We offer our view of Sortium because it is part of the total ARK Venture Fund portfolio. To see the most updated portfolio, please click here.
Sortium AI is a conversational artificial intelligence (AI) platform designed for the gaming and virtual production industries. Its core offering is a workspace-conditioned AI assistant powered by advanced Large Language Models (LLMs) and Generative AI. Pre-equipped with playbooks for popular tools such as Blender, NVidia Generative 3D, and CAD tools, Sortium AI facilitates user uptake, while its knowledge base analyzes the user’s workspace to facilitate prompt engineering and discovery of relevant tools and APIs.
Previously Director and Head of the Web3 unit for The Topps Company, Marc Seal, Sortium’s CEO, led intellectual property (IP) rights negotiations for Disney, MLB, Bundesliga, Godzilla, and Star Wars.
3D-generated asset tools seem poised to become ubiquitous across the gaming industry, as they accelerate the adoption and proliferation of games and game development. 3D-generated tools also should be one of the biggest boosts for game development since the roll-out of game-engines-as-a-service.
In our view, Sortium’s approach to 3D-asset generation is unique and should gain competitive advantage against potential competitors. We have high conviction in the team and its strong background in gaming, which should enable them to develop the superior 3D-asset generation tool designed specifically for game development. Importantly, Sortium’s tool is more likely than its 3D-asset generators competitors’ to be Live-Ops ready.
While the AI-tooling market ultimately should become quite crowded and commoditized, we believe Sortium’s early lead will differentiate the company long enough for it to be acquired or become a leading provider of tools for game engine platforms.
Disclosures
We offer our view of Sortium because it is part of the total ARK Venture Fund portfolio. To see the most updated portfolio, please click here. Holdings subject to change. Not a recommendation to buy, sell, or hold any specific security.
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