Tech Brew Ride Home

EA Taken Private

74 snips
Sep 29, 2025
In a stunning turn, EA is being taken private for $55 billion, signaling a major shift in the gaming industry amidst slowing growth. Meanwhile, DeepSeek introduces a cost-cutting AI model that may ignite a price war. OpenAI is rolling out new parental controls for teen users, including alerts for self-harm. Additionally, debt financing is becoming a key player in the explosive growth of AI infrastructure, suggesting a busy future for tech funding.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

EA Buyout Signals Gaming Maturation

  • EA is being taken private in a $55 billion leveraged buyout backed by PIF, SilverLake, and Affinity Partners.
  • The deal reflects slowing growth in gaming and the appeal of predictable live-service revenue to buyout investors.
INSIGHT

Gamers Favor Familiar Titles Over New Releases

  • Industry growth has slowed and players increasingly stick with established titles rather than buying new $80 games.
  • That consumption pattern makes steady live-service revenue more valuable and reduces upside for blockbuster-driven growth.
INSIGHT

Sparse Attention Could Start An AI Price War

  • DeepSeek's new 'Sparse Attention' approach lets it halve tool prices and may spark an AI price war.
  • The model supports FP8 to cut memory and speed calculations, enabling cheaper inference on limited hardware.
Get the Snipd Podcast app to discover more snips from this episode
Get the app