Wargaming the Hormuz Crisis: Deterrence vs. Recessionsoftcurrency.substack.com2 ポイント·投稿者 econgradstud·3 か月前·0 コメント
The Inverse Law of Capital: The best way to kill a game studio is give it $250Msoftcurrency.substack.com2 ポイント·投稿者 econgradstud·4 か月前·1 コメント
Microsoft Is Stress-Testing the Agentic AI Bubble in Its Own Gaming Divisionsoftcurrency.substack.com5 ポイント·投稿者 econgradstud·4 か月前·4 コメント
The Dangerous Economics of Walk-Away Wealth in the AI Talent Warsoftcurrency.substack.com3 ポイント·投稿者 econgradstud·5 か月前·0 コメント
econgradstud·4 か月前·議論Author here (a former Activision and Microsoft Sr. Director): A case study in corporate self-surgery by the world's most professionalized AI company