The Burndown is a weekly briefing on where games and entertainment meet capital markets: deals, funding rounds, and the strategy moves behind them. Subscribers also get THE BURN, a biweekly take on one thing in the games industry, torn apart.

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Fox-Roku wins shareholder approval, the UK weighs a Sky-ITV review, Netflix cuts 6%, Disney bids for Character.AI assets, Tencent backs Flow Games, and more.
AI in games is real, it is here, and the fear is pointed at the wrong things. Opinion from Neil Haldar.
The Burndown: Skydance closes WBD, Xbox launches XP, Fireshine buys Necesse studio, Gardens raises $35M+, and more.
Informational only. Not investment advice, and not an offer or solicitation to buy or sell any security.