Mobile game developer known for augmented reality games including Pokémon GO and Ingress.nianticlabs.com ↗
1 take · first discussed Mar 22, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The only view represented comes from guest Cyan Bannister, who speaks positively and with high conviction about Niantic as a retrospective early-stage investment success. She describes making a non-consensus angel bet on the company before the augmented-reality gaming category was clearly defined — backing the strategic vision behind Ingress and Pokémon Go — which ultimately resulted in a $3.7B exit. No other hosts offered a view on Niantic, so there is neither agreement nor disagreement to note; the synthesis reflects solely Bannister's personal investor experience rather than a broader analytical take on the company's current state or prospects.
Cyan Bannister describes being an early angel investor in Niantic, seeing the strategic vision behind Ingress/Pokémon Go well before the category was defined, resulting in a $3.7B exit — a successful early non-consensus bet.
I stalked the founder and sat at his door...he gave me a key card to the office and so I can come and go from Niantic as I please.”58:12