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GameStop’s $GME pending “big acquisition” should focus on businesses that are effectively software‑driven services companies in disguise: firms that sell outcomes as a service rather than just tools.Think highly scalable gaming ecosystems, hybrid entertainment subscriptions, fintech platforms, insurance companies or even hardware enabled AI product companies that benefit from AI tailwinds instead of getting flattened by them or burning cash trying to build AI infrastructure.As Sequoia’s Julien B
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