Morning Brew Daily Electronic Arts Goes Private In $50B Deal? & CA vs Nonstick Cookware
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Sep 29, 2025 The show discusses a monumental $50 billion deal taking Electronic Arts private, exploring the implications for the gaming industry. It dives into California's legislative battle over PFAS in nonstick cookware, weighing health risks against culinary ease. The Saudi Comedy Festival sparks heated debates on ethics, with top comedians facing backlash for performing amid human rights concerns. The hosts also recap economic indicators, the Ryder Cup drama, and what to watch in the week ahead.
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Why EA Might Go Private
- Taking EA private would free it from quarterly scrutiny and let owners pursue long-term strategic shifts.
- Silver Lake, Saudi PIF, and Affinity plan a $50B buyout because EA's IP and live-service pivot still have high value.
Gaming's Shift To Live-Service Models
- The gaming industry is stagnating with low projected growth and rising development costs.
- Firms are shifting to live-service, free-to-play models to secure recurring revenue amid weak blockbuster performance.
Middle East Capital Moves Into Gaming
- The buyer group includes Silver Lake, Saudi PIF, and Jared Kushner's Affinity, signaling heavy Middle East capital in gaming.
- Their involvement reflects broader Saudi moves into entertainment and strategic tech investments.