Tim Geddes

They're also lightly competing in a way that they're going to lose.

They're losing, and they're going to continue to lose.

Where they're winning is the game publishing side, and they're going to continue to win there.

I think that they could just create an avenue to allow themselves to get out of their way and just win even more if they were to just rip the Band-Aid off.

For some reason, they're hemorrhaging blood.

They're hemorrhaging...

I know, and we agree about what we're saying, but they're not presenting it that way.

They're presenting it as their hardware is still a competitor to PlayStation.

And that's the simple problem there.

Thought exercise for you guys.

And I know we don't know the actual numbers here, but just bringing something up.

At this point, we know that Game Pass is, quote unquote, a success and profitable and whatever you want to call it, all those things.

Game Pass, to Paris's point, is currently what it means to be in the Xbox ecosystem because there's essentially no other reason, right?

And it continues to look like that is going to remain true going forward.

What if they just got rid of Game Pass, shut it all down, and they are just a publisher releasing $70 titles on PlayStation 5, on Steam, on every storefront that's out there, and they just focus on that?

Will they make more money?

I really don't know.

So then, taking it a step further then, it's like, okay, cool.

What if they stopped Game Pass being their number one marketing beat?

And Game Pass and hardware... I think they already have.