Activision Blizzard: What Microsoft Got for $...

Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the same AI capabilities with a frac ...  Show more

Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover Chipotle’s earnings and the latest in GLP-1s.Travis Hoium, Lou Whiteman, and Rach ...  Show more

The video game industry is bigger than movies and music combined. As part of our ongoing Skin in the Game series, we’re chatting with journalist Jason Schreier about the rise and fall of Blizzard, the company behind such games as World of Warcraft. It’s a story about the push and ...  Show more

This is David Pierce, editor-at-large at The Verge. Nilay is off this week for a much-deserved break. So I’m filling in for him, and the Decoder team thought this would be a good opportunity to switch gears a little bit from the political apocalypse beat and talk about something ...  Show more

Reddit CEO, Diablo 4, Esports struggle, "Hey Disney!", Twitter eviction Twitter is being evicted from its Boulder office over unpaid rent. Twitter stiffs Google. Will Elon Lose Control of Twitter? Reddit Aims for IPO in Second Half as Market's Gears Quietly Turn. One of Reddit's ...  Show more

As expected, layoffs at Microsoft and Xbox did happen this week, and they were unbelievably brutal. Approximately 9,000 people reportedly got laid off, multiple games were canceled, and entire studios were shut down. We sort through the wreckage on this week's Unlocked. 00:00 - I ...  Show more