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by exanimo_sai
2145 days ago
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The takeaways from this potential acquisition for me:
- The splinternet is real - as a foreign business with US interests be aware which side of the splinternet you are positioned. (Stratechery wrote a good piece of the four way split of the internet between US, China, India and EU https://stratechery.com/2020/india-jio-and-the-four-internet...)
- While this may appear as a weird adjacency for Microsoft to go into they have successfully run Xbox a consumer business for many years
- The consumption ecosystem from user data and behaviour from TikTok acquisition can only bolster Microsoft
- Social capital is a lucrative currency for any tech company especially one such as MS who has a lot of catching up to do to other Big Tech
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