Jason Chapman co-founded Konvoy Ventures with his brother and a childhood friend, building the gaming-focused VC firm from a tight-knit founding team with deep gaming roots rather than following a typical institutional founding story. He runs a structured research process where Konvoy takes a different gaming sub-sector each week to debate as a team and map trends before meeting companies, and maintains a transparent feedback approach with founders by providing clear action items when passing on deals and inviting teams to return after addressing them.

• Deep focus on the video game industry's financial health and growth trajectories, frequently citing specific revenue figures and funding data. Highlighted the massive quarterly earnings of Moon Active and the significant rebound in venture capital funding for the gaming sector as evidence of market resilience.
• Analyzes the intersection of gaming, media, and government regulation, specifically regarding foreign ownership and platform liability. Questioned whether legislative scrutiny applied to social apps like TikTok should logically extend to gaming giants like Riot Games and Epic Games due to their international ownership structures.
• Prioritizes capital efficiency as a primary metric for evaluating early-stage startups and operator skill. Argued that maintaining lean financial discipline is not just a concern for later growth stages but is actually one of the best ways to judge the overall health and potential of a young company.
• Monitors macroeconomic incentives and regulatory environments that impact founder liquidity and exit opportunities. Criticized the Federal Trade Commission for blocking major tech mergers, noting that making acquisitions difficult stifles innovation and removes a critical path for investors and founders to realize returns.
• Bullish outlook on cryptocurrency as a dominant asset class and a hedge against monetary inflation. Compared the market capitalization of Bitcoin favorably against tech giants like Meta, suggesting it is on a trajectory to rival Amazon in total value.
• Observes structural shifts in the labor market and education, questioning the ROI of traditional university degrees. Expressed enthusiasm for corporations creating their own trade schools as a practical alternative to college in response to declining enrollment numbers.
• Tracks the convergence of different entertainment mediums and their user bases to find investment opportunities. Pointed out strong overlaps between anime viewership and hardcore gaming habits, suggesting that content which bridges these categories has a highly engaged audience.
• Evaluates the impact of emerging technology like deepfakes on workplace dynamics. Suggested that as audio and visual content becomes easier to fabricate, there will be a renewed premium and strong market tailwind for in-person work interactions.