Rumour now is Kojima is doing Silent Hill with Sony from Gematsu. KJP I think is more likely, because the engine they are using is Sony's, GG lent a lot of their staff to help on Death Stranding, KJP has a satellite studio near GG and Kojima and Sony have a really close relationship.
On Square Enix. Sony has $40B in cash. Financing is done through stock and debt, so buying SE would not be hard for Sony. IMO they have incredibly synergy. Multiple AAA IPs and dev teams that make singleplayer games, most of their fans are already on Playstation, a CGI animation studio that can join Sony studios and help make movies, skits, etc for SE, anime licenses, the capability to make mobile games and a dozen or so RPGs, something PS lacks.
Agree with pretty much everything you said. I’ve been thinking for a while Sony buying SE could make sense. Most people don’t realize how much money Sony has. They could definitely make it happen if they wanted to. I’d personally prefer Sony buy Capcom instead, but I feel that’s much less likely.
Another studio I looked into was From Software. I think their parent company is only a bit above $1 bil in value. And I saw someone mention they have anime properties as well—something Sony is obviously very interested in. So I think this could be a very real possibility as well.
Ember Lab would be a great pickup.
My top dream acquisitions would be Supergiant and Remedy. I adore every Supergiant game I play, and Control is one of my favorite games in years, and I feel both companies could blossom/thrive under Sony. These acquisitions are highly unlikely, but a boy can dream.