"Got Threatened" - This is The Beginning of The End for What We Love

[00:00] There's been a bit of a situation that I need to address that honestly is really bad, probably one of the worst things that I am probably in covering for 2026. And the reason for that is because Kotakawa is facing quite a situation that can honestly spell the end for pretty much anime and manga and light novels as we know it.

[00:21] So let me give some lore here for those that are not in the know. Kotakawa is one of the biggest Japanese companies for anime, manga, games, and light novels. They own from software, for instance, yes, from software, the owners of Elden Ring and Dark Souls, Bloodborne, you get the point.

[00:37] But also, they own various animation studios, manga, and light novels. A good example of this is that they own Re-Zero. I don't think I need to elaborate any further on that. They own a lot of massive titles.

[00:49] And so Kotakawa is a monolith. They are a giant within the Japanese market and industry. And if something was to fundamentally shift or change with them, it would have a massive ripple effect on the entirety of anime, manga, light novels, and gaming.

[01:04] And so, this is a situation I have been covering for about almost two years at this point that has escalated to where we're at now, to which why I'm making this video. So basically Kotakawa about what hasn't even been a full year. But basically Kotakawa had a lot of their stocks bought out by Oasis Management.

[01:23] Oasis Management is a Chinese activist hedge fund. And they bought at first, they bought like 7%, and then they went to 10%, then 13%, and now thanks to what happened this morning, they have went to 15% ownership of Kotakawa.

[01:40] The absolute largest owner of Kotakawa. Now the reason why this is very scary is because soon as Oasis Management got a hold of a massive stake within Kotakawa, their first initiative was to basically get rid of the CEO of Kotakawa completely removing.

[01:58] They called in a shareholder meeting to basically have the CEO Kotakawa that's been leading CEO for basically decades, leading Kotakawa the CEO has for decades to get the CEO removed. Now, I have no love for the CEO to be completely blocked. He has been pro-sensorship of the past. I've called him out in the past as well with different videos and stuff. But the point is that Oasis Management clearly is a parasite.

[02:20] They are a parasite that fundamentally wants to turn Kotakawa into a money printing machine and basically rip it apart to what it no longer is. And the thing is this is horrifying because Kotakawa called this out about two years ago that they were fearful of a hostile foreign takeover of a foreign company or government buying them out. And that is happening. It's happening.

[02:42] We have multiple examples now where it is happening. Oasis Management is literally eating Kotakawa alive. And so this meeting was called to happen today and to get the CEO removed. And that meeting finished and basically the meeting revealed that the CEO of Kotakawa will not be stepping down. He was not oust or removed. However, a final message that was left by Oasis Management when they left the meeting was this right here.

[03:10] Oasis Management steadily increases its stake leading to this annual shareholder meeting and the group of single dial will continue to do so. Stay tuned to the From Software topic from our updates and news. So basically what this means is that Oasis Management was not able to achieve their goal of removing the CEO because obviously they don't have enough push. They might be the largest shareholder but they still don't have overwhelming amount of complete control.

[03:36] And so what they're saying is that they're going to steadily continuously buy stakes and stocks within Kotakawa to where their voice becomes so massive that nobody else can compete with them. They have full control over the company. That's what happens. It is legitimately a hostile takeover and we can already see how masked off they are being.

[03:54] Their initiative is to get the CEO removed. Plant someone else that they will do what they want. They're bidding and be able to make and generate as much money as they want. This is exactly what I've been talking about in the fear.

[04:06] And this is a massive company. I want to make sure I reiterate this. Kotakawa is not a small company. This is not a company that is just a small suit. This is way bigger than let's say like Napa way bigger than Whit Studios. This way bigger than Studio Passion or even Toei.

[04:20] This is a monolith of a company that like holds so much. And the fact that you have interest foreign interests trying to control this is not a good thing. Everybody knows this. Like we've already seen what the West has been doing the anime and censoring it. What's to say this is not another example of that. It's going to happen.

[04:38] I mean, their intentions are very obvious. They're trying to get rid of the CEO. I mean, they are literally pretty much threatened in this meeting that they're going to keep trying and they're going to keep raising the stakes, getting more shares and stuff. To be able to actually get what they want and influence these votes. It is crazy. It's actually saying that nobody is talking about this. Not a lot of people are even mentioning or discussing this even in the anime sphere.

[05:02] And I think that is wild to me. Because yeah, like I said, I know that Kotakawa CEO is not a good person. He's been pro censorship. Don't get me wrong. But this is not the way to change it. Like always this management is a foreign interest group that is from a completely different country. Not even Japan that wants to change anime. That's what they want to do. That's exactly what they want to do.

[05:22] There is no good intentions at all. And when you have suits and shareholders starting to dictate everything, you know you're already lost the plot. I mean, let's look at what entertainment in the West is like. Let's look at gaming for instance. It is an absolute wasteland.

[05:36] So this is exactly what I've been talking about for years at this point. So yeah, what can be honestly done? Well, us as individuals, I think what we can do is talk about this more.

[05:48] Get the word out of what's going on and let more people know what this group is doing to Kotakawa. And maybe give maybe there might be some vocal outcry for maybe some fight back. I don't know.

[06:00] I don't know because like this is not good. This is a very bad situation. I don't really have a full blown answer for this one. But it is scary because this is basically one of the biggest companies in Japan for anime,

[06:13] among the light novels and stuff. So yeah, I'll leave it at that though. If you enjoy my content, please subscribe. It does help me out a lot. And I would greatly appreciate it. Please subscribe to my channel if you want more of my content, but be safe stay healthy. She be out.