Microsoft has substantially reworked its deal with Activision to satisfy U.K. regulators; it’s a win for the CMA, and time to consider what comes next.
An update on Microsoft-Activision, and then a response to a reader upset at my take, weaved in with commentary about free speech in the context of last week’s ruling about social media moderation.
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.
Google Stadia is, predictably, dead: the company never had the business model to match. Microsoft is showing just how hard it is to get that business model off of the ground.
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
Breaking down Microsoft’s acquisition of Activision Blizzard, plus an interview with Microsoft Gaming CEO Phil Spencer