EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance - - 22 Jun 26   Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth/QI Research - 25 Jun 26     ROADSHOWS: Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth /QI Research   •   London   21 - 26 Jun 26       Internet and Media Coverage and Ideas - Barton Crockett /Rosenblatt Securities   •   London   22 - 23 Jun 26      
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An Epic partner - Mio Kato has been arguing that significant collaboration between Sony and Epic Games is likely in forming the key infrastructure for the metaverse. The recent Matrix Awakens demo starts to reveal some of the possibilities. In addition, it demonstrates why Mio believes popular metaverse theme names like Meta and Roblox have no realistic chance of competing. Mio also discusses the (increasingly high) likelihood that Tencent decides to sell its stake in Epic with Sony expected to be one of several interested parties.

Edition 126 - 07 Jan 22