Analyst seem to say that AB price was a bargain for MS regardless of the size of the deal, and the timing seems to indicate some people were interested in cashing for pure personal reasons that may or not involve a scandal.
AB is bigger than Xbox game studios, they have bigger IP. There’s literally nothing MS can add to AB that will make them bigger than they are now.
AB joining MS’s is huge for their game division, but the opposite isn’t true.
This assessment isn’t about MS, it’s about AB’s future, and the reason why nobody ever saw this coming is exactly because there was no point to it happening. It happened because it happened, Kotic and others wanted to cash out after the scandal. How can that be in the best interest of the company itself? That kotic has to go on tv and spread fear about China and shit tells you everything, there’s no compelling case to be made.