Nilay Patel

Maybe this is actually the thing you need.

Distance from this audience.

What do you think she's going to do with this strategy now?

Also, Phil's been there the entire time.

How do you return to the thing the guy who made it?

Let me ask you this big, big question.

You've done a lot of reporting over the last year and a half about this new console and it being a PC and this strategy and whether or not it's organized or disorganized.

I think what I'm hearing you say is she's going to execute it, right?

Like there's execution problems here.

Maybe the company did not trust Sarah Bond to execute the strategy after Phil left.

Maybe we need to reset it all.

And so Asha is just going to execute that well.

That's one approach.

We can see if that's what she actually wants to do.

Then there's what I hear a lot of people saying, especially gamers who are prone to hyperbole, that her job is to just shut it down.

It's just bring this to an end because Activision didn't work.

Bethesda didn't work.

All Satya Nadella cares about is replacing all of us with AI agents that are using Excel or whatever he cares about.

Microsoft just wants to wash its hands of this business.

And she's just going to trim it down to sell it to whoever wants to buy it.