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The Rest of the Tent

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Bungie's upcoming Marathon is walking off a Cliff

With ARC Raiders dominating the extraction shooter genre, Bungie's upcoming Marathon faces an impossible battle. The £35 price tag, poor timing, and abstract design spell disaster for Sony's investment.

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A $3.6 billion USD company

After a decade of unhinged mismanagement, Bungie is firing half its staff. Destiny 2 is over, and Marathon's disastrous Season 2 proves Sony bought a flop.

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Microsoft's $1.4 trillion AI hallucination

Satya Nadella has vapourised 1.4 trillion dollars of Microsoft's market cap. He is incinerating Azure profits on AI e-waste. Read the brutal truth behind the stock crash.

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ElevenLabs might just be the most toxic company in GenAI right now

A critique of the toxic sales culture at ElevenLabs following VP Carles Reina's controversial 20VC interview. I analyse the sustainability of their "20x salary" quota, the "Product Market Fit is BS" claim, and why their aggressive firing policy signals a pump-and-dump scheme ahead of a potential IPO in the commoditised GenAI voice market.

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The long overdue death of Destiny 2

Sony is officially pulling the plug on Destiny 2. Between a massive $765 million write-off, clueless developers, and a delusional playerbase, Bungie had this coming.

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Nvidia’s $100bn OpenAI "investment" was always a bad joke

Nvidia is finally walking back that ridiculous $100 billion OpenAI investment. It was always a transparent attempt to pump the stock, but now the reality of the AI bubble has hit. Jensen Huang knows better than to throw cash into a money pit, yet the other tech giants are still blindly doubling down on the hype.

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