For years, Tencent Games, a division of China's largest internet company, had taken the lion's share of revenue in the global gaming market with blockbuster titles such as "League of Legends" and "PUBG: Battlegrounds." These games defined the game genres that they belonged to with unique, innovative gameplays, and Tencent Games was able to seek out and partner with the creators behind these games because of successful execution of its investment strategy. But the competitive landscape of the gaming industry had changed, and the company was at a crossroads deciding whether to pursue an opportunity in a new, unproven game genre.