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.
Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
Take-Two buys its way into mobile, and the New York Times re-bundles.
iOS 14’s wide-ranging impacts are becoming more apparent, in companies from Amazon to Facebook to AppLovin to Zynga. Plus, Amazon’s EU fine.