02AI
Alibaba Sells Its Game Studio. Mattel Builds One.
Alibaba sells Lingxi Games and raises $10.2 billion for AI, while Mattel launches a new game studio focused on Roblox and Fortnite.
Read analysisGaming · AI · Tech · Entertainment
THE SIGNAL
BEFORE THE NOISE.
Sharp, independent analysis of the shifts changing technology, gaming and culture — before the headlines catch up.
OpenAI
ChatGPT Reached a Billion Users. Codex Faces a Much Harder Sell.
ChatGPT reaches one billion people a week, while only 0.7% of active individual users tried Codex in June. Why is delegation still such a hard sell?
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03Nvidia
Nvidia Is Investing in Everything Around the AI Boom — Even Space
Nvidia is moving beyond chips, with a reported $6 billion Poolside deal and investments in Starcloud and Cloverleaf. Models, talent, data centers, energy infrastructure and even computing in space.
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04AI
AI Is Moving Fast. The Real World Is Starting to Push Back.
Broadcom eyes up to $100 billion in AI financing, Kakao restructures around AI, while British cinemas start restricting Meta’s smart glasses. Three developments showing how quickly AI is moving from technology into everyday life.
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05AI
Tech Companies Are Cutting Jobs for AI. The Market Is Not Buying It.
Tech companies have cut nearly 140,000 jobs while investing heavily in AI. Monday.com is the latest, but the market is not rewarding the AI layoff story.
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06Tickets
Ticket Prices Keep Rising. How Expensive Can They Get Before Fans Stop Paying and Who Is Protecting Them?
How expensive can tickets get before fans stop paying? Ticket prices keep rising. Who is protecting the fan? When did a ticket become a luxury product?
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07OpenAI
OpenAI Spent $6.5B on a Device That Doesn’t Exist Yet
OpenAI bought Jony Ive’s company for $6.5 billion, but there is no product, price, or release date. So what exactly is it buying?
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More from the archive.Game Business & Strategy
Gaming Is Growing, but New Game Studios Are Getting Less of the Money
Read analysisGaming Industry Analysis