Lina Khan's FTC is bad news. It reminds me of the FTC during the Obama Administration - quick to pick a fight with companies (I know from first-hand experience), without understanding the competitive landscape or how markets work. In this case, Microsoft's Xbox unit is the platform and Activision is the content publisher that will … Continue reading FTC Sues To Block Microsoft’s Activision Acquisition
Meta Platforms (META) would provide the UFC an on-ramp to the metaverse. The UFC would provide META with valuable global content that could both serve as grist for META's virtual reality mill and provide META with a competitive edge in the content wars versus TikTok, Apple (AAPL), Amazon/Prime Video/Twitch (AMZN), Apple (AAPL), Google/YouTube (GOOG), Microsoft/Xbox … Continue reading META & The UFC?
Not Apples to Apples but the Below Tells A Story.. YouTube (GOOG): More than 1.9 billion logged-in YouTubers each month. 200 million+ logged-in users watch people play games on YouTube each day. (YouTube/Stadia has one foot in today and one in tomorrow with traditional content and video games on the platform). Netflix (NFLX): 139 million … Continue reading Content Wars & Investing for Tomorrow
Last week we wrote about autonomous video games where visual elements of video games are self-created via machine learning. This week's news is equally inspiring whereby Google announced its massively-scaled cloud gaming entry "Stadia" which perhaps only Google could pull off. See our "Key Takeaways" and more below. KEY TAKEAWAYS:Revenue model and pricing were not … Continue reading Google “Stadia” – Cloud Gaming’s New Giant
The gaming industry - the largest segment of the broader entertainment industry - continues to grow and evolve. Google is set to join Technology giants Amazon (Twitch) and Microsoft (Xbox) in the gaming space - formal announcement coming on March 19th. Not only are the industry players changing, but so is the underlying AI technology. … Continue reading The Age of Autonomous Video Games