#  @Florian4Gamers Florian Mueller
Florian Mueller posts on X about microsoft, xbox, sony, $6758t the most. They currently have [---------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::127782922/interactions)

- [--] Week [------] +349%
- [--] Month [------] -34%
- [--] Months [-------] +215%
- [--] Year [-------] -68%
### Mentions: [--] [#](/creator/twitter::127782922/posts_active)

- [--] Months [---] +123%
- [--] Year [---] -62%
### Followers: [---------] [#](/creator/twitter::127782922/followers)

- [--] Week [------] -0.18%
- [--] Month [------] -0.83%
- [--] Months [------] -3.20%
- [--] Year [------] -7.30%
### CreatorRank: [-------] [#](/creator/twitter::127782922/influencer_rank)

### Social Influence
**Social category influence**
[technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [gaming](/list/gaming) [countries](/list/countries) [social networks](/list/social-networks) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) [products](/list/products) [us election](/list/us-election)
**Social topic influence**
[microsoft](/topic/microsoft), [xbox](/topic/xbox), [sony](/topic/sony), [$6758t](/topic/$6758t), [$googl](/topic/$googl), [acquisition](/topic/acquisition), [nintendo](/topic/nintendo), [gaming](/topic/gaming), [germany](/topic/germany), [monaco](/topic/monaco)
**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Spotify Technology (SPOT)](/topic/$spot) [Motorola Solutions Inc (MSI)](/topic/motorola)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Late on Wednesday by local time #Microsoft filed its reply in support of its motion to dismiss the #Sony-supported private lawsuit in the Northern District of California. The motion hearing (also for the PI motion) is on next week's Friday. 🧵1/X https://www.documentcloud.org/documents/23797030-23-05-03-microsoft-riso-motion-to-dismiss https://www.documentcloud.org/documents/23797030-23-05-03-microsoft-riso-motion-to-dismiss"
[X Link](https://x.com/Florian4Gamers/status/1653976438431707137) 2023-05-04T04:14Z 31K followers, 43.8K engagements
"A lawyer just appeared on Ubisoft's behalf in the private lawsuit in San Francisco obviously to protect confidential information relating to the Microsoft-Ubisoft deal. "NOTICE of Appearance by Stephen Shannon Smith for Third Party Ubisoft Entertainment SA (Smith Stephen) (Filed on 10/18/2023)" https://twitter.com/i/web/status/1714699251043721408 https://twitter.com/i/web/status/1714699251043721408"
[X Link](https://x.com/Florian4Gamers/status/1714699251043721408) 2023-10-18T17:45Z 31K followers, 38.9K engagements
"@GuntherEagleman That would be great"
[X Link](https://x.com/Florian4Gamers/status/2018377965864665468) 2026-02-02T17:36Z 31.1K followers, [---] engagements
"Computer games being used for political statements is not a whole new phenomenon but today's games obviously enable it to a greater extent. I'm all for enforcing immigration laws but only for the purpose of safeguarding strategic/selective immigration while rejecting xenophobia LMAO the kids are based 🤣😠https://t.co/xVlnQ1Eeap LMAO the kids are based 🤣😠https://t.co/xVlnQ1Eeap"
[X Link](https://x.com/Florian4Gamers/status/2018596027843186702) 2026-02-03T08:02Z 31K followers, [----] engagements
"@Alberto_Iess @CRouhault @FrenchResponse You may have been there a few times but I live only about [--] km from Nice and know what areas to avoid. I see the Italian flag in your profile. Large Italian cities are terribly unsafe now too. I avoid going to Italy for that reason"
[X Link](https://x.com/Florian4Gamers/status/2018763349614543120) 2026-02-03T19:07Z 31.1K followers, [--] engagements
"@iAnonPatriot Let's be fair. There are also a few people in the MAGA camp who do not consider black people to be equal but the problem is that white liberals think they're entitled to the PoC vote for their crazy woke agenda. So all in all what this guy says in the video makes sense"
[X Link](https://x.com/Florian4Gamers/status/2018898070092849535) 2026-02-04T04:03Z 31K followers, [---] engagements
"What's going on in Spain (and in similar ways in some other European countries) is an attempt to hide the truth of those failed states from citizens and they are prepared to act like the Soviet Union back in the day. Spain has no natural resources no technology no future. Telegram just warned every user in Spain that the government is trying to bring in full-blown internet control. They want to force social media to ask for your ID or face scans jail platform bosses if they dont delete harmful posts fast enough and make it a crime if an https://t.co/9XWZ3mCaCZ Telegram just warned every user"
[X Link](https://x.com/Florian4Gamers/status/2019256412740657171) 2026-02-05T03:46Z 31K followers, [----] engagements
"@EvaVlaar Just listen to her speaking English and then factor in that according to her own representations she attended university in London. The only two possibilities are that she's not talented or that her London story is a gross exaggeration"
[X Link](https://x.com/Florian4Gamers/status/2019257312150696019) 2026-02-05T03:50Z 31K followers, [---] engagements
"@bodiaz You don't know what you're talking about. Spain has 23-24% youth unemployment according to offficial Eurostat data. That number alone shows it's not working. Socialism never works. Spain has a weak economy that is unfit for the Digital Era. And its large cities are unsafe"
[X Link](https://x.com/Florian4Gamers/status/2019262365779611773) 2026-02-05T04:10Z 31K followers, [--] engagements
"@bodiaz @grok Explain to him what youth unemployment is like in Spain how Spanish GDP per capita compares to the U.S. or Germany and what companies Spain has in the technology industry that generate more than [--] billion dollars of euros in annual revenues"
[X Link](https://x.com/Florian4Gamers/status/2019263161661079730) 2026-02-05T04:13Z 31K followers, [--] engagements
"@bodiaz @grok How many of the world's most valuable companies are based in Spain How many of the top [--] top [---] top 500"
[X Link](https://x.com/Florian4Gamers/status/2019265917763440820) 2026-02-05T04:24Z 31K followers, [--] engagements
"@grok @bodiaz How many Spanish companies by market capitalization are in the world's top [--] top [--] top [---] top 500"
[X Link](https://x.com/Florian4Gamers/status/2019270501076500934) 2026-02-05T04:42Z 31.1K followers, [--] engagements
"@grok @bodiaz @grok How many Spanish companies by market capitalization are in the world's top [--] top [--] top [---] top 500"
[X Link](https://x.com/Florian4Gamers/status/2019272961002254468) 2026-02-05T04:52Z 31K followers, [--] engagements
"@EricLDaugh Nicki is amazing"
[X Link](https://x.com/Florian4Gamers/status/2020198515251826902) 2026-02-07T18:10Z 31K followers, [---] engagements
"@katamarandameko Sort of. Those French villages around Monaco are in relatively good shape but law enforcement is too weak. In Monaco we have (depending on the source) 600-1000 public surveillance cameras and countless private ones. I can see three private ones just from my terrace"
[X Link](https://x.com/Florian4Gamers/status/2020524027396096480) 2026-02-08T15:44Z 31K followers, [--] engagements
"@MikaDima1 @g_3_r__ OK then why don't you just go on a search for information that shows a new operator :-)"
[X Link](https://x.com/Florian4Gamers/status/1626527137917202432) 2023-02-17T10:21Z 31K followers, [---] engagements
"Judge Corley just released a less heavily redacted version of her denial of the FTC's PI motion: Additional passages are now publicly accessible particularly about Sony Here's a long passage about Sony's practices that was previously redacted: As a game publisher Sonys PlayStation Studios is responsible for blockbuster hits like God of War The Last of Us and Spider-Man the vast majority of which can be played only on PlayStation. (See PX7053 (Ryan Dep. Tr. Vol. I) at 20:1620:23; RX5055 at 015016.) And as a purchaser of third-party games (PX7054 (Ryan Dep. Tr. Vol. II) at 107:1018.; Dkt. No."
[X Link](https://x.com/anyuser/status/1681787118194917377) 2023-07-19T22:04Z 31K followers, 630.5K engagements
"The last time Europe had digital sovereignty was when Deutsche Telekom had Bildschirmtext (BTX) and French Telecom had Minitel. Museum stuff"
[X Link](https://x.com/Florian4Gamers/status/2003882815935729674) 2025-12-24T17:37Z 31K followers, [----] engagements
"Somehow that reminds me of what they do here every year in May. 🚨 BREAKING: President Trump has just signed an executive order planning an INDYCAR RACE on the streets of Washington DC for Americas 250th Birthday celebration The Freedom250 Grand Prix will take place August 21-23 Epic 🔥 https://t.co/lLSmju8U3e 🚨 BREAKING: President Trump has just signed an executive order planning an INDYCAR RACE on the streets of Washington DC for Americas 250th Birthday celebration The Freedom250 Grand Prix will take place August 21-23 Epic 🔥 https://t.co/lLSmju8U3e"
[X Link](https://x.com/Florian4Gamers/status/2017291391425007770) 2026-01-30T17:38Z 31K followers, [----] engagements
"The U.S. and Europe have different problems but Western Europe's socioeconomic model is unsustainable so they won't be able to solve their problems without a new Marshall Plan of sorts. In the U.S. there's 5.4% GDP growth yet average Americans are unhappy. That must be addressed but at least the U.S. has (and generates) the resources that the problem could theoretically be fixed. If the Democrat Party didn't position itself as the party of crime chaos climate idiocies (as opposed to reasonable environmental policies) election fraud and wokeness then it could actually help push America in a"
[X Link](https://x.com/Florian4Gamers/status/2018896345717784658) 2026-02-04T03:56Z 31K followers, [----] engagements
"Unhappy fans have vandalized AS Monaco's training facility. That one is on French soil (La Turbie up the hill from here). They wouldn't dare trying the same here. There is not a single graffiti in all of Monaco. Law and order"
[X Link](https://x.com/Florian4Gamers/status/2020507591366095006) 2026-02-08T14:38Z 31K followers, [----] engagements
"The priorities they set in France (acting against freedom of speech instead of combating crime chaos garbage) are indeed not the ones I'd like to see them set. I really minimize the time I spend there. From anywhere in Monaco it's never more than a few hundred meters away. 🚨Streets of France look like a set from a horror movie. Meanwhile President Macron is mobilizing the military for conflict with Russia and banning social media. https://t.co/mz6Jpsis9n 🚨Streets of France look like a set from a horror movie. Meanwhile President Macron is mobilizing the military for conflict with Russia and"
[X Link](https://x.com/Florian4Gamers/status/2020538260485783743) 2026-02-08T16:40Z 31K followers, [----] engagements
"@Arrogance_0024 It's a combination of different factors one of which is EU COVID funds and Italy isn't really "rich" either. It's also a country in terrible shape"
[X Link](https://x.com/Florian4Gamers/status/2020711559954370917) 2026-02-09T04:09Z 31K followers, [---] engagements
"@Osint613 @grok what is known about the detained suspects Are they members of Italian organized crime groups"
[X Link](https://x.com/Florian4Gamers/status/2020920008000536732) 2026-02-09T17:57Z 31K followers, 13.1K engagements
"No one has to like Trump or agree with him. But it's astounding how many people suffer from TDS to the insane extent that they said in recent weeks the Epstein files incriminated Trump and his friends. It's mostly Trump enemies who got exposed while he got vindicated. 🚨 BREAKING: Files confirm Donald Trump BLEW THE WHISTLE on Jeffrey Epstein's disgusting activities in a [----] phone call with the police "TRUMP was one of the very first people to call" 👀 Trump said Ghislaine Maxwell is "evil" and "focus on her" Democrats are SPEECHLESS. https://t.co/Ak3CysQb1U 🚨 BREAKING: Files confirm Donald"
[X Link](https://x.com/Florian4Gamers/status/2021079410082971865) 2026-02-10T04:30Z 31K followers, [----] engagements
"@MichaelAArouet Because countries like Germany are indeed stupid enough to do it"
[X Link](https://x.com/Florian4Gamers/status/2021188377991581891) 2026-02-10T11:43Z 31K followers, [---] engagements
"@1Burlington @AlexTaylorNews @grok LeCun wanted to start his new company outside Silicon Valley and then went to France which was obviously not a smart choice. The others are not known to me"
[X Link](https://x.com/Florian4Gamers/status/2021239315863380382) 2026-02-10T15:06Z 31K followers, [---] engagements
"@knafo_sarah Actuellement mme les toilettes publiques de Monaco sont mieux surveilles que le Louvre Paris"
[X Link](https://x.com/Florian4Gamers/status/2021285560728388068) 2026-02-10T18:10Z 31K followers, [---] engagements
"@luxo14581 Gracias por las actualizaciones. Sigo el tema con interers pero en la actualidad hay demasiadas otras cosas (noticias sobre litigios de patented)"
[X Link](https://x.com/Florian4Gamers/status/2022020512273379486) 2026-02-12T18:50Z 31K followers, [--] engagements
"The $1.5B+ settlement between book authors and @AnthropicAI is good news for innovation creativity and the rule of law. I wrote about it on @aifray the first website to point out that Anthropic said the damages award could theoretically reach $759B. That was their hyperbole"
[X Link](https://x.com/Florian4Gamers/status/1964221946138145000) 2025-09-06T06:59Z 31K followers, [----] engagements
"@travelingflying @grok is this video authentic representative and not old"
[X Link](https://x.com/Florian4Gamers/status/2022305320358277403) 2026-02-13T13:42Z 31K followers, [----] engagements
"@grok @bodiaz @grok Now compare the sum of public and private sector debt relative to GDP between Spain the U.S. Switzerland Turkey. Compare the value of natural resources between the U.S. and Spain. Compare the share of global total market cpaitalization between Spain and the U.S"
[X Link](https://x.com/Florian4Gamers/status/2019279314945208819) 2026-02-05T05:17Z 31K followers, [--] engagements
"@AlexTaylorNews The "scientists" who go to Europe are good-for-nothings: historians sociologists gender researchers etc. Not a single AI or quantum computing researcher of rput has left the U.S"
[X Link](https://x.com/Florian4Gamers/status/2021186579918671947) 2026-02-10T11:36Z 31K followers, [----] engagements
"InterDigital v. Amazon may be the biggest video patent litigation in history in terms of what's at stake: patent royalties of $200M/yr. according to Amazon. $IDCC $AMZN BREAKING: InterDigital seeking $200M/yr. from Amazon for license to streaming patents according to Amazon lawyer in UK court Amazon's counsel breached a protective order and revealed seemingly inadvertently this number in open court. $IDCC $AMZN https://t.co/pIak5eZBmd BREAKING: InterDigital seeking $200M/yr. from Amazon for license to streaming patents according to Amazon lawyer in UK court Amazon's counsel breached a"
[X Link](https://x.com/Florian4Gamers/status/2021923865468014762) 2026-02-12T12:26Z 31K followers, [----] engagements
"@MichaelAArouet The hypocrites from the German government and other Western EU governments who applauded are not going to change anything. Zero hope. The only question is the speed of the decline and remaining time until collapse"
[X Link](https://x.com/Florian4Gamers/status/2022719325010862375) 2026-02-14T17:07Z 31K followers, [----] engagements
"Apples $64 billion-a-year App Store isnt catching the most egregious scams via @Verge Wow what a piece of work by @StarFire2258 and yes @keleftheriou has really taken an initiative that yields amazing results https://www.theverge.com/2021/4/21/22385859/apple-app-store-scams-fraud-review-enforcement-top-grossing-kosta-eleftheriouutm_campaign=theverge&utm_content=entry&utm_medium=social&utm_source=twitter"
[X Link](https://x.com/Florian4Gamers/status/1384834141313765377) 2021-04-21T11:39Z 31.1K followers, [--] engagements
