Thanks for sharing, great perspective. Embracer situation really looks very interesting and the main question for me is more about if this situation will create some opportunity, if other players start taking over some of its IPs or spin-offs emerge. It might not be a big fallout after all.
Also like how you challenging FTC... the more I think about the deal, it looks like MSFT will make it pass somehow. Still, the unknown is at what pain/tradeoff will that be in order not to disturb overall plan...
I love your writing.
Thanks for sharing, great perspective. Embracer situation really looks very interesting and the main question for me is more about if this situation will create some opportunity, if other players start taking over some of its IPs or spin-offs emerge. It might not be a big fallout after all.
Also like how you challenging FTC... the more I think about the deal, it looks like MSFT will make it pass somehow. Still, the unknown is at what pain/tradeoff will that be in order not to disturb overall plan...
Incredible analysis as usual. Was hoping you’d cover the fallout in Europe, so this made my morning. Thank you’
Cheers, Taegan!