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about this episode
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00:00 Jason & Molly introduce the show
01:48 The terms of the Activision-Blizzard acquisition
03:17 Satya Nadella’s Metaverse strategy
04:52 Microsoft’s growing gaming universe and subscription offering
07:05 Key titles across Activision-Blizzard’s gaming units
08:34 Vanta – Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
09:56 Game Pass metrics
10:44 Activision Blizzard’s recent history of sexual harassment scandals
11:40 Will the FTC allow the acquisition to go through?
13:41 The unique $3B breakup fee that was worked into this deal
15:45 Why the breakup fee may be linked to the harassment investigations
17:55 Dataiku – Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more.
18:53 Why Jason doesn’t think this deal will be struck down for antitrust
21:45 How Lena Khan may approach this differently than previous FTC chairs
22:45 Could regulation sabotage American competativeness?
26:52 Should American companies be prized if they are actively avoiding taxes?
28:42 Ourcrowd – Check out the deal of the week at https://ourcrowd.com/twist
29:45 Molly and Jason play “Armchair Corporate Development”
37:54 Jason and Molly take an audience question – Can there be another Google?
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