"Fresh from the United States Court of Appeals for the Eighth Circuit on the anti-ICE protests in Minneapolis not being all that peaceful: "We accessed and viewed the same videos the district court did. See Scott v. Harris [---] U.S. [---] [-----] (2007) (explaining that an appellate court should 'view the facts in the light depicted by the videotape'). What they show is observers and protestors engaging in a wide range of conduct some of it peaceful but much of it not." There we have it: "but much of it not peaceful." https://twitter.com/i/web/status/2016015813141041518"
[X Link](https://x.com/Florian4Gamers/status/2016015813141041518) 2026-01-27T05:10Z 31.1K followers, [----] engagements
"@EvaVlaar India is a way better country of origin than the ones from which the EU has primarily attracted migrants so far. The problem is that they didn't even listen to Larry Fink at WEF. He explained that with AI and robotics you don't need migration shrinking populations can do fine"
[X Link](https://x.com/Florian4Gamers/status/2016361458326437971) 2026-01-28T04:03Z 31.1K followers, [----] engagements
"@k__bayraktar @EvaVlaar Same to you though it's not clear to me whether you agree on those dynamics (AI & robotics replacing humans and individualized criteria-based selection being preferable over selection by origin)"
[X Link](https://x.com/Florian4Gamers/status/2016389360824807655) 2026-01-28T05:54Z 31.1K followers, [--] engagements
"This example is hilarious and Republicans are right to point out an absolute absurdity. If the EU doesn't recognize its error and become reasonable it will look like a Disneyland version of the USSR. The Commission even gave an example of what it found so objectionable: a blue checkmark on a Donald Duck parody account. It called the practice deceptive. Thats rightthe Commission fined X [--] million because its practices might lead users to believe that 1) this fictional https://t.co/I7Qaw3g8Bk The Commission even gave an example of what it found so objectionable: a blue checkmark on a Donald"
[X Link](https://x.com/Florian4Gamers/status/2016658998754246918) 2026-01-28T23:45Z 31.1K followers, 10.8K engagements
"Living a few hundred meters away from France I'm ashamed that an official French government account didn't understand the EU Commission had published only the basic outcome but not the full-length decision which the U.S. has brought to light. The EU will pay dearly. 😱 the EUs "secret order" was finally found [--] days after it was published on the commissions website. https://t.co/qXcPEyaL83 😱 the EUs "secret order" was finally found [--] days after it was published on the commissions website. https://t.co/qXcPEyaL83"
[X Link](https://x.com/Florian4Gamers/status/2016729624651190554) 2026-01-29T04:26Z 31.1K followers, [----] engagements
"The EU Commission is concerned over a blue checkmark for a Donald Duck X account. Disney can take care of itself however. It has a larger and more sophisticated legal Department than the EC"
[X Link](https://x.com/Florian4Gamers/status/2016937556445692120) 2026-01-29T18:12Z 31.1K followers, [----] engagements
"@luxo14581 I know I followed the live ticker from the draw while I was at lunch and honestly I'm not that happy because we see PSG here all the time so Newcastle would have been more interesting"
[X Link](https://x.com/Florian4Gamers/status/2017272162550178215) 2026-01-30T16:22Z 31.1K followers, [---] engagements
"@FineDryGooods @FMachl It is one key aspect. The investigations will have to show the exact sequence of events. Based on what is known so far the most plausible explanation is that one agent discovered the weapon and shouted "gun Gun Gun" And another then thought there was immediate danger"
[X Link](https://x.com/Florian4Gamers/status/2017436483943043162) 2026-01-31T03:15Z 31.1K followers, [--] engagements
"@rolanberrypie Then Xbox didn't even have a choice"
[X Link](https://x.com/Florian4Gamers/status/2017747389851795706) 2026-01-31T23:50Z 31.1K followers, [--] engagements
"@FrenchResponse One can see the collapse of French civilization in any large French city and outside of flea markets. Even in Nice there are highly unsafe areas like the Old Town. Moulins etc"
[X Link](https://x.com/Florian4Gamers/status/2017753823138169308) 2026-02-01T00:16Z 31.1K followers, [---] engagements
"GigaOM's @oryankim is underwhelmed by Google CEO Larry Page's answer regarding Android patent problems http://t.co/nJksUSm // Tip @Techmeme http://gigaom.com/2011/07/15/google-passes-on-chance-to-signal-stronger-android-patent-defense/ http://gigaom.com/2011/07/15/google-passes-on-chance-to-signal-stronger-android-patent-defense/"
[X Link](https://x.com/Florian4Gamers/status/91892069982941185) 2011-07-15T15:29Z 31.1K followers, [--] engagements
"OpenWave almost a penny stock up 16% on news of its patent infringement lawsuit against Apple and RIM phones and tablets. $OPWV"
[X Link](https://x.com/Florian4Gamers/status/108932680162361344) 2011-08-31T16:02Z 32K followers, [--] engagements
"Xconomy Seattle: Intellectual Ventures Sues Motorola Amid Acquisition by Google -- an IV Investor http://t.co/VB9xFJGD http://www.xconomy.com/seattle/2011/10/06/intellectual-ventures-sues-motorola-amid-acquisition-by-google-an-iv-investor/ http://www.xconomy.com/seattle/2011/10/06/intellectual-ventures-sues-motorola-amid-acquisition-by-google-an-iv-investor/"
[X Link](https://x.com/Florian4Gamers/status/122006636146606080) 2011-10-06T17:53Z 34.7K followers, [--] engagements
"RT @AlisonFrankel @FOSSPatents makes sense of Intellectual Ventures' new suit against Motorola: It's Google v. Google: http://t.co/lXxlXzZA http://bit.ly/qns8jG http://bit.ly/qns8jG"
[X Link](https://x.com/Florian4Gamers/status/122204920706379777) 2011-10-07T07:01Z 34.8K followers, [--] engagements
"Unwired Planet and Conversant win wholesale affirmance of EWHC and UK Appeals Court decisions re. patent holder's insistence on global SEP portfolio license. BREAKING: #UKSupremeCourt upholds lower courts' decisions in #UnwiredPlanet favoring standard-essential #patent holders https://t.co/dJuSzypPBg #frand #standards #patents #antitrust #privateering #unwiredplanetvhuawei #huawei #conversant BREAKING: #UKSupremeCourt upholds lower courts' decisions in #UnwiredPlanet favoring standard-essential #patent holders https://t.co/dJuSzypPBg #frand #standards #patents #antitrust #privateering"
[X Link](https://x.com/Florian4Gamers/status/1298548715121238016) 2020-08-26T09:11Z 34.9K followers, [--] engagements
"@drbarnard It would be unusual for a 9th Cir. motions panel to schedule a hearing in this context--and the very first decision they have to make is on an administrative stay meaning that the injunction is stayed until they decide whether to *really* stay it pending the entire appeal"
[X Link](https://x.com/Florian4Gamers/status/1465891509484544002) 2021-12-01T03:52Z 34.8K followers, [--] engagements
"@drbarnard Cont'd: Tile Match Group Inc. Basecamp Knitrino and The Coalition for App Fairness submitted an amicus brief that suffers from the same deficiency as Epic's opposition: they presume Apple's current generosity (relative to Sony) re. cross-wallet/cross-purchase as a given"
[X Link](https://x.com/Florian4Gamers/status/1465892365604950016) 2021-12-01T03:55Z 34.8K followers, [--] engagements
"#Apple's tardy removal of scam #ChatGPT app: broken app review is strong argument for breaking #AppStore monopolies (as Republican House majority intends) #antitrust #OpenAppMarketsAct #OAMA #OpentheAppStores @appfairness @mysk_co http://www.fosspatents.com/2023/01/apples-tardy-removal-of-scam-chatgpt.html http://www.fosspatents.com/2023/01/apples-tardy-removal-of-scam-chatgpt.html"
[X Link](https://x.com/Florian4Gamers/status/1613167096862769153) 2023-01-11T13:33Z 34.8K followers, [----] engagements
"CHART: Key deadlines in #Microsoft-#ActivisionBlizzard merger reviews in U.S. UK EU New Zealand between now and May [--] #antitrust #mergers $ATVI http://www.fosspatents.com/2023/02/chart-key-deadlines-in-microsoft.html http://www.fosspatents.com/2023/02/chart-key-deadlines-in-microsoft.html"
[X Link](https://x.com/Florian4Gamers/status/1621814229052301312) 2023-02-04T10:13Z 34.8K followers, [----] engagements
"#Sony #Microsoft to clash at #EuropeanCommission's #ActivisionBlizzard merger hearing on Tuesday February 21: @PaRRGlobal found out about hearing date #antitrust #mergers #DGCOMP #Xbox #PlayStation $ATVI UK CMA likely to hold similar hearing soon http://www.fosspatents.com/2023/02/sony-microsoft-to-clash-at-european.html http://www.fosspatents.com/2023/02/sony-microsoft-to-clash-at-european.html"
[X Link](https://x.com/Florian4Gamers/status/1625436025085431812) 2023-02-14T10:05Z 34.9K followers, 40.3K engagements
"$ATVI up 2.5%. This has been a good day for that deal. What was misperceived by some as a string of bad news has turned out to be more likely necessary milestones"
[X Link](https://x.com/Florian4Gamers/status/1631352512069476354) 2023-03-02T17:55Z 34.9K followers, 17.7K engagements
"As a result of #Microsoft's remedy proposal the EC has pushed back its #ActivisionBlizzard deadline to May [--]. Here's my UPDATED timeline chart which also reflects the impending dismissal of the lawyers' (losers') lawsuit in San Francisco. #mergers #antitrust $ATVI"
[X Link](https://x.com/Florian4Gamers/status/1636701294139146245) 2023-03-17T12:09Z 34.8K followers, 52.6K engagements
"#Microsoft #CMA filing on remedies: "any cloud gaming provider which does not require integration with an Authorized PC Game Store for example GeForce Now Boosteroid NetBoom Playkey and Shadow will automatically be entitled to stream the Eligible Games""
[X Link](https://x.com/Florian4Gamers/status/1638157785098485761) 2023-03-21T12:37Z 32.1K followers, 12K engagements
"#Sony (like any other interested party) has until "17:00 UK time on [--] March 2023" to make a written submission to comment on the #CMA's finding that there is no console-related theory of harm. It's not going to make the CMA turn around again. This is just a formality"
[X Link](https://x.com/Florian4Gamers/status/1639243242092003328) 2023-03-24T12:30Z 34.3K followers, [----] engagements
"$ATVI stock is up by about 6% a new HIGH since the merger was announced in January [----]. #Microsoft-#ActivisionBlizzard is on the right track because there never was a credible theory of harm and because $MSFT has demonstrated its willingness to address any concerns"
[X Link](https://x.com/Florian4Gamers/status/1639244231972618242) 2023-03-24T12:34Z 34.3K followers, 12.8K engagements
"#Xbox fan's forum post on 'rapid fire mod' may save #Valve (#Steam) $4 million in #patent infringement damages over handheld #videogame controller: U.S. Court of Appeals for the #FederalCircuit Appeals court resurrects some of Valve's invalidity defenses. http://www.fosspatents.com/2023/04/xbox-fans-forum-post-on-rapid-fire-mod.html http://www.fosspatents.com/2023/04/xbox-fans-forum-post-on-rapid-fire-mod.html"
[X Link](https://x.com/Florian4Gamers/status/1643184922444562432) 2023-04-04T09:33Z 34.3K followers, 10.6K engagements
"@obiweebkenobi Thank you for this reasonable conversation. The problem is that tweets have to be short and get a certain message across. I've been making a lot of effort to correct the information. When the court rules on the PI motion everyone will have clarity"
[X Link](https://x.com/Florian4Gamers/status/1646850244917829632) 2023-04-14T12:17Z 34.1K followers, [---] engagements
"The Competition Commission of South Africa has granted unconditional clearance to #Microsoft-#ActivisionBlizzard. Rejected Sony's foreclosure argument. Prior (equally unconditiona) approvals: Saudi Arabia Brazil Serbia Chile Japan. #antitrust #mergers $ATVI"
[X Link](https://x.com/Florian4Gamers/status/1647933300621688832) 2023-04-17T12:01Z 34K followers, 80.3K engagements
"1.1 Anchorage Merger Sub Inc. (Anchorage)/ Activision Blizzard Inc. (Activision) The Commission (@CompComSA) has recommended that the Competition Tribunal (Tribunal) approve the proposed transaction whereby Anchorage intends to acquire Activision without conditions"
[X Link](https://x.com/Florian4Gamers/status/1647933720647675905) 2023-04-17T12:03Z 34K followers, [----] engagements
"$ATVI closed above $86 yesterday a new high since the merger was announced and went up another [--] cents after hours. Growing anticipation of #CMA clearance. Let's see. I'm going to refresh the CMA page quite often today and if still necessary tomorrow :-)"
[X Link](https://x.com/Florian4Gamers/status/1650751058417799169) 2023-04-25T06:38Z 34.3K followers, 13.5K engagements
"What's going on $ATVI was trading around $86 and now down to $81"
[X Link](https://x.com/Florian4Gamers/status/1651177619251929090) 2023-04-26T10:53Z 34.8K followers, 53K engagements
"#Ukraine just became the 7th country to clear #Microsoft-#ActivisionBlizzard. Stay tuned for my blog post tomorrow on #UnblockABK. The deal will happen the abusive CMA decision is way too weak and ridiculous to be an insurmountable hurdle. https://amcu.gov.ua/news/komitet-dozvoliv-oposeredkovane-nabuttya-kompaniyeyu-microsoft-corporation-kontrolyu-nad-activision-blizzard-inc https://amcu.gov.ua/news/komitet-dozvoliv-oposeredkovane-nabuttya-kompaniyeyu-microsoft-corporation-kontrolyu-nad-activision-blizzard-inc"
[X Link](https://x.com/anyuser/status/1651652388422295574) 2023-04-27T18:19Z 31K followers, 80.6K engagements
"@MohamedRwanduzy @CMAgovUK I don't know if POTUS would do it but I venture to guess that there will be high-level communications such as letters from U.S. Senators and Congresspersons. POTUS may not be impressed with Lina Khan's work so far but can't just fire her unless she breaks the law"
[X Link](https://x.com/Florian4Gamers/status/1652651614564491266) 2023-04-30T12:30Z 34.2K followers, [----] engagements
"Here's a Bloomberg Law article on the upcoming EU approval of Microsoft's acquisition of Activision Blizzard. https://news.bloomberglaw.com/mergers-and-acquisitions/eu-poised-to-approve-microsoft-activision-deal-next-week https://news.bloomberglaw.com/mergers-and-acquisitions/eu-poised-to-approve-microsoft-activision-deal-next-week"
[X Link](https://x.com/Florian4Gamers/status/1656372953045430301) 2023-05-10T18:57Z 34.8K followers, 41.4K engagements
"#EuropeanCommission focuses on consumers approves #Microsoft's acquisition of #ActivisionBlizzard--subject to commitments--while UK #CMA won't be able to defend its miscarriage of justice @EU_Competition @vestager @CMAgovUK #antitrust #mergers #eu $ATVI http://www.fosspatents.com/2023/05/european-commission-focuses-on.html http://www.fosspatents.com/2023/05/european-commission-focuses-on.html"
[X Link](https://x.com/anyuser/status/1658119665418137603) 2023-05-15T14:38Z 31K followers, 78.3K engagements
"European Commission officially confirms it has been in touch with regulators in "UK but also Canada the US Australia and New Zealand" about #Microsoft-#ActivisionBlizzard. A diplomatic dig at the CMA: the EU remedy has been celebrated by "developers by cloud gaming providers by distributors and of course also by consumer groups." Yes @NVIDIAGFN @Boosteroid_main etc. support the EU approach disagree with the CMA. This is the entire passage on their approach to the ABK case from the published version of EU antitrust chief Margrethe Vestager's speech today: "Which leads me to my second point on"
[X Link](https://x.com/anyuser/status/1661656284809121792) 2023-05-25T08:51Z 31K followers, 144K engagements
"This is the current state of the Microsoft-ABK page on the CMA's website. You can see toward the bottom of the screenshot: Case state: Open In fact they're accepting feedback on their draft final order until June [--]. So it's literally open and it's not just open because of the"
[X Link](https://x.com/Florian4Gamers/status/1661808641211547648) 2023-05-25T18:57Z 36.4K followers, [---] engagements
"The EU Commission essentially told the CMA and FTC today: If you want to protect competition through effective remedies count us in. If you want to block mergers just because you think it's cool even to the detriment of competition count us out. The voice of reason"
[X Link](https://x.com/anyuser/status/1661829220757041152) 2023-05-25T20:18Z 31K followers, 94.8K engagements
