Tom Warren

Which then boot up into their own interface, which then they can say, subscribe to Game Pass.

Buy our games in the store.

But is the reality that those people are just going to buy them and just use Steam?

Yeah.

That's their problem.

And this is like the very big question of the next-gen Xbox market.

whatever Asher does with that work that's going on at the moment and what this next strategy is going to be.

Because that is, yeah, that's kind of a big question.

I still think that they will pursue Xbox everywhere, right?

But not in the sort of way, not in the sort of over-promising, under-delivering scenario, I hope, because that was just a mess.

And I do think she's kind of signaled in her memo of a return to Xbox.

We don't really know exactly what that means because, let's be honest, what does Xbox mean at the moment?

Yeah, exactly.

I think she's kind of signaling there that consoles can be a little bit more of a priority than perhaps it has been over the last couple of years.

But who knows?

We'll have to see when she talks more broadly about that.

I know the reaction to her in particular has been around questions around AI, right?

Because she's been at Core AI at Microsoft for a couple of years.

I don't necessarily get the impression that she's coming into suddenly, you know, AI everything at Microsoft Gaming.

I think she, I mean, they're just naturally going to do that anyway because it's Microsoft and Microsoft is heavily invested in AI.