Microsoft-Activision Deal Blocked. Now What?

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ...  Show more

The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment ...  Show more

In January 2022, Microsoft announced its acquisition of the video game company Activision Blizzard for $68.7 billion. The deal would make Microsoft the world’s third largest video game company, but it also exposes the company to several risks. First, the all-cash deal would requi ...  Show more

A few days ago, the UK Competition and Markets Authority (UK CMA) released its provisional findings on an investigation it conducted into Microsoft’s acquisition of Activision Blizzard. And it found a few issues.

So in today’s episode for 14th February 2023, we see why ...

Episode 111: Neal and Toby dive into the earnings reports from Microsoft and Alphabet and explain why big tech is ready to spend big on AI. Also, UPS Workers agree on a deal worth $30 billion to avoid a strike. And why did Twitter's rebrand to 'X' cost the company almost $20 bill ...  Show more

Remember when we told you 2 out of 3 acquisitions fail? Well we found one that didn’t: Insinkerator and Whirlpool. Chipotle stock just hit an all-time high because they raised prices on your burrito… but you ate it anyway (we call it “Love-flation”). And Microsoft was about to ma ...  Show more