"#Sony and #Google have three weeks to file a motion to intervene and support the @CMAgovUK against #Microsoft's appeal of the merger block. Theoretically also others. Maybe #Nvidia and #Boosteroid to support Microsoft Or even the UK government #UnblockABK"
[X Link](https://x.com/Florian4Gamers/status/1662162398755553293) 2023-05-26T18:22Z 35.5K followers, 62.6K engagements
"Rumour: #Sony getting ready for more acquisitions Let's see if the @CMAgovUK will again apply a different standard to them than to others. This clearance decision shows they tend to allow even horizontal acquisitions by Sony:"
[X Link](https://x.com/Florian4Gamers/status/1662486798717599744) 2023-05-27T15:51Z 36.4K followers, 81.5K engagements
"I pity the fools who believe I'd go to a forum I hadn't even heard of to post something under a pseudonym. Must be really low-IQ not to figure out that I already reach everyone with a serious interest in the deal and get lots of support. It's debunked:"
[X Link](https://x.com/Florian4Gamers/status/1662757941097660416) 2023-05-28T09:49Z 36.4K followers, 32.4K engagements
"Greetings from London. I'm in front of the building of the @CATribunal which will hold the 2nd case management conference in @Microsoft v. @CMAgovUK in about an hour. I came here because I was invited to speak at a Concurrences/King's College conference tomorrow. #UnblockABK"
[X Link](https://x.com/Florian4Gamers/status/1668168912955949056) 2023-06-12T08:10Z 36.4K followers, 28.5K engagements
"UPDATED TIMELINE: U.S. court to hear @FTC request for preliminary injunction against #Microsoft-#ActivisionBlizzard next week merger technically can't close in June but on track for July #antitrust #FTC #Activision $ATVI http://www.fosspatents.com/2023/06/updated-timeline-us-court-to-hear-ftc.html http://www.fosspatents.com/2023/06/updated-timeline-us-court-to-hear-ftc.html"
[X Link](https://x.com/Florian4Gamers/status/1668897709850279936) 2023-06-14T08:26Z 35.1K followers, 86.5K engagements
"Non-smoking gun found: #PlayStation chief wasn't really worried about losing #CallofDuty ripping major hole in #FTC's argument to block #Microsoft's purchase of #ActivisionBlizzard #antitrust #Activision $ATVI Will discuss this in a Twitter Space later"
[X Link](https://x.com/Florian4Gamers/status/1670060666277748738) 2023-06-17T13:29Z 36.4K followers, 59.5K engagements
"The significance of the fact that Jim Ryan will be the only exec to testify via video instead of in-person may become clearer with some explanations. [--]. Credibility of testimony In the same district Judge Yvonne Gonzalez Rogers (YGR) explained ahead of the [----] Epic Games v. Apple antitrust trial that the absolutely wanted witnesses to testify in person and that she would allow video testimony only in extremely rare circumstances. And that was at a time when COVID was far more of a concern. She explained at a broadcast case management conference that the reason is psychological: Judge YGR"
[X Link](https://x.com/Florian4Gamers/status/1671482212548759553) 2023-06-21T11:36Z 36.4K followers, 87.2K engagements
"Judge Corley just made a joke when Microsoft counsel Beth Wilkinson clarified that the [--] lawyers are not all Microsoft but [--] MSFT + [--] ATVI that they may soon all be Microsoft lawyers. But that was not like a prediction of the outcome. 🧵8/X"
[X Link](https://x.com/Florian4Gamers/status/1671629430190653440) 2023-06-27T21:38Z 36.5K followers, 53.5K engagements
"Here the CMA just revised its provisional findings in a merger case (one in which the merger was investigated after it happened) and not only dropped part of the case but is now inclined to approve the deal. That result would have been the right one in the Activision case too"
[X Link](https://x.com/Florian4Gamers/status/1672206650063704066) 2023-06-23T11:35Z 36.5K followers, 146.9K engagements
"@CMAgovUK That insider trading was noticed by people here on Twitter as we were all waiting for the @CMAgovUK's announcement and some of us like me kept an eye on $ATVI. It was also observed on a camera's discussion board. Possibly first time in connection with a CMA decision. 🧵4/X"
[X Link](https://x.com/Florian4Gamers/status/1672269932598530049) 2023-06-23T15:49Z 36.7K followers, 49.4K engagements
"IGN quotes an Activision-internal memo by @lulumeservey about how weak the FTC's case is. An activist from an anti.corporate advocacy group may call it "spin" but the fact of the matter is that the FTC is losing this here big-time"
[X Link](https://x.com/Florian4Gamers/status/1672337420531159041) 2023-06-23T20:14Z 36.5K followers, [---] engagements
"Now a lawyer for Microsoft (not Beth Wilkinson) cross-examining the Google guy. 🧵119/X"
[X Link](https://x.com/Florian4Gamers/status/1672369839665733633) 2023-06-23T22:23Z 36.4K followers, 45.7K engagements
"FTC has no facts to support its theories turns antitrust law on its head by protecting a market leader and comes up with crazy economics by comparing a 3rd-party deal for a time-limited exclusive to an acquisition as if paying for a night at a hotel was like buying a house No judge could find for the FTC. A judge whose son works for your favorite console maker would also have to throw out the motion for a preliminary injunction"
[X Link](https://x.com/anyuser/status/1672614273246445568) 2023-06-24T14:34Z 31K followers, 138.8K engagements
"Activision Blizzard stock $ATVI trading at its highest since the CMA decision. Some of it has to do with fundamentals but the fact that the FTC is losing isn't lost on everyone"
[X Link](https://x.com/Florian4Gamers/status/1673379194653507586) 2023-06-26T17:19Z 36.4K followers, 55.2K engagements
"Market Screener: MoffettNathanson raises Activision Blizzard $ATVI target to $91.(up from their current target of $86) as FTC is on losing track"
[X Link](https://x.com/Florian4Gamers/status/1673408577799684098) 2023-06-26T19:16Z 36.4K followers, 31.9K engagements
"This map shows how cowardly it is of Jim Ryan not to show up in person: about [--] minutes by car from Sony Interactive Entertainment's worldwide HQ to the courthouse. He could get there in [--] hours riding a bike -- which is about the flight time () from Seattle (Microsoft) to SFO"
[X Link](https://x.com/anyuser/status/1673428664892145664) 2023-06-26T20:30Z 31K followers, 240.4K engagements
"I get questions about what Ryan's unwillingness to testify in person means for the decision. [--]. The FTC is losing by such a wide margin that the decision won't have to be based on that even in part. [--]. It's not good for whatever little is left of his and Sony's credibility"
[X Link](https://x.com/Florian4Gamers/status/1673614500988321792) 2023-06-27T08:49Z 36.5K followers, [---] engagements
"Microsoft's plan for SEGA was to keep existing titles multi-platform. That is consistent with what happened with ZeniMax/Bethesda and what Microsoft plans for Call of Duty. The FTC can't show that there is a risk of vertical input foreclosure. The Booty email isn't enough"
[X Link](https://x.com/Florian4Gamers/status/1673685786229870592) 2023-06-27T13:33Z 36.5K followers, 71.4K engagements
"Activision Blizzard stock $ATVI hit $84 this morning. First time since @CMAgovUK decision. Investors are figuratively speaking shortselling the @FTC. Greetings from the corridor outside the courtroom BTW"
[X Link](https://x.com/Florian4Gamers/status/1673706006159962112) 2023-06-27T15:12Z 36.4K followers, 55.8K engagements
"Day [--] of the FTC v. Microsoft-Activision PI hearing. Judge Corley explains that illegal livestreams of the court's official Zoom audio jeopardize the availability of livestreams for this proceeding and for all other cases. Similar situation here as with the @CATribunal. 🧵1/X"
[X Link](https://x.com/anyuser/status/1673720921276973056) 2023-06-27T15:52Z 31K followers, 349.3K engagements
"Lee must concede he has no quantitative model for subscription services or cloud gaming. 🧵59/X"
[X Link](https://x.com/Florian4Gamers/status/1673752762163822593) 2023-06-27T17:58Z 36.5K followers, [---] engagements
"Lee tries to argue that CoD "sells so many more copies than other AAA titles" and therefore likely leads to a greater share shift. 🧵69/X"
[X Link](https://x.com/Florian4Gamers/status/1673761070274719744) 2023-06-27T18:31Z 36.5K followers, [---] engagements
"With the merger Lee says it will not be on PS "with certainty". Likelihood is lower. Microsoft lawyer stresses comparison is not whether it's more or less likely but whether it's likely. 🧵80/X"
[X Link](https://x.com/Florian4Gamers/status/1673782750099443712) 2023-06-27T19:57Z 36.4K followers, [---] engagements
"Lee says his report states some technical uncertainty as to the feasibility of making CoD work on Switch. So he is aware of the Microsoft-Nintendo agreement but says he's seen evidence that it is "uncertain". 🧵83/X"
[X Link](https://x.com/Florian4Gamers/status/1673783744870879233) 2023-06-27T20:01Z 36.4K followers, [---] engagements
"He says that because he assumes that CoD foreclosure would be particularly profitable more so than foreclosure with respect to most other games. Gamers would spend more on Xbox than average gamers spend -- that's the point he's trying to make. 🧵110/X"
[X Link](https://x.com/Florian4Gamers/status/1673796199584010241) 2023-06-27T20:51Z 36.4K followers, [---] engagements
"Microsoft now called Charles River Associates' Dr Elizabeth Bailey. One of their economic experts on this merger. The other is a Chicago professor. 🧵123/X"
[X Link](https://x.com/Florian4Gamers/status/1673804375498850304) 2023-06-27T21:23Z 36.3K followers, [---] engagements
"Key conclusions by Dr. Bailey: [--]. Call of Duty is not essential critical must-have or uniquely important. 🧵124/X"
[X Link](https://x.com/Florian4Gamers/status/1673806041430261760) 2023-06-27T21:30Z 34.8K followers, 42K engagements
"They are concluding for today. Tomorrow they will continue with Elizabeth Bailey. CEOs of Microsoft and Activision will testify tomorrow. Bobby Kotick at 8:30 AM Satya Nadella at 1:30 PM. That's it for today FTC still on losing track and not much time left. 🧵130/130"
[X Link](https://x.com/Florian4Gamers/status/1673814995736596480) 2023-06-27T22:06Z 36.4K followers, [---] engagements
"Microsoft has doubled down on the total destruction of FTC economic expert Robin Lee's testimony. Microsoft has filed a public redacted version of a June [--] (Monday) declaration by Chicago professor Dennis Carlton a high-profile economist. In that document Professor Carlton explains why his colleague working for the FTC here is wrong. That is in addition to the in-courtroom testimony by Dr. Elizabeth Bailey of Charles River Associates who testified yesterday afternoon and will finish her testimony today (after Bobby Kotick's testimony)."
[X Link](https://x.com/anyuser/status/1674019411374530561) 2023-06-28T11:38Z 31K followers, 181.2K engagements
"CNBC talking to financial analysts and they can't make sense of the @FTC's "case". Neither can Judge Corley. She's got this all figured out"
[X Link](https://x.com/Florian4Gamers/status/1674033964590284804) 2023-06-28T12:43Z 36.5K followers, 55.5K engagements
"CoD was multiplatform from the beginning. PS 2/3 Xbox [---] PC. 🧵6/X"
[X Link](https://x.com/Florian4Gamers/status/1674082540469235713) 2023-06-28T15:51Z 36.5K followers, 31.1K engagements
"I know that some of you view Bobby Kotick's leadership of Activision critically but that's another story. Here as a witness he comes across as very thoughtful competent credible and confident but down to earth. Really good performance reinforces some key points. 🧵15/X"
[X Link](https://x.com/Florian4Gamers/status/1674086213698093057) 2023-06-28T23:39Z 36.4K followers, 29.1K engagements
"Rules out "subpar versions" of a game for other platforms "degrading the game": developers won't do that. The whole notion of intentionally buggy or low-performance software never made sense to me and this testimony confirms again that it's a crazy theory. 🧵16/X"
[X Link](https://x.com/Florian4Gamers/status/1674086925240791040) 2023-06-28T23:39Z 36.4K followers, 32K engagements
"Bobby Kotick declares his aversion to multi-game subscription services. Says thye have a game that has a subscription WoW people pay $16/mth for a single game and it wouldn't make economic sense to put that game on a multi-game subscription service. 🧵18/X"
[X Link](https://x.com/Florian4Gamers/status/1674087436841009153) 2023-06-28T16:14Z 36.4K followers, 30.1K engagements
"Absent the deal any plans to have CoD streamed No. 🧵24/X"
[X Link](https://x.com/Florian4Gamers/status/1674089076448980993) 2023-06-28T16:18Z 36.4K followers, 38K engagements
"FTC trying now to portray CoD as uniquely important. For example #1 game in U.S. market [--] years in a row. 🧵27/X"
[X Link](https://x.com/Florian4Gamers/status/1674089952462913536) 2023-06-28T16:29Z 36.6K followers, 36K engagements
"After getting a long list of CoD successes and records confirmed the FTC now asks about the Diablo IV record-breaking launch press release ( $666M in [--] days). Bobby Kotick notes Diablo launches only once per decade. 🧵28/X"
[X Link](https://x.com/Florian4Gamers/status/1674091500580536320) 2023-06-28T16:29Z 36.4K followers, 32.6K engagements
"Another pointless attack vector that the FTC chooses: they want to elicit a confirmation that if Microsoft just offered enough money to an independent ABK they would offer games on a subscription service. There's nothing they'll be able to prove this way that helps them 🧵38/X"
[X Link](https://x.com/Florian4Gamers/status/1674095492823928832) 2023-06-28T17:27Z 36.4K followers, 33.3K engagements
"15-minute morning break now. FTC cross-examination of Bobby Kotick to be resumed thereafter. 🧵45/X"
[X Link](https://x.com/Florian4Gamers/status/1674101650510983168) 2023-06-28T17:06Z 36.4K followers, 35K engagements
"FTC says Bobby Kotick's stock would be worth about $400M if the deal closes. That is simply meant to imply that the court shouldn't rely on his testimony because he has a vested interest in the deal. Now redirect i.e. Microsoft lawyer asking questions. 🧵49/X"
[X Link](https://x.com/Florian4Gamers/status/1674107400369098752) 2023-06-28T17:29Z 36.4K followers, 25.7K engagements
"FTC trying to argue that Activision's market share is greater in the U.S. than elsewhere and that the difference would suggest a U.S.-only market definition is right and the market isn't global. 🧵71/X"
[X Link](https://x.com/Florian4Gamers/status/1674119796903022594) 2023-06-28T18:23Z 36.4K followers, 23.6K engagements
"Dr. Bailey didn't look at Diablo because data wasn't available to her in time. FTC now asks about when last GoW release was. Ask her to confirm it was [----]. She can't take a position. 🧵76/X"
[X Link](https://x.com/Florian4Gamers/status/1674121299327860736) 2023-06-28T18:28Z 36.4K followers, 36.6K engagements
"FTC asked whether Dr. Bailey's expert opinion also relates to the possibility of Microsoft raising Game Pass prices "again" after the acquisition. It was not the focus of her report as she notes. FTC asking many pointless questions. 🧵78/X"
[X Link](https://x.com/Florian4Gamers/status/1674124979171131392) 2023-06-28T18:43Z 36.4K followers, 24.2K engagements
"Just like Diablo Overwatch is also a title with respect to which the FTC tries to make a wider "all ABK titles" argument. Thus they asked Dr. Bailey whether she analyzed the effect of Overwatch foreclosure. Answer (unsurprisingly) no she did not. 🧵80/X"
[X Link](https://x.com/Florian4Gamers/status/1674126237747527680) 2023-06-28T18:45Z 36.4K followers, 25K engagements
"Nvidia testimony was recorded on April [--] [----]. The Microsoft-GeForce NOW deal was announced about two months prior to that date. 🧵81/X"
[X Link](https://x.com/Florian4Gamers/status/1674126816850874370) 2023-06-28T18:48Z 36.5K followers, 31.4K engagements
"The FTC is actually calling Satya Nadella so they go first (direct examination). 🧵90/X"
[X Link](https://x.com/Florian4Gamers/status/1674153470562279432) 2023-06-28T20:31Z 36.7K followers, 30.9K engagements
"Satya Nadella: they do have a Gaming section in each (quarterly) earnings call with investors. 🧵91/X"
