Activision Blizzard

also referred to as: activision

4 statements across 4 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jan 22, 2022 by Chamath Palihapitiya · said 31 times in 14 episodes since 2022 · across every show →

Mentions by year

brought up most by Jason Calacanis (14), Chamath Palihapitiya (14), David Friedberg (2), David Sacks (1)

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2026 1 mention in 1 episode
2025 1 mention in 1 episode
2024 3 mentions in 3 episodes 1 per episode
2023 13 mentions in 5 episodes 3 per episode
2022 13 mentions in 4 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Activision Blizzard, oldest first

Jan 22, 2022 bullish
Prediction Held up
Chamath predicts Microsoft's $68B acquisition of Activision Blizzard will close
“I still think this Microsoft Activision deal on balance gets done, because if you take the absolute values away from it, The reality is that it's an adjacent part of Microsoft's core business, and there's nothing fundamentally monopolistic about what would hap…”
Chamath Palihapitiya Jan 22, 2022 ▶ 28:12 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Dec 8, 2023 positive
Assertion Supported
Chamath: Microsoft has successfully closed all major acquisition attempts under Brad Smith
“When you look at the track record of his ability post this consent decree to get deals done inside of Microsoft, it's truly incredible. There is nothing that they've really tried to buy, whether it's Nuance or whether it's Mojang or whether it's GitHub. Activi…”
Chamath Palihapitiya Dec 8, 2023 ▶ 1:26:47 E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
Dec 16, 2023 neutral
Assertion Supported
Calacanis: Google paid Activision $360M to stay in the Play Store
“Google paid Activision three hundred sixty million dollars to keep in the Play Store.”
Jason Calacanis Dec 16, 2023 ▶ 10:47 E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
Dec 29, 2023 positive
Opinion
Chamath: Satya Nadella is the best CEO of 2023
“Satya Nadella, CEO of Microsoft. I just think the gross tonnage of market cap dollars he added in 2023, plus figuring out how to close Activision, plus retaining maximum optionality with OpenAI, is just a masterclass in heads down management.”
Chamath Palihapitiya Dec 29, 2023 ▶ 43:07 E159: The Bestie Awards! Recapping the best and worst of 2023
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