
App Economy Insights
@EconomyApp
• App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 200K+ read my newsletter How They Make Money
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📊 This Week in Visuals: 🥤 PepsiCo $PEP 🛩️ Delta Airlines $DAL 🍺 Constellation $STZ 🌿 Tilray $TLRY appeconomyinsights.com/p/pro-this-wee…
⚡️ OpenAI hit a $500B valuation. • ChatGPT aims to be the next superapp. • $NVDA is funding a $100B AI power grid. • And the new $AMD deal is a critical twist. Let's put it all in context. 👇 appeconomyinsights.com/p/openai-and-t…
📊 This Week in Visuals: 👟 Nike: Early Wins $NKE 🛳️ Carnival: Firing on All Cylinders $CCL 🎿 Vail Resorts: Strategic Reset $MTN appeconomyinsights.com/p/pro-this-wee…
$EA Electronic Arts is going private. 🎮 The biggest LBO ever at a $55B valuation. • Who's buying? • Why EA and why now? • What does it mean for gaming? Full breakdown 👇 appeconomyinsights.com/p/ea-the-bigge…
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