We're thrilled to be bringing Final Fantasy VII Revelation to Xbox day and date with other platforms.

I strongly suspect within three years Microsoft will sell or spin off: ・Activision-Blizzard ・Bethesda/Zenimax ・King I believe they will keep Minecraft. I cannot imagine the predictions MS made for games in 2018 when they started their current strategy of growth through studios match with their needs for an AI future. I mentioned this in one of my threads last year, but every dollar that Microsoft had invested in games would have been better invested into AI. Potential buyers would be some of the MENA funds, PE firms, Netflix or others.

OpenAI was valued at $157bn in Oct 2024. OpenAI was valued at $300b in March 2025. (Softbank led this $40bn round.) OpenAI's current target is $850bn for a round closing soon. If Microsoft had sold ATVI for $40bn (taking a $30bn loss) and put it into OpenAI eleven months ago in place of Softbank, their money would have nearly tripled on paper in that one year. This does not mean that they would be able to exit. Paper valuations are only as good as liquidity options. But with SpaceX and xAI merging for a trillion dollar valuation and going public likely within the next 1-2 years, OpenAI would be targeting the same valuation if not more given substantially higher usage and revenue from its AI platform. It's clear that OpenAI would have been the better outcome for the capital. And the money being in ATVI instead of MS being able to deploy it into Anthropic or other opportunities (putting OpenAI aside for a moment) means that ATVI isn't the optimal use of cash, which leads to the predicament below.

I'm having Claude Fable 5 redo HermesWorld 🚨 Spent the last month designing, building & prototyping HermesWorld with Opus 4.8 — a live MMO where humans and AI agents play together. Fable 5 just found and fixed 6 bugs in one afternoon that took weeks to accumulate. The game is about to get insane.