[X Link](https://x.com/Florian4Gamers/status/1674154407754342404) 2023-06-28T20:34Z 36.5K followers, 23.9K engagements
"Judge Corley again cut something short ("next question") by clarifying Professor Carlton read the contract Microsoft offered to Sony even if it's not in the appendix of his report. Another FTC attempt to gain mileage failed. 🧵123/X"
[X Link](https://x.com/Florian4Gamers/status/1674170713169879040) 2023-06-28T21:43Z 36.4K followers, 22.5K engagements
"So Judge Corley just again had to explain to the FTC what the Carlton report means in a certain context where contracts are referenced. 🧵126/X"
[X Link](https://x.com/Florian4Gamers/status/1674172022715461633) 2023-06-28T21:47Z 36.4K followers, 20.7K engagements
"The UK government (@RishiSunak @Jeremy_Hunt) told the @CMAgovUK even in writing that they must make sure the UK is open for business and regulatory delays don't adversely affect companies. But the CMA still wants a UK that looks like it's closed for business This is the latest: The CMA realizes that its only ally against Microsoft-Activision the @FTC is losing here in San Francisco. That's why they brought a surprise motion --- unanimously rejected by the @CATribunal -- that is not just the normal type of procedural gamesmanship but shows that the CMA's strategy is one of "justice delayed is"
[X Link](https://x.com/anyuser/status/1674429195462787075) 2023-06-29T14:46Z 31K followers, 100.7K engagements
"My personal opinion is that the CMA's irresponsible and unreasonable attitude would totally justify a decision to "close over" (i.e. closing the deal despite the current decision being in force and effect) provided that the CATribunal does not perceive it negatively as the CAT"
[X Link](https://x.com/Florian4Gamers/status/1674431172238254088) 2023-06-29T15:01Z 36.8K followers, 24.1K engagements
"This is what happens when observant gamers take a close look at family vacation pictures. Interestingly no one was wondering whether the trip to London included a visit to the closed-for-business CMA 🤣"
[X Link](https://x.com/Florian4Gamers/status/1674446468974018560) 2023-06-30T02:19Z 36.4K followers, 46.8K engagements
"All that the FTC is showing at the moment is that Microsoft thought that for some titles it might be profitable to offer then only on the company's own platforms. All the time Microsoft has explained it depends on a title's popularity multiplayer etc. 🧵18/X"
[X Link](https://x.com/Florian4Gamers/status/1674453100848095235) 2023-06-29T16:21Z 36.4K followers, [---] engagements
"The Canadian Competition Bureau sent a letter yesterday to Microsoft's counsel in the FTC case that is meant to support the FTC ahead of the preliminary injunction decision here in San Francisco The Canadian antitrust agency says: "In a videoconference on May [--] [----] the"
[X Link](https://x.com/Florian4Gamers/status/1674457002632941570) 2023-06-29T20:51Z 37K followers, 158.6K engagements
"Tim Stuart denies that Microsoft execs laid out specifically to the company's board of directors that there would be a shift to Xbox as a strategic benefit of the ABK deal. 🧵20/X"
[X Link](https://x.com/Florian4Gamers/status/1674462212482805760) 2023-06-29T16:57Z 36.4K followers, [---] engagements
"Microsoft now placing emphasis on mobile gaming particularly CoD Mobile and the growth opportunity. 🧵33/X"
[X Link](https://x.com/Florian4Gamers/status/1674477521721757697) 2023-06-29T18:11Z 36.4K followers, 25.8K engagements
"@DestinLegarie Microsoft's lawyers explained in one of their filings here that likelihood of success on the merits doesn't mean low probabilities of success. The analogy they used in one filing is that a 20% probability of rain does not mean it is likely to rain"
[X Link](https://x.com/Florian4Gamers/status/1674479603933655041) 2023-06-29T20:45Z 36.5K followers, [----] engagements
"Microsoft discussing with Xbox CFO Tim Stuart some Minecraft numbers. Throughout this process Microsoft has said that Minecraft is the best point of reference for what makes sense to do with respect to Call of Duty. 🧵34/X"
[X Link](https://x.com/Florian4Gamers/status/1674480469147275264) 2023-06-29T18:11Z 36.4K followers, 20.1K engagements
"No more testimony. They're now taking a multi-hour break. Closing argument at 2:30 PM. Judge Corley wants to have "engagement" there. End of this thread will start a new one at 2:30 PM Pacific Time for closing arguments. 🧵39/39"
[X Link](https://x.com/anyuser/status/1674482544086257665) 2023-06-29T18:46Z [--] followers, 35.3K engagements
"About [--] hours until closing argument. Remember that in order for a given FTC theory (consoles subscriptions cloud) to succeed it must overcome EACH of about a half-dozen hurdles. It doesn't have to overcome all hurdles today but must show it's LIKELY to overcome EACH. No way"
[X Link](https://x.com/Florian4Gamers/status/1674503041507029002) 2023-06-29T21:27Z 36.4K followers, 156.7K engagements
"Waiting outside the courtroom. Don't get nervous and don't believe the ones who see a serious risk here. A chain is as strong as its weakest link and the FTC's links are all weak though to a varying degree. If any essential link is found missing there's no likelihood of success"
[X Link](https://x.com/Florian4Gamers/status/1674517432881528832) 2023-06-29T20:39Z 36.4K followers, 98.6K engagements
"Also don't get nervous based on the closing argument. Both sides will claim victory as always and probably Judge Corley will have tough questions for both sides. Tough questions are an opportunity for lawyers to present their best arguments"
[X Link](https://x.com/Florian4Gamers/status/1674518652023095296) 2023-06-29T20:44Z 36.8K followers, 18.4K engagements
"The closing argument will be intellectually Interesting but rhetoric can't make up for facts or change the legal framework. The ruling won't be a close decision"
[X Link](https://x.com/anyuser/status/1674519889925771266) 2023-06-29T21:24Z [--] followers, 25.1K engagements
"Already in the courtroom more than [--] minutes before it starts"
[X Link](https://x.com/Florian4Gamers/status/1674522633440985088) 2023-06-29T21:04Z 36.4K followers, 115.6K engagements
"@XcloudTimdog Thanks. BTW on July [--] I'll be on a panel keynoted by the Chief Economist of DG COMP (the European Commission's antitrust division) together with Qualcomm's chief licensing lawyer a law professor from USC Gould etc"
[X Link](https://x.com/Florian4Gamers/status/1674530141446504448) 2023-06-29T21:33Z 36.4K followers, 12.6K engagements
"The closing argument in FTC v. Microsoft & Activision Blizzard is about to start. Judge Corley is here the court is in session just some administrative clarification by Microsoft lead counsel Beth Wilkinson. 🧵1/X"
[X Link](https://x.com/anyuser/status/1674530582737616898) 2023-06-29T21:29Z 31K followers, 379.1K engagements
"FTC claims "significant evidence" about relevant market nature of competition in those markets role of content in each of those markets and critically MSFT's ability and incentive to foreclose. 🧵3/X"
[X Link](https://x.com/Florian4Gamers/status/1674531023080787968) 2023-06-29T21:40Z 36.7K followers, 30.3K engagements
"FTC says it's about driving users to Game Pass. Then claims that ZeniMax is evidence of MSFT's incentive (to foreclose). Judge Corley: let's talk about ZeniMax which ZeniMax title is comparable to CoD multiplayer multiplatform title 🧵5/X"
[X Link](https://x.com/Florian4Gamers/status/1674531401180536832) 2023-06-29T21:35Z 36.6K followers, 34.2K engagements
"FTC says Elder Scrolls is most like CoD. But Judge Corley now notes that ES6 is not yet launched and FTC has to concede MSFT hasn't announced ES6 will be exclusive. 🧵6/X"
[X Link](https://x.com/Florian4Gamers/status/1674531598228942848) 2023-06-29T21:41Z 36.4K followers, 31.1K engagements
"FTC now says one can always create a category of one. CoD is unique only CoD generates huge revenues every year. Then talking about MSFT using content and Judge Corley then says "they*ll use that content to make money". 🧵7/X"
[X Link](https://x.com/Florian4Gamers/status/1674531812734033920) 2023-06-29T21:42Z 36.4K followers, 27.1K engagements
"FTC now says Mr. Kotick will bring his content everywhere gamers can be found. (Well but MSFT actually will bring ABK games to more gamers than an independent ABK1) 🧵9/X"
[X Link](https://x.com/Florian4Gamers/status/1674532054812463104) 2023-06-29T21:36Z 36.4K followers, 29.3K engagements
"FTC says difference between exclusivity that is procompetitive and that is not. They say this is not about all exclusives being bad. If Sony gives someone money to make something unique FTC says it's procompetitive. Money used to make something gamers want. 🧵10/X"
[X Link](https://x.com/Florian4Gamers/status/1674532352893272064) 2023-06-29T21:40Z 36.5K followers, 30.2K engagements
"Judge: Let's start with platform market. Prof Lee has Gen9 console market. OK so if the merger goes fwd how may that substantially lessen competition 🧵12/X"
[X Link](https://x.com/Florian4Gamers/status/1674532616048091136) 2023-06-29T21:55Z 36.6K followers, 31.1K engagements
"Judge: If Sony actually had a deal for [--] years . FTC doesn't really want to talk about that :-) FTC said they'd still investigate it. But judge says here it's about a preliminary injunction (not merely an investigation). 🧵15/X"
[X Link](https://x.com/Florian4Gamers/status/1674533178919514112) 2023-06-29T21:41Z 36.3K followers, 31.7K engagements
"Judge: so the console market then comes really down to CoD and the concern that MSFT will partially foreclose it in a way that people who played it on PS will now have to play it on MSFT (Xbox) 🧵16/X"
[X Link](https://x.com/Florian4Gamers/status/1674533329629253632) 2023-06-29T21:41Z 36.4K followers, 31.2K engagements
"FTC: yes one theory is they'll have to buy an Xbox. That*s theory. But other theories are myriad ways to use content to push platform. 🧵17/X"
[X Link](https://x.com/Florian4Gamers/status/1674533477994352641) 2023-06-29T21:42Z 36.4K followers, 39.6K engagements
"Judge now wants to discuss total foreclosure theory. Wants to know how FTC expert Prof Lee came up with that 20% figure (switching rate in foreclosure scenario) that is the key input into his model. 🧵18/X"
[X Link](https://x.com/Florian4Gamers/status/1674533686367379456) 2023-06-29T21:42Z 36.4K followers, 40.1K engagements
"Judge: I just wanna know what actual data . I*ll tell you Dr. Bailey looked at actual real-world data 🧵19/X"
[X Link](https://x.com/Florian4Gamers/status/1674533786049208326) 2023-06-29T21:42Z 36.4K followers, 36.1K engagements
"Judge Corley still wants to know about the 20%. She wants to know on the basis of what data the FTC expert assumes that some gamers will switch from PS to Xbox when they buy a next-gen console. 🧵20/X"
[X Link](https://x.com/Florian4Gamers/status/1674534213633347586) 2023-06-29T21:45Z 36.4K followers, 20.8K engagements
"Judge Corley now looks at usage data as used/provided by Dr. Bailey. Many people who do play CoD don't play very often. Now Microsoft's counsel points to the numbers won't mention them all in open court. 🧵21/X"
[X Link](https://x.com/Florian4Gamers/status/1674534498825027585) 2023-06-29T21:46Z 36.3K followers, 18.9K engagements
"Now the FTC is just talking about CoD being #1 in sales charts etc. Judge: are you saying that people who only play CoD [--] hours a year are they included in that 20% figure Silence on FTC*s part. 🤡🤡🤡 🧵24/X"
[X Link](https://x.com/Florian4Gamers/status/1674535091287244801) 2023-06-29T21:49Z 36.4K followers, 22.2K engagements
"Now the FTC is pointing to a part of their expert's report. "He looked at the universe of people who play CoD" . and talking talking talking abut they have no facts no numbers no data no evidence. 🤡🤡🤡 🧵25/X"
[X Link](https://x.com/Florian4Gamers/status/1674535301744857088) 2023-06-29T21:50Z 36.4K followers, 20.9K engagements
"The FTC now says they use the "share model" and that's Gen8 because they lack data for Gen9 but foreclosure model is then Gen9. But they still can't provide ANY evidentiary basis for the 20%. 🧵27/X"
[X Link](https://x.com/Florian4Gamers/status/1674535563289063424) 2023-06-29T21:49Z 36.4K followers, 20.5K engagements
"Judge Corley: the number of PS users who play CoD a lot is actually a small number compared to all PS users. Also PS is not the biggest revenue driver on PS. 🧵28/X"
[X Link](https://x.com/Florian4Gamers/status/1674535723381456896) 2023-06-29T21:50Z 36.4K followers, 22K engagements
"Now the FTC is spending time just explaining that in a foreclosure situation someone might buy a $500 Xbox etc. They are making themselves ridiculous here. It's a disgrace for the government. 🧵31/X"
[X Link](https://x.com/Florian4Gamers/status/1674536345879080960) 2023-06-29T21:53Z 36.4K followers, 23.3K engagements
"Judge Corley: I understand that . but you're using that to get to the foreclosure incentive. How do you calculate that number It would have to be a high enough percentage of people who switch so it would be profitable for Microsoft. 🧵32/X"
[X Link](https://x.com/Florian4Gamers/status/1674536587689082880) 2023-06-29T21:58Z 36.9K followers, 21.8K engagements
"FTC always gets back to sales figures of CoD. We already were there like [--] minutes ago. Judge: it's not the average it's the exceptional consumer. FTC confirms it's the top end where they would switch 🧵33/X"
[X Link](https://x.com/Florian4Gamers/status/1674536764860678144) 2023-06-29T21:56Z 36.4K followers, 21.3K engagements
"Judge Corley gets back to the fact that Dr. Bailey (MSFT economic expert) showed number of hours people spend on CoD. It's clear that Dr. Bailey made a far stronger impression. The FTC never had a case and Lee is a newbie to the expert testimony game. 🧵34/X"
[X Link](https://x.com/Florian4Gamers/status/1674536983350353920) 2023-06-29T21:58Z 36.4K followers, 23.6K engagements
"Wilkinson: the 20% was input. That was your (the judge's) question. 🧵37/X"
[X Link](https://x.com/Florian4Gamers/status/1674537466320293888) 2023-06-29T22:00Z 36.4K followers, 20.3K engagements
"FTC: Dr. Lee didn't just make it up. Judge Corley wants to know where that is in the report because the 20% figure is critical 🧵39/X"
[X Link](https://x.com/Florian4Gamers/status/1674537809179447296) 2023-06-29T22:00Z 36.4K followers, 25K engagements
"ANOTHER point of failure identified: "notwithstanding the agreement with Nintendo" offer to Sony etc. So Judge Corley appears inclined to take (over the FTC's objection) those market realities into account when evaluating whether there is a foreclosure incentive. 🧵40/X"
[X Link](https://x.com/Florian4Gamers/status/1674538031943127041) 2023-06-29T22:02Z 36.4K followers, 22.6K engagements
"FTC lawyer now gets back to their share shift. Then says "we do the best with the data we have" Well if that's your best then your best isn't good enough. The FTC should move on and give up on the console theory. 🧵41/X"
[X Link](https://x.com/Florian4Gamers/status/1674538345047949312) 2023-06-29T22:02Z 36.4K followers, 22.8K engagements
"Judge Corley places significant weight on Dr. Bailey's focus on the extent to which gamers actually play CoD i.e. how many hours per year and the FTC always just gets back to sales data and suggests people don't spend $70 if they're not going to play it 🧵42/X"
[X Link](https://x.com/Florian4Gamers/status/1674538526866829312) 2023-06-29T22:02Z 36.4K followers, 21.6K engagements
"Now Judge Corley categorized part of the FTC's theory here as "hypothetical". She gets back to the model. She wants to see a mathematical calculation according to which it makes more sense to make CoD exclusive than to offer it across platforms. 🧵43/X"
[X Link](https://x.com/Florian4Gamers/status/1674538689471586304) 2023-06-29T22:04Z 36.4K followers, 24.3K engagements
"They keep going in circles: FTC keeps coming back to popularity. Judge Corley: it's so popular. But a lot of people buy it and don't play it very much. 🧵44/X"
[X Link](https://x.com/Florian4Gamers/status/1674538918291869697) 2023-06-29T22:04Z 36.4K followers, 28.1K engagements
