A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition  —  The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room:

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A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition  —  The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room:

Nintendo announces a new joint venture, called Nintendo Systems, with DeNA, which co-developed several Nintendo titles for mobile, including Fire Emblem Heroes (James Batchelor/GamesIndustry.biz)

James Batchelor / GamesIndustry.biz:
Nintendo announces a new joint venture, called Nintendo Systems, with DeNA, which co-developed several Nintendo titles for mobile, including Fire Emblem Heroes  —  New subsidiary will open in April 2023, focusing on research and development to improve Nintendo’s digital business  —  At a glance

Microsoft signs a 10-year deal to bring Call of Duty to Nintendo platforms for the first time, pending FTC approval of its Activision Blizzard acquisition (Shannon Liao/Washington Post)

Shannon Liao / Washington Post:
Microsoft signs a 10-year deal to bring Call of Duty to Nintendo platforms for the first time, pending FTC approval of its Activision Blizzard acquisition  —  Microsoft has signed a deal to bring the Activision Blizzard-published Call of Duty franchise to Nintendo for the first time …

A look at Nvidia’s issues, including crypto mining demand drying up and GPUs flooding secondary markets, and opportunities, including gaming and data centers (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
A look at Nvidia’s issues, including crypto mining demand drying up and GPUs flooding secondary markets, and opportunities, including gaming and data centers  —  Nvidia investors have been in the valley before:  —  This chart, though, is not from the last two years, but rather from the beginning …

Debunking five myths that may be sinking Meta’s stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Debunking five myths that may be sinking Meta’s stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating  —  What happened to Meta last week — and my response to it — expressed in meme-form:  —  In 2018, the market was panicking …

A look at the implications of OpenAI’s ChatGPT, which has experienced an explosion of interest and led to questions about AI’s impending impact on society (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
A look at the implications of OpenAI’s ChatGPT, which has experienced an explosion of interest and led to questions about AI’s impending impact on society  —  It happened to be Wednesday night when my daughter, in the midst of preparing for “The Trial of Napoleon” for her European history class …