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Unbundling the Game Engine: The Rise of Next Generation 3D Creation Engines

Andreessen Horowitz

The emergence of generative AI, cloud computing, and new spatial platforms is poised to disrupt 3D creation end-to-end. Ultimately, these engine unbundling approaches are market wedges to find soft spots where a new creation tool can provide 10x improvement over incumbents.

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Restrictions on acquisitions would stifle the US startup ecosystem, not rein in big tech

TechCrunch

Some might argue that acquisitions are more dominant today because of the anti-competitive motivations of current tech incumbents. In fact, today we are witnessing fewer acquisitions relative to IPOs than in years past, as the average acquisition-to-IPO ratio since 2004 is approximately 15:1.