I have this conspiracy theory where Disney and Tencent concocted 20 year plan to merge through a common stake in Epic. Just don’t ask about any details because there are none.

Interesting play here. I’m not sure if investors understand that games don’t last forever, and a game out of nowhere can take the top relevancy spot overnight. Pal world is a good recent example of this.

I’m not claiming fortnite is going away anytime soon, but might not be worth a $1.5B investment.

Either way, I’m not mad if the gaming industry gets more jobs.

Epic should count their blessings considering what the game started as and the billions they raked in during the meantime. I bet their active player count is well down from its peak though. Probably the kids grew up and/or got fed up of all the monetisation.

As for Disney they’ve tried many times to get into gaming and failed. I wonder if their corporate culture which is a subtle blend of naked greed, political correctness, risk aversion and schizophrenia over licensing IP just scuppers them every time. I’ve played a couple of decent games but most of their content is either shovelware or naked cash grabs. Even when they make a critically acclaimed or successful games, there is a sense that if they don’t get ALL THE MONEY, then they’ll shitcan it right then and there. Look at Disney Infinity or Club Penguin as examples of games that were killed for very unclear reasons.