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
