Takeaways:
- The urgency around acquiring gaming content has accelerated after Microsoft (MSFT-ATVI) and Take Two (TTWO-ZNGA) mega-deals. Expect more gaming M&A over the next year.
- Joe Rogan and Neil Young/Joni Mitchell is the latest in a string of disputes on content distribution platforms. It’s not the first, and it won’t be the last. In the end, Spotify will be just fine.