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Comment by voisin

4 years ago

#2 and 3 I could see but #1 seems impossible. /s?

Well, I’m responding to the direction to be bold, so it’s not that I think these are slam dunk acquisitions, but they are halfway plausible and I wouldn’t be shocked to see them happen.

Amazon is hungry for content and needs a gaming play.

IBM is in long-term stagnation and Oracle has a more aggressive vision of owning “The Enterprise”.

Microsoft already has a stake in Meta, and I expect the price of Meta to freefall once they abandon the metaverse gamble. Microsoft could pick up the pieces and exploit the value of the network. They did it with Linkedin and they would just love to own consumer social/messaging and a big slice of the ad-targeting pie with which to challenge Google.