Galaxy Interactive

Agentic Technology and the Future of AI Governance As AI systems grow more sophisticated, the need for user control, privacy, and decentralized digital autonomy is becoming more critical. A new category, Agentic Tech, is emerging to address these challenges. Key developments include:   1️⃣ Decentralized identity and authentication to empower users  2️⃣ Privacy-preserving AI models that prioritize security and control   3️⃣ Blockchain-based governance structures for AI-driven platforms The latest edition of Fully Immersed examines how these technologies will define the next phase of AI and Web3: https://lnkd.in/e8z7gXNf 

It was great to see our investor May Wang representing Galaxy at Microsoft’s AI Infra panel during GTC week!    Joined by industry leaders from NVIDIA, Microsoft Azure , and Okareo, the conversation explored the evolving challenges and opportunities in building scalable, efficient AI infrastructure, especially as complexity grows beyond hardware into orchestration, observability, and developer experience.    A special thanks to Microsoft for hosting and to Murray Newlands for bringing together such a sharp group of voices in the AI ecosystem.

Whoa!! In-Game Advertising Just Took a Huge Step Forward... For years now, one of my highest-conviction theses has been that in-game advertising is inevitable. As gaming continues to outpace every other form of entertainment in engagement, reach, and cultural relevance, the gap between time spent and ad dollars allocated has become impossible to ignore. This week’s announcement that Roblox is launching Rewarded Video ads, fully integrated with Google Ad Manager, is one of the clearest signals yet that the walls are coming down—and that immersive gaming environments are officially entering the ad mainstream. If you missed it: Roblox is rolling out programmatic Rewarded Video ads across its platform, allowing brands and agencies to buy media directly or via DSPs, backed by measurement tools from IAS, Nielsen, Kantar, and others. These ads will appear inside Roblox experiences, offer in-game rewards for players who opt in, and boast >80% completion rates from early tests. In other words, they’re brand-safe, high-performance, and scalable—the holy grail of ad formats. Why This Matters: This is more than just a new ad unit. It’s a platform with tens of millions of daily active users—most of them Gen Z—integrating with the largest ad buying infrastructure in the world (Google). It’s a clear sign to agencies and CMOs that immersive in-game inventory is ready for prime time. No new sales cycle, no bespoke integrations—just a DSP seat and a targeting brief. For those of us who’ve believed in this thesis for years, this feels like a tipping point. It validates what many in the gaming and ad-tech ecosystem have been building toward: a world where ads in games don’t have to be disruptive or awkward—they can be additive, contextual, even welcome. This is especially important news for two Galaxy Interactive portfolio companies, Gamefam and GADSME. For Gamefam, it unlocks a new high-margin revenue stream and makes their top-tier Roblox games even more attractive to brands. For Gadsme, it’s powerful validation of their mission to scale immersive, non-intrusive ads across mobile, console, and PC. The in-game ad ecosystem is growing up fast. I'll be back with a longer post on this topic shortly (once I've fully gathered my thoughts on this). In the meantime, drop me your thoughts in the comments, or DM me directly, as I'd love to hear what you all think about this. Suffice it to say, I think it's the beginning of a very big wave... — #Gaming #AdTech #InGameAdvertising #Roblox #Google #RewardedVideo #Gamefam #Gadsme #InteractiveMedia #GenZ #ProgrammaticAdvertising Guillaume Monteux Simon Spaull Joe Ferencz Galaxy Interactive Matthew Ball

Scaling Compute and Infrastructure for the Next Era of AI.     The exponential growth of AI and high-performance computing is driving an urgent need for more scalable, efficient, and decentralized infrastructure. The next decade will likely see a shift toward: 🔹 Next-generation chips purpose-built for AI and spatial computing 🔹 Decentralized compute networks leveraging blockchain infrastructure 🔹 New energy solutions to meet increasing computational demands     In Fully Immersed, we explore the implications of this technological shift and the infrastructure investments shaping the future.     Read the latest edition: https://lnkd.in/e8z7gXNf 

Signs of momentum are emerging across the Web3 gaming landscape.    From play-to-earn models to player ownership and interoperable digital assets, Web3 gaming has evolved through several phases. Today, a growing number of projects are prioritizing user experience and gameplay quality, supported by maturing infrastructure and development tools. While challenges remain, the sector may be approaching a more sustainable path forward. Check out our latest perspective, written by Sam Englebardt, on the trends, tools, and titles shaping the next chapter of Web3 gaming: https://hubs.li/Q03dX5Y50 

The next chapter is here. Build A Rocket Boy, a Galaxy Interactive portfolio company, just dropped a new cinematic trailer for MindsEye, revealing more of the game's narrative, near-future intrigue, and high-stakes action. Set in Redrock City, a hyper-connected desert metropolis, the trailer gives players a glimpse into a world shaped by advanced consumer robotics and all-seeing surveillance. As proud partners of Build A Rocket Boy, we’re excited to support a project that continues to push the boundaries of world-building and immersive storytelling. MindsEye launches June 10, 2025. Watch the trailer and pre-order now ⬇️

Web3 gaming has long been seen as a natural fit, but adoption has taken longer than many anticipated.    While early blockchain-based games generated significant attention, the quality and accessibility of those experiences often fell short of expectations. Today, however, there are signs of meaningful progress. With improved infrastructure, refined onboarding, and a focus on gameplay-first experiences, the next wave of blockchain-enabled titles appears better positioned to reach broader audiences.    "It would seem the tide is turning and, after many years of stumbling prototypes and small-scale successes, we’re witnessing the first wave of truly high-quality, blockchain-enabled games." – Sam Englebardt, Founding General Partner at Galaxy Interactive    Read our latest perspective on the current state and future potential of Web3 gaming: https://hubs.li/Q03dX5Y50 

We’re proud to back Immutable, a Galaxy Interactive portfolio company, as they close the chapter on an SEC inquiry. This is a milestone for Immutable and a meaningful moment for Web3 gaming and the broader digital ownership movement. Regulatory clarity is essential to innovation, and this outcome helps clear the path for Immutable to accelerate its vision of building the next generation of player-owned games. Immutable is proving what’s possible when infrastructure, user experience, and community come together. Congratulations, Robbie Ferguson and the Immutable team!

Proud to back HEALWELL AI (TSX: AIDX), which just reported record revenue growth—433% year-over-year—and is preparing to close its transformational acquisition of Orion Health on April 1st. With Orion’s global footprint, $100M+ in revenue, and HEALWELL’s continued operational momentum, this combination positions the company to become a category-defining leader in healthcare AI and infrastructure. Huge credit to Alexander Dobranowski, MD and Hamed Shahbazi and the entire Healwell team for executing with focus and ambition. The future of connected, intelligent healthcare is being built now—and HEALWELL is leading the way. #DigitalHealth #AI #HealthTech #VentureCapital #HEALWELL

Gaming as the Catalyst for the Future of Interactive Technology...   For over a decade, gaming has driven the development of cutting-edge interactive technology. Now, the infrastructure originally built for gaming, such as AI-driven systems, GPUs, and real-time rendering, has expanded well beyond entertainment.    From finance and healthcare to industrial applications and research, the same advancements powering immersive digital experiences are now transforming critical industries.     In the latest edition of Fully Immersed, we break down how gaming’s technological foundation continues to shape the next generation of digital platforms and computing.     Read Fully Immersed by Galaxy Interactive: https://lnkd.in/e8z7gXNf