Show notes
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.Timestamps00:52 Guest Star Host: Josh Chandley06:23 Microsoft’s Controversial Moves13:35 The EA Acquisition: A Historic Deal17:31 Industry Reactions and Analysis29:12 Saudi Arabia’s Gaming Ambitions31:39 Financial Concerns and Debt Management40:16 AppLovin’s E-commerce Expansion50:58 Unity’s Challenges and Opportunities
