A new guest host, Josh Chandley, is stepping into the arena as we dig into Microsoft’s latest controversial moves and what they signal for the company’s long-term gaming strategy. Then, we unpack the historic $55B acquisition of EA by Saudi Arabia, the largest leveraged buyout in gaming history. What does this mean for EA, for the industry, and for the shrinking pool of public gaming companies? Finally, we explore AppLovin’s surprising push into e-commerce, and why it might be more disruptive than you think.
Timestamps
00:52 Guest Star Host: Josh Chandley
06:23 Microsoft’s Controversial Moves
13:35 The EA Acquisition: A Historic Deal
17:31 Industry Reactions and Analysis
29:12 Saudi Arabia’s Gaming Ambitions
31:39 Financial Concerns and Debt Management
40:16 AppLovin’s E-commerce Expansion
50:58 Unity’s Challenges and Opportunities