Moritz Baier-Lentz

Moritz Baier-Lentz: Investor Perspectives: Igniting Growth with AI

Senior Partner and the Head of Gaming & Interactive Media at Lightspeed Venture Partners, Moritz Baier-Lentz, discusses investment themes and current market trends at the intersection of gaming and AI. Moritz explores the impact of AI on the industry, drawing on his unique journey from top Diablo II player to leading venture capitalist. Learn more about Moritz: https://lsvp.com/team-member/moritz-baier-lentz/. Lightspeed is a globally leading venture capital firm with 13 offices, more than $29 billion in assets under management, and over 200 exits across the U.S., Europe, and Asia. In 2023 and 2024, founders selected Lightspeed as the #1 lead investor in the gaming industry. Moritz hosts the annual CEO Forum at GDC—the world's leading gathering of gaming & AI CEOs—and is an investor and board member to founders who led the creation of multi-billion platforms, technologies, and IP franchises like Fortnite, Call of Duty, or League of Legends. Prior, Moritz was a partner and management team member at BITKRAFT, personally raised $200 million and helped scale the firm to $850 million. Previously, Moritz was a top-ranked vice president at Goldman Sachs, where he founded and led the firm’s global gaming practice. A lifelong gamer, Moritz spent his teenage years competitively playing Blizzard’s Diablo II, culminating in a global #1 ranking among over 12 million players in 2003. The first in his family to graduate high school, he traded the digital swords and armor that he earned in-game to afford his college tuition—two decades before digital asset trading entered the mainstream. Moritz holds an M.B.A. and M.A. from Stanford, where he graduated as Arjay Miller Scholar and ERP Scholar (“German Rhodes”). He was recognized among the “30 Under 30” (Forbes), “40 Under 40” (Capital), “Young Leaders” (Atlantik-Brücke), and “Young Global Leaders” (World Economic Forum). His recent speaking engagements include Harvard, Stanford, Goldman Sachs, Forbes, and Davos. In his personal time, Moritz is an avid Ironman and ultramarathon athlete, including the 257 km Marathon des Sables and the World Marathon Challenge (7 marathons on 7 continents in 7 consecutive days). With his races, he has raised over $250,000 for research to cure depression. Moderated by John Nicoletti, VP of Google Customer Solutions