I'd argue Sega Sammy can get out of the GAN deal if they want to (see what Jeremy Raper commented here https://twitter.com/puppyeh1/status/1767915294172065979), not a special sit I would play (although on balance, I think they will go through, even if they shouldn't)
Yes, I also came to the conclusion that there are too many nodes of the decision tree where GAN can go belly up so its best to avoid and watch what unfolds.
I'd argue Sega Sammy can get out of the GAN deal if they want to (see what Jeremy Raper commented here https://twitter.com/puppyeh1/status/1767915294172065979), not a special sit I would play (although on balance, I think they will go through, even if they shouldn't)
Yep I covered the clause in their agreement where SS can leave here: https://continuouscompounding.substack.com/p/gan-part-4b-factoring-chilean-operation
Yes, I also came to the conclusion that there are too many nodes of the decision tree where GAN can go belly up so its best to avoid and watch what unfolds.