Episode Details

The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI announces their parental controls for teen users. And, the Wall Street Journal says debt financing is now playing an increasing role in AI CAPEX buildout.

• Electronic Arts Goes Private for $52.5 Billion in Largest LBO Ever (WSJ)
• EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record (Bloomberg)
• EA Buyout Talk Highlights Gaming Struggles as Growth Slows (Bloomberg)
• DeepSeek Debuts ‘Sparse Attention’ Method in Next-Gen AI Model (Bloomberg)
• Jaguar Land Rover Gets Government Loan Guarantee to Support Supply Chain; Restarts Production (WSJ)
• OpenAI Adds Parental Safety Controls for Teen ChatGPT Users. Here’s What to Expect (Wired)
• Debt Is Fueling the Next Wave of the AI Boom (WSJ)

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