-03-31T14:53Z 12.2K followers, [----] engagements
"to those considering applying for @speedrun: apps targeting businesses w/ GTMs of socially dense high WoM high trust communities with a strong sense of identity. think churches support groups disabled communities crossfit etc. are always v interesting what else"
X Link 2025-04-03T20:59Z 12.2K followers, [----] engagements
"Please @speedrun applicants. For the love of everything make sure you check your application's deck access settings"
X Link 2025-05-08T02:20Z 12.2K followers, [----] engagements
"Making a [--] cup pot of coffee every morning this weekend knowing all of you maniacs are waiting until the last second to submit your @speedrun applications If I start getting heart palpitations its your fault"
X Link 2025-05-09T13:06Z 12.2K followers, [----] engagements
"If a @speedrun founder gives me swag I will wear that swag and generate impressions. This is the social contract"
X Link 2025-08-04T17:43Z 12.2K followers, [----] engagements
"Thanks for reaching out. I'm a long admirer of your alma mater especially insert anecdote about named building or fun public space at school here"
X Link 2025-08-26T23:49Z 12.2K followers, 16K engagements
"Two things I wanted to share: [--]. Today is my [--] year anniversary at @a16z. I'm very grateful the team here took a chance on me @andrewchen @Tocelot and I feel very lucky to support an amazing group of founders via @a16zGames and @speedrun. [--]. @speedrun applications are open for our new cohort starting end of Jan in our SF office. We are investing up to $1M in every company that's accepted. Beyond that you will have the support of the awesome speedrun team. They are all world-class at what they do and we collectively work our butts off to continually earn our seats on your company's journey."
X Link 2025-09-04T15:04Z 12.2K followers, [----] engagements
"One cool trend from @speedrun applications over the last few years - the average team is applying with much more built. AI tools have made it such that there's basically no excuse for "two people and a deck" type applications anymore. Way more showing and less telling"
X Link 2025-09-05T13:49Z 12.2K followers, [----] engagements
"Speak. Shout. Scream Argue. Persuade. Appeal. Protest. Anything but shoot"
X Link 2025-09-10T21:17Z 12.2K followers, [----] engagements
"I sometimes get asked "why insist on human reviews for @speedrun applications why not just use AI" One of my favorite reasons is getting a gauge on what problems founders are most excited about solving. When reviewing thousands of applications you get to see trends emerge"
X Link 2025-09-12T01:57Z 12.2K followers, [----] engagements
"Request for storytellers: I want to see @speedrun applicants with exceptional storytelling skills. Storytelling is one of the most underrated founder superpowers and one that only grows more important as AI tools make the earliest phases of building easier. This isnt about hype or snake oil. Great companies are still built on great products. But the best storytellers give their companies a far greater chance at greatness: 1) They attract better talent. On paper its irrational for a FAANG engineer to leave their comp package stability and perks to join a tiny startup. Founders must tell a"
X Link 2025-09-15T16:00Z 12.2K followers, 60.1K engagements
"Importantly this does NOT mean that every founder needs to be telling their story publicly. Being a great storyteller does not require you to be loud Being loud -- more people will hear your story. But it might also put you on a content treadmill you're not prepared for if you don't have enough to say or enough time to continuously engage with the community you've begun to build. Request for storytellers: I want to see @speedrun applicants with exceptional storytelling skills. Storytelling is one of the most underrated founder superpowers and one that only grows more important as AI tools"
X Link 2025-09-16T20:49Z 12.2K followers, 13K engagements
"Cool observation from reviewing @speedrun applications: new takes on what in the past were considered "tar pit" ideas that are only now possible with AI. and founded by entrepreneurs who are going in eyes wide open"
X Link 2025-09-23T21:48Z 12.2K followers, 13.5K engagements
