Badge catalogue

Buying it was the easy part. Now they have to explain what the hell they are doing with it.

Early backers get their exit. Everyone buying the excitement gets to find out what it is really worth.

• The AI apocalypse narrative arrived exactly when the hype needed it
• GenAI hyperscalers’ Q2 reports prove one thing: spending must go up

Did anyone in that meeting actually use the product they were making decisions about?

• The AI apocalypse narrative arrived exactly when the hype needed it
• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart

Another enormous spending increase. Still waiting for an explanation of how it pays for itself.

• The AI apocalypse narrative arrived exactly when the hype needed it
• Meta's very bad 2026 (so far)

They understood the problem and made a sensible decision. More of this, please.

Expensive advice, impressive terminology, and remarkably little common sense.

• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart
• Nexon Q2 2026: ARC Raiders was a hit, therefore everything is replicable

The reaction was entirely predictable. Somehow it still caught them by surprise.

• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart
• Meta's very bad 2026 (so far)

Too expensive to question. Too personal to kill.

• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart
• Meta's very bad 2026 (so far)

The last project flopped, so naturally this person is now in charge of more projects.

• The AI apocalypse narrative arrived exactly when the hype needed it

Tried to accommodate every possible customer and ended up making something none of them wanted.

• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart
• Nexon Q2 2026: ARC Raiders was a hit, therefore everything is replicable

A product feature designed backwards from the investor call.

• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart
• Amazon Games couldn't even hand in somebody else's MMO homework

The plan explains what they are doing, why, and what they can actually afford.

The numbers look impressive, provided you do not ask too much about what they actually mean.

• The AI apocalypse narrative arrived exactly when the hype needed it
• Nexon Q2 2026: ARC Raiders was a hit, therefore everything is replicable

Millions of imaginary customers love it. The real ones are elsewhere.

• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart
• Meta's very bad 2026 (so far)

Another new direction. Have they told the people still building last month's one?

• The AI apocalypse narrative arrived exactly when the hype needed it

Everyone is busy hitting the target. Whether that achieves anything has become a separate question.

• Nexon Q2 2026: ARC Raiders was a hit, therefore everything is replicable
• Heatwaves, droughts, dying crops, wildfires. Big Tech: more AI data centres, please

A fortune spent solving a problem that still refuses to exist.

• The AI apocalypse narrative arrived exactly when the hype needed it
• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart

An astonishing amount of confidence from people this disconnected from everyone else.

• The AI apocalypse narrative arrived exactly when the hype needed it
• Sony finally got Kojima back to espionage, then cancelled it while its first-party strategy falls apart

That valuation requires everything to go right for years. They are pricing it as though it already did.

• The AI apocalypse narrative arrived exactly when the hype needed it
• GenAI hyperscalers’ Q2 reports prove one thing: spending must go up