"Now the FTC again gets back to Jim Ryan's declaration. Some claim there that Jim Ryan made about the situation in [----]. Judge Corley: is what he's saying based on the number of hours played that's all I'm asking. 🧵45/X"
[X Link](https://x.com/Florian4Gamers/status/1674539239030296576) 2023-06-29T22:04Z 36.4K followers, 22.8K engagements
"Judge: can I ask you about Dr. Bailey's demonstrative there was no dispute about it They just reference it by a number. I guess that's about how many CoD customers spend how many hours per year and what that means in terms of revenues. 🧵46/X"
[X Link](https://x.com/Florian4Gamers/status/1674539455389253632) 2023-06-29T22:19Z 36.4K followers, 23.3K engagements
"The FTC simply never did its homework and never polled gamers as to whether they would switch. It may be counterintuitive but Chile's antitrust authority (FNC) did that and arrived at the correct result. A small country's competition regulator did its homework. 🧵47/X"
[X Link](https://x.com/Florian4Gamers/status/1674539758859722754) 2023-06-29T22:06Z 36.5K followers, [---] engagements
"Microsoft lawyer Wilkinson again intervened. She knows that Judge Corley has identified the problem and MSFT essentially just has to point to the evidence or especially absence of evidence that validates Judge Corley's skepticism. 🧵48/X"
[X Link](https://x.com/Florian4Gamers/status/1674540046077300736) 2023-06-29T22:07Z 36.4K followers, [---] engagements
"So there's now a footnote that the FTC pointed Judge Corley to. Moving on to relevant market. Judge Corley raises the next issue: she's struggling with the fact that you can play a lot of those games on a PC or on a Nintendo. 🧵49/X"
[X Link](https://x.com/Florian4Gamers/status/1674540595958939648) 2023-06-29T22:09Z 36.4K followers, [---] engagements
"Judge points out that people can use different devices and play with each other so why are those devices not in the same market 🧵50/X"
[X Link](https://x.com/Florian4Gamers/status/1674540714385108993) 2023-06-29T22:09Z 36.4K followers, [---] engagements
"FTC now focusing on Hypothetical Monopolist Test which is a method to verify the boundaries of a market. FTC now points to the fact PC costs $1500 console $500. But Judge Corley says: what if they already have a PC 🧵51/X"
[X Link](https://x.com/Florian4Gamers/status/1674540929355780096) 2023-06-29T22:10Z 36.4K followers, [---] engagements
"Judge Corley: a high percentage of those who play CoD already own a PC. FTC now says special gaming PC is not just any PC. Judge: since pandemic etc. everybody has a (reasonably good) PC 🧵52/X"
[X Link](https://x.com/Florian4Gamers/status/1674541156716388352) 2023-06-29T22:11Z 36.4K followers, [---] engagements
"Judge: why doesn't the existence of the option to play on the PC you already have maybe not the same quality have some sort of input and downward pressure on the price of the Xbox 🧵53/X"
[X Link](https://x.com/Florian4Gamers/status/1674541330935193602) 2023-06-29T22:12Z 36.4K followers, [---] engagements
"FTC says everything essentially becomes substitute if price goes through the roof. (That obviously doesn't make sense. It's really just about consoles and gaming PCs here.) 🧵54/X"
[X Link](https://x.com/Florian4Gamers/status/1674541517443325954) 2023-06-29T22:13Z 36.4K followers, [---] engagements
"Judge: are you saying that as a matter of economics you can't take into account that someone already owns that platform (i.e. gaming PC) 🧵55/X"
[X Link](https://x.com/Florian4Gamers/status/1674541632237223938) 2023-06-29T22:13Z 36.4K followers, [---] engagements
"FTC gets back to Hypothetical Monopolist Test. Judge: sorry to go back I get it if you have to buy it that makes perfect sense but we're talking about where they already own it 🧵56/X"
[X Link](https://x.com/Florian4Gamers/status/1674541863892811776) 2023-06-29T22:14Z 36.4K followers, [---] engagements
"The FTC keeps going in circles like before and Judge Corley again and again tells them she understands what the FTC means but "this is a practical matter . that if you have a PC and you can play games on the PC . some constraint on console prices" 🧵57/X"
[X Link](https://x.com/Florian4Gamers/status/1674542118034096129) 2023-06-29T22:15Z 36.4K followers, [---] engagements
"FTC says it has law and fact argument. Claims that its approach is the one under the law. Actually the HMT is not prescribed by the law or anything. Now talking about there being no evidence that people would buy one device instead of the other. 🧵58/X"
[X Link](https://x.com/Florian4Gamers/status/1674542394195480576) 2023-06-29T22:16Z 36.6K followers, [---] engagements
"Judge Corley: we*re in a very unique industry here and situation. can you give me (legal precedent) FTC claims this is not the first time but they can't point to an apposite case it seems 🧵59/X"
[X Link](https://x.com/Florian4Gamers/status/1674542582872018944) 2023-06-29T22:17Z 36.4K followers, [---] engagements
"MSFT's Wilkinson: we're not in a horizontal merger test that's what the test is designed for. Here because it's a vertical merger . it's about where they play the games -- the games not the consoles if they lose the games. 🧵60/X"
[X Link](https://x.com/Florian4Gamers/status/1674542819514650624) 2023-06-29T22:18Z 36.4K followers, [---] engagements
"Wilkinson says vertical merger cases mention the Hypothetical Monopolist Test but it's not really critical in a vertical merger case. 🧵61/X"
[X Link](https://x.com/Florian4Gamers/status/1674542928889511936) 2023-06-29T22:18Z 36.4K followers, [---] engagements
"Judge: when they go to Best Buy and it's on the shelf and they got PS Xbox Nintendo Switch and I look at it and can get this entry into the Gen9 FTC: in November [----] priced the Xbox S it wasn't about matching Switch price but about getting users into their Gen9 🧵64/X"
[X Link](https://x.com/Florian4Gamers/status/1674543600414363649) 2023-06-29T22:21Z 36.3K followers, [---] engagements
"Now MSFT's Wilkinson responding to the Nintendo question. Yes Nintendo has different features but price is one of the most important thing consumers look at. Judge Corley: ONE thing. 🧵65/X"
[X Link](https://x.com/Florian4Gamers/status/1674543857441337344) 2023-06-29T22:22Z 36.5K followers, [---] engagements
"FTC says lots of things compete but the legal focus must be on where competition matters. Where is the locus of competition where the effects of this deal will be felt. not sufficient to say in lay term you can walk into the store and see it. 🧵66/X"
[X Link](https://x.com/Florian4Gamers/status/1674544064841265152) 2023-06-29T22:23Z 36.4K followers, [---] engagements
"FTC claims almost every witness in the case says Switch is not the same as high-performance console. Judge Corley not impressed by the fact that it's not the same. 🧵67/X"
[X Link](https://x.com/Florian4Gamers/status/1674544278020947968) 2023-06-29T22:24Z 36.4K followers, [---] engagements
"FTC now referring to its expert's report very different content (Mario Zelda) very different profile and getting back to the fact that Microsoft allegedly looked at Switch price when pricing the Xbox S. Judge asks Wilkinson to comment 🧵69/X"
[X Link](https://x.com/Florian4Gamers/status/1674544651305615360) 2023-06-29T22:25Z 36.4K followers, [---] engagements
"Judge wants to know if there's evidence re. pricing. Wilkinson that it's not true that they did not compare. And most important: Dr. Bailey's chart shows all the similar games available. The most popular games are on both. 🧵70/X"
[X Link](https://x.com/Florian4Gamers/status/1674544946744012800) 2023-06-29T22:26Z 36.8K followers, [---] engagements
"Fortnite FIFA Minecraft Legends. . 🧵71/X"
[X Link](https://x.com/Florian4Gamers/status/1674545019401965568) 2023-06-29T22:26Z 36.4K followers, [---] engagements
"Judge Corley: I think there was evidence of titles exclusive to Nintendo. Wilkinson: both PS and Nintendo have many more exclusives than the Xbox FTC says Nintendo strategy is Zelda and Mario only on Nintendo 🧵72/X"
[X Link](https://x.com/Florian4Gamers/status/1674545226290200577) 2023-06-29T22:27Z 36.4K followers, [---] engagements
"Wilkinson pointing to ES games that are available on PS ES6 that will come out later (she confused it for [--] probably because of FFXVI but clear she means ES6) single-player 🧵74/X"
[X Link](https://x.com/Florian4Gamers/status/1674545636585406464) 2023-06-29T22:29Z 36.4K followers, [---] engagements
"FTC now wants to focus on incentives claims it's not about multiplayer or non-multiplayer. Judge Corley: those economic incentives include your brand. . when the game is taken away from people's favorite platform there is reputational harm 🧵75/X"
[X Link](https://x.com/Florian4Gamers/status/1674546062072352768) 2023-06-29T22:31Z 36.4K followers, [---] engagements
"FTC again has no substance. They say their expert explained it wasn't quantifiable but there were also non-quantifiable benefits from foreclosure. 🧵75/X"
[X Link](https://x.com/Florian4Gamers/status/1674546240724541440) 2023-06-29T22:31Z 36.6K followers, [---] engagements
"FTC: would there be reputational harm if CoD yanked from PS [--]. they would buy an Xbox to keep playing the game [--]. that is a full foreclosure world but what about a world where the best new Xmas character in CoD is only on Xbox 🧵76/X"
[X Link](https://x.com/Florian4Gamers/status/1674546496015069184) 2023-06-29T22:32Z 36.4K followers, [---] engagements
"Judge Corley: where is the analysis . that is just not there. what percentage of the players that are out there would actually buy the Xbox so they could get this Xmas character 🧵77/X"
[X Link](https://x.com/anyuser/status/1674546603376664576) 2023-06-29T22:33Z [--] followers, [---] engagements
"For the console theory it's a total bloodbath. There are multiple ways to rule against the FTC and I believe we will see a decision that will throw out the console crap on at least [--] bases. 🧵77/X"
[X Link](https://x.com/Florian4Gamers/status/1674546739225960449) 2023-06-29T22:33Z 36.4K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Florian4Gamers Florian MuellerFlorian Mueller posts on X about microsoft, xbox, sony, $6758t the most. They currently have [---------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence technology brands stocks finance gaming countries social networks celebrities travel destinations products us election
Social topic influence microsoft, xbox, sony, $6758t, $googl, acquisition, nintendo, gaming, germany, monaco
Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Activision Blizzard, Inc. (ATVI) Spotify Technology (SPOT) Motorola Solutions Inc (MSI)
Top posts by engagements in the last [--] hours
"Late on Wednesday by local time #Microsoft filed its reply in support of its motion to dismiss the #Sony-supported private lawsuit in the Northern District of California. The motion hearing (also for the PI motion) is on next week's Friday. 🧵1/X https://www.documentcloud.org/documents/23797030-23-05-03-microsoft-riso-motion-to-dismiss https://www.documentcloud.org/documents/23797030-23-05-03-microsoft-riso-motion-to-dismiss"
X Link 2023-05-04T04:14Z 31K followers, 43.8K engagements
"A lawyer just appeared on Ubisoft's behalf in the private lawsuit in San Francisco obviously to protect confidential information relating to the Microsoft-Ubisoft deal. "NOTICE of Appearance by Stephen Shannon Smith for Third Party Ubisoft Entertainment SA (Smith Stephen) (Filed on 10/18/2023)" https://twitter.com/i/web/status/1714699251043721408 https://twitter.com/i/web/status/1714699251043721408"
X Link 2023-10-18T17:45Z 31K followers, 38.9K engagements
"@GuntherEagleman That would be great"
X Link 2026-02-02T17:36Z 31.1K followers, [---] engagements
"Computer games being used for political statements is not a whole new phenomenon but today's games obviously enable it to a greater extent. I'm all for enforcing immigration laws but only for the purpose of safeguarding strategic/selective immigration while rejecting xenophobia LMAO the kids are based 🤣😠https://t.co/xVlnQ1Eeap LMAO the kids are based 🤣😠https://t.co/xVlnQ1Eeap"
X Link 2026-02-03T08:02Z 31K followers, [----] engagements
"@Alberto_Iess @CRouhault @FrenchResponse You may have been there a few times but I live only about [--] km from Nice and know what areas to avoid. I see the Italian flag in your profile. Large Italian cities are terribly unsafe now too. I avoid going to Italy for that reason"
X Link 2026-02-03T19:07Z 31.1K followers, [--] engagements
"@iAnonPatriot Let's be fair. There are also a few people in the MAGA camp who do not consider black people to be equal but the problem is that white liberals think they're entitled to the PoC vote for their crazy woke agenda. So all in all what this guy says in the video makes sense"
X Link 2026-02-04T04:03Z 31K followers, [---] engagements
"What's going on in Spain (and in similar ways in some other European countries) is an attempt to hide the truth of those failed states from citizens and they are prepared to act like the Soviet Union back in the day. Spain has no natural resources no technology no future. Telegram just warned every user in Spain that the government is trying to bring in full-blown internet control. They want to force social media to ask for your ID or face scans jail platform bosses if they dont delete harmful posts fast enough and make it a crime if an https://t.co/9XWZ3mCaCZ Telegram just warned every user"
X Link 2026-02-05T03:46Z 31K followers, [----] engagements
"@EvaVlaar Just listen to her speaking English and then factor in that according to her own representations she attended university in London. The only two possibilities are that she's not talented or that her London story is a gross exaggeration"
X Link 2026-02-05T03:50Z 31K followers, [---] engagements
"@bodiaz You don't know what you're talking about. Spain has 23-24% youth unemployment according to offficial Eurostat data. That number alone shows it's not working. Socialism never works. Spain has a weak economy that is unfit for the Digital Era. And its large cities are unsafe"
X Link 2026-02-05T04:10Z 31K followers, [--] engagements
"@bodiaz @grok Explain to him what youth unemployment is like in Spain how Spanish GDP per capita compares to the U.S. or Germany and what companies Spain has in the technology industry that generate more than [--] billion dollars of euros in annual revenues"
X Link 2026-02-05T04:13Z 31K followers, [--] engagements
"@bodiaz @grok How many of the world's most valuable companies are based in Spain How many of the top [--] top [---] top 500"
X Link 2026-02-05T04:24Z 31K followers, [--] engagements
"@grok @bodiaz How many Spanish companies by market capitalization are in the world's top [--] top [--] top [---] top 500"
X Link 2026-02-05T04:42Z 31.1K followers, [--] engagements
"@grok @bodiaz @grok How many Spanish companies by market capitalization are in the world's top [--] top [--] top [---] top 500"
X Link 2026-02-05T04:52Z 31K followers, [--] engagements
"@EricLDaugh Nicki is amazing"
X Link 2026-02-07T18:10Z 31K followers, [---] engagements
"@katamarandameko Sort of. Those French villages around Monaco are in relatively good shape but law enforcement is too weak. In Monaco we have (depending on the source) 600-1000 public surveillance cameras and countless private ones. I can see three private ones just from my terrace"
X Link 2026-02-08T15:44Z 31K followers, [--] engagements
"@MikaDima1 @g_3_r__ OK then why don't you just go on a search for information that shows a new operator :-)"
X Link 2023-02-17T10:21Z 31K followers, [---] engagements
"Judge Corley just released a less heavily redacted version of her denial of the FTC's PI motion: Additional passages are now publicly accessible particularly about Sony Here's a long passage about Sony's practices that was previously redacted: As a game publisher Sonys PlayStation Studios is responsible for blockbuster hits like God of War The Last of Us and Spider-Man the vast majority of which can be played only on PlayStation. (See PX7053 (Ryan Dep. Tr. Vol. I) at 20:1620:23; RX5055 at 015016.) And as a purchaser of third-party games (PX7054 (Ryan Dep. Tr. Vol. II) at 107:1018.; Dkt. No."