"There is alpha in submitting your @speedrun application slightly early. Every cohort we get literal thousands of founders who submit their applications at the last minute. Reminder that we are only human and that last barrage creates a big backlog of things to review"
X Link 2025-09-25T18:22Z 12.2K followers, 13.7K engagements
"Winning the war of attention is for the market Winning the war of attrition is for your team and your customers Great founders can fight effectively on both fronts"
X Link 2025-09-26T21:34Z 12.2K followers, [----] engagements
"Wow: Met a 72yo woman in Bailey CO. She told me she "met" ChatGPT [--] mo ago and "talks to him" every day. Text and voice. She showed me her chat history everything from recipes to medical advice to "how can I tell my daughter to visit more". She likes that "he doesn't judge me""
X Link 2025-09-27T20:17Z 12.2K followers, 11.2K engagements
"Today is the day. @speedrun applications are due tonight. Excited to see what you all are building"
X Link 2025-09-28T13:42Z 12.2K followers, 11.4K engagements
"Hilarious and extremely unsurprising anecdote from the team overnight: "We saw @speedrun submissions spike to 50x our normal volume in the [--] min before midnight PT" Y'all do this every cohort ๐"
X Link 2025-09-29T15:08Z 12.2K followers, 11.7K engagements
"Talking to a SR005 team tonight. They just launched and didn't have time to put together a clean dashboard so they shared a snapshot of how their marketplace is going. 80% D1 retention GMV from $0--$3K/day in [--] weeks Cash flow positive Insane user love This. is PMF"
X Link 2025-10-13T02:53Z 12.2K followers, 21.2K engagements
"@ndrewlee no but you are a sociopath"
X Link 2025-10-14T16:18Z 12.2K followers, [----] engagements
"Caught up with the team this morning. Up to 25K MAU (and 17K DAU) Me: what the hell guys that's crazy The team: Talking to a SR005 team tonight. They just launched and didn't have time to put together a clean dashboard so they shared a snapshot of how their marketplace is going. 80% D1 retention GMV from $0--$3K/day in [--] weeks Cash flow positive Insane user love This. is PMF Talking to a SR005 team tonight. They just launched and didn't have time to put together a clean dashboard so they shared a snapshot of how their marketplace is going. 80% D1 retention GMV from $0--$3K/day in [--] weeks Cash"
X Link 2025-10-22T18:19Z 12.2K followers, 15.3K engagements
"Being talent greedy is a key trait of great organizations. The founders I most admire and enjoyed working with have all exhibited this"
X Link 2025-11-08T15:55Z 12.2K followers, 36.7K engagements
"Since joining @a16z I've seen a lot of otherwise ๐ decks with ๐ metrics practices including: - vanity metrics - non-standard metrics definitions - data visualization tricks - etc. Here are the biggest mistakes I see alongside helpful entertainment-themed companion graphs๐"
X Link 2022-10-28T15:19Z 12.2K followers, [----] engagements
"Like it or not some of the best games innovation comes from Asia. Some eastern gaming trends we can expect to see take hold in the west in the next few years: - Cross-play MMOs (KR CN) - Instant msging as distribution (CN KR JP) What and why below ๐"
X Link 2022-12-08T16:39Z 12.2K followers, [---] engagements
"Community is an unfair advantage and building great communities is likely the single most important skill game companies need to learn to survive/thrive A quick how-to on building communities with some case studies from: - @LeagueOfLegends - @PlayOmega - @PlayOverwatch ๐"
X Link 2022-12-15T17:31Z 12.2K followers, 21.5K engagements
"Took a break from Twitter over the holidays came back and am now even more excited about AI x Games. Not a fad or a meme"
X Link 2023-01-03T19:39Z 12.2K followers, 14.4K engagements
"Startup rule #1: Don't die Startup rule #2: Don't die Startup rule #3: Don't die An amazing story of resilience. ๐ฆพ Imagine believing in an idea but everyone says it will fail. Nobody will fund you. And the industry is experiencing a nuclear winter. ๐ Imagine believing in an idea but everyone says it will fail. Nobody will fund you. And the industry is experiencing a nuclear winter. ๐"
X Link 2023-02-22T20:39Z 12.2K followers, 50.5K engagements
