From Prototype to Portfolio: XR Investment Trends and Realities

XR gaming is no longer a niche -- it’s a fast-expanding frontier where immersive tech, creator tools, and real-time AI converge to redefine interactive entertainment. In this data-driven session, veteran XR analyst and BITKRAFT Ventures' XR Lead Stephanie Llamas will unpack the story of the XR gaming market: from early hype cycles to today’s traction points, breakout genres, and hardware adoption trends. Stephanie will explore what investors are watching out for like business models that scale, platforms with stickiness, and tools that lower dev friction. Whether you’re new to the space or looking to sharpen your thesis, this session offers a grounded, forward-looking view of where XR gaming is headed and where capital will follow.