The Importance of Pricing and Predatory Pricing

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The argument was that having this app and Beat Saber would give them an unfair advantage in the VR space. They lost, of course, they're going to just keep losing these because they're being vindictive. There's a much easier strategy. If you go through American antitrust law, price fixing is obvious. You also can't do market allocation. Predatory pricing and bundling is what Microsoft's doing here.

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Today’s show:

Jason breaks down investors and companies using the GPU shortage as leverage to invest in AI startups (1:33) before discussing Microsoft’s run-in with EU regulators over bundling Teams into its Office suite (28:53). They wrap on the FTC's loss in its quest to stop Microsoft's Activision Blizzard acquisition, and Lina Khan’s track record as FTC chair (37:58).

Time stamps:

(0:00) Nick joins Jason

(1:33) Nvidia’s GPU leverage

(9:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:07) CoreWeave’s pivot & the pros and cons of WFH

(19:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(20:54) Daniel Gross and Nat Friedman’s GPU play

(27:24) Veed - Sign up and engage your audience on any platform at https://www.veed.io/avatars?utm_campaign=TWIS&utm_medium=YT&utm_source=MKT

(28:53) Microsoft’s run-in with EU regulators over bundling

(37:58) FTC loses cases against Microsoft and Activision Blizzard merger

(46:37) Lina Khan’s track record as the head of the FTC

Follow Nick: https://twitter.com/nickcalacanis