"The single most important metric in games (and in most consumer apps) is retention. I always tell game teams to just obsess over retention over everything else including revenue. Why [--]. It drives long-term growth [--]. It drives revenue [--]. It drives virality Let's dive in ๐"
X Link 2023-03-01T16:16Z 12.2K followers, 139.4K engagements
"Screenshots of Roblox Frontlines went viral a few weeks ago and it's beautiful. Geting a UGC platform to this level of functionality and fidelity is HARD (believe me I tried at Meta) But just how hard is only really appreciated by seeing the steps that led to Frontlines ๐"
X Link 2023-03-08T16:35Z 12.2K followers, 178.1K engagements
"The coming AI-powered UGC (AIGC) revolution will democratize game dev & empower hundreds of millions of people to become game-makers. Here's how it will happen: Phase 1: AI as UGC tools co-pilot Phase 2: AI engines reimagine creation workflows ๐ https://a16z.com/2023/03/17/the-generative-ai-revolution/ https://a16z.com/2023/03/17/the-generative-ai-revolution/"
X Link 2023-03-17T15:29Z 12.2K followers, 69.5K engagements
"Honkai: Star Rail is Mihoyo's newest crossplay PC/Mobile launch. It's a beautiful mix of live action exploration and turn-based combat. Oh and it's the biggest revenue launch I can remember on mobile. It's even beating out Genshin Impact's massive launch ($48.8M vs. $41.4M)"
X Link 2023-05-02T19:54Z 12.2K followers, 11.4K engagements
"Facepalm. This is classic reverse causation. So much literature available that shows society was getting lonelier proper nutrition was on the wrong path etc. etc well before video games took off as the primary form of entertainment No worse habit in the world. I think there is a direct correlation with being overweight lonely single broke and depressed. My kids will not own video game systems while in my home. https://t.co/RKFQfYdZBp No worse habit in the world. I think there is a direct correlation with being overweight lonely single broke and depressed. My kids will not own video game"
X Link 2023-07-27T16:01Z 12.2K followers, 10.2K engagements
"1/ After an amazing 1st cohort we knew @a16zgames SPEEDRUN had to expand. I'm excited to announce I'll be leading the charge in growing the program In [----] we'll be investing up to $75M into some of the best pre-seed co's that apply https://a16z.com/2023/08/01/announcing-speedrun-2024-accelerating-games-x-tech/ https://a16z.com/2023/08/01/announcing-speedrun-2024-accelerating-games-x-tech/"
X Link 2023-08-01T21:02Z 12.2K followers, 31.7K engagements
"GAMES FUND TWO is officially announced today Our journey is just getting started and @speedrun will be an important part of how we invest in the broader industry. Let's get to work ๐ซ after many months of cross-country flights zoom calls and late night deck revisions. whew. I'm glad to finally be able to share what I've been up to for the past bit: yes that's right-- A16Z GAMES FUND TWO ๐ I'm super proud of the team for putting this all together. after many months of cross-country flights zoom calls and late night deck revisions. whew. I'm glad to finally be able to share what I've been up"
X Link 2024-04-16T17:33Z 12.2K followers, [----] engagements
"There's a real vibe shift as I talk to friends across the games investing landscape. Things were quiet for a while but I expect things to start picking back up in the new few quarters data via our friends at @konvoyventures"
X Link 2024-07-22T16:20Z 12.2K followers, [----] engagements
"Bullish signal on cozy games: Heartopia () is a cozy survival sim/builder. The game launched in China a few weeks ago and is a top [--] downloaded app on iPhone globally despite ONLY being available in China"
X Link 2024-08-09T15:46Z 12.2K followers, [----] engagements
"We put on a little sneak peek @speedrun demo day for our friends and family yesterday in LA. Seeing the founders present live is so inspiring not just bc it's a visceral reminder of how much progress all the companies have made in such a short amount of time"
X Link 2024-10-03T17:50Z 12.2K followers, [----] engagements
"Reintroducing @speedrun to the world: we're expanding to support entrepreneurs creating the future at the frontiers of tech and entertainment My partner in crime @SamiraBehrouzan and I wrote a blog post talking about speedrun's origins and where we're taking it"
