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Amazon is not going to make a bid for Electronic Arts – sources

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Re: Amazon is not going to make a bid for Electronic Arts – sources

#51

It seems to me that Amazons long term strategy is to become a "Conglomerate of Brands", leveraging the profits from one business unit to buy out unrelated business. This sort of acquisition doesn't, as far as I can see, advance a particular core business unit (I'm aware Amazon have toyed with games publishing, but its not exactly a core business unit). I suppose it makes sense, investors want their investment to be s…

They did/do have Lumberyard. And I imagine that this means EA games will all use AWS for their cloud functions.

Re: Amazon is not going to make a bid for Electronic Arts – sources

#52

It seems to me that Amazons long term strategy is to become a "Conglomerate of Brands", leveraging the profits from one business unit to buy out unrelated business. This sort of acquisition doesn't, as far as I can see, advance a particular core business unit (I'm aware Amazon have toyed with games publishing, but its not exactly a core business unit). I suppose it makes sense, investors want their investment to be s…

What movie was that where there was only one large company that did everything? Kind of scary that we are almost at that point now.

Lots, but I always think of Wall-E with "Buy n Large" (https://pixar.fandom.com/wiki/Buy_n_Large), it seems to be so close to where Amazon will be in 100 years if we let it. Particularly if you include Blue Origin as part of "Bezos/Amazon".

Re: Amazon is not going to make a bid for Electronic Arts – sources

#53

It seems to me that Amazons long term strategy is to become a "Conglomerate of Brands", leveraging the profits from one business unit to buy out unrelated business. This sort of acquisition doesn't, as far as I can see, advance a particular core business unit (I'm aware Amazon have toyed with games publishing, but its not exactly a core business unit). I suppose it makes sense, investors want their investment to be s…

What movie was that where there was only one large company that did everything? Kind of scary that we are almost at that point now.

after the franchise wars, all restaurants are taco bell.

Re: Amazon is not going to make a bid for Electronic Arts – sources

#54
post #17

Will there ever be a point where as a society we agree to put an upper cap on the size of companies? Does Amazon really need to absorb even more? Doesn’t that stifle competition? I understand that enforcement is hard as the rule wouldn’t be global, but still curious.

Antitrust law does exactly this. If Amazon owning EA overly concentrates market power/forms a monopoly, it'll be rejected and the deal with fail.

Why would you want to put an upper cap on the size of companies? It feels like stifling innovation and productivity, which will be overly negative for everyone.

Re: Amazon is not going to make a bid for Electronic Arts – sources

#56

It seems to me that Amazons long term strategy is to become a "Conglomerate of Brands", leveraging the profits from one business unit to buy out unrelated business. This sort of acquisition doesn't, as far as I can see, advance a particular core business unit (I'm aware Amazon have toyed with games publishing, but its not exactly a core business unit). I suppose it makes sense, investors want their investment to be s…

What movie was that where there was only one large company that did everything? Kind of scary that we are almost at that point now.

Idiocracy ;)

In that movie, Costco pretty much does everything.

Re: Amazon is not going to make a bid for Electronic Arts – sources

#57

It seems to me that Amazons long term strategy is to become a "Conglomerate of Brands", leveraging the profits from one business unit to buy out unrelated business. This sort of acquisition doesn't, as far as I can see, advance a particular core business unit (I'm aware Amazon have toyed with games publishing, but its not exactly a core business unit). I suppose it makes sense, investors want their investment to be s…

What movie was that where there was only one large company that did everything? Kind of scary that we are almost at that point now.

Weyland-Yutani?

Re: Amazon is not going to make a bid for Electronic Arts – sources

#58

1, Amazon runs the platform that sells the games - Amazon 2, Amazon runs the platform that people use while playing the games - Twitch 3, Amazon runs the platform that hosts the servers to play the games - AWS 4, Amazon runs the platform that you play the game on - Luna 5, Amazon runs the platform that creates the games - EA how is this not anti-competition for anyone running a company that competes in only one of th…

Other than Twitch (and maybe AWS, I don't know enough), none of those are monopoly or capable of anti-competition. Even twitch has youtube as alternative

Re: Amazon is not going to make a bid for Electronic Arts – sources

#59

It seems to me that Amazons long term strategy is to become a "Conglomerate of Brands", leveraging the profits from one business unit to buy out unrelated business. This sort of acquisition doesn't, as far as I can see, advance a particular core business unit (I'm aware Amazon have toyed with games publishing, but its not exactly a core business unit). I suppose it makes sense, investors want their investment to be s…

Amazon's strategy is to be a smarter GE, by expanding into new areas that feed power into the Amazon flywheel.

EA would give them control over a core library of content and IP, that they could use to (a) ensure continued access into home consoles for their other products, (b) run as a game on demand service attached to Prime, or (c) make exclusive to launch their own console.

And it seems like the sort of business Amazon likes: good profit margin trend line, but more valuable within the Amazon ecosystem than outside it.

Re: Amazon is not going to make a bid for Electronic Arts – sources

#60
post #27
post #17

Will there ever be a point where as a society we agree to put an upper cap on the size of companies? Does Amazon really need to absorb even more? Doesn’t that stifle competition? I understand that enforcement is hard as the rule wouldn’t be global, but still curious.

> put an upper cap on the size of companies How would you measure “size”? EDIT: What do you mean by "cap" then? Would you force the company to be broken apart into smaller independent companies if it exceeded whatever cap is defined?

Revenue or balance sheet
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