X Link 2023-07-19T22:04Z 31K followers, 630.5K engagements
"The last time Europe had digital sovereignty was when Deutsche Telekom had Bildschirmtext (BTX) and French Telecom had Minitel. Museum stuff"
X Link 2025-12-24T17:37Z 31K followers, [----] engagements
"Somehow that reminds me of what they do here every year in May. 🚨 BREAKING: President Trump has just signed an executive order planning an INDYCAR RACE on the streets of Washington DC for Americas 250th Birthday celebration The Freedom250 Grand Prix will take place August 21-23 Epic 🔥 https://t.co/lLSmju8U3e 🚨 BREAKING: President Trump has just signed an executive order planning an INDYCAR RACE on the streets of Washington DC for Americas 250th Birthday celebration The Freedom250 Grand Prix will take place August 21-23 Epic 🔥 https://t.co/lLSmju8U3e"
X Link 2026-01-30T17:38Z 31K followers, [----] engagements
"The U.S. and Europe have different problems but Western Europe's socioeconomic model is unsustainable so they won't be able to solve their problems without a new Marshall Plan of sorts. In the U.S. there's 5.4% GDP growth yet average Americans are unhappy. That must be addressed but at least the U.S. has (and generates) the resources that the problem could theoretically be fixed. If the Democrat Party didn't position itself as the party of crime chaos climate idiocies (as opposed to reasonable environmental policies) election fraud and wokeness then it could actually help push America in a"
X Link 2026-02-04T03:56Z 31K followers, [----] engagements
"Unhappy fans have vandalized AS Monaco's training facility. That one is on French soil (La Turbie up the hill from here). They wouldn't dare trying the same here. There is not a single graffiti in all of Monaco. Law and order"
X Link 2026-02-08T14:38Z 31K followers, [----] engagements
"The priorities they set in France (acting against freedom of speech instead of combating crime chaos garbage) are indeed not the ones I'd like to see them set. I really minimize the time I spend there. From anywhere in Monaco it's never more than a few hundred meters away. 🚨Streets of France look like a set from a horror movie. Meanwhile President Macron is mobilizing the military for conflict with Russia and banning social media. https://t.co/mz6Jpsis9n 🚨Streets of France look like a set from a horror movie. Meanwhile President Macron is mobilizing the military for conflict with Russia and"
X Link 2026-02-08T16:40Z 31K followers, [----] engagements
"@Arrogance_0024 It's a combination of different factors one of which is EU COVID funds and Italy isn't really "rich" either. It's also a country in terrible shape"
X Link 2026-02-09T04:09Z 31K followers, [---] engagements
"@Osint613 @grok what is known about the detained suspects Are they members of Italian organized crime groups"
X Link 2026-02-09T17:57Z 31K followers, 13.1K engagements
"No one has to like Trump or agree with him. But it's astounding how many people suffer from TDS to the insane extent that they said in recent weeks the Epstein files incriminated Trump and his friends. It's mostly Trump enemies who got exposed while he got vindicated. 🚨 BREAKING: Files confirm Donald Trump BLEW THE WHISTLE on Jeffrey Epstein's disgusting activities in a [----] phone call with the police "TRUMP was one of the very first people to call" 👀 Trump said Ghislaine Maxwell is "evil" and "focus on her" Democrats are SPEECHLESS. https://t.co/Ak3CysQb1U 🚨 BREAKING: Files confirm Donald"
X Link 2026-02-10T04:30Z 31K followers, [----] engagements
"@MichaelAArouet Because countries like Germany are indeed stupid enough to do it"
X Link 2026-02-10T11:43Z 31K followers, [---] engagements
"@1Burlington @AlexTaylorNews @grok LeCun wanted to start his new company outside Silicon Valley and then went to France which was obviously not a smart choice. The others are not known to me"
X Link 2026-02-10T15:06Z 31K followers, [---] engagements
"@knafo_sarah Actuellement mme les toilettes publiques de Monaco sont mieux surveilles que le Louvre Paris"
X Link 2026-02-10T18:10Z 31K followers, [---] engagements
"@luxo14581 Gracias por las actualizaciones. Sigo el tema con interers pero en la actualidad hay demasiadas otras cosas (noticias sobre litigios de patented)"
X Link 2026-02-12T18:50Z 31K followers, [--] engagements
"The $1.5B+ settlement between book authors and @AnthropicAI is good news for innovation creativity and the rule of law. I wrote about it on @aifray the first website to point out that Anthropic said the damages award could theoretically reach $759B. That was their hyperbole"
X Link 2025-09-06T06:59Z 31K followers, [----] engagements
"@travelingflying @grok is this video authentic representative and not old"
X Link 2026-02-13T13:42Z 31K followers, [----] engagements
"@grok @bodiaz @grok Now compare the sum of public and private sector debt relative to GDP between Spain the U.S. Switzerland Turkey. Compare the value of natural resources between the U.S. and Spain. Compare the share of global total market cpaitalization between Spain and the U.S"
X Link 2026-02-05T05:17Z 31K followers, [--] engagements
"@AlexTaylorNews The "scientists" who go to Europe are good-for-nothings: historians sociologists gender researchers etc. Not a single AI or quantum computing researcher of rput has left the U.S"
X Link 2026-02-10T11:36Z 31K followers, [----] engagements
"InterDigital v. Amazon may be the biggest video patent litigation in history in terms of what's at stake: patent royalties of $200M/yr. according to Amazon. $IDCC $AMZN BREAKING: InterDigital seeking $200M/yr. from Amazon for license to streaming patents according to Amazon lawyer in UK court Amazon's counsel breached a protective order and revealed seemingly inadvertently this number in open court. $IDCC $AMZN https://t.co/pIak5eZBmd BREAKING: InterDigital seeking $200M/yr. from Amazon for license to streaming patents according to Amazon lawyer in UK court Amazon's counsel breached a"
X Link 2026-02-12T12:26Z 31K followers, [----] engagements
"@MichaelAArouet The hypocrites from the German government and other Western EU governments who applauded are not going to change anything. Zero hope. The only question is the speed of the decline and remaining time until collapse"
X Link 2026-02-14T17:07Z 31K followers, [----] engagements
"Apples $64 billion-a-year App Store isnt catching the most egregious scams via @Verge Wow what a piece of work by @StarFire2258 and yes @keleftheriou has really taken an initiative that yields amazing results https://www.theverge.com/2021/4/21/22385859/apple-app-store-scams-fraud-review-enforcement-top-grossing-kosta-eleftheriouutm_campaign=theverge&utm_content=entry&utm_medium=social&utm_source=twitter"
X Link 2021-04-21T11:39Z 31.1K followers, [--] engagements
"Fresh from the United States Court of Appeals for the Eighth Circuit on the anti-ICE protests in Minneapolis not being all that peaceful: "We accessed and viewed the same videos the district court did. See Scott v. Harris [---] U.S. [---] [-----] (2007) (explaining that an appellate court should 'view the facts in the light depicted by the videotape'). What they show is observers and protestors engaging in a wide range of conduct some of it peaceful but much of it not." There we have it: "but much of it not peaceful." https://twitter.com/i/web/status/2016015813141041518"
X Link 2026-01-27T05:10Z 31.1K followers, [----] engagements
"@EvaVlaar India is a way better country of origin than the ones from which the EU has primarily attracted migrants so far. The problem is that they didn't even listen to Larry Fink at WEF. He explained that with AI and robotics you don't need migration shrinking populations can do fine"
X Link 2026-01-28T04:03Z 31.1K followers, [----] engagements
"@k__bayraktar @EvaVlaar Same to you though it's not clear to me whether you agree on those dynamics (AI & robotics replacing humans and individualized criteria-based selection being preferable over selection by origin)"
X Link 2026-01-28T05:54Z 31.1K followers, [--] engagements
"This example is hilarious and Republicans are right to point out an absolute absurdity. If the EU doesn't recognize its error and become reasonable it will look like a Disneyland version of the USSR. The Commission even gave an example of what it found so objectionable: a blue checkmark on a Donald Duck parody account. It called the practice deceptive. Thats rightthe Commission fined X [--] million because its practices might lead users to believe that 1) this fictional https://t.co/I7Qaw3g8Bk The Commission even gave an example of what it found so objectionable: a blue checkmark on a Donald"
X Link 2026-01-28T23:45Z 31.1K followers, 10.8K engagements
"Living a few hundred meters away from France I'm ashamed that an official French government account didn't understand the EU Commission had published only the basic outcome but not the full-length decision which the U.S. has brought to light. The EU will pay dearly. 😱 the EUs "secret order" was finally found [--] days after it was published on the commissions website. https://t.co/qXcPEyaL83 😱 the EUs "secret order" was finally found [--] days after it was published on the commissions website. https://t.co/qXcPEyaL83"
X Link 2026-01-29T04:26Z 31.1K followers, [----] engagements
"The EU Commission is concerned over a blue checkmark for a Donald Duck X account. Disney can take care of itself however. It has a larger and more sophisticated legal Department than the EC"
X Link 2026-01-29T18:12Z 31.1K followers, [----] engagements
"@luxo14581 I know I followed the live ticker from the draw while I was at lunch and honestly I'm not that happy because we see PSG here all the time so Newcastle would have been more interesting"
X Link 2026-01-30T16:22Z 31.1K followers, [---] engagements
"@FineDryGooods @FMachl It is one key aspect. The investigations will have to show the exact sequence of events. Based on what is known so far the most plausible explanation is that one agent discovered the weapon and shouted "gun Gun Gun" And another then thought there was immediate danger"
X Link 2026-01-31T03:15Z 31.1K followers, [--] engagements
"@rolanberrypie Then Xbox didn't even have a choice"
X Link 2026-01-31T23:50Z 31.1K followers, [--] engagements
"@FrenchResponse One can see the collapse of French civilization in any large French city and outside of flea markets. Even in Nice there are highly unsafe areas like the Old Town. Moulins etc"
X Link 2026-02-01T00:16Z 31.1K followers, [---] engagements
"GigaOM's @oryankim is underwhelmed by Google CEO Larry Page's answer regarding Android patent problems http://t.co/nJksUSm // Tip @Techmeme http://gigaom.com/2011/07/15/google-passes-on-chance-to-signal-stronger-android-patent-defense/ http://gigaom.com/2011/07/15/google-passes-on-chance-to-signal-stronger-android-patent-defense/"
X Link 2011-07-15T15:29Z 31.1K followers, [--] engagements
"OpenWave almost a penny stock up 16% on news of its patent infringement lawsuit against Apple and RIM phones and tablets. $OPWV"
X Link 2011-08-31T16:02Z 32K followers, [--] engagements
"Xconomy Seattle: Intellectual Ventures Sues Motorola Amid Acquisition by Google -- an IV Investor http://t.co/VB9xFJGD http://www.xconomy.com/seattle/2011/10/06/intellectual-ventures-sues-motorola-amid-acquisition-by-google-an-iv-investor/ http://www.xconomy.com/seattle/2011/10/06/intellectual-ventures-sues-motorola-amid-acquisition-by-google-an-iv-investor/"
X Link 2011-10-06T17:53Z 34.7K followers, [--] engagements
"RT @AlisonFrankel @FOSSPatents makes sense of Intellectual Ventures' new suit against Motorola: It's Google v. Google: http://t.co/lXxlXzZA http://bit.ly/qns8jG http://bit.ly/qns8jG"
X Link 2011-10-07T07:01Z 34.8K followers, [--] engagements
"Unwired Planet and Conversant win wholesale affirmance of EWHC and UK Appeals Court decisions re. patent holder's insistence on global SEP portfolio license. BREAKING: #UKSupremeCourt upholds lower courts' decisions in #UnwiredPlanet favoring standard-essential #patent holders https://t.co/dJuSzypPBg #frand #standards #patents #antitrust #privateering #unwiredplanetvhuawei #huawei #conversant BREAKING: #UKSupremeCourt upholds lower courts' decisions in #UnwiredPlanet favoring standard-essential #patent holders https://t.co/dJuSzypPBg #frand #standards #patents #antitrust #privateering"
X Link 2020-08-26T09:11Z 34.9K followers, [--] engagements
"@drbarnard It would be unusual for a 9th Cir. motions panel to schedule a hearing in this context--and the very first decision they have to make is on an administrative stay meaning that the injunction is stayed until they decide whether to really stay it pending the entire appeal"
X Link 2021-12-01T03:52Z 34.8K followers, [--] engagements
"@drbarnard Cont'd: Tile Match Group Inc. Basecamp Knitrino and The Coalition for App Fairness submitted an amicus brief that suffers from the same deficiency as Epic's opposition: they presume Apple's current generosity (relative to Sony) re. cross-wallet/cross-purchase as a given"
X Link 2021-12-01T03:55Z 34.8K followers, [--] engagements
"#Apple's tardy removal of scam #ChatGPT app: broken app review is strong argument for breaking #AppStore monopolies (as Republican House majority intends) #antitrust #OpenAppMarketsAct #OAMA #OpentheAppStores @appfairness @mysk_co http://www.fosspatents.com/2023/01/apples-tardy-removal-of-scam-chatgpt.html http://www.fosspatents.com/2023/01/apples-tardy-removal-of-scam-chatgpt.html"
X Link 2023-01-11T13:33Z 34.8K followers, [----] engagements
"CHART: Key deadlines in #Microsoft-#ActivisionBlizzard merger reviews in U.S. UK EU New Zealand between now and May [--] #antitrust #mergers $ATVI http://www.fosspatents.com/2023/02/chart-key-deadlines-in-microsoft.html http://www.fosspatents.com/2023/02/chart-key-deadlines-in-microsoft.html"
X Link 2023-02-04T10:13Z 34.8K followers, [----] engagements
"#Sony #Microsoft to clash at #EuropeanCommission's #ActivisionBlizzard merger hearing on Tuesday February 21: @PaRRGlobal found out about hearing date #antitrust #mergers #DGCOMP #Xbox #PlayStation $ATVI UK CMA likely to hold similar hearing soon http://www.fosspatents.com/2023/02/sony-microsoft-to-clash-at-european.html http://www.fosspatents.com/2023/02/sony-microsoft-to-clash-at-european.html"
X Link 2023-02-14T10:05Z 34.9K followers, 40.3K engagements
"$ATVI up 2.5%. This has been a good day for that deal. What was misperceived by some as a string of bad news has turned out to be more likely necessary milestones"
X Link 2023-03-02T17:55Z 34.9K followers, 17.7K engagements
"As a result of #Microsoft's remedy proposal the EC has pushed back its #ActivisionBlizzard deadline to May [--]. Here's my UPDATED timeline chart which also reflects the impending dismissal of the lawyers' (losers') lawsuit in San Francisco. #mergers #antitrust $ATVI"
X Link 2023-03-17T12:09Z 34.8K followers, 52.6K engagements
"#Microsoft #CMA filing on remedies: "any cloud gaming provider which does not require integration with an Authorized PC Game Store for example GeForce Now Boosteroid NetBoom Playkey and Shadow will automatically be entitled to stream the Eligible Games""
X Link 2023-03-21T12:37Z 32.1K followers, 12K engagements
"#Sony (like any other interested party) has until "17:00 UK time on [--] March 2023" to make a written submission to comment on the #CMA's finding that there is no console-related theory of harm. It's not going to make the CMA turn around again. This is just a formality"
X Link 2023-03-24T12:30Z 34.3K followers, [----] engagements
"$ATVI stock is up by about 6% a new HIGH since the merger was announced in January [----]. #Microsoft-#ActivisionBlizzard is on the right track because there never was a credible theory of harm and because $MSFT has demonstrated its willingness to address any concerns"
X Link 2023-03-24T12:34Z 34.3K followers, 12.8K engagements
"#Xbox fan's forum post on 'rapid fire mod' may save #Valve (#Steam) $4 million in #patent infringement damages over handheld #videogame controller: U.S. Court of Appeals for the #FederalCircuit Appeals court resurrects some of Valve's invalidity defenses. http://www.fosspatents.com/2023/04/xbox-fans-forum-post-on-rapid-fire-mod.html http://www.fosspatents.com/2023/04/xbox-fans-forum-post-on-rapid-fire-mod.html"
X Link 2023-04-04T09:33Z 34.3K followers, 10.6K engagements
"@obiweebkenobi Thank you for this reasonable conversation. The problem is that tweets have to be short and get a certain message across. I've been making a lot of effort to correct the information. When the court rules on the PI motion everyone will have clarity"
X Link 2023-04-14T12:17Z 34.1K followers, [---] engagements
"The Competition Commission of South Africa has granted unconditional clearance to #Microsoft-#ActivisionBlizzard. Rejected Sony's foreclosure argument. Prior (equally unconditiona) approvals: Saudi Arabia Brazil Serbia Chile Japan. #antitrust #mergers $ATVI"
X Link 2023-04-17T12:01Z 34K followers, 80.3K engagements
"1.1 Anchorage Merger Sub Inc. (Anchorage)/ Activision Blizzard Inc. (Activision) The Commission (@CompComSA) has recommended that the Competition Tribunal (Tribunal) approve the proposed transaction whereby Anchorage intends to acquire Activision without conditions"
X Link 2023-04-17T12:03Z 34K followers, [----] engagements
"$ATVI closed above $86 yesterday a new high since the merger was announced and went up another [--] cents after hours. Growing anticipation of #CMA clearance. Let's see. I'm going to refresh the CMA page quite often today and if still necessary tomorrow :-)"
X Link 2023-04-25T06:38Z 34.3K followers, 13.5K engagements
"What's going on $ATVI was trading around $86 and now down to $81"
X Link 2023-04-26T10:53Z 34.8K followers, 53K engagements
"#Ukraine just became the 7th country to clear #Microsoft-#ActivisionBlizzard. Stay tuned for my blog post tomorrow on #UnblockABK. The deal will happen the abusive CMA decision is way too weak and ridiculous to be an insurmountable hurdle. https://amcu.gov.ua/news/komitet-dozvoliv-oposeredkovane-nabuttya-kompaniyeyu-microsoft-corporation-kontrolyu-nad-activision-blizzard-inc https://amcu.gov.ua/news/komitet-dozvoliv-oposeredkovane-nabuttya-kompaniyeyu-microsoft-corporation-kontrolyu-nad-activision-blizzard-inc"
X Link 2023-04-27T18:19Z 31K followers, 80.6K engagements
"@MohamedRwanduzy @CMAgovUK I don't know if POTUS would do it but I venture to guess that there will be high-level communications such as letters from U.S. Senators and Congresspersons. POTUS may not be impressed with Lina Khan's work so far but can't just fire her unless she breaks the law"
