003 AI in schools, religion and vibe coding
Generation Alpha and Z trends which investors should be watching
This newsletter is the by-product of various conversations that Max and I have internally at LFG Holdings as we look at investment opportunities emerging from new Generation Z and Alpha behaviors.
Gen Alpha/Z news and trends for investors
How Gen Z and Gen Alpha are actually using ChatGPT in schools
The majority are not using it to cheat on homework, and some are as concerned as parents about AI’s impact on learning, apparently [LINK]
Building adtech for Gen Alpha
Kate O’Loughlin on the what the adtech stack for Gen Alpha looks like [LINK]
Google Wallet is adding tap-to-pay for kids
Apple and Google have now effectively solved payment for kids. What does this mean for the various kids’ prepaid companies who raised money over the last five years? [LINK]
Roblox goes all-in on advertising
The platform launched a slew of new advertising products in conjunction with Google and other partners, enabling brands to reach its 13+ audience via mainstream adtech infrastructure [LINK]
Teens might be driving VR
A growing number of Quest 3 users are teenagers and young adults: “The teen audience isn’t new—they’ve been growing in number with every device we release—but with Quest 3S, they’re now the most active segment on the platform. That’s a massive shift in customer base and purchase preferences.” [LINK]
Netflix’s gaming strategy is focused on kids and three other pillars
After shutting down its triple-A game efforts, Netflix shifts focus to “instantaneous” games made for TV with kids getting a special focus [LINK]
What will religion look like for Gen Z?
Carlo Acutis is dubbed ‘the first millennial saint’ and probably won’t be the last [LINK]
Is vibe coding the future of computer science for Gen Alpha?
Andrew Chen has some interesting thoughts on the new way of building apps for a younger generation of coders [LINK]
Gen Alpha/Z Datapoints
The 2025 Common Sense Census: Media Use by Kids Zero to Eight [LINK]
In 2025, 50% of Tumblr's active monthly users are Gen Zers, as are 60% of new users signing up, according to Tumblr [LINK]
56% of Gen Zs prefer social media content to TV shows and movies, says new Deloitte survey of digital media trends. Social media ads are displacing TV ads. [LINK]
Ipsos released its top ‘actionable intelligence’ on Gen Z, including spending habits, political views, social concerns, brand affinity [LINK]
New research from the European Commission shows that 37% of adolescents in the EU spent over three hours per day on social media in 2022. [LINK]
Sector investment and M&A
In one of the largest acquisitions of a private games company, Niantic has agreed to divest its hit location-based game Pokémon Go to Saudi-owned mobile gaming company Scopely [LINK]
| LFG Holdings is a demographically focused holding company investing in minority, majority and special situations that are fuelled by Generation Alpha/Z behaviors |