Recent proof-backed thesis calls
Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
Microsoft’s Xbox division plans to cut ~3,200 jobs (~20% of staff) over the next year and divest four game development studios (and begin separating from a fifth) as part of a major reorganization aimed at improving growth and profitability; management says Xbox margins are far below comparable businesses.
Current stance
Top authors on this asset
Investment decisions
Unlock full asset monitoring
Create an account to inspect complete asset history, trust-weighted rankings, and persisted evidence across authors, theses, and market events.