TTWO directional thesis
The gaming selloff overshoots; as AI gets cheap it speeds up game development and DLC, the next GTA ships in 7 years not 10 and earnings come forward.
“Or, you know, Take-Two is like getting— even though they've got a new GTA game, it's getting smoked. And there was a narrative that like for a while that, you know, video games would be a big beneficiary of AI.”157:11claim_id
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