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The Cost of Being There
It starts quietly. Someone somewhere is staring at a budget spreadsheet, and a single line item feels heavier than the rest. Because a minute of air. Just sixty seconds. Can cost four hundred and fifty thousand dollars. And if you breathe for three minutes on that stage, the number tips past a million. That number…
Read Full articleNetflix Warner Bros Games deal reshapes the global power structure
Netflix Warner Bros Games signals a decisive power shift as Netflix quietly secures the one asset that can reshape entertainment for years.
Read Full articleEA acquisition exposes a silent power shift shaping the games industry
EA acquisition reveals how one fund reshapes the landscape while everyone else watches. A sharp analysis of the real shift underneath.
Read Full articleUbisoft Tencent deal brings relief, not a real reset
The Ubisoft Tencent deal offers relief after months of pressure, but analysts warn it’s no rerating. Balance sheet improves, execution risk stays high.
Read Full articleSaudi investment fund strains under ambition and shrinking cash
The Saudi investment fund faces rising pressure as mega projects stall and liquidity tightens. A clear look at the gap between ambition and financial reality.
Read Full articleAI financing through SPVs quietly shifts risk and debt
Big tech is shifting billions off the books with complex AI financing structures. Discover how SPVs, private credit and long-term leases quietly reshape the real cost behind the AI boom.
Read Full articleUbisoft Tencent deal puts Vantage Studios in new light
The Ubisoft Tencent deal marks a major reset as Vantage Studios becomes the core of Ubisoft’s strategy to cut debt, regain focus and rebuild long-term stability.
Read Full articleUnity Epic Games partnership opens new opportunities for creators
Unity Epic Games partnership gives developers access to Fortnite and new publishing options within an open, growing metaverse ecosystem.
Read Full articleUbisoft delayed earnings put all eyes on Friday’s comeback.
Ubisoft delayed earnings create tension ahead of Friday’s planned release, as investors wait to see what triggered the last-minute pause.
Read Full articleOpenAI revenue and trust. Why Altman triggers so much debate
A clear look at why Sam Altman’s defensive tone sparked debate about OpenAI’s revenue, massive compute spending and the deeper issue of trust in AI leaders.
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