X Link 2023-04-30T12:30Z 34.2K followers, [----] engagements
"Here's a Bloomberg Law article on the upcoming EU approval of Microsoft's acquisition of Activision Blizzard. https://news.bloomberglaw.com/mergers-and-acquisitions/eu-poised-to-approve-microsoft-activision-deal-next-week https://news.bloomberglaw.com/mergers-and-acquisitions/eu-poised-to-approve-microsoft-activision-deal-next-week"
X Link 2023-05-10T18:57Z 34.8K followers, 41.4K engagements
"#EuropeanCommission focuses on consumers approves #Microsoft's acquisition of #ActivisionBlizzard--subject to commitments--while UK #CMA won't be able to defend its miscarriage of justice @EU_Competition @vestager @CMAgovUK #antitrust #mergers #eu $ATVI http://www.fosspatents.com/2023/05/european-commission-focuses-on.html http://www.fosspatents.com/2023/05/european-commission-focuses-on.html"
X Link 2023-05-15T14:38Z 31K followers, 78.3K engagements
"European Commission officially confirms it has been in touch with regulators in "UK but also Canada the US Australia and New Zealand" about #Microsoft-#ActivisionBlizzard. A diplomatic dig at the CMA: the EU remedy has been celebrated by "developers by cloud gaming providers by distributors and of course also by consumer groups." Yes @NVIDIAGFN @Boosteroid_main etc. support the EU approach disagree with the CMA. This is the entire passage on their approach to the ABK case from the published version of EU antitrust chief Margrethe Vestager's speech today: "Which leads me to my second point on"
X Link 2023-05-25T08:51Z 31K followers, 144K engagements
"This is the current state of the Microsoft-ABK page on the CMA's website. You can see toward the bottom of the screenshot: Case state: Open In fact they're accepting feedback on their draft final order until June [--]. So it's literally open and it's not just open because of the"
X Link 2023-05-25T18:57Z 36.4K followers, [---] engagements
"The EU Commission essentially told the CMA and FTC today: If you want to protect competition through effective remedies count us in. If you want to block mergers just because you think it's cool even to the detriment of competition count us out. The voice of reason"
X Link 2023-05-25T20:18Z 31K followers, 94.8K engagements
"#Sony and #Google have three weeks to file a motion to intervene and support the @CMAgovUK against #Microsoft's appeal of the merger block. Theoretically also others. Maybe #Nvidia and #Boosteroid to support Microsoft Or even the UK government #UnblockABK"
X Link 2023-05-26T18:22Z 35.5K followers, 62.6K engagements
"Rumour: #Sony getting ready for more acquisitions Let's see if the @CMAgovUK will again apply a different standard to them than to others. This clearance decision shows they tend to allow even horizontal acquisitions by Sony:"
X Link 2023-05-27T15:51Z 36.4K followers, 81.5K engagements
"I pity the fools who believe I'd go to a forum I hadn't even heard of to post something under a pseudonym. Must be really low-IQ not to figure out that I already reach everyone with a serious interest in the deal and get lots of support. It's debunked:"
X Link 2023-05-28T09:49Z 36.4K followers, 32.4K engagements
"Greetings from London. I'm in front of the building of the @CATribunal which will hold the 2nd case management conference in @Microsoft v. @CMAgovUK in about an hour. I came here because I was invited to speak at a Concurrences/King's College conference tomorrow. #UnblockABK"
X Link 2023-06-12T08:10Z 36.4K followers, 28.5K engagements
"UPDATED TIMELINE: U.S. court to hear @FTC request for preliminary injunction against #Microsoft-#ActivisionBlizzard next week merger technically can't close in June but on track for July #antitrust #FTC #Activision $ATVI http://www.fosspatents.com/2023/06/updated-timeline-us-court-to-hear-ftc.html http://www.fosspatents.com/2023/06/updated-timeline-us-court-to-hear-ftc.html"
X Link 2023-06-14T08:26Z 35.1K followers, 86.5K engagements
"Non-smoking gun found: #PlayStation chief wasn't really worried about losing #CallofDuty ripping major hole in #FTC's argument to block #Microsoft's purchase of #ActivisionBlizzard #antitrust #Activision $ATVI Will discuss this in a Twitter Space later"
X Link 2023-06-17T13:29Z 36.4K followers, 59.5K engagements
"The significance of the fact that Jim Ryan will be the only exec to testify via video instead of in-person may become clearer with some explanations. [--]. Credibility of testimony In the same district Judge Yvonne Gonzalez Rogers (YGR) explained ahead of the [----] Epic Games v. Apple antitrust trial that the absolutely wanted witnesses to testify in person and that she would allow video testimony only in extremely rare circumstances. And that was at a time when COVID was far more of a concern. She explained at a broadcast case management conference that the reason is psychological: Judge YGR"
X Link 2023-06-21T11:36Z 36.4K followers, 87.2K engagements
"Judge Corley just made a joke when Microsoft counsel Beth Wilkinson clarified that the [--] lawyers are not all Microsoft but [--] MSFT + [--] ATVI that they may soon all be Microsoft lawyers. But that was not like a prediction of the outcome. 🧵8/X"
X Link 2023-06-27T21:38Z 36.5K followers, 53.5K engagements
"Here the CMA just revised its provisional findings in a merger case (one in which the merger was investigated after it happened) and not only dropped part of the case but is now inclined to approve the deal. That result would have been the right one in the Activision case too"
X Link 2023-06-23T11:35Z 36.5K followers, 146.9K engagements
"@CMAgovUK That insider trading was noticed by people here on Twitter as we were all waiting for the @CMAgovUK's announcement and some of us like me kept an eye on $ATVI. It was also observed on a camera's discussion board. Possibly first time in connection with a CMA decision. 🧵4/X"
X Link 2023-06-23T15:49Z 36.7K followers, 49.4K engagements
"IGN quotes an Activision-internal memo by @lulumeservey about how weak the FTC's case is. An activist from an anti.corporate advocacy group may call it "spin" but the fact of the matter is that the FTC is losing this here big-time"
X Link 2023-06-23T20:14Z 36.5K followers, [---] engagements
"Now a lawyer for Microsoft (not Beth Wilkinson) cross-examining the Google guy. 🧵119/X"
X Link 2023-06-23T22:23Z 36.4K followers, 45.7K engagements
"FTC has no facts to support its theories turns antitrust law on its head by protecting a market leader and comes up with crazy economics by comparing a 3rd-party deal for a time-limited exclusive to an acquisition as if paying for a night at a hotel was like buying a house No judge could find for the FTC. A judge whose son works for your favorite console maker would also have to throw out the motion for a preliminary injunction"
X Link 2023-06-24T14:34Z 31K followers, 138.8K engagements
"Activision Blizzard stock $ATVI trading at its highest since the CMA decision. Some of it has to do with fundamentals but the fact that the FTC is losing isn't lost on everyone"
X Link 2023-06-26T17:19Z 36.4K followers, 55.2K engagements
"Market Screener: MoffettNathanson raises Activision Blizzard $ATVI target to $91.(up from their current target of $86) as FTC is on losing track"
X Link 2023-06-26T19:16Z 36.4K followers, 31.9K engagements
"This map shows how cowardly it is of Jim Ryan not to show up in person: about [--] minutes by car from Sony Interactive Entertainment's worldwide HQ to the courthouse. He could get there in [--] hours riding a bike -- which is about the flight time () from Seattle (Microsoft) to SFO"
X Link 2023-06-26T20:30Z 31K followers, 240.4K engagements
"I get questions about what Ryan's unwillingness to testify in person means for the decision. [--]. The FTC is losing by such a wide margin that the decision won't have to be based on that even in part. [--]. It's not good for whatever little is left of his and Sony's credibility"
X Link 2023-06-27T08:49Z 36.5K followers, [---] engagements
"Microsoft's plan for SEGA was to keep existing titles multi-platform. That is consistent with what happened with ZeniMax/Bethesda and what Microsoft plans for Call of Duty. The FTC can't show that there is a risk of vertical input foreclosure. The Booty email isn't enough"
X Link 2023-06-27T13:33Z 36.5K followers, 71.4K engagements
"Activision Blizzard stock $ATVI hit $84 this morning. First time since @CMAgovUK decision. Investors are figuratively speaking shortselling the @FTC. Greetings from the corridor outside the courtroom BTW"
X Link 2023-06-27T15:12Z 36.4K followers, 55.8K engagements
"Day [--] of the FTC v. Microsoft-Activision PI hearing. Judge Corley explains that illegal livestreams of the court's official Zoom audio jeopardize the availability of livestreams for this proceeding and for all other cases. Similar situation here as with the @CATribunal. 🧵1/X"
X Link 2023-06-27T15:52Z 31K followers, 349.3K engagements
"Lee must concede he has no quantitative model for subscription services or cloud gaming. 🧵59/X"
X Link 2023-06-27T17:58Z 36.5K followers, [---] engagements
"Lee tries to argue that CoD "sells so many more copies than other AAA titles" and therefore likely leads to a greater share shift. 🧵69/X"
X Link 2023-06-27T18:31Z 36.5K followers, [---] engagements
"With the merger Lee says it will not be on PS "with certainty". Likelihood is lower. Microsoft lawyer stresses comparison is not whether it's more or less likely but whether it's likely. 🧵80/X"
X Link 2023-06-27T19:57Z 36.4K followers, [---] engagements
"Lee says his report states some technical uncertainty as to the feasibility of making CoD work on Switch. So he is aware of the Microsoft-Nintendo agreement but says he's seen evidence that it is "uncertain". 🧵83/X"
X Link 2023-06-27T20:01Z 36.4K followers, [---] engagements
"He says that because he assumes that CoD foreclosure would be particularly profitable more so than foreclosure with respect to most other games. Gamers would spend more on Xbox than average gamers spend -- that's the point he's trying to make. 🧵110/X"
X Link 2023-06-27T20:51Z 36.4K followers, [---] engagements
"Microsoft now called Charles River Associates' Dr Elizabeth Bailey. One of their economic experts on this merger. The other is a Chicago professor. 🧵123/X"
X Link 2023-06-27T21:23Z 36.3K followers, [---] engagements
"Key conclusions by Dr. Bailey: [--]. Call of Duty is not essential critical must-have or uniquely important. 🧵124/X"
X Link 2023-06-27T21:30Z 34.8K followers, 42K engagements
"They are concluding for today. Tomorrow they will continue with Elizabeth Bailey. CEOs of Microsoft and Activision will testify tomorrow. Bobby Kotick at 8:30 AM Satya Nadella at 1:30 PM. That's it for today FTC still on losing track and not much time left. 🧵130/130"
X Link 2023-06-27T22:06Z 36.4K followers, [---] engagements
"Microsoft has doubled down on the total destruction of FTC economic expert Robin Lee's testimony. Microsoft has filed a public redacted version of a June [--] (Monday) declaration by Chicago professor Dennis Carlton a high-profile economist. In that document Professor Carlton explains why his colleague working for the FTC here is wrong. That is in addition to the in-courtroom testimony by Dr. Elizabeth Bailey of Charles River Associates who testified yesterday afternoon and will finish her testimony today (after Bobby Kotick's testimony)."
X Link 2023-06-28T11:38Z 31K followers, 181.2K engagements
"CNBC talking to financial analysts and they can't make sense of the @FTC's "case". Neither can Judge Corley. She's got this all figured out"
X Link 2023-06-28T12:43Z 36.5K followers, 55.5K engagements
"CoD was multiplatform from the beginning. PS 2/3 Xbox [---] PC. 🧵6/X"
X Link 2023-06-28T15:51Z 36.5K followers, 31.1K engagements
"I know that some of you view Bobby Kotick's leadership of Activision critically but that's another story. Here as a witness he comes across as very thoughtful competent credible and confident but down to earth. Really good performance reinforces some key points. 🧵15/X"
X Link 2023-06-28T23:39Z 36.4K followers, 29.1K engagements
"Rules out "subpar versions" of a game for other platforms "degrading the game": developers won't do that. The whole notion of intentionally buggy or low-performance software never made sense to me and this testimony confirms again that it's a crazy theory. 🧵16/X"
X Link 2023-06-28T23:39Z 36.4K followers, 32K engagements
"Bobby Kotick declares his aversion to multi-game subscription services. Says thye have a game that has a subscription WoW people pay $16/mth for a single game and it wouldn't make economic sense to put that game on a multi-game subscription service. 🧵18/X"
X Link 2023-06-28T16:14Z 36.4K followers, 30.1K engagements
"Absent the deal any plans to have CoD streamed No. 🧵24/X"
X Link 2023-06-28T16:18Z 36.4K followers, 38K engagements
"FTC trying now to portray CoD as uniquely important. For example #1 game in U.S. market [--] years in a row. 🧵27/X"
X Link 2023-06-28T16:29Z 36.6K followers, 36K engagements
"After getting a long list of CoD successes and records confirmed the FTC now asks about the Diablo IV record-breaking launch press release ( $666M in [--] days). Bobby Kotick notes Diablo launches only once per decade. 🧵28/X"
X Link 2023-06-28T16:29Z 36.4K followers, 32.6K engagements
"Another pointless attack vector that the FTC chooses: they want to elicit a confirmation that if Microsoft just offered enough money to an independent ABK they would offer games on a subscription service. There's nothing they'll be able to prove this way that helps them 🧵38/X"
X Link 2023-06-28T17:27Z 36.4K followers, 33.3K engagements
"15-minute morning break now. FTC cross-examination of Bobby Kotick to be resumed thereafter. 🧵45/X"
X Link 2023-06-28T17:06Z 36.4K followers, 35K engagements
"FTC says Bobby Kotick's stock would be worth about $400M if the deal closes. That is simply meant to imply that the court shouldn't rely on his testimony because he has a vested interest in the deal. Now redirect i.e. Microsoft lawyer asking questions. 🧵49/X"
X Link 2023-06-28T17:29Z 36.4K followers, 25.7K engagements
"FTC trying to argue that Activision's market share is greater in the U.S. than elsewhere and that the difference would suggest a U.S.-only market definition is right and the market isn't global. 🧵71/X"
X Link 2023-06-28T18:23Z 36.4K followers, 23.6K engagements
"Dr. Bailey didn't look at Diablo because data wasn't available to her in time. FTC now asks about when last GoW release was. Ask her to confirm it was [----]. She can't take a position. 🧵76/X"
X Link 2023-06-28T18:28Z 36.4K followers, 36.6K engagements
"FTC asked whether Dr. Bailey's expert opinion also relates to the possibility of Microsoft raising Game Pass prices "again" after the acquisition. It was not the focus of her report as she notes. FTC asking many pointless questions. 🧵78/X"
X Link 2023-06-28T18:43Z 36.4K followers, 24.2K engagements
"Just like Diablo Overwatch is also a title with respect to which the FTC tries to make a wider "all ABK titles" argument. Thus they asked Dr. Bailey whether she analyzed the effect of Overwatch foreclosure. Answer (unsurprisingly) no she did not. 🧵80/X"
X Link 2023-06-28T18:45Z 36.4K followers, 25K engagements
"Nvidia testimony was recorded on April [--] [----]. The Microsoft-GeForce NOW deal was announced about two months prior to that date. 🧵81/X"
X Link 2023-06-28T18:48Z 36.5K followers, 31.4K engagements
"The FTC is actually calling Satya Nadella so they go first (direct examination). 🧵90/X"
X Link 2023-06-28T20:31Z 36.7K followers, 30.9K engagements
"Satya Nadella: they do have a Gaming section in each (quarterly) earnings call with investors. 🧵91/X"
X Link 2023-06-28T20:34Z 36.5K followers, 23.9K engagements
"Judge Corley again cut something short ("next question") by clarifying Professor Carlton read the contract Microsoft offered to Sony even if it's not in the appendix of his report. Another FTC attempt to gain mileage failed. 🧵123/X"
X Link 2023-06-28T21:43Z 36.4K followers, 22.5K engagements
"So Judge Corley just again had to explain to the FTC what the Carlton report means in a certain context where contracts are referenced. 🧵126/X"
X Link 2023-06-28T21:47Z 36.4K followers, 20.7K engagements
"The UK government (@RishiSunak @Jeremy_Hunt) told the @CMAgovUK even in writing that they must make sure the UK is open for business and regulatory delays don't adversely affect companies. But the CMA still wants a UK that looks like it's closed for business This is the latest: The CMA realizes that its only ally against Microsoft-Activision the @FTC is losing here in San Francisco. That's why they brought a surprise motion --- unanimously rejected by the @CATribunal -- that is not just the normal type of procedural gamesmanship but shows that the CMA's strategy is one of "justice delayed is"
X Link 2023-06-29T14:46Z 31K followers, 100.7K engagements
"My personal opinion is that the CMA's irresponsible and unreasonable attitude would totally justify a decision to "close over" (i.e. closing the deal despite the current decision being in force and effect) provided that the CATribunal does not perceive it negatively as the CAT"
X Link 2023-06-29T15:01Z 36.8K followers, 24.1K engagements
"This is what happens when observant gamers take a close look at family vacation pictures. Interestingly no one was wondering whether the trip to London included a visit to the closed-for-business CMA 🤣"
X Link 2023-06-30T02:19Z 36.4K followers, 46.8K engagements
"All that the FTC is showing at the moment is that Microsoft thought that for some titles it might be profitable to offer then only on the company's own platforms. All the time Microsoft has explained it depends on a title's popularity multiplayer etc. 🧵18/X"
X Link 2023-06-29T16:21Z 36.4K followers, [---] engagements
"The Canadian Competition Bureau sent a letter yesterday to Microsoft's counsel in the FTC case that is meant to support the FTC ahead of the preliminary injunction decision here in San Francisco The Canadian antitrust agency says: "In a videoconference on May [--] [----] the"
X Link 2023-06-29T20:51Z 37K followers, 158.6K engagements
"Tim Stuart denies that Microsoft execs laid out specifically to the company's board of directors that there would be a shift to Xbox as a strategic benefit of the ABK deal. 🧵20/X"
X Link 2023-06-29T16:57Z 36.4K followers, [---] engagements
"Microsoft now placing emphasis on mobile gaming particularly CoD Mobile and the growth opportunity. 🧵33/X"
X Link 2023-06-29T18:11Z 36.4K followers, 25.8K engagements