X Link 2025-03-12T15:53Z 12.2K followers, 35.8K engagements
"๐ข New a16z request for startups: a new generation of rule-breaking gamemakers ๐ข One of my biggest takeaways from [--] years of building games: the cardinal rule of game develop is that there are no permanent rules of game development Platforms change. Player preferences shift. Technology and tools evolve. The only constant is that great games require creativity craft and passion. Consider some rules that have already been broken: - "Game experiences should be unified across the player base." This was overturned when Zynga and other social gaming pioneers began A/B testing different versions"
X Link 2025-04-22T16:04Z 12.2K followers, 30.7K engagements
"๐ข Were hiring at @speedrun Were looking for someone toown and expand our global investor ecosystem. This is a role that blends network-building program design and data-driven strategy all in one. You'll be working with me @ndrewlee @andrewchen @DigitalPAB @DougMcCracken @zebird0 @SamiraBehrouzan and the rest of the SR team. This isnt just another platform role. You will: ๐ค Represent Speedrun to top investors across stages and sectors ๐ Design capital programs that actuallydrive funding outcomesfor founders (think small-group summits private dinners sector showcases) ๐ค Partner with"
X Link 2025-08-22T14:37Z 12.2K followers, 20.4K engagements
"I have told multiple @speedrun teams that they should not be hiring any developers that aren't already set up ramped up and comfortable with Cursor Copilot Claude Code etc. There is barely any excuse for bigcos and none at all for startups"
X Link 2025-08-23T03:21Z 12.2K followers, 118.9K engagements
"Happy @speedrun Application Opening Day to those who celebrate We are taking applications starting NOW through September for our next cohort that starts Jan [--] out of our SF office * Speedrun invests up to $1M in your company * And yes we review every single application A16Z SPEEDRUN [----] UPDATE: I think most people secretly know if theyre founders or not. Some of you can never be happy working inside a giant company writing docs in endless meetings. Deep down you know youre supposed to build. we're opening up a16z speedrun today We are https://t.co/Sz82FB528r A16Z SPEEDRUN [----] UPDATE: I"
X Link 2025-09-02T17:05Z 12.2K followers, [----] engagements
"At the same time I am seeing fewer decks attached to @speedrun applications this cycle. Even though theres no substitute for traction or a live demo/product I think not submitting a deck is a mistake for most applicants - even a short one helps communicate why us why now"
X Link 2025-09-06T22:57Z 12.2K followers, 21.9K engagements
"This is the first year in the last 6-7 where I am in ZERO fantasy football leagues and wow it feels fantastic. I'm more productive more present with my family less stressed. Fantasy football is the new smoking and I don't think I'm going to go back"
X Link 2025-09-07T20:56Z 12.2K followers, [----] engagements
"Friends and family demo day today. Our community is what makes @speedrun magical. If nothing else founders should apply just to be in the founder network. Today is for old friends rooting on and supporting new founders for serendipity in so many ways for new intra-cohort partnerships and deals"
X Link 2025-10-01T13:17Z 12.2K followers, [----] engagements
"Good morning Continuing my pre @speedrun demo day tradition of getting shots up before the pitches. See you all at DD"
X Link 2025-10-07T13:07Z 12.2K followers, [----] engagements
". @speedrun Demo Day was a movie. Founders crushed it the team crushed it the vibes were immaculate. Feeling proud and tired and happy but more importantly grateful to get to work alongside the best team in the biz"
X Link 2025-10-08T05:27Z 12.2K followers, 19.9K engagements
"We tell founders to put in the work and try to find warm intros to investors they'd like to work with: I got a LI message this AM from someone who interviewed at the co I was at in 2011 (I didn't personally interview). They were recommending their neighbor for @speedrun"
X Link 2025-10-13T13:23Z 12.2K followers, 12.8K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::JoshLu