Activision
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The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites
OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of SpaceX.
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The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings
The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.
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Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta
Microsoft didn’t just win its case against the FTC: the totality of its victory calls into question the FTC’s legitimacy, and may lead to more acquisitions in the future.