"@DestinLegarie Microsoft's lawyers explained in one of their filings here that likelihood of success on the merits doesn't mean low probabilities of success. The analogy they used in one filing is that a 20% probability of rain does not mean it is likely to rain"
X Link 2023-06-29T20:45Z 36.5K followers, [----] engagements
"Microsoft discussing with Xbox CFO Tim Stuart some Minecraft numbers. Throughout this process Microsoft has said that Minecraft is the best point of reference for what makes sense to do with respect to Call of Duty. 🧵34/X"
X Link 2023-06-29T18:11Z 36.4K followers, 20.1K engagements
"No more testimony. They're now taking a multi-hour break. Closing argument at 2:30 PM. Judge Corley wants to have "engagement" there. End of this thread will start a new one at 2:30 PM Pacific Time for closing arguments. 🧵39/39"
X Link 2023-06-29T18:46Z [--] followers, 35.3K engagements
"About [--] hours until closing argument. Remember that in order for a given FTC theory (consoles subscriptions cloud) to succeed it must overcome EACH of about a half-dozen hurdles. It doesn't have to overcome all hurdles today but must show it's LIKELY to overcome EACH. No way"
X Link 2023-06-29T21:27Z 36.4K followers, 156.7K engagements
"Waiting outside the courtroom. Don't get nervous and don't believe the ones who see a serious risk here. A chain is as strong as its weakest link and the FTC's links are all weak though to a varying degree. If any essential link is found missing there's no likelihood of success"
X Link 2023-06-29T20:39Z 36.4K followers, 98.6K engagements
"Also don't get nervous based on the closing argument. Both sides will claim victory as always and probably Judge Corley will have tough questions for both sides. Tough questions are an opportunity for lawyers to present their best arguments"
X Link 2023-06-29T20:44Z 36.8K followers, 18.4K engagements
"The closing argument will be intellectually Interesting but rhetoric can't make up for facts or change the legal framework. The ruling won't be a close decision"
X Link 2023-06-29T21:24Z [--] followers, 25.1K engagements
"Already in the courtroom more than [--] minutes before it starts"
X Link 2023-06-29T21:04Z 36.4K followers, 115.6K engagements
"@XcloudTimdog Thanks. BTW on July [--] I'll be on a panel keynoted by the Chief Economist of DG COMP (the European Commission's antitrust division) together with Qualcomm's chief licensing lawyer a law professor from USC Gould etc"
X Link 2023-06-29T21:33Z 36.4K followers, 12.6K engagements
"The closing argument in FTC v. Microsoft & Activision Blizzard is about to start. Judge Corley is here the court is in session just some administrative clarification by Microsoft lead counsel Beth Wilkinson. 🧵1/X"
X Link 2023-06-29T21:29Z 31K followers, 379.1K engagements
"FTC claims "significant evidence" about relevant market nature of competition in those markets role of content in each of those markets and critically MSFT's ability and incentive to foreclose. 🧵3/X"
X Link 2023-06-29T21:40Z 36.7K followers, 30.3K engagements
"FTC says it's about driving users to Game Pass. Then claims that ZeniMax is evidence of MSFT's incentive (to foreclose). Judge Corley: let's talk about ZeniMax which ZeniMax title is comparable to CoD multiplayer multiplatform title 🧵5/X"
X Link 2023-06-29T21:35Z 36.6K followers, 34.2K engagements
"FTC says Elder Scrolls is most like CoD. But Judge Corley now notes that ES6 is not yet launched and FTC has to concede MSFT hasn't announced ES6 will be exclusive. 🧵6/X"
X Link 2023-06-29T21:41Z 36.4K followers, 31.1K engagements
"FTC now says one can always create a category of one. CoD is unique only CoD generates huge revenues every year. Then talking about MSFT using content and Judge Corley then says "they*ll use that content to make money". 🧵7/X"
X Link 2023-06-29T21:42Z 36.4K followers, 27.1K engagements
"FTC now says Mr. Kotick will bring his content everywhere gamers can be found. (Well but MSFT actually will bring ABK games to more gamers than an independent ABK1) 🧵9/X"
X Link 2023-06-29T21:36Z 36.4K followers, 29.3K engagements
"FTC says difference between exclusivity that is procompetitive and that is not. They say this is not about all exclusives being bad. If Sony gives someone money to make something unique FTC says it's procompetitive. Money used to make something gamers want. 🧵10/X"
X Link 2023-06-29T21:40Z 36.5K followers, 30.2K engagements
"Judge: Let's start with platform market. Prof Lee has Gen9 console market. OK so if the merger goes fwd how may that substantially lessen competition 🧵12/X"
X Link 2023-06-29T21:55Z 36.6K followers, 31.1K engagements
"Judge: If Sony actually had a deal for [--] years . FTC doesn't really want to talk about that :-) FTC said they'd still investigate it. But judge says here it's about a preliminary injunction (not merely an investigation). 🧵15/X"
X Link 2023-06-29T21:41Z 36.3K followers, 31.7K engagements
"Judge: so the console market then comes really down to CoD and the concern that MSFT will partially foreclose it in a way that people who played it on PS will now have to play it on MSFT (Xbox) 🧵16/X"
X Link 2023-06-29T21:41Z 36.4K followers, 31.2K engagements
"FTC: yes one theory is they'll have to buy an Xbox. That*s theory. But other theories are myriad ways to use content to push platform. 🧵17/X"
X Link 2023-06-29T21:42Z 36.4K followers, 39.6K engagements
"Judge now wants to discuss total foreclosure theory. Wants to know how FTC expert Prof Lee came up with that 20% figure (switching rate in foreclosure scenario) that is the key input into his model. 🧵18/X"
X Link 2023-06-29T21:42Z 36.4K followers, 40.1K engagements
"Judge: I just wanna know what actual data . I*ll tell you Dr. Bailey looked at actual real-world data 🧵19/X"
X Link 2023-06-29T21:42Z 36.4K followers, 36.1K engagements
"Judge Corley still wants to know about the 20%. She wants to know on the basis of what data the FTC expert assumes that some gamers will switch from PS to Xbox when they buy a next-gen console. 🧵20/X"
X Link 2023-06-29T21:45Z 36.4K followers, 20.8K engagements
"Judge Corley now looks at usage data as used/provided by Dr. Bailey. Many people who do play CoD don't play very often. Now Microsoft's counsel points to the numbers won't mention them all in open court. 🧵21/X"
X Link 2023-06-29T21:46Z 36.3K followers, 18.9K engagements
"Now the FTC is just talking about CoD being #1 in sales charts etc. Judge: are you saying that people who only play CoD [--] hours a year are they included in that 20% figure Silence on FTC*s part. 🤡🤡🤡 🧵24/X"
X Link 2023-06-29T21:49Z 36.4K followers, 22.2K engagements
"Now the FTC is pointing to a part of their expert's report. "He looked at the universe of people who play CoD" . and talking talking talking abut they have no facts no numbers no data no evidence. 🤡🤡🤡 🧵25/X"
X Link 2023-06-29T21:50Z 36.4K followers, 20.9K engagements
"The FTC now says they use the "share model" and that's Gen8 because they lack data for Gen9 but foreclosure model is then Gen9. But they still can't provide ANY evidentiary basis for the 20%. 🧵27/X"
X Link 2023-06-29T21:49Z 36.4K followers, 20.5K engagements
"Judge Corley: the number of PS users who play CoD a lot is actually a small number compared to all PS users. Also PS is not the biggest revenue driver on PS. 🧵28/X"
X Link 2023-06-29T21:50Z 36.4K followers, 22K engagements
"Now the FTC is spending time just explaining that in a foreclosure situation someone might buy a $500 Xbox etc. They are making themselves ridiculous here. It's a disgrace for the government. 🧵31/X"
X Link 2023-06-29T21:53Z 36.4K followers, 23.3K engagements
"Judge Corley: I understand that . but you're using that to get to the foreclosure incentive. How do you calculate that number It would have to be a high enough percentage of people who switch so it would be profitable for Microsoft. 🧵32/X"
X Link 2023-06-29T21:58Z 36.9K followers, 21.8K engagements
"FTC always gets back to sales figures of CoD. We already were there like [--] minutes ago. Judge: it's not the average it's the exceptional consumer. FTC confirms it's the top end where they would switch 🧵33/X"
X Link 2023-06-29T21:56Z 36.4K followers, 21.3K engagements
"Judge Corley gets back to the fact that Dr. Bailey (MSFT economic expert) showed number of hours people spend on CoD. It's clear that Dr. Bailey made a far stronger impression. The FTC never had a case and Lee is a newbie to the expert testimony game. 🧵34/X"
X Link 2023-06-29T21:58Z 36.4K followers, 23.6K engagements
"Wilkinson: the 20% was input. That was your (the judge's) question. 🧵37/X"
X Link 2023-06-29T22:00Z 36.4K followers, 20.3K engagements
"FTC: Dr. Lee didn't just make it up. Judge Corley wants to know where that is in the report because the 20% figure is critical 🧵39/X"
X Link 2023-06-29T22:00Z 36.4K followers, 25K engagements
"ANOTHER point of failure identified: "notwithstanding the agreement with Nintendo" offer to Sony etc. So Judge Corley appears inclined to take (over the FTC's objection) those market realities into account when evaluating whether there is a foreclosure incentive. 🧵40/X"
X Link 2023-06-29T22:02Z 36.4K followers, 22.6K engagements
"FTC lawyer now gets back to their share shift. Then says "we do the best with the data we have" Well if that's your best then your best isn't good enough. The FTC should move on and give up on the console theory. 🧵41/X"
X Link 2023-06-29T22:02Z 36.4K followers, 22.8K engagements
"Judge Corley places significant weight on Dr. Bailey's focus on the extent to which gamers actually play CoD i.e. how many hours per year and the FTC always just gets back to sales data and suggests people don't spend $70 if they're not going to play it 🧵42/X"
X Link 2023-06-29T22:02Z 36.4K followers, 21.6K engagements
"Now Judge Corley categorized part of the FTC's theory here as "hypothetical". She gets back to the model. She wants to see a mathematical calculation according to which it makes more sense to make CoD exclusive than to offer it across platforms. 🧵43/X"
X Link 2023-06-29T22:04Z 36.4K followers, 24.3K engagements
"They keep going in circles: FTC keeps coming back to popularity. Judge Corley: it's so popular. But a lot of people buy it and don't play it very much. 🧵44/X"
X Link 2023-06-29T22:04Z 36.4K followers, 28.1K engagements
"Now the FTC again gets back to Jim Ryan's declaration. Some claim there that Jim Ryan made about the situation in [----]. Judge Corley: is what he's saying based on the number of hours played that's all I'm asking. 🧵45/X"
X Link 2023-06-29T22:04Z 36.4K followers, 22.8K engagements
"Judge: can I ask you about Dr. Bailey's demonstrative there was no dispute about it They just reference it by a number. I guess that's about how many CoD customers spend how many hours per year and what that means in terms of revenues. 🧵46/X"
X Link 2023-06-29T22:19Z 36.4K followers, 23.3K engagements
"The FTC simply never did its homework and never polled gamers as to whether they would switch. It may be counterintuitive but Chile's antitrust authority (FNC) did that and arrived at the correct result. A small country's competition regulator did its homework. 🧵47/X"
X Link 2023-06-29T22:06Z 36.5K followers, [---] engagements
"Microsoft lawyer Wilkinson again intervened. She knows that Judge Corley has identified the problem and MSFT essentially just has to point to the evidence or especially absence of evidence that validates Judge Corley's skepticism. 🧵48/X"
X Link 2023-06-29T22:07Z 36.4K followers, [---] engagements
"So there's now a footnote that the FTC pointed Judge Corley to. Moving on to relevant market. Judge Corley raises the next issue: she's struggling with the fact that you can play a lot of those games on a PC or on a Nintendo. 🧵49/X"
X Link 2023-06-29T22:09Z 36.4K followers, [---] engagements
"Judge points out that people can use different devices and play with each other so why are those devices not in the same market 🧵50/X"
X Link 2023-06-29T22:09Z 36.4K followers, [---] engagements
"FTC now focusing on Hypothetical Monopolist Test which is a method to verify the boundaries of a market. FTC now points to the fact PC costs $1500 console $500. But Judge Corley says: what if they already have a PC 🧵51/X"
X Link 2023-06-29T22:10Z 36.4K followers, [---] engagements
"Judge Corley: a high percentage of those who play CoD already own a PC. FTC now says special gaming PC is not just any PC. Judge: since pandemic etc. everybody has a (reasonably good) PC 🧵52/X"
X Link 2023-06-29T22:11Z 36.4K followers, [---] engagements
"Judge: why doesn't the existence of the option to play on the PC you already have maybe not the same quality have some sort of input and downward pressure on the price of the Xbox 🧵53/X"
X Link 2023-06-29T22:12Z 36.4K followers, [---] engagements
"FTC says everything essentially becomes substitute if price goes through the roof. (That obviously doesn't make sense. It's really just about consoles and gaming PCs here.) 🧵54/X"
X Link 2023-06-29T22:13Z 36.4K followers, [---] engagements
"Judge: are you saying that as a matter of economics you can't take into account that someone already owns that platform (i.e. gaming PC) 🧵55/X"
X Link 2023-06-29T22:13Z 36.4K followers, [---] engagements
"FTC gets back to Hypothetical Monopolist Test. Judge: sorry to go back I get it if you have to buy it that makes perfect sense but we're talking about where they already own it 🧵56/X"
X Link 2023-06-29T22:14Z 36.4K followers, [---] engagements
"The FTC keeps going in circles like before and Judge Corley again and again tells them she understands what the FTC means but "this is a practical matter . that if you have a PC and you can play games on the PC . some constraint on console prices" 🧵57/X"
X Link 2023-06-29T22:15Z 36.4K followers, [---] engagements
"FTC says it has law and fact argument. Claims that its approach is the one under the law. Actually the HMT is not prescribed by the law or anything. Now talking about there being no evidence that people would buy one device instead of the other. 🧵58/X"
X Link 2023-06-29T22:16Z 36.6K followers, [---] engagements
"Judge Corley: we*re in a very unique industry here and situation. can you give me (legal precedent) FTC claims this is not the first time but they can't point to an apposite case it seems 🧵59/X"
X Link 2023-06-29T22:17Z 36.4K followers, [---] engagements
"MSFT's Wilkinson: we're not in a horizontal merger test that's what the test is designed for. Here because it's a vertical merger . it's about where they play the games -- the games not the consoles if they lose the games. 🧵60/X"
X Link 2023-06-29T22:18Z 36.4K followers, [---] engagements
"Wilkinson says vertical merger cases mention the Hypothetical Monopolist Test but it's not really critical in a vertical merger case. 🧵61/X"
X Link 2023-06-29T22:18Z 36.4K followers, [---] engagements
"Judge: when they go to Best Buy and it's on the shelf and they got PS Xbox Nintendo Switch and I look at it and can get this entry into the Gen9 FTC: in November [----] priced the Xbox S it wasn't about matching Switch price but about getting users into their Gen9 🧵64/X"
X Link 2023-06-29T22:21Z 36.3K followers, [---] engagements
"Now MSFT's Wilkinson responding to the Nintendo question. Yes Nintendo has different features but price is one of the most important thing consumers look at. Judge Corley: ONE thing. 🧵65/X"
X Link 2023-06-29T22:22Z 36.5K followers, [---] engagements
"FTC says lots of things compete but the legal focus must be on where competition matters. Where is the locus of competition where the effects of this deal will be felt. not sufficient to say in lay term you can walk into the store and see it. 🧵66/X"
X Link 2023-06-29T22:23Z 36.4K followers, [---] engagements
"FTC claims almost every witness in the case says Switch is not the same as high-performance console. Judge Corley not impressed by the fact that it's not the same. 🧵67/X"
X Link 2023-06-29T22:24Z 36.4K followers, [---] engagements
"FTC now referring to its expert's report very different content (Mario Zelda) very different profile and getting back to the fact that Microsoft allegedly looked at Switch price when pricing the Xbox S. Judge asks Wilkinson to comment 🧵69/X"
X Link 2023-06-29T22:25Z 36.4K followers, [---] engagements
"Judge wants to know if there's evidence re. pricing. Wilkinson that it's not true that they did not compare. And most important: Dr. Bailey's chart shows all the similar games available. The most popular games are on both. 🧵70/X"
X Link 2023-06-29T22:26Z 36.8K followers, [---] engagements
"Fortnite FIFA Minecraft Legends. . 🧵71/X"
X Link 2023-06-29T22:26Z 36.4K followers, [---] engagements
"Judge Corley: I think there was evidence of titles exclusive to Nintendo. Wilkinson: both PS and Nintendo have many more exclusives than the Xbox FTC says Nintendo strategy is Zelda and Mario only on Nintendo 🧵72/X"
X Link 2023-06-29T22:27Z 36.4K followers, [---] engagements
"Wilkinson pointing to ES games that are available on PS ES6 that will come out later (she confused it for [--] probably because of FFXVI but clear she means ES6) single-player 🧵74/X"
X Link 2023-06-29T22:29Z 36.4K followers, [---] engagements
"FTC now wants to focus on incentives claims it's not about multiplayer or non-multiplayer. Judge Corley: those economic incentives include your brand. . when the game is taken away from people's favorite platform there is reputational harm 🧵75/X"
X Link 2023-06-29T22:31Z 36.4K followers, [---] engagements
"FTC again has no substance. They say their expert explained it wasn't quantifiable but there were also non-quantifiable benefits from foreclosure. 🧵75/X"
X Link 2023-06-29T22:31Z 36.6K followers, [---] engagements
"FTC: would there be reputational harm if CoD yanked from PS [--]. they would buy an Xbox to keep playing the game [--]. that is a full foreclosure world but what about a world where the best new Xmas character in CoD is only on Xbox 🧵76/X"
X Link 2023-06-29T22:32Z 36.4K followers, [---] engagements
"Judge Corley: where is the analysis . that is just not there. what percentage of the players that are out there would actually buy the Xbox so they could get this Xmas character 🧵77/X"
X Link 2023-06-29T22:33Z [--] followers, [---] engagements
"For the console theory it's a total bloodbath. There are multiple ways to rule against the FTC and I believe we will see a decision that will throw out the console crap on at least [--] bases. 🧵77/X"
X Link 2023-06-29T22:33Z 36.4K followers, [---] engagements
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