Moritz Baier-Lentz is one of the foremost investors in gaming, AI, and frontier technologies—including companies like OpenAI, SpaceX, Palantir, Etched, Decart, and Recursive. He founded Goldman Sachs&#x27;s global gaming practice and was previously a partner, IC member, and head of gaming at Lightspeed. Moritz is part of the founding team of General Intuition, an AI research lab training agents on video game data, which has raised a $133M Seed round and a $320M Series A. He is also a senior advisor to OpenAI, McKinsey &amp; Co., and TPG Capital. In this episode of Summation, Moritz and Auren discuss: Why video games are the best data set for the next phase of AI The idea that humans only truly learn during play Why Germany&#x27;s fear of risk is cultural Getting into Stanford with an essay about Diablo II You can find Auren Hoffman on X at @auren and Moritz Baier-Lentz on LinkedIn or his website.

Moritz Baier-Lentz on why the future of AI runs on video games

Summation with Auren Hoffman

[SPEAKER_00] I think there's only two things in life. There's work and play. I find it shocking and sad how poorly AI is received in the gaming industries. I raised over $2 billion this year with my portfolio companies. Half of that was done without a pitch deck.

[SPEAKER_01] Hello fellow data nerds. My guest today is Moritz Baier-Lentz. Moritz is one of the foremost investors in the gaming world. He founded Goldman Sachs' global gaming practice and is advised on gazillion dollars of transactions over the years.

[SPEAKER_01] He's also a founding member of General Intuition, which is a research lab training AI agents on video game data. It raised $133 million seed funding and I just found out there you just raised another $320 million Series A, which is pretty awesome. He recently left Lightspeed Ventures where he was a partner and head of gaming. He also serves as a senior advisor to McKinsey, OpenAI, TPG, and does a whole bunch of other stuff. Moritz, welcome to Summation. Thank you. Thank you.

[SPEAKER_01] All right. Before we get into it. Okay. Like the first question is you have like, I don't know, 400 jobs. Like how do you manage all this stuff? Like walk us through like a life in Moritz.

[SPEAKER_00] Well, slightly less than 400, luckily, but it's probably about 15 or so right now. And, you know, since April, after leaving Lightspeed, I spent the majority of my time, I would call that about 80%, you know, investing my own capital now and then advising the founders that I'm not investing the founders that I work with quite closely. I would say that most portfolio companies and most founders I invest in, I'm really in touch with daily.

Moritz Baier-Lentz on why the future of AI runs on video games

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Moritz Baier-Lentz on why the future of AI runs on video games

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.