Compound
GrantsAbout

2026 Compound

Compound
GrantsAbout
Back to Database
Next Generation Game Engines and Infrastructure
AI/ML

Next Generation Game Engines and Infrastructure

Game engine technology will seep into general software primitives

Other

Concept

Game engine technology will seep into general software primitives

Longer Description

Many pieces of game engines (server optimization, physics engines, graphics rendering, etc) have been rather silo-ed from other industries until now, and we are at an inflection point where much of the core technology is being re-applied and improved for external use-cases. Even if you’re not interested in gaming itself, there’s a hidden world of brilliant engineering that holds massive potential for everything outside of gaming.

As we’ve seen in the past decade, gaming is becoming impossible to ignore. Games now seep further than ever into social experiences, fitness, art, and education. Many of the core technological developments around game engines & architecture are being carried into industries from fashion & film (3D garment simulation technology for fashion and film/gaming), to architecture (rendering visualizations), and the automotive industry (rendering showroom graphics). More continuous monetization, implementation of new machine learning, and the implementation of cloud gaming continue to drive change.

Other thoughts on GTM/Founder Profiles etc

  • Many of the core functions of game engines are being unbundled as a direct result of the massive changes currently occurring in the industry.
  • The robustness of gameplay (again, as depth and specialization increase & barrier to entry decreases) creates robustness of behavioral data that is unparalleled and represents great potential we think will see much greater use in the next 3 years.
  • Machine learning will continue to be applied to various creative processes to give creators greater scale — gaming will be no different.
  • Game infrastructure companies targeting unbundling for middle-sized games who use hyper specialized tooling or monetization as a wedge to challenge monolithic players of unity and unreal are poised for great success.

Comparable Companies

  • Modl.ai
  • Spline
  • Playbyte
  • Womp

Related Reading

  • The Future of Game Engines & Infrastructure by Nicole Ruiz
  • Thoughts on 3D Modeling + generative tooling

Related Theses

2nd Life Batteries for Storage
01
Other

2nd Life Batteries for Storage

Used EV batteries repurposed for grid and data center energy storage

Read
Marketplaces Requiring Private Intelligence
02
AI/ML

Marketplaces Requiring Private Intelligence

For deals requiring human-like analysis and negotiation but can’t risk information leakage

Read
Distraction-Free Personal Device
03
Other

Distraction-Free Personal Device

Minimally viable, distraction-freeing personal device

Read

2026 Compound