What if companies reinvested 10% of their profits into startups to strengthen their ecosystem?
In this episode of the VNTR Podcast, we talk to Yat Siu, co-founder and executive chairman of Animoca Brands — the company behind 570+ Web3 investments, from The Sandbox to Polygon and OpenSea. Animoca is a mission-driven operator investing off its own balance sheet to accelerate digital property rights and the open metaverse.
🚀 Topics we explore:
🎧 Tune in for an unfiltered take on what it takes to survive and scale in the age of AI — from someone who’s seen hundreds try
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Timestamps:
00:00 Intro
01:04 Welcome Yat Siu
05:08 How Yat Siu’s Early Life Shaped His Web3 Vision
15:31 Why Web3 Fails Without Permissionless Networks
21:04 Every Company Should Reinvest 10% of Profits Into the Ecosystem
27:23 Inside Animoca’s Investment Process: AI, Thesis-Driven Bets & Speed
29:04 Bear Markets Filter Out the Noise
30:05 Portfolio Power Over Prestige
32:08 Early Acquisitions, Long-Term Vision
34:55 Betting on Education and Identity
39:14 What the Metaverse Really Means
42:28 AI Agents, Tokens & the New Power Economy
46:46 Discipline Over Balance: Yat Siu on Health, Focus, and Writing
51:16 No Afterlife, No Forever — Just Purpose That Keeps You Alive
🔹 VNTR Website: https://app.vntr.vc/
🔹 VNTR Instagram: https://www.instagram.com/vntrcapital/
🔹 VNTR Linkedin: https://www.linkedin.com/company/74523146/admin/dashboard/
Host:
Yuri G. Rabinovich
https://www.linkedin.com/in/byuric/
Guest:
Yat Sui
https://www.animocabrands.com/